Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,554 $524K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,547 $519K 0.01% +18 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,481 $518K 0.01% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 6,471 $517K 0.13% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,457 $516K 0.01% -248 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,415 $513K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,406 $512K 0.05% +314 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 6,386 $511K 0.18% +24 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 6,330 $506K 0.15% +95 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,330 $506K 0.01% -11 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,150 $492K 0.22% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,083 $486K 0.32% -326 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,080 $486K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,055 $484K 0.04% +580 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 6,053 $484K 0.09% +56 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,025 $482K 0.01% -1,052 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 6,015 $481K 0.08% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,983 $478K <0.01% -1,846 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,982 $478K 0.02% -146 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,916 $473K 0.01% +1,112 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 5,886 $471K 0.36% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 5,882 $470K 0.44% +88 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 5,812 $465K 0.22% -163 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,765 $461K <0.01% -32,268 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,777 $461K 0.13% -9 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,752 $460K 0.04% -4,820 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,737 $459K 0.01% +212 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 5,721 $458K 0.06% -216 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,649 $452K 0.16% +249 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 5,635 $451K 0.09% +1,173 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 5,611 $449K 0.32% -403 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 5,575 $446K 0.32% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,565 $445K 0.01% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,509 $441K 0.05% -2,634 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,482 $438K 0.01% -2,311 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,400 $431K 0.02% +3 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,356 $428K 0.34% +123 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,353 $428K 0.02% +156 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,352 $428K 0.02% -554 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,329 $426K 0.02% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 5,317 $425K 0.07% +535 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,313 $425K <0.01% +1,121 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 5,299 $424K 0.13% +208 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,279 $422K <0.01% -10,523 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 5,266 $421K 0.2% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 5,227 $418K 0.18% +142 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,163 $413K <0.01% +1,769 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,161 $413K <0.01% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,161 $413K 0.09% +360 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,024 $402K 0.02% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,023 $402K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,012 $401K 0.62% +689 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,006 $400K 0.13% +16 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,000 $400K 0.08% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,000 $400K <0.01% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,997 $400K 0.01% -445 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,984 $399K <0.01% -52 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,915 $393K 0.32% -855 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,898 $392K 0.05% +48 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,895 $391K 0.32% -158 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,814 $385K <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,784 $383K 0.02% -3,194 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,750 $378K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,715 $377K 0.01% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,708 $377K 0.14% -1,560 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,706 $376K 0.2% +48 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,696 $376K 0.02% +67 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 4,688 $375K 0.56% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,646 $372K 0.04% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,636 $371K 0.06% +1,218 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 4,628 $370K 0.06% -54 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,607 $368K 0.04% -2,665 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 4,600 $368K 0.33% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,597 $368K 0.03% +75 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,581 $366K 0.17% +476 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,550 $364K 0.07% +150 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 4,475 $358K 0.14% +1,340 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,441 $355K 0.17% -401 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,389 $351K 0.03% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,373 $350K <0.01% +62 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,357 $348K 0.06% -322 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,355 $348K <0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,291 $343K <0.01% +8 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 4,269 $341K 0.06% -26,728 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,256 $340K <0.01% +386 13F-HR Timeline Group Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 4,264 $340K 0.02% 0 13F-HR/A Timeline Cabana LLC More: the full row for Cabana LLC 4,229 $338K 2.55% -671 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,227 $338K 0.07% +994 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,182 $334K 0.01% -2,860 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,155 $332K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,078 $326K <0.01% -371 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,059 $325K <0.01% -868 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,057 $324K 0.15% -654 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,026 $322K 0.07% -253 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,004 $319K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,906 $312K 0.01% +20 13F-HR Timeline Group Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 3,906 $312K 0.15% +61 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,847 $308K 0.04% -290 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,844 $307K 0.09% +190 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,825 $306K 0.02% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,789 $303K 0.07% -4,364 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,764 $301K 0.02% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,754 $300K 0.01% -1,451 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,722 $298K 0.04% +21 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,712 $297K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,683 $295K 0.01% -7,865 13F-HR Timeline Group Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 3,649 $292K 0.09% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,658 $291K 0.04% -176 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,608 $289K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,597 $288K 0.02% +54 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 3,596 $288K -86 Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,589 $287K 0.1% +610 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,559 $285K <0.01% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,545 $284K 0.06% +459 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,500 $280K 0.12% 0 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 3,479 $278K 0.24% +643 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,473 $278K 0.22% +13 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,464 $277K 0.01% -4,739 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,460 $277K <0.01% new 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 3,476 $276K 0.13% -394 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,450 $276K 0.02% -120 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,441 $275K <0.01% -87,150 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,440 $275K 0.04% +740 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,437 $275K 0.01% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 3,437 $275K 0.07% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,431 $274K 0.08% -524 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,400 $272K 0.13% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,383 $271K 0.01% +503 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 3,385 $271K 0.11% -133 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,384 $271K 0.04% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,370 $269K 0.01% -5 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,359 $269K 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,342 $267K 0.01% -999 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,325 $266K 0.26% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,334 $266K 0.09% +68 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,310 $265K 0.06% -125 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,301 $264K <0.01% -120 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,290 $263K 0.02% 0 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 3,288 $263K 0.21% -54 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,280 $262K 0.02% -301 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,278 $262K <0.01% -303 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,265 $261K <0.01% +452 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,247 $260K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,245 $260K 0.02% -653 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,241 $259K <0.01% -57 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,217 $257K 0.09% -869 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,212 $257K 0.01% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,205 $256K 0.05% -34 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 3,180 $254K 0.24% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,137 $251K 0.03% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,125 $250K 0.04% +53 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,119 $249K 0.05% +155 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,118 $249K 0.09% +128 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,114 $249K 0.03% -2,658 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 3,100 $248K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,092 $247K 0.13% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,091 $247K 0.14% +372 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,087 $247K 0.02% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,082 $246K 0.01% +15 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,051 $244K <0.01% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,030 $242K 0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,029 $242K 0.02% +7 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,025 $242K 0.06% -200 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,015 $241K 0.04% +25 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,009 $241K 0.05% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,003 $240K 0.22% +41 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,996 $238K 0.07% +81 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,965 $237K 0.09% -36 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,963 $237K 0.01% +44 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,952 $236K <0.01% +280 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,620 $234K 0.08% -2,300 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,921 $234K 0.36% -60 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,886 $231K 0.09% +142 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,879 $230K 0.06% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,866 $229K 0.03% -3,531 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,851 $228K 0.02% -71 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,844 $227K 0.03% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,829 $226K 0.09% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,826 $226K 0.02% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,809 $225K 0.15% -125 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,799 $224K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,785 $223K <0.01% new 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,785 $223K 0.12% +11 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,757 $220K 0.04% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,767 $220K 0.04% -503 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,751 $220K 0.03% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,746 $220K 0.02% +209 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,744 $219K 0.05% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,740 $219K <0.01% -309 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,716 $217K 0.11% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,712 $217K 0.05% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,705 $216K 0.02% -240 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,705 $216K 0.01% -100 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,702 $216K 0.04% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,702 $216K 0.03% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,697 $216K 0.09% 0 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,687 $215K 0.27% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,684 $215K <0.01% -1,801 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,683 $215K 0.05% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,668 $213K 0.08% 0 13F-HR Timeline