Firestone Capital Management More: the full row for Firestone Capital Management 10,886 $732K 0.16% -1,788 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 10,863 $730K 0.54% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,853 $730K 0.32% -9 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 10,840 $729K 0.2% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,782 $725K 0.05% -141 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,755 $723K 0.29% 0 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 10,743 $722K 0.49% +151 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 10,695 $719K 0.5% +616 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 10,690 $719K 0.21% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,675 $718K 0.14% +7,609 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,670 $717K 0.05% +3,748 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 11,947 $717K 0.08% +617 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,628 $714K 0.17% -343 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,615 $714K 0.1% -3,645 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,599 $712K 0.01% +5,152 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,543 $709K 0.08% +67 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 10,500 $706K <0.01% +4,190 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Financial Strategies Group, Inc. 9,454 $664K 0.12% -79 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,877 $664K 0.04% +237 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,863 $663K 0.04% +1,155 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,842 $662K 0.41% 0 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,812 $660K 0.07% +1,019 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,807 $659K 0.13% +1,100 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,771 $657K 0.07% +2,595 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 9,766 $656K 0.44% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,729 $654K 0.06% -94 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 9,721 $653K 0.01% -434 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9,670 $650K 0.09% -208 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,612 $646K 0.49% +53 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,583 $644K 0.05% +102 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9,559 $643K 0.35% +1,847 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,551 $642K 0.65% +4 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 9,547 $642K 0.64% 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 9,463 $636K 0.03% -397 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,435 $634K 0.07% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,424 $633K 0.04% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,398 $632K 0.06% +1,517 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 9,316 $626K 0.34% -118 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,388 $624K 0.24% +430 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 9,266 $623K 0.15% -47 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 101,741 $622K 0.43% +97,007 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,226 $620K 0.04% -4 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,223 $620K 0.3% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 9,186 $617K 0.21% -357 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 9,166 $616K 0.26% +432 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 9,130 $614K 0.2% -216 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,113 $613K 0.02% -1,684 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 9,078 $610K 0.52% 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 9,070 $610K 0.43% -558 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,016 $606K 0.1% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,011 $606K 0.02% -6,308 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 8,509 $604K 0.15% +5,325 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 8,980 $604K 0.04% -115 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 8,928 $600K 0.21% +57 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,927 $600K 0.06% -380 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 8,906 $599K 0.24% +959 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,901 $598K 0.03% +3,487 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,899 $598K 0.23% +1,493 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 8,855 $595K 0.53% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 8,826 $593K 0.11% +2,731 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 8,759 $589K 0.03% +119 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 8,759 $589K 5.07% -506 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 8,731 $587K 0.31% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,719 $586K 0.01% new 13F-HR Timeline NDVR, Inc. 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More: the full row for NORTHLAND SECURITIES, INC. 8,538 $574K 0.55% 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,488 $571K 0.08% +4,752 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,477 $570K 0.08% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,471 $569K 0.08% -200 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 8,435 $567K 4.9% 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,428 $567K 0.1% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,406 $565K 0.17% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,401 $565K 0.08% +2,247 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,367 $562K 0.02% +1 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 8,362 $562K 0.04% 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 8,361 $562K 0.2% -399 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,359 $562K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,331 $560K <0.01% +4,145 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8,317 $559K 0.31% 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 8,316 $559K 0.07% +371 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,311 $559K 0.11% -728 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,296 $558K 0.03% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 8,284 $557K 0.36% 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 8,265 $556K 0.39% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 8,240 $554K 0.17% -140 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,239 $554K 0.08% +227 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,195 $551K 0.07% -21 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 8,195 $551K 0.91% +341 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 8,176 $550K 0.23% -70 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,171 $549K 0.06% -119 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 8,041 $549K 0.44% -125 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,157 $548K 0.13% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 8,152 $548K 0.35% -75 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,140 $547K 0.01% +1,008 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,125 $546K 0.3% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,116 $546K 0.05% +37 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,095 $544K 0.24% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,089 $544K 0.08% +1,500 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,076 $543K 0.18% -236 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,060 $542K 0.48% 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 8,046 $541K 0.7% 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 7,340 $541K 0.02% -325 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 8,029 $540K 0.47% 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 7,434 $540K 0.6% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,019 $539K 0.01% +122 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,007 $538K 0.13% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 8,005 $538K 0.12% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,986 $537K 0.04% +726 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 7,898 $531K 0.01% new 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,860 $528K 0.27% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,800 $524K 0.67% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 7,501 $521K 0.37% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,756 $521K 0.16% +456 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 7,731 $520K 0.13% 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,730 $520K 0.07% -81 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 7,729 $520K 1% +3,003 13F-HR Timeline Gladwyn Financial Advisors, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 7,464 $502K 0.29% -93 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,453 $501K 0.04% +5,138 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,447 $501K 0.22% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,435 $500K 0.03% -165 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,434 $500K 0.25% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,428 $499K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,406 $498K 0.11% +252 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,401 $497K 0.16% -165 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 6,688 $497K 0.3% -2 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,394 $497K 0.07% +1,701 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,390 $497K 0.15% +1,816 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,380 $496K 0.06% -884 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,054 $495K 0.05% -111 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,364 $495K 0.04% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,363 $495K 0.07% +4 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,353 $494K 0.2% -3 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,342 $494K 0.28% 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,339 $493K 0.18% -354 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,319 $492K 0.02% +453 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,318 $492K 0.09% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,314 $492K 0.1% +418 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,280 $489K 0.01% +241 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,232 $486K 0.09% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,228 $486K 0.03% new 13F-HR Timeline Trust Co More: the full row for Trust Co 7,214 $485K 0.05% +2,842 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,146 $480K 0.14% -35 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,140 $480K 0.04% -16,142 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 7,123 $479K 0.46% -686 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 7,120 $479K 0.45% +2,437 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,104 $478K 0.14% -876 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,018 $472K 0.05% +670 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,992 $470K 0.29% 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. 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More: the full row for Washington Trust Advisors, Inc. 6,875 $462K 0.04% -3,713 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,863 $461K 0.26% +61 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 6,850 $460K 0.22% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 6,828 $459K 0.45% 13F-HR Timeline Collaborative Wealth Managment Inc. 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