Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,425 $832K 0.02% +738 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,127 $832K 0.06% -933 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,100 $826K 0.17% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,487 $821K 0.08% -393 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,040 $814K 0.56% +18 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,013 $809K 0.27% +113 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,953 $797K 0.03% +1,627 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,952 $796K 0.09% +187 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,951 $796K 0.06% -1 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,945 $795K 0.15% -200 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,938 $794K 0.06% -153 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,933 $793K 0.12% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 3,931 $792K 0.32% -44 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,927 $791K 0.07% +311 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,919 $790K 0.02% -146 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 3,912 $788K 0.14% +2,060 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,882 $782K 0.2% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,851 $776K 0.1% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,114 $774K 0.23% +1,064 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,833 $772K 0.18% -4 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,808 $767K 0.12% -930 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,793 $764K 0.01% +104 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,786 $763K 0.01% +291 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,783 $762K 0.03% +301 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,773 $760K 0.04% -576 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,763 $758K 0.02% +387 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,761 $758K 0.13% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,756 $757K 0.22% -88 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,718 $749K 0.05% +498 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,710 $748K 0.26% -31 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,706 $747K 0.09% -5,164 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,679 $741K 0.03% +1,294 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,669 $739K 0.31% +3 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,658 $737K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,657 $737K 0.1% -1,214 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,663 $736K 0.1% +63 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,640 $733K 0.09% -165 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,639 $733K <0.01% -58 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,638 $733K 0.03% -768 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,631 $732K 0.18% -1,680 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,614 $728K 0.05% 0 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,610 $728K 0.02% +410 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,603 $726K 0.14% -28 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,601 $726K 0.11% +382 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,600 $726K 0.2% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,503 $706K 0.13% +517 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,500 $705K 0.11% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,462 $698K 0.01% -204 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,453 $696K 0.03% +33 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,402 $686K 0.06% +1,313 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,339 $681K 0.02% +1,446 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,375 $680K 0.19% -104 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,334 $672K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,270 $659K 0.02% -125 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,259 $657K 0.01% -45 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,256 $656K 0.29% -65 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,244 $654K 0.07% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,239 $653K 0.15% +14 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,230 $651K 0.58% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,222 $649K 0.01% +96 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,220 $649K 0.12% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,204 $646K 0.07% +217 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,200 $645K 0.11% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,182 $641K 0.1% +391 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,165 $638K 0.07% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,150 $635K 0.08% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,147 $634K 0.37% -55 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,140 $633K 0.19% -115 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,137 $632K 0.04% -258 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,102 $625K 0.34% +333 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,092 $623K 0.05% +43 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 3,093 $623K 0.15% -148 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,088 $622K 0.02% -524 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,088 $622K 0.03% +2,161 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,085 $622K 0.16% -50 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,082 $621K 0.21% +333 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,286 $618K 0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,063 $617K 0.06% +263 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,030 $611K 0.05% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,030 $611K 0.02% 0 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 3,008 $606K 0.29% -1,801 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,936 $592K 0.04% +222 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,929 $590K 0.01% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,925 $589K 0.08% -79,802 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 2,915 $587K 0.22% +435 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,893 $583K 0.03% -22 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,873 $579K 0.07% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,860 $576K 0.31% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,843 $573K 0.51% +3 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,837 $572K 0.04% +1,446 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,817 $568K 0.17% -1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,807 $566K 0.17% -322 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,805 $565K 0.28% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,799 $564K 0.06% -1,181 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,779 $560K 0.1% -647 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,779 $560K 0.01% -287 13F-HR/A Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,774 $559K 0.34% -3,561 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,764 $557K 0.11% -85 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,761 $557K 0.1% +38 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,758 $556K 0.13% new 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,730 $550K 0.67% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,736 $550K 0.01% +30 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,725 $549K 0.01% -75 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,710 $546K 0.09% +220 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,705 $545K 0.48% -40 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,667 $537K 0.15% -74 13F-HR/A Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,665 $537K 0.22% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,657 $535K 0.03% -1,773 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,653 $535K 0.04% -945 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,649 $534K 0.31% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,649 $534K 0.01% -18 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,644 $533K 0.01% -319 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,637 $531K 0.02% +1,175 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,628 $530K 0.07% +118 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,622 $528K 0.01% +683 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,620 $528K 0.12% 0 13F-HR/A Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 2,614 $527K 0.24% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,597 $523K 0.01% new 13F-HR Timeline Group C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,580 $520K 0.45% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,550 $514K 0.07% -242 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,511 $506K 0.01% -18 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,500 $504K 0.1% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,500 $504K 0.12% -150 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,498 $503K 0.71% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,478 $499K 0.03% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,475 $499K 0.02% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,473 $498K 0.01% 0 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,469 $498K 0.01% -235 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,457 $495K 0.2% -1 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,449 $493K 0.32% +36 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,442 $492K 0.04% +250 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,437 $491K <0.01% +433 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,436 $491K 0.31% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,433 $490K 0.21% -1,427 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,419 $488K +1,050 Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,416 $487K 0.01% +165 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,358 $483K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,395 $483K 0.01% +270 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,365 $477K 0.13% -145 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,359 $475K 0.17% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,351 $474K 0.03% +933 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,348 $473K 0.04% +372 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,340 $472K 0.08% new 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,323 $468K <0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,310 $466K 0.01% +500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,309 $465K 0.01% +58 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,308 $465K 0.07% +101 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,299 $463K 0.07% -880 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,289 $461K 0.04% -109 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,284 $460K 0.19% +2,091 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,278 $459K 0.14% 0 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,272 $458K 0.26% +188 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,263 $456K 0.22% -122 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,241 $452K 0.06% 0 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,236 $451K 0.17% -175 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,233 $450K 0.12% -319 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,225 $448K 0.01% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,223 $448K 0.03% +64 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,218 $447K 0.1% +11 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,212 $446K 0.03% new 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,212 $446K 0.14% -36 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,208 $445K 0.04% +146 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,207 $445K 0.11% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,182 $440K 0.04% -630 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,173 $438K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,153 $434K 0.01% +10 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,144 $432K 0.01% -2,050 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,132 $430K 0.08% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,127 $429K 0.08% +550 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,122 $428K 0.06% +90 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,105 $424K 0.02% +382 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,100 $423K 0.1% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,087 $421K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,059 $415K 0.01% -306 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,048 $413K 0.34% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,046 $412K 0.02% +420 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,045 $412K 0.05% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,041 $411K 0.02% +172 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,039 $411K 0.18% -3 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,031 $409K 0.23% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,030 $409K 0.04% -21 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 2,108 $405K 0.02% +141 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,002 $403K 0.05% -284 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,000 $403K 0.01% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,000 $403K 0.07% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $403K 0.02% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,999 $403K 0.12% +920 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,963 $396K 0.02% -479 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,938 $395K 0.19% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,960 $395K 0.05% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,952 $393K 0.04% +4 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,946 $392K 0.06% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,943 $392K 0.07% -242 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,940 $391K 0.36% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,930 $389K 0.02% +139 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,928 $389K 0.01% +738 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,923 $388K 0.04% -200 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,917 $386K 0.12% +36 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,912 $385K <0.01% -185 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,910 $385K 0.04% new 13F-HR Timeline