Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,007 $802K 0.43% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,007 $802K 0.1% +56 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,005 $801K 0.09% +146 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,001 $797K 0.65% -44 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,000 $797K 0.09% +53 13F-HR Timeline GREENHAVEN ASSOCIATES INC More: the full row for GREENHAVEN ASSOCIATES INC 1,000 $796K 0.01% -1,500 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 1,000 $796K 0.53% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,000 $796K 0.42% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 999 $796K 0.65% 0 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 1,600 $792K 4.47% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 993 $791K 0.07% +58 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 993 $790K 0.07% -23 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 992 $790K 0.09% -721 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 991 $789K 0.19% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 990 $788K 0.09% -75 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 984 $784K 0.1% +192 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 984 $784K 0.12% -200 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 984 $783K 0.13% +84 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 982 $782K 0.1% -1 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 982 $782K 0.09% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 980 $780K 0.06% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 980 $780K 0.08% -37 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 977 $778K 0.41% +100 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 975 $776K 0.55% -154 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 972 $774K 0.09% +389 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 972 $774K 0.27% +1 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 969 $772K 0.08% +158 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 967 $770K 0.28% -4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 967 $770K 0.16% +26 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 963 $767K 0.38% +129 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 961 $765K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 960 $765K 0.5% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 958 $763K 0.36% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 966 $763K 0.16% -24 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 955 $761K 0.2% +881 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 955 $761K 0.1% -81 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 955 $759K 0.06% -824 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Syverson Strege & Co More: the full row for Syverson Strege & Co 953 $759K 0.18% -111 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 953 $759K 0.31% +5 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 949 $755K 0.26% -5 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 948 $755K 0.23% -170 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 948 $755K 0.22% 0 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 939 $748K 0.33% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 934 $744K 0.45% +101 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 933 $743K 0.53% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 933 $743K 0.07% +2 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 932 $742K 0.29% +511 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 929 $740K 0.18% -554 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 941 $739K 0.25% +1 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 923 $735K 0.22% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 918 $731K 0.13% -38 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 917 $730K 0.06% -52 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 915 $729K 0.44% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 908 $723K 0.23% +15 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 908 $723K 0.15% -78 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 908 $723K 0.07% +7 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 907 $722K 0.04% +210 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 907 $722K 0.02% -115 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 906 $721K 0.18% +285 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 905 $721K 0.51% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 902 $718K 0.17% +2 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 900 $717K 0.06% +25 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 900 $717K 0.34% -25 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 898 $715K 0.02% +45 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 896 $713K 0.04% +28 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 893 $711K 0.05% -1 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 892 $710K 0.12% +8 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 892 $710K 0.05% -74 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 890 $709K 0.13% +14 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 887 $706K 0.03% -280 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 886 $706K 0.06% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 883 $703K 0.13% -39 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 884 $703K 0.11% +10 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 881 $702K 0.01% +171 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 880 $700K 0.02% -26 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 879 $700K 0.09% +54 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 878 $699K 0.04% +12 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 876 $698K 0.3% +32 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 876 $698K 0.02% -127 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 875 $697K 0.04% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 874 $696K 0.23% -79 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 873 $696K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 874 $696K 0.21% -56 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 870 $693K 0.03% +50 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 868 $691K 0.09% +520 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 868 $691K 0.09% -592 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 867 $691K 0.12% +107 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 867 $690K 0.02% -12 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 863 $687K 0.21% +13 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 862 $686K 0.38% -12 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 860 $685K 0.08% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 860 $685K 0.44% +31 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 860 $685K 0.48% 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 859 $684K 0.16% +120 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 859 $684K 0.02% +136 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 858 $684K 0.1% +307 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 856 $682K 0.18% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 856 $682K <0.01% 0 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 854 $680K 0.22% -219 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 853 $679K 0.46% -129 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 852 $678K 0.1% -22 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 852 $678K 0.12% +46 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 852 $678K 0.05% +14 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 868 $678K 0.02% +145 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 850 $677K <0.01% -592 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 849 $676K 0.24% +25 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 848 $676K 0.16% +353 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 847 $675K 0.24% -4 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 846 $674K 0.15% -158 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 846 $674K 0.12% +175 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 845 $673K 0.19% -75 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 842 $671K 0.08% +6 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 841 $670K 0.41% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 840 $669K 0.2% +36 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 839 $668K 0.37% -36 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 839 $668K 0.09% +19 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 838 $667K 0.37% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 836 $666K 0.11% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 836 $666K 0.03% +241 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 834 $664K 0.07% +31 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 834 $664K 0.12% +5 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 831 $662K 0.14% +18 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 831 $662K 0.37% -201 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 829 $660K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 828 $659K 0.08% +38 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 827 $659K 0.06% +282 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 846 $657K 0.44% -151 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 825 $657K 0.27% +3 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 823 $655K 0.13% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 822 $654K 0.04% -59 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 821 $654K 0.12% 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 820 $653K 0.45% -170 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 820 $653K 0.07% -88 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 819 $653K 0.05% -16 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 818 $651K 0.35% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 817 $651K 0.05% +7 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 810 $646K 0.61% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 809 $644K 0.37% -1 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 809 $644K 0.05% -41 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 807 $643K 0.46% +4 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 806 $642K 0.08% +2 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 808 $640K 0.1% +59 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 803 $640K 0.18% -42 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 802 $639K 0.22% -2 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 801 $638K 0.32% -6 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 800 $637K <0.01% 0 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 800 $637K 0.06% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 800 $637K 0.56% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 799 $637K 0.22% +27 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 799 $636K 0.1% +1 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 799 $636K 0.1% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 796 $634K 0.06% +35 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 793 $632K 0.12% +256 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 845 $631K 0.13% +29 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,084 $631K 0.14% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 790 $629K 0.08% -274 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 787 $627K 0.32% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 785 $625K 0.14% +3 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 785 $625K 0.41% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 783 $624K 0.05% -278 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 783 $623K 0.21% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 782 $623K 0.11% -169 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 779 $621K 0.04% +7 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 779 $620K 0.06% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 778 $620K 0.43% -4 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 775 $617K 0.45% -500 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 775 $617K 0.01% +75 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 775 $617K 0.12% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 774 $616K 0.09% +106 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 773 $616K 0.01% +18 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 772 $614K 0.24% -34 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 771 $614K 0.03% +293 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 771 $614K 0.06% -91 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 769 $612K 0.22% +5 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 768 $612K 0.51% -64 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 768 $611K 0.05% +61 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 767 $611K 0.03% +312 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 761 $606K 0.39% +10 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 758 $604K 0.18% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 758 $603K 0.1% +117 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 756 $602K 0.24% +9 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 757 $601K 0.45% +170 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 753 $600K 0.29% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 753 $599K 0.09% -29 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 753 $599K 0.41% +25 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 752 $599K 0.04% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 747 $595K 0.37% +15 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 746 $594K 0.1% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 745 $593K 0.04% +116 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 740 $589K 0.07% +2 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 737 $587K 0.08% -20 13F-HR/A Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 737 $587K 0.09% -21 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 736 $586K 0.05% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 733 $583K 0.01% +706 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 731 $582K 0.06% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 729 $581K 0.16% +75 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 728 $580K 0.06% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 727 $579K 0.06% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 725 $577K 0.09% +34 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 723 $576K 0.09% 0 13F-HR Timeline