ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 558 $316K 0.02% +65 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 558 $316K 0.01% -18 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 556 $315K 0.09% -149 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 555 $314K 0.24% +78 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 554 $314K 0.03% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 554 $314K 0.06% +54 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 554 $314K 0.23% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 553 $313K 0.05% -2,271 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 553 $313K 0.14% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 552 $313K 0.06% +33 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 549 $311K 0.11% -9 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 545 $309K 0.07% -28 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 545 $309K 0.01% +3 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 544 $308K 0.01% -160 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 542 $307K 0.01% new 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 542 $307K 0.23% -18 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 541 $306K 0.05% -8 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 541 $306K 0.04% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 540 $306K 0.07% -72 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 540 $306K 0.06% +58 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 539 $305K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 539 $305K 0.05% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 534 $302K 0.04% -4 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 534 $302K 0.23% +30 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 594 $300K 0.39% +44 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 608 $300K 0.15% +19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 529 $300K 0.03% +6 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 527 $298K 0.1% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 524 $297K 0.03% -224 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 523 $296K 0.01% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 523 $296K 0.21% 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 521 $295K 0.05% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 520 $295K 0.02% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 517 $293K 0.05% +24 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 517 $293K 0.06% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 516 $292K 0.04% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 513 $291K 0.01% 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 512 $290K 0.15% +53 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 511 $289K 0.02% +1 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 508 $288K 0.02% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 508 $288K 0.01% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 507 $287K 0.02% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 504 $285K 0.1% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 541 $285K 0.06% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 503 $285K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 502 $284K 0.01% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 502 $284K 0.04% +6 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 501 $284K 0.01% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 500 $283K <0.01% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 500 $283K 0.04% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 500 $283K 0.16% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 499 $283K 0.04% new 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 499 $283K 0.08% -77 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 498 $282K 0.01% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 496 $281K 0.05% 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 495 $280K 0.04% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 495 $280K 0.1% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 494 $280K 0.35% -32 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 493 $279K 0.09% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 491 $278K <0.01% -5 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 490 $278K 0.07% -239 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 490 $278K 0.03% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 486 $275K 0.08% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 485 $275K 0.06% +20 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 484 $274K 0.03% -22 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 483 $274K <0.01% -4,955 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 483 $274K 0.14% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 483 $274K 0.09% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 483 $274K 0.09% +23 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 482 $273K 0.09% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 481 $272K 0.03% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 481 $272K 0.08% -5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 478 $271K 0.06% -164 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 476 $270K 0.09% -7 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 476 $270K 0.15% -89 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 474 $268K 0.06% -1,746 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 474 $268K 0.6% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 473 $268K 0.04% +23 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 473 $268K 0.08% +11 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 472 $267K 0.04% -912 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 472 $267K 0.03% -59 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 471 $267K 0.09% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 471 $267K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 468 $265K 0.06% +17 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 468 $265K <0.01% -37 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 467 $264K 0.05% -25 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 466 $264K 0.24% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 466 $264K 0.1% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 466 $264K 0.11% -45 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 466 $264K 0.13% -226 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 466 $264K 0.12% -23 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 465 $263K 0.26% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 464 $263K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 464 $263K 0.03% +3 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 462 $262K 0.09% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 462 $262K 0.03% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 461 $261K 0.11% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 460 $261K 0.06% -96 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 495 $260K 0.07% -535 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 459 $260K 0.27% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 458 $259K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 458 $259K 0.03% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 458 $259K 0.02% +8 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 457 $259K 0.01% +7 13F-HR/A Timeline Group Wills Financial Group LLC More: the full row for Wills Financial Group LLC 453 $257K 0.1% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 451 $255K 0.09% -1 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 451 $255K 0.01% -2 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 451 $255K 0.16% 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 450 $255K 0.1% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 449 $254K 0.11% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 449 $254K 0.24% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 447 $253K 0.02% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 446 $253K 0.03% -24 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 445 $252K 0.04% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 445 $252K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 445 $252K 0.21% new 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 445 $252K 0.11% 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 444 $251K 0.04% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 443 $251K 0.02% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 443 $251K 0.14% -9 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 442 $250K 0.07% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 441 $250K 0.04% -13 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 441 $250K 0.08% -55 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 441 $250K 0.04% +61 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 439 $249K <0.01% -47 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 439 $249K 0.06% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 438 $248K 0.06% new 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 454 $248K 0.07% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 436 $247K 0.06% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 436 $247K 0.01% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 436 $247K 0.02% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 435 $246K 0.03% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 434 $246K 0.04% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 414 $245K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 433 $245K 0.09% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 433 $245K 0.02% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 495 $245K 0.15% +38 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 429 $243K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 426 $241K 0.02% -91 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 426 $241K <0.01% -1,238 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 425 $241K 0.06% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 425 $241K 0.2% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 424 $240K 0.07% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 424 $240K 0.11% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 424 $240K 0.02% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 423 $240K 0.03% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 422 $239K 0.16% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 421 $238K 0.06% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 421 $238K 0.05% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 421 $238K 0.1% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 420 $238K 0.15% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 420 $238K 0.07% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 418 $237K 0.03% +17 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 418 $237K 0.03% new 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 417 $236K 0.19% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 416 $236K 0.04% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 414 $234K 0.22% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 412 $233K 0.01% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 412 $233K 0.03% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 412 $233K 0.07% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 412 $233K 0.05% -151 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 412 $233K 0.01% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 411 $233K 0.08% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 411 $233K 0.1% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 411 $233K 0.17% +17 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 410 $232K 0.03% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 410 $232K <0.01% -155 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 409 $232K 0.06% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 409 $232K 0.05% -417 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 406 $230K 0.12% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 405 $229K 0.11% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 405 $229K 0.04% new 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 405 $229K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 404 $229K 0.03% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 404 $229K 0.09% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 404 $229K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 403 $228K 0.04% -81 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 403 $228K 0.03% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 403 $228K 0.03% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 403 $228K 0.07% -135 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 403 $228K 0.16% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 459 $228K 0.05% +3 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 400 $227K 0.02% new 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 400 $227K 0.07% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 400 $227K 0.11% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 399 $226K 0.06% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 398 $225K 0.01% +30 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 398 $225K 0.02% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 397 $225K 0.02% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 397 $225K 0.02% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 395 $224K 0.05% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 395 $224K 0.02% +15 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 395 $224K 0.08% -59 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 394 $223K 0.07% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 393 $223K 0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 393 $223K 0.02% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 392 $222K 0.12% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 391 $221K 0.07% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 390 $221K 0.08% -8 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 390 $221K 0.02% new 13F-HR Timeline