CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,543 $221K 0.01% -175 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,537 $221K <0.01% +153 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,516 $220K 0.03% -40,249 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,507 $219K 0.01% -140 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,488 $218K 0.1% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,483 $218K 0.07% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,482 $218K 0.19% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,473 $217K 0.01% -81 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,449 $215K 0.07% -13 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,435 $215K 0.06% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,436 $215K 0.01% -289 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,419 $214K 0.02% -125 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,407 $213K 0.01% -153 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 3,400 $212K 0.1% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,390 $212K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,368 $210K 0.07% -12 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,367 $210K 0.05% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,365 $210K <0.01% -3 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,360 $210K <0.01% -14,286 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,353 $209K 0.02% +244 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,348 $209K 0.04% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,346 $209K 0.07% 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,335 $208K 0.19% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,332 $208K 0.04% -49 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,317 $207K 0.01% -602 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,309 $207K -139 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,288 $205K <0.01% -832 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 3,277 $205K 0.11% 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 3,264 $204K 0.09% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,263 $204K 0.04% +17 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,257 $203K <0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,236 $202K 0.03% +101 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,233 $202K 0.08% -50 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,221 $201K 0.06% -10 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,205 $200K 0.02% -7 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,215 $199K 0.01% +20 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,065 $192K 0.07% +1,619 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,003 $188K <0.01% -9,507 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,974 $186K 0.03% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,970 $186K 0.04% +25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,949 $184K 0.02% -695 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,715 $170K 0.05% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 2,683 $168K 0.1% -8,242 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,653 $166K 0.08% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,587 $162K 0.01% +19 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,546 $159K <0.01% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,500 $156K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,444 $153K 0.01% -20 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,249 $141K 0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,234 $140K 0.08% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,238 $138K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,050 $128K 0.1% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,047 $128K 0.01% -70 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,000 $125K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,978 $124K 0.08% -150 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,937 $121K 0.01% -30 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,916 $120K 0.04% +1,831 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,904 $119K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,904 $119K 0.01% +197 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,900 $119K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,896 $118K 0.01% +854 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,891 $118K 0.07% +92 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,867 $117K 0.12% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,830 $114K 0.03% +285 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,827 $114K 0.01% +7 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,800 $112K 0.11% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,800 $112K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,785 $112K 0.02% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,385 $111K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,768 $110K 0.04% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,764 $110K 0.01% -173 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 1,759 $110K 0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,702 $106K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,693 $106K 0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,664 $104K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,650 $103K 0.06% -68 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,612 $101K <0.01% -5,799 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,552 $97K 0.04% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,511 $94.4K 0.02% +10 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,507 $94.1K 0.08% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,504 $94K 0.06% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,448 $90.5K 0.02% +18 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,417 $88.5K 0.01% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,400 $87.5K 0.03% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,368 $85.5K 0.06% +208 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,336 $85K 0.03% +75 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,346 $84.1K <0.01% -50 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,337 $83.5K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,309 $81.8K 0.01% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,294 $80.8K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,244 $78K 0.01% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,240 $77.5K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,218 $76.1K <0.01% -110 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,214 $75.8K 0.02% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,200 $75K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,141 $71.3K 0.01% +15 13F-HR Timeline City State Bank More: the full row for City State Bank 1,116 $69.7K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,100 $68.7K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,084 $67.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,058 $66.1K 0.01% -33 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,056 $66K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,053 $65.8K 0.07% +73 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,025 $64K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,015 $63.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,001 $62.5K <0.01% +941 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,000 $62.5K 0.06% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 998 $62.4K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 992 $62K 0.01% -7 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 987 $61.7K 0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,022 $60.8K 0.01% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 969 $60.5K <0.01% +67 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 922 $57.6K 0.01% +800 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 920 $57.5K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 918 $57.4K 0.03% -204 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 906 $56.6K 0.01% -142 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 900 $56.2K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 874 $54.6K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 869 $54.3K 0.01% +125 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 850 $53.1K 0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 848 $53K 0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 847 $52.9K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 842 $52.6K <0.01% +240 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 823 $51.4K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 801 $50K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 790 $49.4K <0.01% -6,066 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 774 $48.4K 0.05% +4 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 761 $47.7K <0.01% -705 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 750 $46.9K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 745 $46.5K <0.01% -575 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 739 $46.2K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 737 $46.1K 0.03% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 731 $45.7K <0.01% +481 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 725 $45.3K 0.04% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 700 $43.7K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 700 $43.7K 0.02% +641 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 675 $42.2K 0.02% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 664 $41.5K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 651 $40.7K 0.01% +15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 642 $40.1K <0.01% -8 13F-HR Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 641 $40K 0.03% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 632 $39.5K 0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 626 $39.1K 0.03% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 625 $39K 0.01% +271 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 620 $38.7K 0.01% +87 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 612 $38.2K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 602 $37.6K <0.01% -148 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 593 $37.1K 0.02% -8 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 591 $36K <0.01% -159 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 574 $35.9K 0.01% -2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 560 $35K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 559 $34.9K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 556 $34.7K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 549 $34.3K 0.01% -3 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 530 $33.1K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 521 $32.6K 0.03% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 517 $32.5K 0.01% +27 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 514 $32.1K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 510 $31.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 509 $31.8K <0.01% +190 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 500 $31.2K 0.01% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $31.2K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 486 $30.4K 0.01% +70 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 469 $29.3K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 456 $28.5K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 443 $27.7K 0.01% +2 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 433 $27.1K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 438 $27K <0.01% +25 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 431 $27K 0.01% +1 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 427 $27K <0.01% -1,905 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 420 $26.2K <0.01% -10 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 418 $26.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 416 $26K <0.01% +303 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 412 $25.7K <0.01% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 412 $25.7K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 410 $25.6K 0.01% +19 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 404 $25K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 398 $24.9K 0.02% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 390 $24.4K <0.01% 0 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 581 $23.3K 0.01% +70 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 371 $23.2K 0.02% +11 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 356 $22.3K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 347 $21.7K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 326 $20.4K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 320 $20K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 320 $20K <0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 313 $19.6K <0.01% -70 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 312 $19.5K 0.01% 0 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 300 $18.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 269 $16.6K <0.01% -99 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 258 $16K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 252 $15.7K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 229 $14.3K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 228 $14.2K <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 226 $14.1K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 224 $14K <0.01% -12 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 206 $13.9K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 221 $13.8K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 210 $13.1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 208 $13K <0.01% -97 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 207 $12.9K <0.01% 0 13F-HR Timeline