StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,809 $736K 0.04% +2,983 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,689 $726K 0.4% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,628 $721K <0.01% -234 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,578 $717K 0.01% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,531 $713K 0.15% +3,283 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,414 $703K 0.02% +753 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8,359 $699K 0.61% -372 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,262 $690K 0.36% -1,764 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 8,249 $689K 0.17% -204 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,029 $671K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,015 $670K 0.31% -49 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 7,993 $668K 0.75% +901 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 7,960 $665K 0.62% -418 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,043 $663K 0.01% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 7,920 $662K 0.5% -105 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,909 $661K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,871 $658K 0.02% -988 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,276 $646K 0.41% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,729 $646K 0.01% +486 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 7,720 $645K 0.37% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 7,703 $644K 0.05% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,698 $643K 0.01% -384 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,596 $635K <0.01% +349 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,560 $632K 0.09% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,539 $630K <0.01% -1,932 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,472 $624K 0.2% +100 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,431 $621K <0.01% +661 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,369 $617K 0.18% -320 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,379 $617K 0.01% new 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,334 $613K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,292 $609K 0.01% +4,216 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 7,263 $607K 0.43% -984 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,235 $605K 0.07% -2,155 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 7,233 $604K 0.32% +585 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,162 $599K 0.46% +2,611 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 7,125 $595K 0.26% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,123 $595K 0.13% new 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $595K 0.44% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,970 $582K 0.01% +5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,969 $582K 0.05% +253 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 6,940 $580K 0.05% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,841 $572K 0.01% 0 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,839 $572K <0.01% -27,542 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,836 $571K 0.04% +391 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,784 $567K 0.07% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $564K 0.03% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 6,582 $550K 0.39% -419 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 6,450 $547K 0.41% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,442 $538K 0.22% -151 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 6,393 $534K 0.55% +430 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,388 $534K 0.41% -2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,339 $530K 0.01% -161 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,303 $527K 0.01% +2,143 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,295 $526K 0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,180 $524K 0.03% +1,119 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,236 $521K <0.01% -7,723 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,199 $518K 0.09% -2,269 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 6,180 $516K 0.09% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 6,067 $515K 0.45% -290 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,142 $513K 0.03% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,062 $507K 0.08% 0 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 6,037 $505K 0.51% -654 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,000 $501K 0.62% -543 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,995 $501K 0.24% +1,739 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,961 $498K 0.01% +1,124 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 5,875 $491K 0.04% -200 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,872 $491K 0.03% +100 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,826 $487K 0.17% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,807 $485K 0.05% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,794 $484K <0.01% 0 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 5,777 $483K 0.4% +678 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,755 $481K 0.21% -29 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,590 $467K 0.09% -170 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,503 $460K 0.01% +19 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,494 $459K 0.01% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,446 $455K 0.07% -17,717 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,432 $454K 0.03% +48 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,365 $448K 0.16% -387 13F-HR Timeline City State Bank More: the full row for City State Bank 5,362 $448K 0.12% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,344 $447K 0.01% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,296 $443K 0.31% -61 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,221 $436K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,214 $436K 0.01% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,210 $435K 0.31% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,044 $422K 0.09% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,031 $420K 0.04% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,000 $418K 0.01% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,898 $409K 0.09% -172 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,880 $408K 0.07% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,810 $402K 0.13% -54 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,806 $402K 0.04% -30 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,805 $402K 0.22% -1,471 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,771 $399K 0.12% -629 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,724 $395K 0.02% +716 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,700 $393K 0.03% -560 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,665 $390K 0.39% -25 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,645 $388K 0.01% +1,245 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,636 $387K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,615 $386K <0.01% -164 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,555 $381K 0.17% +53 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,933 $375K 0.16% +1,794 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,133 $365K 0.07% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,355 $364K 0.08% +108 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,334 $362K 0.15% -27 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,317 $361K 0.02% +1,216 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,300 $359K 0.11% -15 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,290 $359K 0.01% +96 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,256 $356K <0.01% 0 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,200 $351K 0.07% -1,582 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,147 $347K 0.08% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,122 $344K 0.01% new 13F-HR/A Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 3,864 $343K 0.2% -15,539 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 4,094 $342K 0.29% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,091 $342K 0.01% +41 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,088 $342K 0.28% +18 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,999 $334K 0.24% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,960 $331K <0.01% -57 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,901 $326K 0.05% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,887 $325K 0.14% new 13F-HR/A Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,887 $325K 0.08% -164 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,864 $323K <0.01% -200 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,847 $321K 0.26% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,818 $319K 0.3% +1,170 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,790 $317K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,787 $316K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,783 $316K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,719 $316K <0.01% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,743 $313K 0.04% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,719 $311K <0.01% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,712 $310K 0.1% -174 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 3,710 $310K 0.45% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,708 $310K 0.01% +1,004 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,684 $308K 0.01% +255 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,642 $304K 0.01% +57 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,637 $304K 0.23% -223 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,618 $302K 0.04% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,602 $301K 0.05% -2,435 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,594 $300K 0.19% +100 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,491 $292K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,202 $285K 0.01% +2,620 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,399 $284K 0.08% +532 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,364 $281K 0.03% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,349 $280K 0.25% +79 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,334 $279K 0.27% -625 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,222 $269K 0.09% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,016 $268K 0.02% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,208 $268K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,194 $267K 0.2% -55 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,186 $266K 0.09% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,181 $266K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,178 $266K 0.01% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,164 $264K 0.03% -187 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,153 $263K 0.07% +594 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,124 $261K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,124 $261K 0.02% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,069 $256K <0.01% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,065 $256K 0.12% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,000 $251K 0.02% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,000 $251K 0.06% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,992 $250K <0.01% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,975 $249K 0.04% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,975 $249K 0.07% +371 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,966 $248K 0.04% +359 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,917 $244K 0.02% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,906 $243K 0.21% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,902 $243K 0.2% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,900 $242K 0.05% -100 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,896 $242K 0.02% +116 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,844 $238K 0.03% -1,274 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,826 $236K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,817 $235K 0.03% -613 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,805 $234K <0.01% new 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,775 $232K 0.02% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,759 $231K 0.1% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,755 $230K 0.04% +66 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,725 $228K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,716 $227K 0.01% 0 13F-HR/A Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 2,698 $225K <0.01% 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,650 $221K 0.02% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,646 $221K 0.14% -110 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,610 $218K <0.01% -213 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,578 $215K 0.14% -120,323 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,552 $213K 0.01% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,537 $212K 0.15% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,521 $211K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,497 $209K 0.01% -406 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,477 $207K 0.04% -66 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,471 $207K 0.05% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,448 $205K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,410 $201K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,395 $200K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,382 $199K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,327 $194K 0.02% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2,220 $186K 0.18% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,188 $177K 0.01% -2,350 13F-HR Timeline MOTCO More: the full row for MOTCO 2,078 $174K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,046 $171K <0.01% +1,357 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,951 $163K 0.01% +218 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,862 $156K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 1,768 $148K 0.01% 0 13F-HR Timeline