Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 12,742 $765K 0.34% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,737 $765K 0.05% -189 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 12,674 $761K 0.18% -3,638 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,669 $761K 0.21% +4,041 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 12,647 $759K 0.69% +200 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,645 $759K 0.12% +1,870 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 12,619 $758K 0.22% +98 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,589 $756K 0.05% +1,293 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,559 $754K 0.49% +5,667 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,521 $752K 0.14% -313 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,518 $752K 0.05% +1,634 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 12,478 $749K 0.03% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,446 $747K 0.07% +3,773 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 12,331 $740K 0.08% -100 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,327 $740K 0.16% +978 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 12,315 $739K 1.21% -2,390 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,239 $735K 0.06% -485 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,230 $734K 0.56% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 12,189 $732K 0.19% -759 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 12,154 $730K 0.42% +4,810 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,140 $729K 0.34% -6 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 12,138 $729K 0.26% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 11,996 $720K 0.48% +91 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,992 $720K 0.3% -988 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,968 $718K 0.02% -2,876 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,870 $713K 0.08% +1,441 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 11,666 $712K 0.45% +72 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,787 $708K 0.04% +324 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11,776 $707K 0.26% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,721 $704K 0.09% +1 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11,698 $702K 0.28% -359 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,683 $701K 0.11% +5,127 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,542 $700K 0.25% +1,316 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 11,631 $698K 0.11% +1,598 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11,625 $698K 0.13% +140 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 11,553 $694K 0.26% +9,556 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 11,532 $692K 0.31% -851 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,517 $691K 0.06% +687 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 11,489 $690K 0.04% -6,689 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,458 $688K 0.33% -5,381 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,428 $686K 0.05% -257 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 11,417 $685K 0.13% +137 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 10,989 $682K 0.34% -280 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 11,349 $681K 0.12% -12 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 11,344 $681K 0.46% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,305 $679K 0.26% -3,136 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 11,282 $677K 0.06% +1,888 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 11,274 $677K 0.25% +3,267 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,262 $676K 0.21% +6,734 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,245 $675K 0.01% +5,080 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 11,245 $675K 0.28% -43 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,228 $674K 0.14% +72 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 11,198 $672K 0.15% -411 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 11,173 $671K 0.57% +181 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,209 $670K 0.11% +2,286 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 11,116 $667K 0.16% -501 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 11,113 $667K 0.43% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,103 $667K 0.07% +163 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11,011 $661K 0.09% -182 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,986 $659K 0.13% +34 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,968 $658K 0.1% +473 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 10,896 $654K 0.09% +2,770 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 10,887 $654K 0.38% -5,681 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,868 $652K 0.02% +3,838 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,853 $652K 0.34% +42 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 10,840 $651K 0.19% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,818 $648K 0.06% +2,189 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,755 $646K 0.31% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,730 $644K 0.32% +1,630 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,708 $643K 0.01% +4,143 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 10,633 $638K 5.77% -119,492 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,553 $633K 0.22% -539 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,503 $630K 0.01% -88,451 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,431 $626K 0.02% -308 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 10,252 $625K 0.22% +39 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,369 $622K 0.05% -1,839 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10,304 $619K 0.08% -551 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,203 $613K 0.02% -1,528 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,146 $609K 0.02% +3,413 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 10,105 $607K 0.03% +81 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,097 $606K 0.08% +5,025 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,075 $605K 0.51% -212 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,021 $602K 0.13% +1,028 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,855 $601K 0.15% +33 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,024 $601K 0.16% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,004 $601K 0.16% +1,922 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,973 $599K 0.11% +429 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 9,930 $596K 0.52% -11,489 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 9,902 $594K 0.49% +5,213 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,888 $594K 0.05% -96 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 9,887 $594K 0.19% +3,943 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,865 $592K 0.05% -570 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,842 $591K 0.49% new 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,823 $590K 0.06% +598 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,800 $588K 0.63% +47 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,799 $588K 0.19% +16 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,781 $587K 0.07% +4,382 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 9,769 $586K 0.7% +8,048 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 9,453 $586K 0.21% +115 