Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,481 $511K 0.07% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,474 $509K 0.11% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,473 $508K 0.84% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,470 $507K 0.06% +94 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,470 $507K 0.08% -114 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,444 $506K 0.23% +28 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,460 $504K 0.09% +347 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,459 $504K 0.03% new 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 1,456 $503K 0.04% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,453 $502K 0.07% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,443 $498K 0.14% -5 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,397 $495K 0.01% +58 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,432 $494K 0.25% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,423 $491K 0.19% -50 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,418 $489K 0.01% +530 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,412 $487K 0.17% +9 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,410 $487K 0.27% -7 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,370 $484K <0.01% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,400 $483K 0.18% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,400 $483K 0.94% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,398 $483K 0.02% -95 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,396 $482K 0.04% -393 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,392 $480K 0.18% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,387 $479K 0.16% -6 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,386 $478K 0.06% +73 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,384 $478K 0.05% +12 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,376 $475K 0.04% +333 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,371 $473K 0.03% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,364 $471K 0.32% +624 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,361 $470K 0.16% -52 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,357 $468K 0.06% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,357 $468K new Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,355 $468K 0.03% +134 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,350 $466K 0.21% +3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,348 $465K 0.03% -81 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,348 $465K <0.01% +130 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,343 $464K 0.14% +55 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,340 $463K 0.09% -55 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,339 $462K 0.02% -1 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,338 $462K 0.17% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,336 $461K 0.01% -100 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,334 $461K 0.03% -19 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,334 $460K <0.01% +1 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,332 $460K 0.07% +300 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,330 $459K 0.18% -681 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,327 $458K 0.02% new 13F-HR/A Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,325 $457K 0.06% -35 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,323 $457K 0.07% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,319 $455K 0.14% -92 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,317 $455K 0.13% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,310 $452K 0.03% +10 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,309 $452K 0.08% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,309 $452K 0.01% +1 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,308 $451K 0.03% -17 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,302 $449K 0.02% +280 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,300 $449K 0.05% +8 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,298 $448K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,296 $447K 0.01% +264 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,296 $447K 0.12% -360 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,295 $447K 0.02% +5 13F-HR/A Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,293 $446K 0.01% +304 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,289 $445K 0.35% -1,283 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,288 $445K 0.02% -115 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,286 $444K 0.04% +454 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,285 $444K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,285 $443K +40 Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,284 $443K 0.16% +28 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,280 $442K 0.13% -4 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,275 $440K 0.08% -514 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,270 $438K 0.01% +341 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,267 $437K 0.12% -1,333 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,263 $436K 0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,249 $431K 0.04% +49 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,247 $430K 0.02% -250 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,241 $428K 0.08% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,238 $427K 0.05% -117 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,237 $427K 0.03% +21 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,230 $425K 0.09% +325 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,966 $423K 0.04% -335 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,217 $420K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,210 $418K 0.12% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,208 $417K 0.18% -242 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,201 $415K 0.04% +19 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,191 $411K 0.1% +455 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,190 $411K <0.01% +8 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,190 $411K 0.02% -47 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,189 $410K 0.03% +21 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,188 $410K 0.07% -1,065 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,143 $410K <0.01% +225 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,186 $410K 0.03% +21 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,184 $409K 0.26% -413 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,181 $408K 0.02% +426 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,177 $406K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,177 $406K 0.03% -26 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,175 $406K 0.07% +4 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,175 $406K 0.03% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,175 $406K 0.11% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,173 $405K 0.15% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,173 $405K 0.05% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,173 $405K 0.03% +4 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,169 $404K 0.38% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,168 $403K 0.19% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,167 $403K 0.12% +139 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,164 $402K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,161 $401K 0.07% -52 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,294 $401K 0.01% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,160 $400K 0.17% -235 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,159 $400K 0.01% -74 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,151 $398K 0.01% -302 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,150 $397K 0.01% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,147 $396K 0.02% +16 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,145 $395K 0.22% +20 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,141 $394K 0.01% -213 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,140 $393K 0.07% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,138 $393K 0.02% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,132 $391K 0.12% -88 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,131 $390K 0.03% +98 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,130 $390K 0.02% +427 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,130 $390K 0.09% -130 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,129 $390K 0.1% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,126 $389K 0.25% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,124 $388K 0.05% -30 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,123 $388K 0.06% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,123 $387K 0.09% +5 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,137 $387K 0.02% +64 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,121 $387K 0.19% -125 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,116 $385K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,113 $384K 0.01% +57 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,113 $384K 0.03% +202 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,109 $384K 0.01% -3 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,106 $382K 0.04% -2 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,100 $380K 0.27% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,098 $379K 0.22% +2 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,097 $379K 0.04% -7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,087 $375K 0.07% +13 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,086 $375K 0.04% -74 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,083 $374K 0.13% +1 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,081 $373K 0.09% -218 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,080 $373K 0.18% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,076 $372K <0.01% +946 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,076 $371K 0.03% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,068 $369K 0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,067 $368K 0.05% +25 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,066 $368K 0.01% +140 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,063 $367K 0.04% +119 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,055 $364K 0.33% -1,703 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,054 $364K 0.03% +192 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,052 $363K 0.04% -1,217 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,053 $363K 0.17% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,063 $362K 0.2% -61 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,037 $358K 0.01% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,033 $357K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,030 $356K 0.02% +36 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,026 $354K 0.12% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,024 $353K 0.01% +3 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,099 $352K 0.08% -132 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,017 $351K 0.01% new 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,016 $351K 0.02% -1 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,015 $350K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,014 $350K 0.01% +63 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,013 $350K 0.04% +10 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,167 $350K 0.01% -12 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,012 $349K 0.08% -245 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,011 $349K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,142 $348K 0.03% -106 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,008 $348K 0.04% +537 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,006 $347K 0.02% +138 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,004 $347K <0.01% +67 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,000 $345K 0.09% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 999 $345K 0.04% +2 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 997 $344K 0.21% -89 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 995 $343K 0.09% +9 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 994 $343K 0.04% -456 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 992 $342K 0.02% +239 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 990 $342K 0.01% -51 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 987 $341K 0.04% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 983 $339K 0.23% +8 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 982 $339K 0.23% -17 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 981 $339K 0.01% +15 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 980 $338K 0.01% -19 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 979 $338K 0.25% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 977 $337K 0.02% -91 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 977 $337K 0.02% -52 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 974 $336K 0.15% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 968 $334K 0.01% +78 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 968 $334K 0.34% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 966 $333K 0.12% -400 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 966 $333K 0.11% +213 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 959 $331K 0.09% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 949 $328K 0.13% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 948 $327K 0.04% +93 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 944 $326K 0.05% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 939 $324K 0.01% -9 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 937 $323K 0.05% -101 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 937 $323K 0.22% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 935 $323K 0.01% +5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 933 $322K 0.04% +552 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 932 $322K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 932 $322K 0.02% -328 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 928 $320K 0.06% -616 13F-HR Timeline