Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,443 $604K 0.06% -68 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,440 $603K 0.14% +18 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,425 $597K 0.11% new 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,423 $596K 0.05% +64 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,418 $594K 0.24% -205 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,414 $592K 0.45% 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,413 $592K 0.15% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,401 $587K 0.12% -41 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,401 $587K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,399 $586K 0.02% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,390 $582K 0.02% +39 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,385 $580K 0.29% -2 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,378 $577K 0.18% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,377 $577K 0.26% +20 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,376 $576K 0.33% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,363 $571K 0.05% +47 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,353 $566K 0.35% -3 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,352 $566K 0.06% +16 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,342 $562K 0.27% -912 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,341 $561K 0.16% +4 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,340 $561K 0.04% -55 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,337 $560K 0.12% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,327 $556K 0.09% -1,140 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,326 $555K 0.14% +139 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,310 $548K 0.53% +47 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,310 $548K 0.05% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,306 $547K 0.18% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,300 $544K 0.11% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,181 $544K 0.1% +214 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,299 $544K 0.03% +1 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,298 $543K 0.1% -200 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,298 $543K 0.31% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,289 $539K 0.07% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,285 $538K 0.08% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,280 $536K 0.06% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,279 $535K 0.01% +79 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,279 $535K 0.31% 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,273 $533K 0.18% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,272 $533K 0.09% -14 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,270 $532K 0.05% -52 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,169 $531K 0.25% +20 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,268 $530K 0.37% +86 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,265 $529K 0.09% -116 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,251 $524K 0.07% -65 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,251 $524K 0.26% -60 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 1,250 $523K 0.07% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,246 $522K 0.02% +6 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,245 $521K 0.01% +187 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 1,243 $520K 0.37% +37 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,239 $519K 0.46% +317 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,238 $518K 0.05% -12 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,223 $512K 0.04% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,213 $508K 0.06% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,213 $508K 0.04% +206 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,212 $507K 0.16% +286 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,210 $506K 0.06% -106 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,206 $505K 0.01% +157 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,205 $504K 0.15% +3 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,205 $504K 0.04% -342 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,207 $504K 0.05% -758 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,200 $502K 0.03% -1,700 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,200 $502K 0.04% -15 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,200 $502K <0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,199 $502K 0.02% +41 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,158 $501K 0.01% +167 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,189 $498K 0.08% -8 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,188 $497K 0.07% +13 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,188 $497K 0.04% -2,356 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,180 $494K 0.05% -1,664 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,179 $494K 0.14% -11 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,177 $493K 0.03% -60 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,177 $493K 0.14% +8 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,176 $492K 0.21% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,173 $491K 0.31% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,168 $489K 0.03% -9 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,166 $488K <0.01% -380 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,165 $488K 0.04% +520 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,164 $487K 0.1% +1 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,140 $487K 0.12% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,160 $486K 0.03% +174 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,160 $486K 0.27% -645 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,160 $486K 0.33% -300 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,159 $485K 0.26% +50 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,158 $485K 0.19% +57 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,153 $483K 0.05% +75 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,153 $483K 0.29% +4 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,150 $481K 0.36% -2 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,142 $478K 0.05% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,135 $475K 0.44% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,134 $475K 0.1% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,131 $474K 0.01% +2 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,122 $470K 0.06% +3 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,122 $470K 0.06% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,119 $468K 0.17% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,118 $468K 0.05% +20 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,110 $465K 0.26% +31 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,106 $463K 0.08% -141 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,105 $463K 0.33% +5 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,105 $463K 0.02% +71 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,099 $460K 0.01% +77 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,098 $460K 0.11% +98 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,098 $460K 0.17% +60 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,097 $459K 0.01% +212 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,044 $459K 0.11% -64 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,096 $459K 0.06% +145 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,093 $458K 0.05% -843 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,090 $456K 0.05% +174 13F-HR/A Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,089 $456K 0.21% -1,904 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,080 $452K 0.16% +120 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,073 $449K 0.09% +32 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,071 $448K 0.05% +34 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,069 $448K 0.02% +503 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,062 $445K 0.03% -36 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,059 $443K 0.02% +28 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,059 $443K 0.04% +249 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,058 $443K 0.35% -234 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,056 $442K 0.17% -16 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,054 $441K 0.04% +28 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,056 $441K 0.15% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,052 $440K 0.03% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,051 $440K 0.07% -138 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,048 $439K 0.05% -2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,043 $437K 0.11% -19 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,042 $436K 0.05% -137 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,052 $436K 0.19% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,032 $432K 0.19% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,031 $432K 0.02% +2 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,031 $432K 0.11% +15 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,029 $431K 0.02% 0 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,025 $429K 0.01% -10 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,017 $426K <0.01% -493 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,017 $426K 0.3% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,014 $425K 0.06% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,011 $423K 0.03% +573 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,010 $423K 0.03% -27 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,010 $423K 0.06% -21 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,010 $423K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,008 $422K 0.05% -32 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,006 $421K 0.06% +245 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,006 $421K 0.28% +6 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,004 $420K 0.14% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $419K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,000 $419K 0.08% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,000 $419K 0.19% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 998 $418K 0.25% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 995 $417K 0.14% +35 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 990 $414K 0.11% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 984 $412K 0.02% -37 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 984 $412K 0.12% +30 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 982 $411K 0.04% -83 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 979 $410K 0.05% -51 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 976 $409K <0.01% -24 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 974 $408K 0.08% -382 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 972 $407K 0.08% 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 971 $407K 0.11% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 950 $398K 0.01% +115 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 949 $397K 0.09% -40 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 940 $394K 0.2% +49 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 934 $391K 0.06% +83 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 932 $390K 0.11% +14 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 932 $390K 0.08% -6 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 929 $389K 0.14% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 928 $389K 0.07% -101 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 928 $389K 0.02% +28 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 928 $389K 0.13% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 925 $387K 0.06% -51 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 920 $385K 0.03% -46 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 916 $384K 0.13% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 916 $383K 0.01% +40 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 915 $383K 0.03% +29 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 915 $383K 0.15% -70 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 913 $382K 0.12% +9 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 913 $382K 0.04% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 912 $382K 0.13% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 912 $382K 0.17% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 867 $381K 0.02% -210 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 900 $377K 0.02% +261 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 895 $375K 0.12% -2 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 885 $371K 0.01% +13 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 882 $369K 0.23% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 880 $368K 0.11% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 877 $367K 0.02% +308 13F-HR/A Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 875 $366K 0.04% +5 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 869 $364K 0.06% -736 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 867 $363K 0.21% -5 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 864 $362K 0.06% +36 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 863 $361K 0.19% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 859 $360K 0.08% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 859 $359K 0.05% +16 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 855 $358K 0.02% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 849 $355K 0.05% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 849 $355K 0.15% -59 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 829 $354K 0.05% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 846 $354K 0.05% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 843 $353K <0.01% -22 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 841 $352K 0.16% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 841 $352K 0.18% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 837 $350K 0.21% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 836 $350K 0.1% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 834 $349K 0.04% +115 13F-HR Timeline