Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,693 $591K 0.02% +26 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,692 $591K 0.03% +1,341 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,686 $590K 0.02% +1 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,682 $589K 0.04% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,682 $589K 0.02% -329 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,676 $589K 0.06% +1 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,657 $585K 0.24% +1,573 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,654 $585K 0.05% -6 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,651 $585K 0.21% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,650 $584K 0.32% +1 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,627 $581K 0.14% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,626 $580K 0.14% +302 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,624 $580K 0.05% -118 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,623 $580K 0.03% +127 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,615 $579K 0.04% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,615 $579K 0.06% +242 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,611 $578K 0.03% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,608 $578K 0.13% +6 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 3,607 $577K 0.15% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,606 $577K 0.34% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,604 $577K 0.34% -28 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,603 $577K 0.06% -300 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,602 $577K 0.09% +3 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,600 $576K 0.13% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,600 $576K 0.05% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,597 $576K 0.21% -137 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,584 $574K 0.15% -326 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,570 $572K 0.41% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,568 $571K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,567 $571K 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,558 $570K 0.01% +1,302 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,551 $568K 0.04% -1 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,539 $567K 0.19% -18 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,536 $566K 0.06% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,535 $566K 0.51% -80 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,523 $564K 0.12% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,519 $563K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,514 $561K 0.03% -691 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,490 $559K 0.06% -115 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,482 $557K 0.22% +34 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,481 $557K 0.09% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,481 $557K 0.01% -19 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,480 $557K 0.04% +116 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,470 $556K 0.31% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,453 $553K 0.01% -55 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,450 $552K 0.18% -122 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,425 $548K 0.18% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,424 $548K 0.16% -20 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,421 $548K 0.05% -47 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,405 $545K 0.38% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,405 $545K 0.18% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,400 $544K 0.04% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,400 $544K 0.05% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,400 $544K 0.15% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,395 $544K 0.02% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,394 $543K 0.08% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,382 $541K 0.11% +1,761 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,370 $540K 0.26% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,366 $539K 0.07% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,362 $538K 0.63% -83 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,359 $538K 0.03% -305 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,358 $538K 0.15% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,350 $536K 0.15% -144 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,345 $536K 0.17% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,338 $534K 0.02% +602 13F-HR Timeline Group Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 3,320 $532K 0.05% -2 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,318 $531K 0.03% -124 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,312 $530K 0.52% 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,300 $528K 0.1% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,284 $528K 0.03% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,297 $528K 0.08% -2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,293 $527K 0.05% +1,060 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,281 $525K 0.22% -77 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,252 $521K 0.66% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,252 $521K 0.04% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,251 $520K 0.05% +9 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,250 $520K 0.12% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,250 $520K 0.01% +75 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,242 $519K 0.1% +1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,238 $518K 0.02% +9 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,233 $518K 0.03% +2 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,231 $517K 0.22% +200 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,230 $517K 0.08% -309 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 3,232 $517K 0.55% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,217 $515K 0.03% +201 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,210 $514K 0.26% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,204 $513K 0.05% +580 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,200 $512K 0.03% -8 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,196 $512K 0.16% +508 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,195 $512K 0.01% +270 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,082 $509K 0.26% +600 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,171 $508K 0.08% +40 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,169 $507K 0.13% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,148 $504K 0.15% -1,507 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,133 $502K 0.43% -21 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,126 $501K 0.06% -168 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,121 $500K 0.08% +81 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,120 $500K 0.03% -241 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,114 $498K 0.03% +228 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,104 $497K 0.04% +64 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,100 $496K 0.22% -250 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,100 $496K 0.1% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 3,099 $496K 0.36% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,092 $495K 0.18% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,087 $494K 0.13% +181 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,080 $493K 0.01% +171 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,079 $493K 0.23% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,072 $492K 0.09% +250 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,066 $491K 0.05% +101 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,062 $490K 0.03% +805 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,047 $488K 0.05% -364 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,040 $487K 0.08% -41 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,038 $486K 0.52% 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,028 $485K 0.48% 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 3,019 $483K 0.03% +816 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,018 $483K 0.26% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 3,014 $483K 0.25% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,006 $481K 0.01% -1 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,041 $481K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,002 $481K 0.09% -50 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,999 $480K 0.02% -73 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,997 $480K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,995 $480K 0.13% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,986 $478K 0.54% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,980 $477K 0.35% +1,146 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,978 $477K 0.12% -100 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,975 $476K 0.09% -6 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,063 $475K 0.29% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,967 $475K 0.48% -20 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,966 $475K 0.16% -22 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,959 $474K 0.08% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,958 $474K 0.06% +418 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,954 $473K 0.05% -89 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,943 $471K 0.26% -1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,939 $471K 0.03% +94 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,934 $470K 0.26% +7 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,925 $468K 0.02% new 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,914 $467K 0.03% -61 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,900 $464K 0.14% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,898 $464K 0.01% +418 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,702 $458K 0.28% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,854 $457K 0.1% +1 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,844 $455K 0.03% +50 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,215 $454K 0.05% -6,235 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,835 $454K 0.14% +1,163 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,833 $454K 0.3% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,829 $453K 0.04% -300 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,828 $453K 0.04% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,823 $452K 0.25% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,823 $452K <0.01% +874 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,817 $451K 0.23% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,812 $450K 0.02% 0 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,809 $450K 0.02% +46 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,799 $448K 0.01% +377 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,797 $448K 0.06% +295 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,794 $447K 0.09% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,791 $447K 0.17% -123 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,782 $445K 0.08% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,773 $444K 0.05% -24 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,770 $443K 0.15% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,769 $443K 0.01% -570 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,758 $442K 0.14% -236 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,737 $438K 0.03% +167 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,736 $438K 0.06% -62 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,734 $438K 0.03% +4 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 2,734 $438K <0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,730 $437K 0.02% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,725 $436K 0.18% +2 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,721 $436K 0.1% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,532 $433K 0.05% +1,128 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,700 $432K 0.3% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 2,697 $432K 0.42% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,694 $431K 0.06% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,693 $431K 0.11% 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,692 $431K 0.34% -12 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,645 $430K 0.2% +726 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,684 $430K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,683 $430K 0.1% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,683 $430K 0.09% -208 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,681 $429K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,676 $428K 0.06% +173 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,674 $428K 0.22% -29 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,654 $425K 0.03% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,654 $425K 0.08% -21 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,653 $425K 0.15% -16 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 2,651 $424K 0.03% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,650 $424K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,648 $424K 0.07% -13 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,647 $424K 0.05% -50 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,646 $424K 0.42% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,645 $423K 0.04% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,643 $423K 0.15% -1,627 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,641 $423K 0.2% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,634 $422K 0.02% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,631 $422K 0.66% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,633 $422K 0.12% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,630 $421K 0.1% -125 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,629 $421K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,627 $421K 0.03% +335 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,626 $420K 0.15% 0 13F-HR Timeline