Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,732 $772K 0.07% -198 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,718 $770K 0.2% new 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,714 $769K 0.12% +482 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,708 $767K 0.25% +122 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,708 $767K 0.07% +119 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 3,704 $767K 0.67% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,696 $765K 0.29% -16 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,692 $765K 0.28% -620 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,693 $764K 0.61% 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,685 $763K 0.43% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,683 $762K 0.29% -9 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,680 $762K 0.24% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,670 $760K 0.15% +95 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,670 $759K 0.09% -25 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,666 $759K 0.16% -533 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,658 $757K 0.32% +899 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,656 $757K 0.51% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,654 $756K 0.16% -1,256 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 3,652 $756K 0.45% +793 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,626 $755K 0.65% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,649 $755K 0.41% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,648 $755K 0.08% -249 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,646 $755K 0.5% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,638 $753K 0.23% +17 13F-HR/A Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 3,633 $752K 0.46% 0 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 3,628 $751K 0.33% -225 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,624 $750K 1.14% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,620 $749K 0.23% -104 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,620 $749K 0.64% -25 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,616 $748K 0.15% +70 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,609 $747K 0.1% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,609 $747K 0.11% -89 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,603 $746K 0.1% -50 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,603 $746K 0.47% +127 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,603 $746K 0.41% +364 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 3,601 $745K 0.19% +17 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,600 $745K 0.74% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,600 $745K 0.27% +46 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 3,600 $745K <0.01% new 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,599 $745K 0.46% +127 13F-HR/A Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,581 $741K 0.55% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,577 $740K 0.12% +132 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,567 $738K 0.06% +310 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,567 $738K 0.04% -332 13F-HR Timeline Group Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 3,565 $738K 0.14% -1,370 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,562 $737K 0.03% -520 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 3,561 $737K 0.43% +3 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,561 $737K 0.19% -2,677 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,556 $736K 0.2% -1,508 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,556 $736K 0.08% +6 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,554 $736K 0.2% +218 13F-HR/A Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,553 $735K 0.2% -268 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,549 $735K 0.22% +135 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,549 $735K 0.34% +141 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,547 $734K 0.29% +373 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,549 $734K 0.1% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,544 $733K 0.11% -40 13F-HR Timeline Group Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 3,537 $732K 0.52% -94 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,537 $732K 0.12% -265 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,534 $731K 0.57% 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,534 $731K 0.37% -211 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,528 $730K 0.07% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,519 $728K 0.06% -54 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,568 $728K 0.18% +17 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,514 $727K 0.12% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,511 $727K 0.2% +542 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,504 $725K 0.57% -4 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,500 $724K 0.27% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,490 $722K 0.68% -71 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,476 $719K 0.08% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,474 $719K 0.18% -78 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,473 $719K 0.09% -931 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,468 $718K 0.21% +116 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,466 $717K 0.3% +9 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,460 $716K 0.39% +60 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,448 $714K 0.45% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,447 $713K 0.21% +14 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,440 $712K 0.08% +754 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,432 $710K 0.58% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,426 $709K 0.15% +263 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,426 $709K 0.23% +25 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,422 $708K 0.31% -17 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,421 $708K 0.19% +267 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 3,419 $708K 0.46% +4 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,413 $706K 0.48% -60 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,410 $706K 0.22% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,405 $705K 0.07% -18 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,402 $704K 0.14% +7 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,400 $704K 0.34% -800 13F-HR Timeline Group Aufman Associates Inc More: the full row for Aufman Associates Inc 3,394 $702K 0.36% -332 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,385 $701K 0.47% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,381 $700K 0.1% -11 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,378 $699K 0.29% +10 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,370 $697K 0.12% +143 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,368 $697K 0.09% +5 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,366 $697K 0.06% +159 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,363 $696K 0.15% -153 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,361 $696K 0.13% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,358 $695K 0.18% -13 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,355 $694K 0.09% -9 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,355 $694K 0.18% +244 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,345 $692K 0.2% -1,654 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 3,344 $692K 0.14% -188 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,344 $692K 0.23% -29 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,342 $692K 0.18% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,340 $691K 0.25% +6 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,336 $690K 0.87% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,331 $689K 0.1% -237 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,330 $689K 0.38% +98 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,329 $689K 0.12% -98 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,324 $688K 0.12% +226 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 3,323 $688K 0.22% +90 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,317 $686K 0.3% +292 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 3,316 $686K 0.42% +581 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,314 $686K 0.15% +108 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,312 $685K 0.12% -428 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,136 $685K 0.12% +81 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,311 $685K 0.29% -458 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,308 $685K 0.39% +322 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,301 $683K 0.07% -56 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,295 $682K 0.15% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,290 $681K 0.13% -1,835 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,288 $680K 0.01% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,285 $680K 0.21% -250 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,283 $680K 0.1% +31 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,282 $679K 0.08% +49 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 3,278 $678K 0.01% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 3,276 $678K 0.15% +19 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 3,270 $677K 0.32% -495 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,270 $677K 0.55% -735 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,264 $676K 0.23% -273 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,263 $675K 0.45% -30 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,261 $675K 0.2% -7 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 3,255 $674K 0.27% +160 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,250 $673K 0.02% +151 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,242 $671K 0.16% +62 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,235 $669K 0.04% -84 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,268 $669K 0.1% +1,485 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,229 $668K 0.46% +65 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,228 $668K 0.34% +86 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,227 $668K 0.2% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,223 $667K 0.38% +24 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,222 $667K 0.64% 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,218 $666K 0.42% -144 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,217 $666K 0.16% -19 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,217 $666K 0.16% +273 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,210 $664K 0.04% +292 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,207 $664K 0.22% -6 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,204 $663K 0.02% +1,012 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 3,200 $662K 0.33% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,195 $661K 0.17% -42 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,193 $661K 0.57% 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,192 $661K 0.12% +787 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 3,192 $661K 0.25% 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,188 $660K 0.38% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,184 $659K 0.32% +9 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,182 $659K 0.06% +5 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,169 $656K 0.05% -65 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,167 $655K 0.44% -35 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,167 $655K 0.09% -325 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,164 $655K 0.21% -1,002 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,160 $654K 0.13% -356 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,159 $654K 0.07% +319 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,150 $652K 0.13% -21 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,716 $652K 0.47% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,148 $651K 0.09% -578 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,147 $651K 0.17% -109 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,138 $651K 0.59% +23 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,142 $650K 0.38% +22 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,140 $650K 0.13% -1,050 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,138 $649K 0.53% 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,134 $649K 0.28% +114 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,122 $646K 0.14% +345 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,918 $646K 0.12% -6 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 3,107 $643K 0.06% new 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,106 $643K 0.06% -5 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,106 $643K 0.21% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,101 $642K 0.07% +182 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,098 $641K 0.12% -12 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,086 $639K 0.34% -85 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,085 $638K 0.35% +59 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,080 $637K 0.11% -239 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,080 $637K 0.27% -153 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,076 $637K 0.27% +1 13F-HR/A Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,075 $636K 0.08% -58 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,075 $636K 0.15% +116 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,073 $636K 0.26% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,071 $635K 0.1% +14 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,070 $635K 0.18% +17 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,069 $635K 0.35% +77 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,067 $635K 0.09% +6 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,063 $634K 0.34% -1,288 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,056 $632K 0.11% -544 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,056 $632K 0.16% +517 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,041 $629K 0.22% -657 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,038 $629K 0.15% +1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,038 $629K 0.09% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,036 $628K 0.25% +2 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,035 $628K 0.08% 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,033 $628K 0.18% 0 13F-HR Timeline