Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,287 $1.01M 0.35% -15 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,285 $1.01M 0.05% +434 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,275 $1M 0.1% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,273 $1M 0.03% +95 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,272 $1M 0.24% -361 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,265 $996K 0.55% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,265 $996K 0.42% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,259 $994K 0.27% +91 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,259 $992K 0.11% +619 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,240 $977K 0.02% +1 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,234 $972K 0.23% +131 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,234 $972K 0.22% -18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,231 $970K 0.15% +949 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,223 $963K 0.16% +53 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,223 $963K 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,285 $963K 0.15% +632 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,230 $961K 0.1% -214 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,217 $959K 0.05% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,215 $957K 0.2% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,213 $955K 1.38% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,210 $953K 0.07% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,209 $952K 0.71% +15 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,209 $952K 0.04% +192 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,205 $949K 0.21% -62 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,205 $949K 0.11% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,204 $948K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,204 $948K 0.08% -48 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,200 $945K 0.04% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,200 $945K 0.1% -8 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,190 $937K 0.31% -90 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,190 $937K 0.41% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,187 $935K 0.05% +122 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,186 $934K 0.1% +33 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,185 $933K 0.07% -521 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,182 $931K 0.16% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,179 $929K 0.07% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,177 $927K 0.04% -12 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,297 $926K 0.3% -310 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,170 $922K 0.04% +799 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,165 $918K 0.08% -7 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,163 $916K 0.1% +68 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,162 $915K 0.02% -10 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,160 $914K 0.08% +2 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,154 $909K 0.04% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,133 $892K 0.23% +239 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,127 $888K 0.22% +14 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,125 $886K 0.41% -150 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,122 $884K 0.04% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,118 $881K 0.02% -21 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,116 $879K 0.21% -27 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,116 $879K 0.3% +16 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,111 $875K 0.14% -45 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,084 $854K 0.05% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,083 $853K 0.08% -160 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,081 $851K 0.23% +178 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,077 $848K 0.08% +18 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,374 $844K 0.24% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,071 $844K 0.6% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,061 $836K 0.13% +47 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,054 $830K 0.66% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,050 $827K 0.27% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,050 $827K 0.1% new 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,046 $824K 0.72% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,046 $824K 0.28% -137 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,044 $822K 0.06% +21 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,041 $820K 0.12% +77 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,036 $816K 0.05% +88 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,035 $815K 0.42% +33 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,035 $815K 0.03% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,034 $814K 0.06% +188 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,028 $810K 0.09% +336 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,028 $809K 0.22% -122 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,024 $807K 0.03% -14 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,020 $803K 0.35% -6 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,012 $797K 0.08% +566 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,008 $794K 0.03% +109 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,007 $793K 0.16% +612 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $788K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 998 $786K 0.07% +238 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 994 $783K 0.1% +18 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 993 $782K 0.32% +17 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 992 $781K 0.13% -1 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 987 $777K 0.29% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 987 $777K 0.34% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 983 $774K 0.03% -142 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 983 $774K 0.01% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 979 $771K 0.01% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 978 $770K 0.65% -266 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 975 $768K 0.2% +510 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 974 $767K 0.43% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 969 $763K 0.13% 0 13F-HR/A Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 963 $758K 0.44% +410 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 962 $758K 0.05% +166 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 959 $755K 0.44% +205 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 954 $751K 0.06% +163 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 954 $751K 0.11% +78 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 953 $751K 0.41% -7 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 953 $750K 0.15% +7 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 949 $747K 0.18% +6 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 945 $744K 0.45% -9 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 944 $744K 0.06% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 945 $737K 0.05% -1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 935 $737K 0.02% +43 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 935 $736K 0.13% +10 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 933 $735K 0.44% +14 13F-HR Timeline United Bank More: the full row for United Bank 932 $734K 0.28% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 932 $734K 0.57% -183 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 930 $732K 0.45% -8 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 930 $732K 0.1% +198 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 929 $732K 0.12% -252 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 927 $730K 0.1% +314 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 927 $730K 0.17% -10 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 926 $729K 0.2% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 925 $729K 0.27% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 924 $728K 0.05% +188 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 923 $727K 0.33% +101 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 922 $726K 0.14% -165 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 929 $726K 0.35% +585 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 913 $719K 0.03% +42 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 909 $716K 0.03% -1,264 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 907 $714K 0.1% +48 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 905 $713K 0.07% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 905 $713K 0.03% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 904 $712K 0.24% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 900 $709K 0.2% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 897 $707K 0.08% +10 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 896 $706K 0.53% +64 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 901 $704K 0.39% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 892 $702K 0.04% -117 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 891 $702K 0.03% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 891 $701K 0.44% +10 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 888 $699K 0.05% +396 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 928 $699K 0.04% -59 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 886 $698K 0.24% +166 13F-HR/A Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 885 $697K 0.47% +79 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 884 $696K 0.14% +125 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 878 $692K 0.32% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 877 $691K 0.04% +4 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 870 $685K 0.05% +264 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 866 $682K 0.08% -23 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 862 $679K 0.13% +16 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 860 $677K 0.3% -87 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 859 $677K 0.09% +33 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 858 $676K 0.23% +109 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,075 $676K 0.06% +270 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 856 $674K 0.18% +2 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 855 $673K 0.05% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 854 $673K 0.1% -50 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 852 $671K 0.03% -368 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 850 $669K 0.14% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 845 $666K 0.02% +87 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 845 $666K 0.23% +51 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 845 $666K 0.06% -74 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 843 $664K 0.05% -476 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 843 $664K 0.26% +45 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 842 $663K 0.62% +1 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 841 $662K 0.37% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 840 $662K 1.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 839 $661K 0.03% +3 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 836 $658K 0.07% +271 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 833 $656K 0.53% +7 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 830 $654K 0.36% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 829 $653K 0.08% +20 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 829 $653K 0.02% -562 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 828 $652K 0.31% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 826 $651K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 823 $648K 0.39% -33 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 823 $648K 0.45% +105 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 822 $647K 0.61% +812 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 820 $646K 0.15% -12 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 819 $645K 0.46% -58 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 817 $643K 0.02% +81 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 815 $642K 0.17% -5 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 814 $641K 0.25% -60 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 812 $640K 0.05% +217 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 809 $637K 0.03% +25 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 805 $634K 0.68% -18 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 803 $632K 0.16% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 801 $631K 0.09% +90 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 799 $629K 0.07% +276 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 797 $628K 0.11% -12 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 803 $626K 0.5% +3 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 792 $624K 0.06% -30 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 788 $621K 0.05% -21 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 784 $618K 0.02% -290 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 867 $617K 0.3% +12 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 779 $614K 0.51% +18 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 777 $612K 0.04% +292 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 776 $611K 0.01% +43 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 776 $611K 0.05% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 775 $610K 0.03% +4 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 775 $610K 0.01% -5 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 774 $610K 0.32% +18 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 774 $610K 0.04% +89 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 770 $608K 0.11% -14,167 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 771 $607K 0.04% +14 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 770 $607K 0.24% +8 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 768 $605K 0.09% +2 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 767 $604K 0.16% -133 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 766 $604K 0.04% +77 13F-HR Timeline