Kearns & Associates LLC More: the full row for Kearns & Associates LLC 8,226 $1.35M 0.63% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,931 $1.3M 0.04% -289 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 7,818 $1.28M 0.11% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,814 $1.28M 0.01% +5,809 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,800 $1.28M 0.03% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,629 $1.25M 0.42% +4 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,575 $1.24M 0.06% +47 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,396 $1.21M 0.12% +2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,310 $1.2M 0.01% -1,070,473 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,200 $1.18M -1,504 Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 7,110 $1.16M 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,094 $1.16M 0.17% +384 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 7,069 $1.16M 0.02% -78 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,000 $1.15M 0.26% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,000 $1.15M 0.02% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,773 $1.11M 0.06% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,592 $1.08M 0.38% -65 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 6,474 $1.06M 0.68% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,416 $1.05M 0.22% -12 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,372 $1.04M 0.8% -71 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,360 $1.04M 0.04% -284 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,325 $1.03M 0.14% +1,663 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,245 $1.02M 0.37% -446 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,238 $1.02M 0.02% -76 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,162 $1.01M 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,121 $1M <0.01% -580 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,113 $1000K 0.06% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,078 $994K 0.03% -71 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,025 $986K 0.04% +470 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 6,012 $983K 0.53% 0 13F-HR Timeline Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 6,000 $981K 1.82% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,965 $976K <0.01% +300 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,929 $970K 0.1% +315 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,906 $966K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,903 $966K 0.03% -508 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,896 $964K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,871 $960K 0.02% +45 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,300 $957K 0.18% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,828 $953K 0.14% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,823 $953K 0.4% -22 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,699 $932K 0.01% +213 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,609 $918K 0.01% -155 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,579 $913K 0.05% +84 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 5,575 $911K 0.15% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,784 $907K 0.06% -259 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,528 $904K 0.01% -178 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 5,478 $896K 0.25% -169 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,473 $895K 0.15% +3 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,415 $886K 0.14% -758 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,405 $884K 0.02% +1,980 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 5,307 $868K 0.19% -5,137 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,300 $867K 0.11% +295 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,286 $865K 0.02% +360 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,349 $861K 0.11% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,222 $854K <0.01% -100 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,139 $841K 0.03% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,129 $839K 0.21% -517 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 5,126 $839K 0.36% +92 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,113 $836K 0.02% 0 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,070 $829K 0.05% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,064 $828K 0.15% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,950 $810K 0.33% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,949 $810K 0.05% -583 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,918 $804K 0.3% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,902 $802K 0.04% -38 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,902 $802K 0.22% -17 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,890 $800K 0.47% -46 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,869 $797K 0.17% +3 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,809 $787K 0.18% +2 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Valued Retirements, Inc. 4,294 $702K 0.63% -22 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,292 $702K 0.19% +21 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,281 $700K 0.11% -359 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,189 $685K 0.32% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,160 $681K 0.02% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,102 $671K 0.17% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,064 $665K 0.25% -164 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,037 $660K 0.21% -845 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,037 $660K 0.01% +1,933 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,973 $650K 0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,853 $630K 0.01% +1 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 3,834 $627K 0.31% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,819 $625K 0.32% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,811 $623K 0.08% -32 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,793 $621K 0.02% +27 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 3,786 $619K 0.19% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 3,822 $616K 0.08% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,750 $613K 0.1% -319 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,706 $606K <0.01% +235 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,674 $601K 0.04% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,648 $597K 0.01% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,615 $591K 0.01% -3,860 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,604 $590K 0.01% -3,604 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,593 $588K 0.01% +6 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,582 $586K 0.21% +1 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,545 $580K 0.06% +210 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,477 $569K 0.18% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,659 $562K 0.3% +1 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,422 $560K 0.03% -1,167 13F-HR Timeline Group MOTCO More: the full row for MOTCO 3,402 $556K 0.05% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,390 $555K 0.02% -900 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,359 $549K 0.12% -21 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,300 $540K 0.05% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,546 $539K 0.01% -138 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,288 $538K 0.3% -51 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,247 $531K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,198 $523K 0.01% -11 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,197 $523K 0.01% -400 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,185 $521K <0.01% new 13F-HR Timeline Group GLR Partners, LLC More: the full row for GLR Partners, LLC 3,183 $521K 0.24% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,169 $518K 0.31% +406 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,152 $516K 0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,108 $508K 0.03% -9 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,000 $491K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,991 $489K 0.02% -180 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,000 $480K 0.06% +2,644 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,911 $476K 0.32% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,816 $461K 0.02% +884 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,810 $460K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,808 $459K <0.01% +252 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,776 $454K 0.38% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,760 $451K <0.01% +234 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,877 $451K 0.33% -516 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,738 $448K 0.01% -30 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 2,728 $446K 0.37% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,721 $445K 0.02% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,693 $441K 0.04% +22 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,646 $433K 0.09% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,632 $431K 0.12% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,604 $426K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,580 $422K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,580 $422K 0.09% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,576 $421K 0.04% +28 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,520 $412K 0.17% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,500 $409K <0.01% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,500 $409K 0.08% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,466 $403K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,400 $393K 0.05% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,400 $393K 0.07% 0 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 2,380 $389K 0.34% -1,378 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,357 $386K 0.01% -417 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,874 $380K 0.14% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,262 $370K 0.04% 0 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 2,260 $370K 0.48% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 2,234 $365K 0.09% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,214 $362K 0.01% -93 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,196 $359K <0.01% -111 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,197 $354K 0.02% +33 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,157 $353K 0.01% +27 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,148 $351K <0.01% -298 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,100 $344K -2,100 Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,098 $342K 0.32% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,088 $342K <0.01% -481 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,070 $339K 0.01% +211 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,064 $338K 0.02% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,048 $335K 0.03% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,028 $332K 0.03% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,000 $327K 0.03% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,988 $325K 0.1% -2,037 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,982 $324K <0.01% +233 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,006 $323K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,972 $323K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,955 $320K 0.01% +5 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,953 $319K <0.01% -489 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,935 $317K 0.12% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,925 $315K <0.01% -575 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,917 $314K 0.02% -4,877 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,913 $313K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,899 $311K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,882 $308K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,854 $303K 0.01% +1 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,847 $302K 0.06% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,835 $300K 0.14% -75 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,821 $298K 0.01% +21 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,800 $294K 0.06% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,800 $294K 0.02% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,800 $294K 0.02% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,800 $294K 0.03% 0 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 1,800 $294K 0.18% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,789 $292K 0.04% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,800 $290K 0.06% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,757 $287K 0.01% -8,203 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,747 $286K 0.03% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,734 $284K 0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,709 $280K <0.01% +1,038 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,703 $279K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,684 $275K 0.05% -38 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,680 $275K 0.01% new 13F-HR Timeline