MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,677 $1.11M 0.04% +8 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,662 $1.11M 0.02% -69 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,657 $1.11M 0.01% +113 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,623 $1.1M <0.01% -26 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,619 $1.1M 0.07% +18 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 4,600 $1.1M 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,574 $1.09M 0.02% -176 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,564 $1.09M 0.03% +106 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,548 $1.08M 0.08% +11 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,548 $1.08M 0.04% +9 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,543 $1.08M 0.03% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,507 $1.07M 0.39% -26 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,505 $1.07M 0.1% -475 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,469 $1.06M 0.07% -34 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,439 $1.06M 0.38% +13 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,425 $1.05M 0.4% -100 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,411 $1.05M +20 Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,407 $1.05M 1.02% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,387 $1.04M 0.09% -123 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,386 $1.04M 0.1% -117 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,367 $1.04M 0.05% +2,791 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,367 $1.04M 0.04% +2,592 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,355 $1.04M 0.6% +2 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,352 $1.04M 0.02% +7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,334 $1.03M 0.01% -429 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,331 $1.03M 0.02% +318 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,320 $1.03M 0.08% -33 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,298 $1.02M 0.2% -164 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,296 $1.02M 0.09% +7 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,272 $1.02M 0.02% -52 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,264 $1.02M 0.05% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,256 $1.01M 0.07% -5 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,245 $1.01M 0.49% -22 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,227 $1.01M 0.05% +300 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,190 $998K 0.24% -71 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,177 $995K 0.01% 0 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,175 $995K 0.08% +424 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,169 $993K 0.01% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,162 $991K 0.03% -207 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,153 $989K 0.03% +97 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 4,130 $984K 0.37% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,125 $983K 0.01% -148 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,197 $980K 0.52% +743 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,088 $974K 0.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,074 $970K 0.39% +2,985 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,050 $965K 0.11% +645 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,008 $955K 0.04% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,000 $953K 0.01% -1,112 13F-HR/A Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,000 $953K 0.16% +2,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,995 $952K 0.03% +17 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,924 $935K 0.24% +3,178 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,900 $929K 0.35% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,897 $928K 0.02% +91 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,875 $923K 0.02% -103 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 3,854 $918K 0.77% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,853 $918K 0.5% +196 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,840 $915K 0.01% +447 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,824 $911K 0.02% +461 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,819 $910K 0.22% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,798 $905K 0.07% +45 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,770 $898K 0.46% +595 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,765 $897K 0.21% 0 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,754 $894K 0.01% -1,351 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,730 $888K 0.49% -10 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,718 $886K 0.03% -14 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,717 $885K 0.01% -87 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 3,712 $884K 0.37% -3,521 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,708 $883K 0.14% +2,429 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,678 $876K 0.03% -347 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,666 $873K 0.07% +224 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,653 $870K 0.1% -153 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,650 $869K 0.28% -172 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,629 $865K 0.46% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,615 $861K 0.17% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,604 $859K 0.02% +9 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,605 $859K 0.29% -250 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 3,600 $858K 0.29% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,598 $857K 0.2% +6 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,596 $857K 0.07% -18 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,012 $845K 0.55% +19 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,536 $842K 0.11% -82 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,523 $839K 0.41% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,519 $838K 0.6% +1 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,516 $838K <0.01% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,510 $836K 0.1% -56 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,504 $835K 0.17% +161 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,697 $832K 0.16% +82 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,478 $828K 0.08% -150 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,475 $828K 0.69% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,464 $825K 0.03% -119 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,463 $825K 0.17% -68 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,447 $821K 0.03% -149 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,443 $820K 0.02% -232 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,636 $819K 0.04% -54 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,389 $807K 0.09% -2 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,379 $805K 0.01% +1,358 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,374 $804K 0.08% -141 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,368 $802K 0.36% +224 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,365 $802K 0.09% -2,177 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,350 $798K 0.21% +3 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,348 $797K 0.08% -384 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,335 $794K 0.14% -1,400 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,327 $793K <0.01% -3,767 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,310 $788K 0.03% 0 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,288 $783K 0.16% +258 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,277 $781K 0.01% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 3,191 $774K 0.26% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,244 $773K 0.7% +2,118 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,242 $772K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,230 $769K 0.02% +8 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,227 $769K 0.02% -3,375 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,225 $768K 0.42% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,223 $768K 0.17% new 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,222 $767K 0.1% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,207 $764K 0.03% +323 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,201 $762K 0.03% -340 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,200 $762K 0.1% -7,347 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,195 $761K 0.01% -5,751 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 3,191 $760K <0.01% -2,158,274 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,183 $758K 0.4% -102 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,169 $755K 0.37% -70 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,169 $755K 0.31% +401 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,990 $753K 0.09% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,185 $752K <0.01% +76 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,142 $748K 0.03% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,109 $741K 0.49% -65 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,097 $738K 0.04% -188 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,095 $737K 0.18% -125 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,092 $737K 0.57% -78 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,088 $736K 0.09% -113 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,073 $732K 0.05% +26 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,062 $729K 0.02% +39 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,070 $728K 0.35% +64 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,054 $727K 0.03% -20 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,360 $725K 0.39% +9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,007 $716K 0.01% -31 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,998 $714K 0.04% +2,545 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,997 $714K 0.02% +90 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,976 $709K 0.05% -3 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,970 $707K 0.01% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,959 $705K 0.17% -382 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,916 $695K 0.19% +63 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,915 $694K 0.02% -660 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,907 $692K 0.03% +22 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,899 $691K 0.09% -516 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,899 $691K 0.06% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,893 $689K 0.22% +5 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,867 $683K 0.03% +857 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,851 $679K 0.09% -8 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,836 $676K 0.04% +4 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,835 $675K 0.27% -152 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,835 $675K 0.21% -75 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,835 $675K 0.03% -128,644 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,826 $673K 0.01% -31 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,811 $670K 0.53% +53 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,798 $667K 0.02% +79 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,793 $665K 0.04% -32 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 2,784 $663K 0.03% -83 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,769 $660K 0.05% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,766 $659K 0.07% -500 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,763 $658K 0.04% +177 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,752 $656K 0.29% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,742 $653K 0.01% +9 13F-HR/A Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,728 $650K 0.27% -319 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,726 $649K 0.06% -18 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,720 $648K 0.04% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,693 $641K 0.03% +8 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,691 $641K 0.01% -46 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,673 $637K 0.19% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,670 $636K 0.05% -483 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,664 $635K 0.08% -90 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,657 $633K 0.25% +1 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,656 $633K 0.4% +1,631 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,649 $631K 0.03% -503 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,643 $630K 0.01% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,630 $626K 0.07% +127 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,630 $626K 0.13% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,628 $626K 0.03% 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,619 $624K 0.45% +302 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,617 $623K 0.01% +287 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,595 $618K 0.02% -172 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,565 $611K 0.11% +13 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,553 $608K 0.06% +339 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,552 $608K 0.32% +100 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,526 $602K 0.04% +37 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,526 $602K 0.17% +410 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,523 $601K 0.13% +3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,505 $597K 0.03% +508 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,490 $593K 0.27% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,488 $593K 0.14% -46 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,481 $591K 0.02% +8 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,478 $590K 0.21% +221 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,476 $590K 0.06% -1 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,464 $587K 0.05% -111 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,458 $585K 0.06% +513 13F-HR/A Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,457 $585K 0.6% +67 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,444 $582K 0.15% -100 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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