Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,502 $328K 1.6% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,501 $328K 0.13% +157 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,491 $326K 0.07% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,491 $326K 0.07% +2,442 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,487 $326K 0.2% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,477 $325K <0.01% +21 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,481 $325K 0.01% -918 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 2,471 $324K 0.45% +334 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,451 $321K 0.02% -485 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,472 $320K 0.04% +683 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,444 $320K 0.1% -3 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,440 $320K 0.05% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,419 $318K 0.07% +60 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,417 $317K 0.07% -82 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,416 $316K 0.06% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,406 $315K 0.06% -245 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,397 $314K 0.01% -434 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,386 $313K 0.07% -2,311 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,222 $313K 0.12% -16 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,177 $312K 0.02% +89 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,381 $312K 0.06% -16 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,361 $310K 0.01% +104 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,350 $308K 0.06% -17 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 2,584 $307K 0.01% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,343 $307K 0.18% +1 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,342 $307K 0.07% -169 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,333 $306K 0.05% +211 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,321 $304K <0.01% +9 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,315 $303K 0.12% +1 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,314 $303K 0.08% +8 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,303 $302K 0.14% new 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,302 $301K 0.16% +603 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,300 $301K 0.04% +88 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,296 $301K 0.04% -6,888 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,284 $299K 0.05% +483 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,281 $299K 0.08% -368 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,272 $298K 0.03% -369 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,264 $296K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,260 $296K 0.04% +150 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,080 $295K 0.12% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,241 $294K <0.01% +21 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 2,240 $293K 0.03% -797 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,216 $290K 0.16% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,208 $289K 0.06% +82 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,206 $289K 0.02% -363 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,193 $287K 0.02% -141 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,189 $287K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,186 $286K 0.04% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,175 $285K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,167 $285K 0.16% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,171 $284K 0.04% -168 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,160 $283K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,161 $283K 0.02% -17 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,138 $280K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,940 $279K 0.03% +55 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,123 $278K 0.01% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,121 $278K 0.07% +281 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,115 $277K 0.04% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,107 $277K <0.01% new 13F-HR/A Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,110 $276K 0.14% -96 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,110 $276K 0.18% +75 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,109 $276K 0.02% +26 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,106 $276K 0.02% -193 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,099 $275K <0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,051 $274K 0.02% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,094 $274K 0.09% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,085 $273K 0.2% -3,791 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,082 $273K 0.23% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,082 $273K 0.05% -3 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,078 $272K 0.06% -257 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,074 $272K 0.03% -319 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,073 $271K 0.01% -1 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,067 $271K 0.04% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,880 $270K 0.05% +10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,051 $269K 0.01% +47 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,050 $268K 0.02% -6 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,043 $268K 0.08% +153 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,043 $268K +219 Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 2,038 $267K 0.23% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,022 $265K <0.01% -1,195 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,021 $265K 0.03% -829 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,019 $264K 0.02% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,019 $264K 0.06% -100 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 2,014 $264K 0.04% -70,515 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,012 $263K 0.03% -182 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,009 $263K 0.01% -440 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,008 $263K 0.01% -50 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,008 $263K 0.23% +5 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,000 $262K 0.02% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,000 $262K 0.01% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,990 $261K 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,989 $260K <0.01% -1,916 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,983 $260K 0.1% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,981 $259K 0.01% +128 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,962 $257K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,955 $256K 0.08% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,953 $256K 0.02% -115 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,942 $255K 0.3% +188 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,936 $254K 0.03% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,935 $253K 0.1% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,926 $252K 0.05% +146 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,924 $252K 0.02% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,919 $251K 0.04% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,912 $250K 0.15% +4 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,911 $250K 0.07% -10 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,905 $249K 0.09% -30 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,900 $249K 0.02% +1,400 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,900 $249K 0.07% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,899 $249K 0.02% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,896 $248K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,741 $248K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,888 $248K 0.02% +86 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,880 $246K 0.11% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,877 $246K <0.01% 0 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,876 $246K 0.02% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,874 $245K 0.01% -519 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,872 $245K 0.01% -742 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,868 $245K 0.03% -53 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,862 $245K 0.02% -4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,863 $244K <0.01% -855 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,860 $244K 0.03% -16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,851 $242K 0.07% +276 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,842 $241K 0.05% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,881 $241K 0.11% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,840 $241K 0.09% -100 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,835 $240K 0.03% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,829 $240K 0.13% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,825 $239K 0.07% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,822 $239K 0.03% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,819 $238K 0.12% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,818 $238K 0.06% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,814 $238K 0.11% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,807 $237K 0.01% 0 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,800 $236K 0.16% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,803 $236K <0.01% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,795 $235K 0.01% -265 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,787 $234K 0.04% -391 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,781 $233K 0.01% +52 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,780 $233K 0.02% -9 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,837 $233K 0.14% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,775 $232K 0.02% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,766 $231K 0.08% +3 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,768 $231K 0.01% -79 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,759 $230K 0.16% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,757 $230K 0.01% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,754 $230K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,345 $230K 0.07% +3 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,740 $228K 0.11% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,732 $227K 0.02% -39 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,731 $227K 0.01% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,731 $227K 0.12% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,680 $226K 0.15% -241 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,725 $226K <0.01% -294 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,648 $225K 0.14% +725 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,716 $225K 0.07% -15 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,715 $225K 0.01% +11 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,712 $224K 0.02% -149 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,660 $224K 0.15% new 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. 1,707 $224K <0.01% +354 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,706 $223K 0.03% +27 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,704 $223K 0.06% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,701 $223K 0.08% -69 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,697 $222K 0.03% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,700 $222K 0.06% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,684 $221K 0.08% -71 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,672 $219K 0.02% new 13F-HR Timeline Group DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,670 $219K 0.15% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,669 $219K 0.02% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,667 $218K 0.01% new 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,658 $217K 0.03% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,655 $217K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,646 $216K 0.03% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,633 $214K 0.02% -49 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,631 $214K 0.11% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,631 $214K 0.03% -108 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,630 $213K 0.07% -2,528 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,629 $213K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,626 $213K 0.02% +2 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,623 $213K 0.02% -252 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 1,622 $212K 0.04% -372 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,617 $212K 0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,613 $211K 0.02% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,603 $210K 0.06% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,602 $210K 0.03% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,598 $209K 0.14% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,597 $209K 0.04% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,596 $209K 0.03% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,594 $209K 0.11% -64 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,593 $209K 0.04% -88 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,591 $208K 0.09% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,589 $208K 0.04% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,588 $208K 0.02% -114 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,581 $208K 0.03% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,584 $207K 0.06% -123 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,583 $207K <0.01% -219 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,583 $207K 0.01% +169 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,580 $207K 0.01% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,577 $207K 0.08% -112 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,571 $206K 0.03% new 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 1,575 $206K 0.01% new 13F-HR Timeline