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,754 $586K 0.42% +4,301 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 9,687 $582K 0.1% +1,037 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,618 $577K 0.16% +248 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 9,599 $576K 0.12% -114 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,537 $572K 0.29% +339 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 9,523 $572K 0.15% +2,893 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,524 $572K 0.04% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 9,503 $570K 0.35% +21 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,498 $570K 0.06% +1,175 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,497 $570K 0.37% +228 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 9,428 $567K 0.21% +55 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,435 $566K 0.07% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 9,410 $565K 0.18% -169 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 10,580 $564K 0.16% +4,437 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 9,359 $562K 0.46% -2,360 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 9,343 $561K 0.14% +893 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 9,332 $560K 0.04% +1,264 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 9,328 $560K 0.13% +1,005 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,307 $559K 0.06% +257 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 9,153 $549K 1.39% +4,902 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 9,148 $549K 0.26% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,108 $547K 0.04% -86 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 9,081 $545K 0.11% -429 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,068 $544K 0.14% -225 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,018 $541K 0.07% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,995 $540K 0.3% -6,057 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,993 $540K 0.07% +134 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 8,992 $540K 0.41% +91 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,935 $536K 0.08% new 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 8,921 $536K 0.67% -391 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,908 $535K 0.08% +1,492 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 8,881 $533K 0.24% +1,560 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,881 $533K 0.1% +49 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,885 $533K 0.25% -1,796 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 8,871 $533K 0.23% +224 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,804 $528K 0.09% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,764 $526K <0.01% +3,703 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 8,760 $526K 0.2% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,704 $522K 0.07% +36 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,667 $520K 0.12% +665 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,650 $519K 0.13% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 8,623 $518K 0.09% -150 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,596 $516K 0.14% -36 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 8,577 $515K 0.4% -115 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,548 $513K 0.09% +2,470 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,534 $512K 0.01% -1,570 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,420 $509K 0.23% -51 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,475 $509K 0.02% +510 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 8,445 $507K 0.48% -380 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,428 $506K 0.1% -87 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 8,391 $504K 0.32% +1,000 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,387 $503K 0.03% -802 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,387 $503K 0.19% +78 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,386 $503K 0.07% -567 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,351 $501K 0.2% -1,002 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,322 $500K 0.02% -5 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,315 $499K 0.04% -36 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,313 $499K 0.08% -146 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,301 $498K 0.11% +973 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,283 $497K 0.2% +204 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 8,269 $496K 0.33% +2,768 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,180 $491K 0.06% +11 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,162 $490K 0.29% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 8,149 $489K 0.26% -2,114 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,958 $488K 0.23% -29 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,113 $487K 0.04% +1,582 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,104 $486K 0.5% +3,950 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,103 $486K 0.06% -1,600 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 8,057 $484K 0.25% +179 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 8,030 $482K 0.1% +1,561 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 8,004 $480K 0.41% -185 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,000 $480K 0.04% +2,829 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 7,957 $478K <0.01% +215 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,956 $478K 0.08% +204 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 7,932 $476K 0.21% +194 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,887 $473K 0.04% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,881 $473K 0.06% +340 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,844 $471K 0.07% -572 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,827 $470K 0.38% +480 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,807 $469K 0.01% +425 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,800 $468K 0.64% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,798 $468K 0.14% -1,063 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,772 $467K 0.03% -109 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,721 $463K 0.06% -44 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,721 $463K 0.36% 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,693 $462K 0.17% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,673 $461K 0.12% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 7,672 $461K 0.08% -282 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 7,664 $460K 0.16% +906 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,662 $460K 0.05% +2,505 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,658 $460K 0.15% +217 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,649 $459K 0.03% -754 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,578 $455K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,577 $455K 0.02% +3,173 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,570 $454K 0.34% -52 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,547 $453K 0.05% -62 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,536 $452K 0.02% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,533 $452K 0.01% -1,748 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,473 $449K <0.01% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,437 $446K 0.09% +26 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,436 $446K 1.25% +1,547 13F-HR Timeline