Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,155 $650K 0.12% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,146 $647K 0.04% +1,946 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,143 $647K 0.07% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,138 $645K 0.2% +1,924 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,132 $643K 0.06% +1,917 13F-HR/A Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,110 $637K 0.21% +1,899 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,100 $634K 0.05% +1,865 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,093 $632K 0.03% +1,895 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,091 $631K 0.03% +1,741 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,090 $631K 0.36% +1,920 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 2,086 $629K 0.41% +1,884 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,080 $628K 0.18% +1,879 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,077 $627K 0.15% +1,869 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,075 $626K 0.14% +1,869 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,073 $625K 0.05% +1,799 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 2,067 $624K 0.25% 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,060 $622K 0.23% +1,854 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,057 $621K 0.12% +1,875 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,054 $620K 0.25% +1,862 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,037 $615K 0.22% +1,995 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,353 $613K 0.15% +3,018 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,030 $612K 0.04% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 2,030 $612K 0.62% +1,827 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,295 $611K 0.27% +2,199 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,593 $611K 0.04% +2,336 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,021 $610K 0.12% +1,841 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,018 $609K 0.01% +1,831 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,017 $609K 0.13% +1,856 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,017 $609K 0.2% +1,721 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,017 $608K 0.25% +1,812 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,015 $608K 0.06% +1,843 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,005 $605K 0.03% +1,780 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,005 $605K 0.04% +1,827 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $603K 0.14% new 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 2,000 $603K 0.35% +1,735 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,000 $603K 0.13% +1,800 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,000 $603K <0.01% +1,800 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,992 $601K 0.14% +1,796 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,988 $600K 0.14% +1,847 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,986 $599K 0.02% +1,753 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,980 $597K 0.32% 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,980 $597K 0.19% +1,554 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,974 $596K 0.04% +1,741 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,970 $594K 0.01% +1,708 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,970 $594K 0.09% +1,773 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,962 $592K 0.13% +1,752 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 1,960 $591K 0.05% +1,764 13F-HR Timeline Group MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,953 $589K 0.24% +1,766 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,950 $588K 0.01% +1,767 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,938 $585K 0.3% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,938 $585K <0.01% +1,238 13F-HR/A Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,938 $585K 0.45% +1,651 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,935 $584K 0.31% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,921 $579K 0.22% +1,728 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,920 $579K 0.2% +1,728 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,920 $579K 0.01% +1,706 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 1,910 $576K 0.03% +1,722 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,910 $576K 0.11% +1,732 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,901 $574K 0.24% +1,725 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,000 $572K 0.04% +2,712 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,887 $569K 0.1% +1,699 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,882 $568K 0.04% +1,674 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,879 $567K 0.47% +1,688 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,874 $565K 0.12% +1,688 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,870 $564K 0.12% +1,343 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,865 $563K 0.07% +1,543 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,855 $560K 0.02% +1,680 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,850 $558K 0.04% +1,665 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,850 $558K 0.04% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,849 $558K 0.26% +1,618 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,845 $557K 0.01% +1,690 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,840 $555K 0.01% +1,656 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,831 $552K 0.07% new 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 1,820 $549K 0.01% +1,638 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,818 $549K 0.35% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,812 $547K 0.06% +1,582 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,810 $546K 0.16% +1,632 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,810 $546K 0.15% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,808 $545K 1.05% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,824 $544K 0.22% +2,617 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,804 $544K 0.15% +1,622 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,790 $540K 0.05% +1,382 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,788 $539K 0.05% +1,619 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,787 $539K 0.04% +1,730 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,786 $539K 0.23% +1,615 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,777 $536K 0.03% +1,605 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,771 $534K 0.08% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,770 $534K 0.02% +1,566 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,765 $533K 0.17% +1,586 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,756 $530K 0.07% +1,597 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,750 $528K 0.14% +1,575 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,740 $525K 0.01% +1,567 13F-HR/A Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,820 $522K 0.1% +1,530 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,726 $521K 0.22% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,722 $520K 0.03% +1,553 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,720 $519K 0.09% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,711 $516K 0.01% +1,540 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,707 $515K 0.11% +1,537 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,706 $515K 