PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,350 $714K 0.07% +397 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,129 $714K 0.05% +83 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,347 $713K 0.45% -82 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,347 $713K 0.3% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,346 $712K 0.06% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,345 $712K 0.04% -2,240 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,336 $707K 0.15% -12 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,335 $706K 0.2% +293 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,330 $704K 0.06% -80 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,322 $700K 0.25% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,320 $699K 0.05% +138 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,320 $698K 0.03% +6 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,315 $696K 0.04% +399 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,313 $695K 0.13% +147 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,306 $691K 0.41% +364 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,305 $691K 0.52% +326 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,303 $689K 0.04% +98 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,300 $688K 0.44% +516 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,286 $680K 0.57% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,283 $679K 0.46% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,282 $678K 0.05% +354 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,277 $676K 0.01% -144 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,272 $673K 0.37% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,270 $672K 0.08% +48 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,264 $669K 0.26% -44 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,263 $668K 1.37% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,262 $668K 0.04% +256 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,262 $667K 0.03% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,261 $667K 0.4% +20 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,259 $666K 0.08% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,255 $664K 0.66% +376 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,254 $664K <0.01% -111 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,254 $663K 0.07% -3 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,252 $662K 0.06% +3 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,250 $662K 0.26% +233 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,250 $661K 0.11% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,250 $661K 0.07% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,250 $661K 0.19% -29,250 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 1,250 $661K 0.16% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,247 $660K 0.05% +537 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,245 $659K 0.31% +500 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,242 $657K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,232 $652K 0.01% -1,146 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,230 $651K 0.21% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,228 $650K 0.02% +14 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,224 $648K 0.11% +38 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,224 $648K 0.24% +105 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,368 $647K 0.03% -10 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,217 $644K 0.06% -34 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,217 $644K 0.15% -5 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,217 $644K 0.06% +35 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,215 $643K 0.06% -121 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,212 $641K 0.13% -83 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,208 $639K 0.17% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 973 $639K 0.05% -58 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,207 $639K 0.16% -59 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,202 $636K 0.22% -154 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,201 $636K 0.22% -54 13F-HR/A Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,197 $633K 0.13% -85 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,196 $633K 0.25% -49 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 951 $628K 0.34% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,186 $628K 0.04% -65 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,185 $627K 0.03% -21 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,813 $627K 0.05% -406 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,182 $625K 0.03% +5 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,181 $625K 0.51% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,181 $625K 0.35% -468 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,180 $624K 0.01% new 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,180 $624K 0.05% +16 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,173 $621K 0.14% +77 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,170 $619K 0.13% +10 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,167 $618K 0.04% -1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,166 $617K 0.02% +102 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,166 $617K 0.2% -1,002 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,164 $616K 0.12% +34 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,162 $615K 0.2% new 13F-HR/A Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,163 $615K 0.16% -71 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,153 $610K 0.05% +65 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,149 $608K 0.04% -3,391 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,148 $607K 0.54% -770 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,985 $606K 0.1% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,145 $606K 0.02% +17 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,144 $605K 0.01% 0 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,144 $605K 0.27% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,137 $602K 0.22% +6 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,136 $601K 0.3% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,136 $601K 0.04% -7 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,135 $601K 0.03% -3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,133 $600K 0.06% 0 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 1,096 $598K 0.89% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,128 $597K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,126 $596K 0.07% +83 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 1,125 $595K 0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,124 $595K 0.03% +93 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,120 $593K 0.29% +21 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,119 $592K 0.28% 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,119 $592K 0.35% -14 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,117 $591K 0.03% -4,850 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,106 $585K 0.16% +37 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,105 $585K 0.37% -35 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,104 $584K 0.1% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,100 $582K 0.04% -76 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,099 $582K 0.32% -50 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,097 $580K 0.22% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,093 $578K 0.08% -418 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,093 $578K 0.2% +117 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,090 $577K 0.34% -410 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,081 $573K 0.02% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,083 $573K 0.04% -1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,078 $570K 0.07% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,073 $568K 0.08% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,073 $568K 0.54% -23 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,072 $567K 0.05% +37 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,069 $565K 0.08% -2 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,068 $565K 0.04% +1 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,067 $565K 0.33% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,067 $564K 0.06% -104 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,063 $562K 0.09% +10 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,063 $562K 0.14% +289 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 1,060 $561K 0.38% +69 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,059 $560K 0.12% +60 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,058 $560K <0.01% +68 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,057 $559K 0.05% +80 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,056 $559K 0.08% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,054 $558K 0.44% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,054 $558K 0.07% -664 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,053 $557K 0.09% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,051 $556K 0.42% -34 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,048 $555K 0.51% -39 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,045 $553K 0.05% -78 13F-HR Timeline Group Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,037 $549K 0.46% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,030 $545K 0.04% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 948 $545K 0.09% -37 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,028 $544K 0.16% +267 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 1,027 $543K 0.12% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,025 $543K 0.06% -9 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,025 $542K 0.42% +256 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,022 $541K 0.32% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,021 $540K 0.34% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,021 $540K 0.13% +355 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,011 $535K 0.07% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,011 $535K 0.29% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,011 $535K 0.08% +28 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,009 $534K 0.02% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,008 $533K 0.06% +2 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,007 $533K 0.06% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,006 $532K 0.12% +877 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,001 $530K 0.01% new 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,000 $529K 0.01% +287 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,000 $529K 0.1% -246 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,000 $529K 0.07% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,000 $529K 0.32% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 979 $528K 0.04% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 995 $527K 0.05% -167 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 992 $525K 0.07% -333 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,015 $525K 0.01% +39 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 989 $523K 0.03% +101 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 988 $523K 0.03% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 987 $522K 0.02% -87 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 986 $522K 0.24% +12 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 986 $522K 0.17% -20 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 985 $521K 0.01% -168 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 985 $521K 0.03% -14 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 984 $521K 0.24% +142 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 983 $520K 0.04% +140 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 983 $520K 0.05% -22 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 982 $520K 0.08% -6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 981 $519K 0.01% +145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 977 $517K 0.26% -7 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 977 $517K 0.05% +256 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 974 $515K 0.05% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 974 $515K 0.1% +314 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 974 $515K 0.19% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 971 $514K 0.1% +85 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 970 $513K 0.06% new 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 968 $512K 0.31% -20 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 968 $512K 0.05% -45 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 968 $512K 0.11% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 966 $511K 0.04% +10 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 960 $508K 0.23% -1 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 956 $506K 0.14% +82 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 955 $505K 0.04% +53 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 955 $505K 0.02% +143 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 952 $504K 0.1% +28 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 952 $504K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 951 $503K 0.04% +153 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 949 $502K 0.14% +946 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 948 $502K 0.08% +323 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 941 $498K 0.08% -4 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 941 $498K 0.51% +86 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 940 $497K 0.21% -17 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 938 $496K 0.19% +9 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 935 $495K 0.02% -255 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 933 $494K 0.33% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 932 $493K 0.04% -6 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 930 $492K 0.25% -2,703 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 930 $492K 0.09% +56 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 929 $492K 0.04% -5 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 927 $491K 0.02% -4 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 924 $489K 0.09% -12 13F-HR Timeline