J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,000 $265K 0.02% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,000 $265K 0.1% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,989 $264K 0.01% +51 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,968 $261K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,948 $258K 0.02% -9 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,946 $258K 0.02% -388 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,944 $258K 0.03% +9 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,943 $257K 0.02% -408 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,855 $255K 0.02% +43 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,913 $255K 0.07% new 13F-HR/A Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,916 $254K 0.14% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,910 $253K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,898 $252K 0.03% +325 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,769 $251K 0.03% -12 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,893 $251K 0.02% -53 13F-HR Timeline Northwest Bancshares, Inc. 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COLE ADVISORS, INC. 1,870 $248K <0.01% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,861 $247K 0.06% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,861 $247K 0.06% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,859 $246K 0.01% -117 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,852 $245K 0.01% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,852 $245K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,842 $244K 0.02% +669 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,838 $244K 0.01% -8 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,834 $243K 0.01% +147 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,834 $243K <0.01% +122 13F-HR Timeline Willow Creek Capital Management, Inc. 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More: the full row for Verus Financial Partners, Inc. 1,782 $236K 0.02% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,779 $236K 0.14% +8 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,774 $235K 0.01% -160 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,773 $235K 0.03% +11 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,772 $235K 0.15% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,771 $235K 0.01% +165 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,768 $234K 0.18% +87 13F-HR/A Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,768 $234K 0.06% -477 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,764 $234K 0.04% +6 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,758 $233K 0.06% -130 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,755 $233K 0.07% -16 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,751 $232K 0.01% +19 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,750 $232K 0.01% +2 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for Blue Trust, Inc. 1,686 $223K <0.01% -168 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,681 $223K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,663 $220K 0.02% -25 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,656 $219K 0.01% -471 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,650 $219K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,640 $217K 0.01% -598 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,639 $217K 0.06% -170 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,635 $217K 0.01% +15 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 1,630 $216K 0.2% -35 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,627 $216K 0.01% -68 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,626 $215K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,613 $214K <0.01% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,610 $213K 0.02% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,608 $213K 0.03% +23 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,600 $212K 0.13% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,597 $212K 0.01% +73 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,590 $212K <0.01% -61 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,513 $211K 0.16% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,593 $211K 0.02% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,566 $208K 0.02% -2 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,564 $207K 0.02% +60 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,561 $207K 0.02% -966 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,543 $204K 0.03% -20 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,539 $204K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,532 $203K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,525 $203K 0.01% -31 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,532 $203K <0.01% +1 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,524 $203K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,530 $203K 0.02% -2,955 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,521 $202K <0.01% -195 13F-HR Timeline Group MEANS INVESTMENT CO., INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,171 $155K 0.03% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,137 $151K 0.04% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,127 $149K 0.04% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,082 $143K 0.02% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,071 $142K <0.01% +54 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,058 $140K 0.11% -1,849 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,048 $139K 0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,046 $139K <0.01% -79 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,041 $138K 0.02% -1,230 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,028 $136K 0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,022 $135K 0.11% +49 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,014 $134K 0.11% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,000 $133K 0.01% 0 13F-HR Timeline Hamilton Capital Partners Inc. 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More: the full row for Center for Financial Planning, Inc. 266 $35.3K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 247 $32.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 243 $32.2K <0.01% -5 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 223 $29.6K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 221 $29.3K <0.01% +21 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 221 $29.3K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 220 $29.2K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 216 $28.6K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 215 $28.5K 0.01% +55 13F-HR Timeline Phillip James Consulting Co. 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