0.04% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,702 $514K 0.19% +1,548 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,700 $513K 0.06% +1,510 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,700 $513K 0.07% +1,530 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,699 $513K 0.11% +1,531 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,696 $512K 0.04% +1,530 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,692 $511K 0.08% +1,524 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,690 $510K 0.03% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,680 $507K 0.14% +1,512 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,680 $507K 0.13% +1,509 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,670 $504K 0.29% +962 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 1,670 $504K 0.17% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,664 $502K 0.02% +1,520 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,660 $501K 0.06% +1,494 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,660 $501K 0.11% +1,494 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,660 $501K 0.02% +1,484 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,655 $499K 0.32% +1,490 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,650 $498K 0.26% +1,477 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,648 $497K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,644 $496K <0.01% +1,636 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,643 $496K 0.33% +1,461 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,636 $494K 0.04% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,630 $492K 0.4% +1,467 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,630 $492K 0.06% +1,479 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,622 $489K 0.14% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,620 $489K 0.21% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,612 $486K 0.29% +1,451 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,610 $486K 0.02% +1,447 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,609 $485K 0.05% +1,460 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,604 $484K 0.02% +1,427 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,621 $483K 0.05% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,590 $480K 0.04% +1,470 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,311 $480K 0.16% +2,060 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,588 $479K 0.06% +1,476 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,580 $477K 0.02% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,562 $471K 0.04% +1,406 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,555 $471K 0.18% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,557 $470K 0.03% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,552 $468K 0.07% +1,306 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,550 $468K 0.27% +1,392 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,548 $467K 0.12% +1,388 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,540 $465K 0.05% +1,294 13F-HR/A Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,540 $465K 0.13% +1,386 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,535 $463K 0.02% +1,368 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,533 $462K 0.16% +1,406 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,530 $462K 0.01% +1,377 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,528 $461K 0.11% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,076 $459K 0.14% +1,912 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,521 $459K 0.04% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,520 $459K 0.11% +1,368 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,519 $458K 0.21% +1,364 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,516 $458K 0.04% +1,390 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,514 $457K 0.07% +1,369 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,514 $457K 0.18% +1,336 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,512 $456K 0.13% +1,250 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,510 $456K 0.15% +1,359 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,510 $456K 0.36% +1,338 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 1,500 $453K 0.25% +1,350 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,500 $453K 0.03% +1,350 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 1,500 $453K 0.05% +1,287 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,500 $453K 0.31% +1,350 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,500 $453K 0.19% +1,350 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,500 $453K 0.09% +1,350 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,489 $449K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,486 $448K 0.06% +1,344 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,485 $448K 0.39% +1,298 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,483 $447K 0.09% +1,337 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,480 $447K 0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,480 $447K 0.04% +1,328 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,476 $445K 0.01% +1,337 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,470 $444K 0.07% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,470 $444K 0.24% +1,304 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,470 $444K 0.12% +1,287 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,464 $442K 0.01% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,461 $441K 0.28% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,460 $441K 0.06% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,460 $440K 0.01% +1,314 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,453 $438K 0.01% +1,312 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,451 $438K 0.15% +1,204 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,438 $434K 0.01% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,435 $433K 0.07% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,432 $432K 0.27% +1,291 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,420 $428K 0.1% +1,278 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,420 $428K 0.07% +1,269 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,418 $428K 0.11% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,417 $428K 0.21% +1,272 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,417 $427K 0.11% +1,243 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,412 $426K 0.03% +1,288 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,410 $425K 0.17% +1,269 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,403 $423K 0.12% +1,263 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,400 $422K 0.05% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,400 $422K 0.01% +1,232 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,400 $422K 0.01% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,400 $422K 0.24% +1,260 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,400 $422K 0.25% +1,260 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,394 $421K 0.07% +1,244 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,393 $420K 0.03% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,393 $420K 0.03% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,390 $419K 0.02% +1,236 13F-HR Timeline Group StoryOne LLC More: the full row for StoryOne LLC 1,390 $419K 0.2% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,390 $419K 0.01% +1,251 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 1,388 $419K 0.31% +1,249 13F-HR Timeline