Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,083 $306K 0.42% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,053 $304K <0.01% new 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 4,000 $300K 0.09% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,968 $297K 0.03% -4,842 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,903 $293K 0.04% +32 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,897 $292K 0.19% -450 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,895 $292K 0.08% +31 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,875 $291K 0.17% -42 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,850 $289K +391 Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,850 $287K 0.06% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,802 $285K 0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,780 $283K 0.01% -17 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 3,750 $281K 0.12% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,750 $281K 0.06% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,701 $277K <0.01% -924 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,568 $267K <0.01% +380 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,553 $266K <0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,542 $266K 0.03% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,500 $262K 0.01% 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,490 $262K 0.08% +290 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,488 $261K 0.09% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,483 $261K <0.01% -408 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,465 $260K 0.01% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,456 $259K 0.05% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,440 $258K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,335 $250K 0.01% -3,049 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,227 $242K <0.01% new 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,198 $240K 0.04% -225 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,186 $239K 0.06% new 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,179 $238K <0.01% 0 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,174 $238K 0.04% -192 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,169 $238K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,137 $235K 0.08% +3 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,125 $234K 0.25% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,098 $232K <0.01% -54 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,073 $230K 0.19% -1,365 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,135 $230K 0.01% +3 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,063 $230K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,020 $226K <0.01% -61,052 13F-HR Timeline Group Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 2,993 $224K 0.24% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,993 $224K 0.07% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,990 $224K 0.03% +1,745 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,990 $224K 0.03% -454 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,981 $223K 0.01% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,950 $221K 0.03% -4,200 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,941 $220K 0.04% -117 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,877 $216K 0.02% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,854 $214K 0.11% -30,135 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,848 $214K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,821 $211K 0.02% -23 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,802 $210K 0.01% -1,596 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,800 $210K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,789 $209K 0.02% -156 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,780 $208K <0.01% -1,407 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,760 $207K 0.1% +260 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 2,758 $207K 0.14% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,748 $206K 0.02% +262 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,727 $204K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,720 $204K <0.01% -519 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,711 $203K 0.08% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,691 $202K 0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,683 $201K <0.01% new 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,677 $201K 0.06% +490 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,551 $191K 0.15% +462 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,445 $183K 0.01% +610 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,390 $179K 0.03% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,243 $167K <0.01% -3,231 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,100 $157K 0.06% -3,800 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,969 $148K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,851 $139K 0.01% +60 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,773 $133K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,719 $129K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,708 $128K 0.01% -8 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,550 $116K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,500 $112K 0.03% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,492 $112K 0.03% +11 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,480 $111K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,461 $109K <0.01% +207 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,358 $102K <0.01% -848 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,345 $101K 0.04% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,316 $99K <0.01% +641 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,259 $94.4K 0.04% +4 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,127 $84.5K <0.01% -1,920 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,106 $83K 0.01% +36 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,034 $77K 0.02% +9 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,000 $75K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 990 $74.2K <0.01% -445 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 957 $71.8K 0.02% +107 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 900 $67.5K 0.03% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 900 $67.5K 0.06% 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 880 $66K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 855 $64.1K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 853 $63.9K <0.01% -20 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 837 $62.8K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 829 $62.1K 0.02% -5,790 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 801 $60.1K <0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 800 $60K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 869 $59K 0.05% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 745 $55.9K <0.01% -4,373 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 711 $53.3K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 704 $52.8K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 700 $52.5K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 683 $51.2K <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 605 $45.9K <0.01% +101 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 602 $45.1K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 598 $44.8K 0.02% -50 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 590 $44.2K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 537 $40.3K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 524 $39.3K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $37.5K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $37.5K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $37.5K 0.03% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 489 $36.7K <0.01% +25 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 488 $36.6K <0.01% -3,581 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 487 $36.5K 0.02% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 480 $36K 0.02% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 474 $35.5K <0.01% +28 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 464 $34.8K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 438 $32.8K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 287 $21.5K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 279 $20.9K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 241 $18.1K <0.01% +209 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 225 $16.9K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 216 $16.2K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 208 $15.6K <0.01% +29 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 204 $15.3K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 203 $15.2K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 202 $15K <0.01% 0 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 189 $14.1K 0.01% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 180 $13.5K <0.01% -68 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 177 $13.3K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 166 $12.4K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 166 $12.4K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 152 $12K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 155 $11.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for NBT BANK, N.A. 100 $7.5K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 98 $7.37K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 97 $7.27K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 96 $7.2K <0.01% +46 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 94 $7.03K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for LANARK FINANCIAL, INC. 37 $2K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 31 $2K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 26 $1.95K <0.01% -121 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 26 $1.94K <0.01% -24 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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