Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,852 $619K 0.46% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 5,846 $618K 0.04% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,835 $617K 0.15% +252 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 5,810 $614K 0.28% +179 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,790 $612K 0.08% +426 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,767 $610K 0.04% +316 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,766 $610K 0.07% +601 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,734 $606K 0.14% +1,719 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,731 $606K <0.01% +373 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,717 $604K 0.04% -299 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,704 $603K <0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,703 $603K 0.14% +334 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 5,697 $602K 0.1% +4,387 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,672 $600K 0.08% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,650 $597K 0.21% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,641 $596K 0.58% -170 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,634 $596K 0.12% -284 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,625 $595K 0.11% +208 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,530 $585K 0.16% +400 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,527 $584K 0.38% +141 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,514 $583K 0.03% +1,270 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,500 $581K 0.03% new 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,468 $578K 0.37% -2,936 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,465 $578K 0.02% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,467 $578K 0.04% -146 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,460 $577K 0.07% -100 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,459 $577K <0.01% -647 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,454 $577K 0.02% -135 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 5,452 $576K 0.49% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,429 $574K 0.01% +1,671 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,400 $571K 0.02% -800 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,313 $562K <0.01% +475 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,305 $561K 0.01% +978 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,299 $560K 0.02% +1,193 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,284 $559K 0.04% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,259 $556K 0.06% +121 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,256 $556K 0.02% -1,209 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,256 $556K 0.38% +2,730 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,233 $553K 0.01% -103 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,225 $552K <0.01% +359 13F-HR/A Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,213 $551K 0.03% -38,405 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,215 $551K 0.15% -303 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,204 $550K 0.07% -1,190 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,131 $542K 0.04% +25 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,120 $541K 0.27% 0 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,116 $541K +198 Timeline Olympiad Research LP More: the full row for Olympiad Research LP 5,098 $539K 0.88% -973 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,238 $538K 0.11% +4,890 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,085 $538K 0.01% +1,159 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,082 $537K 0.2% -1 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,074 $536K 0.14% -500 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,063 $535K 0.16% +3 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,050 $534K 0.48% +434 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,025 $531K 0.03% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,000 $529K 0.05% -57 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,997 $528K 0.03% -22 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,976 $526K 0.02% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,975 $526K 0.37% -2,500 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,973 $526K <0.01% +685 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,951 $523K 0.1% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,950 $523K 0.5% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,946 $523K 0.04% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,943 $523K 0.08% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,875 $515K 0.1% +2,603 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,165 $512K 0.18% +788 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,831 $511K 0.16% -1,677 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,782 $506K 0.01% +276 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,767 $504K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,758 $503K 0.02% +343 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,748 $502K 0.24% +124 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,667 $493K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,660 $493K 0.05% -70 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,659 $493K 0.01% +500 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,655 $492K 0.22% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,600 $486K 0.58% -1,200 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,585 $485K 0.05% +954 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,535 $479K 0.03% +35 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,491 $475K 0.01% -286 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,459 $471K 0.01% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,387 $464K 0.07% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,381 $463K 0.26% -600 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,362 $461K 0.17% -125 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,359 $461K 0.01% +1,912 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,356 $460K 0.01% -2,634 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,359 $460K 0.01% +62 13F-HR Timeline Group Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,330 $458K 0.13% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,320 $457K 0.24% -940 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,311 $456K 0.03% +3 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,300 $455K 0.05% +1,100 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,290 $453K 0.15% -1,050 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,263 $451K +996 Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,390 $450K 0.08% +281 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,202 $444K 0.31% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,353 $444K 0.21% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,198 $444K 0.15% +19 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,194 $440K 0.01% -315 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,148 $438K 0.31% -210 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,142 $438K 0.01% +17 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,134 $437K 0.18% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,131 $437K 0.03% +358 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,128 $436K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,125 $436K 0.04% +3,000 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,103 $434K 0.21% +1,579 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,100 $433K 0.03% +721 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,093 $433K 0.01% -6,773 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,081 $431K 0.05% -41,107 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,057 $429K 0.02% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,047 $428K 0.03% -439 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,067 $427K 0.01% +597 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,013 $424K 0.08% +599 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,225 $423K 0.15% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,000 $423K 0.17% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,964 $419K 0.02% +501 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,951 $418K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,026 $415K 0.04% -676 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,911 $413K 0.13% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,898 $412K 0.33% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,875 $410K <0.01% +100 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,841 $406K 0.01% -2 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,834 $405K 0.19% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,825 $404K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,823 $404K 0.03% +91 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,817 $404K 0.17% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,805 $402K 0.17% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,800 $402K 0.13% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,792 $401K 0.13% +575 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,775 $399K 0.13% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,762 $398K 0.02% +86 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,756 $397K 0.01% -160 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,712 $392K 0.01% -61 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,707 $392K 0.3% +240 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,704 $392K 0.04% -126 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,696 $391K 0.03% +112 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,688 $390K 0.02% +21 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,673 $388K 0.05% +886 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,664 $387K 0.03% +84 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,659 $387K 0.05% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,650 $386K 0.03% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,633 $384K 0.07% -1,038 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,633 $384K 0.06% -13,501 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,630 $384K <0.01% -71 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,632 $384K 0.08% +1,079 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,564 $377K 0.02% -8 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,551 $375K 0.01% -99 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,546 $375K 0.11% new 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,541 $374K 0.02% +415 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,513 $371K 0.05% -123 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,505 $371K 0.18% -87 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,464 $366K 0.01% +1,056 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,458 $366K <0.01% -3,734 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,412 $361K 0.13% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,391 $358K 0.04% +108 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,392 $358K 0.1% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 3,381 $357K <0.01% +498 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,373 $357K 0.45% -10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,360 $355K 0.03% +153 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,345 $354K 0.06% -173 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,344 $354K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,315 $351K <0.01% -1,033 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,304 $349K 0.02% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,278 $346K <0.01% -105 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,274 $346K 0.02% -7 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,262 $345K 0.01% -2 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,410 $344K 0.02% new 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,240 $343K 0.04% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,216 $340K 0.08% +72 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,203 $339K 0.13% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,190 $337K 0.08% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,186 $336K 0.09% +181 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,176 $333K 0.01% +10 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,193 $333K 0.16% -2,026 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,143 $332K <0.01% +631 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,127 $331K 0.02% +280 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,113 $329K 0.11% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,103 $328K 0.12% -8 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,096 $327K 0.05% -142 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,096 $327K 0.02% +45 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,084 $326K 0.01% -693 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,054 $323K 0.05% -75 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,041 $321K 0.04% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,040 $321K 0.04% +900 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,001 $317K 0.04% +723 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,989 $316K 0.03% -144 13F-HR/A Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 2,980 $315K 0.11% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,967 $313K 0.02% -3,027 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,959 $312K 0.03% -1,008 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,945 $311K 0.03% +74 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,215 $311K 0.03% +75 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,930 $310K 0.03% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,925 $309K 0.17% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,914 $308K 0.07% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,901 $307K 0.04% +76 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,887 $305K 0.03% +6 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,875 $304K 0.06% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,874 $304K 0.01% +487 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,866 $303K 0.02% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,853 $302K 0.11% +464 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,852 $302K 0.01% +100 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,850 $301K 0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,847 $301K 0.05% +137 13F-HR Timeline