Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,501 $231K <0.01% -180 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,500 $231K <0.01% 0 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,495 $231K 0.07% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,494 $231K 0.08% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,478 $230K 0.15% -345 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,477 $229K 0.02% -285 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 3,477 $229K 0.1% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,475 $229K 0.03% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,472 $229K 0.04% -741 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,500 $229K 0.15% new 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3,405 $228K 0.07% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,454 $228K 0.1% -2,151 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,451 $228K 0.04% -142 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,450 $228K 0.07% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,446 $227K 0.05% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,439 $227K 0.08% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,434 $227K 0.11% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 3,428 $226K 0.18% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,373 $226K 0.04% new 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,426 $226K 0.15% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,422 $226K 0.01% -84 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,415 $225K 0.03% -914 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,794 $225K 0.01% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,412 $225K 0.26% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,400 $224K 0.04% new 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 3,395 $224K 0.15% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,394 $224K 0.01% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,391 $224K 0.14% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,384 $223K 0.03% -1,000 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,379 $223K 0.07% -281 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 3,378 $223K 0.13% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,067 $223K 0.02% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,375 $223K 0.04% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,374 $223K 0.05% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,374 $223K 0.06% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,370 $222K 0.1% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,365 $222K 0.07% -200 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,361 $222K 0.02% +5 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,359 $222K 0.16% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,400 $222K 0.03% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,358 $222K 0.01% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,350 $221K 0.05% 0 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,339 $220K 0.07% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,331 $220K 0.03% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,316 $219K 0.07% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,315 $219K 0.16% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,322 $219K 0.01% -633 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 5,000 $218K 0.15% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,301 $218K 0.03% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,303 $218K 0.16% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,302 $218K 0.1% +18 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,299 $218K 0.01% new 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 3,297 $218K 0.05% -500 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,289 $217K 0.02% -190 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,282 $217K 0.01% -345 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,285 $217K 0.05% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,284 $217K 0.1% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 3,278 $216K 0.33% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,273 $216K 0.06% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,242 $216K 0.02% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,261 $215K 0.15% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,260 $215K 0.05% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,199 $215K 0.03% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,248 $214K 0.03% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,244 $214K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,250 $214K 0.06% 0 13F-HR/A Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,250 $214K 0.07% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,239 $214K 0.02% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,238 $214K 0.03% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,230 $213K <0.01% new 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,230 $213K 0.04% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,226 $213K 0.1% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,225 $213K 0.08% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,173 $213K 0.19% +58 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,922 $213K 0.05% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,223 $213K 0.04% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,223 $213K 0.09% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,221 $213K 0.08% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,216 $212K 0.01% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,215 $212K 0.05% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,215 $212K 0.01% new 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,212 $212K 0.06% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,210 $212K 0.08% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,204 $211K 0.03% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,203 $211K 0.05% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,200 $211K 0.04% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,199 $211K 0.01% -295 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,224 $211K 0.11% +9 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,200 $211K 0.01% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,200 $211K 0.08% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,166 $209K 0.04% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,164 $209K 0.03% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,163 $209K 0.01% -500 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,162 $209K 0.02% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,155 $208K 0.02% -1,353 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,152 $208K 0.02% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,149 $208K <0.01% -19 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,148 $208K 0.07% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,148 $208K 0.03% -100 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,147 $208K 0.01% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,146 $208K 0.17% -913 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,144 $207K 0.1% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,138 $207K <0.01% -168,866 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,137 $207K 0.2% -128 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,125 $206K 0.04% -150 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,115 $206K 0.01% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,107 $205K 0.03% -7,401 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,105 $205K 0.02% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,103 $205K 0.05% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,091 $204K 0.01% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 3,090 $204K 0.03% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,087 $204K 0.05% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,087 $204K 0.07% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,082 $203K 0.14% new 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,195 $203K 0.19% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,072 $203K 0.05% +377 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,057 $202K 0.02% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,054 $202K 0.06% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,053 $201K 0.05% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,043 $201K 0.06% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,042 $201K 0.09% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,040 $201K 0.06% -834 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,038 $200K 0.13% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,035 $200K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,970 $199K 0.14% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $198K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,931 $193K 0.07% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,910 $192K 0.07% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,903 $192K <0.01% -2,883 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,900 $191K 0.18% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,619 $191K 0.03% +143 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,887 $191K 0.17% -9 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,850 $188K 0.91% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,775 $183K 0.09% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,728 $180K 0.07% +120 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,692 $178K 0.03% -1,428 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,615 $173K 0.02% +40 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,594 $171K 0.04% -45 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,583 $170K 0.03% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,580 $170K 0.07% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,568 $169K 0.07% -15 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 2,523 $166K 0.01% -104 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,500 $165K 0.04% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,453 $162K 0.05% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,438 $161K 0.01% -421 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,400 $158K 0.05% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,359 $158K 0.01% -20 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,407 $158K 0.03% +184 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,382 $157K 0.06% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,352 $155K 0.04% +750 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,322 $153K 0.05% +580 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,315 $153K 0.09% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,306 $152K <0.01% +201 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 2,299 $152K <0.01% -51 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,283 $151K 0.06% -21 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,200 $148K 0.1% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,222 $147K 0.06% -30 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,207 $146K 0.08% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,206 $146K 0.05% +40 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,200 $145K 0.08% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,162 $143K 0.03% -129 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,122 $140K 0.06% +129 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,120 $140K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,100 $139K 0.07% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,100 $139K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,095 $138K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,033 $134K 0.05% +268 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,031 $134K 0.05% +14 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,001 $132K 0.04% -117 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,000 $132K 0.03% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,988 $131K 0.03% -183 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,965 $130K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,956 $129K 0.04% +275 13F-HR Timeline MOTCO More: the full row for MOTCO 1,935 $128K 0.01% -962 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,912 $126K 0.04% +35 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,077 $125K 0.04% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,846 $122K 0.05% +22 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,842 $122K 0.03% +299 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,833 $121K 0.03% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,831 $121K 0.03% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,797 $120K 0.09% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,800 $119K 0.1% -88 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,793 $118K 0.02% +14 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,758 $116K 0.07% -2,623 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,736 $115K <0.01% -6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,742 $115K 0.01% +215 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,711 $115K 0.07% 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,723 $114K 0.01% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,949 $112K 0.06% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,700 $112K 0.19% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,671 $110K 0.06% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,663 $110K 0.08% -392 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,655 $109K 0.04% +26 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,652 $109K 0.06% -857 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,650 $109K 0.02% -75 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,619 $107K 0.03% -370 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,606 $106K 0.01% -20 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,600 $106K <0.01% 0 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,592 $105K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,590 $105K 0.06% 0 13F-HR Timeline