CERTUITY, LLC More: the full row for CERTUITY, LLC 2,284 $671K 0.04% +417 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,269 $666K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,268 $666K 0.01% +602 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,255 $662K 0.14% -246 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,253 $661K 0.22% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,246 $659K 0.18% +1,103 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,095 $659K 0.01% -278 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,244 $659K 0.28% -98 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,236 $657K 0.24% -76 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,225 $653K 0.02% +495 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,225 $653K 0.11% +1,015 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,223 $653K 0.03% +60 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,221 $652K 0.01% +60 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,218 $651K 0.01% -9,733 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,213 $650K 0.09% +11 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,210 $649K 0.04% +597 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,206 $648K 0.01% +443 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,194 $644K 0.01% +1,371 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,181 $640K 0.05% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,177 $639K 0.07% -111 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,174 $638K 0.05% +235 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,174 $638K 0.09% +25 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,171 $637K 0.1% -49 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,165 $636K 0.02% +64 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 2,162 $635K 0.07% +258 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 2,157 $633K 0.03% -2,894 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,152 $632K 0.01% -471 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,145 $630K 0.07% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,143 $629K 0.22% +1,155 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,142 $629K 0.15% -278 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,142 $629K 0.17% -204 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,140 $628K 0.3% +380 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,126 $625K 0.02% 0 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,119 $622K 0.24% -106 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,115 $621K 0.33% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,106 $618K 0.03% new 13F-HR/A Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,104 $618K 0.08% -750 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,093 $614K 0.35% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,069 $607K 0.03% -31 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 2,062 $605K 0.1% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,061 $605K 0.04% +278 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,054 $603K 0.53% -169 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,044 $600K 0.08% +376 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,043 $600K 0.09% +328 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,042 $599K 0.02% -91 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,032 $597K 0.07% -119 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,909 $594K 0.32% +36 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,021 $593K 0.03% +15 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,017 $592K 0.2% -43 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,017 $592K 0.09% -16 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,011 $590K 0.21% +35 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,003 $588K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,993 $585K 0.02% +12 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,985 $583K 0.47% -115 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,985 $583K 0.38% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,982 $582K 0.4% -400 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,976 $580K 0.02% +623 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,966 $577K 0.01% -149 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1,965 $577K 0.21% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,941 $570K 0.04% 0 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,940 $570K 0.12% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,933 $567K 0.02% -18 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,931 $567K 0.2% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,910 $564K 0.28% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,919 $563K 0.21% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,915 $562K 0.06% +563 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,911 $561K 0.13% 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,910 $561K 0.04% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,910 $561K 0.16% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,909 $560K 0.19% -1,660 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,905 $559K 0.05% -69 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,900 $558K 0.35% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,890 $555K 0.07% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,886 $554K 0.01% +196 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,873 $550K 0.01% -188 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,872 $550K 0.12% +13 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,868 $548K 0.01% -69 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,866 $548K 0.07% -13 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,864 $547K <0.01% -52 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,847 $542K <0.01% +146 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,839 $540K 0.06% +179 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,831 $538K 0.11% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,822 $535K 0.3% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,819 $534K 0.08% 0 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,817 $533K 0.02% +795 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,810 $531K 0.09% -671 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,807 $531K 0.07% -53 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,800 $528K 0.01% +252 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,800 $528K 0.04% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,800 $528K 0.23% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,794 $527K 0.11% +7 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,792 $526K 0.01% -6 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,789 $525K 0.04% +240 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,789 $525K 0.04% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,789 $525K 0.1% -214 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,789 $525K 0.03% +48 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,785 $524K 0.01% +140 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,775 $521K 0.07% +220 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,770 $520K 0.03% -77 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,769 $519K 0.01% -9 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,752 $514K 0.12% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,747 $513K 0.18% +126 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,738 $510K 0.16% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,737 $510K 0.03% +99 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,733 $509K 0.03% +37 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,582 $507K +888 Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,724 $506K 0.52% +262 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,710 $502K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,697 $502K 0.02% +153 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,701 $499K 0.02% +20 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,695 $497K 0.03% +779 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,689 $496K 0.02% -274 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,688 $496K -110 Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,688 $496K 0.05% +163 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,370 $494K <0.01% +230 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,676 $492K 0.19% -28 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,674 $491K -434 Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,586 $491K 0.05% +128 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,664 $489K 0.01% -116 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,656 $486K 0.12% -6 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,655 $486K 0.16% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,654 $485K 0.28% 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,649 $484K 0.03% -1,574 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,643 $482K 0.01% +569 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,636 $480K 0.12% -195 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,631 $479K 0.02% +56 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,624 $477K 0.03% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,623 $476K 0.01% +176 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,611 $473K 0.05% +9 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,527 $473K 0.02% +51 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 1,610 $473K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,376 $472K 0.06% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,605 $471K 0.08% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,600 $470K 0.13% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 1,600 $470K 0.08% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,325 $469K 0.03% -6 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,597 $469K 0.26% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,595 $468K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,587 $467K 0.02% +2 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,584 $465K 0.08% -86 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,582 $464K 0.02% +94 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,577 $463K 0.1% +850 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,577 $463K 0.02% +549 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,576 $463K 0.17% -124 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18,301 $460K 0.04% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,550 $455K <0.01% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,544 $453K 0.05% -604 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,542 $453K <0.01% -8,641 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,530 $449K 0.06% -336 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,530 $449K 0.21% +40 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,522 $447K 0.29% +137 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,317 $447K 0.11% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,512 $444K 0.11% +8 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,509 $443K 0.14% -162 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,507 $442K 0.09% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,502 $441K 0.01% +6 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,248 $441K 0.05% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,500 $440K 0.11% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,497 $439K 0.02% -1,652 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,493 $438K 0.02% +230 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,490 $437K 0.05% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,231 $437K 0.1% +125 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,474 $433K 0.08% +60 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,473 $432K 0.17% +3 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,470 $432K 0.03% -9 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,468 $431K 0.03% +5 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,458 $428K 0.07% +197 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,453 $427K 0.05% -15 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,453 $427K 0.01% +40 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,450 $426K 0.06% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,450 $426K 0.18% -1,490 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,448 $425K 0.12% -5 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,436 $422K 0.01% +18 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,432 $420K 0.23% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,429 $419K 0.03% -62 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,421 $417K 0.02% +22 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,419 $417K 0.01% +11 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,417 $416K 0.19% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,416 $416K 0.19% +50 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,413 $415K 0.14% -108 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,411 $414K 0.12% -113 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,407 $413K 0.08% +1,091 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,179 $412K 0.01% -223 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,403 $412K 0.02% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,403 $412K 0.12% +5 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,400 $411K 0.78% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,400 $411K 0.15% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,399 $411K 0.05% +490 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,395 $410K 0.18% +6 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,395 $410K 0.09% -155 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,393 $409K 0.13% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,392 $409K 0.25% 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,392 $409K 0.15% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,372 $403K 0.04% -35 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,372 $403K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,371 $402K 0.03% +45 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,366 $401K 0.14% -118 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,360 $399K 0.05% +57 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,357 $398K 0.04% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,355 $398K 0.04% new 13F-HR Timeline