Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,088 $608K 0.01% +295 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,086 $608K 0.07% +1,160 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,064 $606K 0.04% +2,586 13F-HR/A Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,060 $605K 0.37% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,057 $605K 0.11% -324 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,036 $603K 0.22% -84 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,015 $601K 0.17% -616 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,000 $599K 0.17% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,989 $598K 0.01% +1,516 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 5,984 $598K 0.21% +147 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,940 $593K 0.01% -50 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,929 $592K 0.1% +345 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,886 $588K 0.04% +3,289 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 5,874 $587K 0.52% 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,857 $585K 0.07% -70 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 5,848 $584K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,092 $584K 0.07% +338 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,801 $579K 0.09% +1,587 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,764 $576K 0.39% -25 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,764 $576K 0.19% -16 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,748 $574K 0.02% +482 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,733 $572K 0.03% -150 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 5,730 $572K 0.12% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,697 $569K 0.05% +36 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,696 $569K 0.5% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,650 $564K 0.16% -300 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,637 $563K 0.19% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,625 $562K <0.01% -1,441 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,593 $558K 0.23% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,576 $557K 0.04% +162 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 5,574 $557K 0.47% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,558 $555K 0.02% -51 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,078 $555K 0.05% +1,245 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,495 $549K 0.07% +339 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,474 $547K 0.24% -20 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,446 $544K 0.01% +142 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,435 $543K 0.06% +558 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,432 $542K 0.26% +130 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,427 $542K 0.02% -75,895 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,410 $540K 0.34% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,408 $540K 0.06% -51 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,361 $535K 0.04% -182 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,357 $535K 0.01% -1,333 13F-HR Timeline Group Constitution Capital LLC More: the full row for Constitution Capital LLC 5,350 $534K 0.25% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,347 $534K 0.04% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 5,342 $533K 0.11% +1,030 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,274 $527K 0.12% -815 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,241 $524K 0.01% +293 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,196 $519K 0.05% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 5,158 $515K 0.41% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,150 $514K 0.41% -140 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,118 $511K 0.01% +1,254 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 5,118 $511K 0.02% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,098 $509K 0.03% -86 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,067 $506K 0.02% +318 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,055 $505K <0.01% -2,309 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,049 $504K <0.01% +1,659 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,036 $503K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,010 $500K 0.01% +1,266 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,000 $499K <0.01% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,000 $499K 0.15% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,000 $499K 0.13% -2,064 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,968 $496K 0.09% -450 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,950 $494K 0.26% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,941 $493K 0.06% +963 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,927 $492K 0.03% -423 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,911 $490K 0.03% -414 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 4,896 $489K 0.03% -55 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,843 $484K 0.01% +1,738 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,666 $484K 0.01% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,829 $482K 0.16% +1,802 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,812 $480K <0.01% +39 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,780 $477K 0.18% -74 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,760 $475K 0.08% +91 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 4,741 $473K 0.07% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,703 $470K 0.1% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,690 $468K 0.08% new 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,655 $465K 0.26% -23,292 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 5,505 $464K 0.19% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 4,621 $461K 0.01% -50,516 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4,600 $459K 0.19% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,597 $459K 0.13% -995 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,586 $458K 0.08% +22 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,568 $456K 0.02% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 4,560 $455K 0.21% +471 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,541 $453K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,536 $453K 0.04% new 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,528 $452K 0.47% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,500 $449K 0.04% -113 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $449K 0.1% +2,400 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,483 $448K 0.02% +2,309 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,460 $445K 0.01% -32 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,454 $445K 0.03% +387 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,441 $443K 0.01% +1,144 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,433 $443K 0.02% +32 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,497 $440K 0.07% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,392 $439K 0.01% -1,381 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,386 $438K 0.09% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,346 $434K 0.13% -200 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,343 $434K 0.14% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,332 $433K 0.08% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,319 $431K 0.18% -205 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,300 $429K 0.01% -192 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,284 $428K 0.05% -57 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,268 $426K 0.12% +113 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,257 $425K <0.01% +150 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,252 $425K 0.02% +1,228 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 4,236 $423K 0.1% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,232 $423K 0.07% -189 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,216 $421K 0.03% -43 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,718 $421K 0.03% -20 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 4,208 $420K 0.54% -87 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,204 $420K 0.18% -40 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,202 $420K 0.01% +5 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,198 $419K 0.1% -1,000 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,182 $418K 0.02% -306 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,185 $418K <0.01% -5,796 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,179 $417K 0.05% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,169 $416K 0.26% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,130 $412K 0.21% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 4,131 $412K <0.01% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,062 $411K 0.06% new 13F-HR/A Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,110 $410K 0.01% +1,125 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,072 $407K 0.04% +13 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,046 $404K 0.01% +426 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,042 $404K 0.09% -200 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,029 $402K 0.2% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,014 $401K 0.06% -163 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,014 $401K 0.03% +341 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,011 $400K 0.12% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,008 $400K 0.12% +1,486 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,007 $400K 0.13% -1,080 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,004 $400K 0.07% -752 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,000 $399K 0.01% -200 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,000 $399K 0.02% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 4,000 $399K 0.91% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,000 $399K 0.12% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,984 $398K 0.1% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,974 $397K 0.01% +172 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,947 $394K 0.08% -5 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,942 $394K 1.22% -2,950 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,941 $393K 0.01% -3,841 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,862 $393K 0.49% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,933 $393K 0.03% -195 13F-HR/A Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,929 $392K 0.2% +56 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,920 $391K <0.01% +3,824 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,906 $390K 0.03% -96 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,900 $389K 0.03% 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,893 $389K 0.02% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,891 $389K 0.05% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,890 $388K 0.06% +289 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 3,889 $388K 0.01% -147 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,844 $384K 0.01% +144 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,828 $382K 0.38% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,804 $380K 0.06% +951 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,771 $377K 0.04% +1,032 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,765 $376K 0.02% +715 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,756 $375K 0.02% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,755 $375K 0.2% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,745 $374K 0.08% +37 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,743 $374K 0.01% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,737 $373K 0.41% 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,737 $373K 0.08% -58 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,731 $373K 0.01% +1,336 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,726 $372K 0.06% -931 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,723 $372K 0.03% +263 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,140 $371K 0.15% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,709 $370K 0.22% -5 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,675 $367K 0.15% -50 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,600 $367K 0.1% -107 13F-HR/A Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,638 $363K 0.06% +9 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,626 $362K 0.07% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,608 $360K 0.02% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,600 $359K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,597 $359K 0.01% -98,923 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,600 $359K 0.04% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,584 $358K 0.02% +713 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,572 $357K 0.02% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,556 $355K 0.01% 0 13F-HR Timeline Group Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,556 $355K 0.05% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,555 $355K <0.01% -7,152 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,235 $353K <0.01% +283 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,048 $351K 0.05% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,128 $351K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,510 $350K 0.05% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,508 $350K 0.02% +605 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,500 $349K 0.05% 0 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 3,462 $346K 0.18% +8 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,449 $344K 0.02% -24 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,449 $344K 0.03% -419 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,449 $344K 0.1% -1,091 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 3,424 $342K 0.28% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 3,669 $342K 0.09% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,410 $340K 0.3% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,409 $340K 0.06% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,398 $339K 0.12% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,392 $339K 0.26% 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,380 $337K 0.04% -2,305 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,367 $336K 0.03% -7 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,355 $335K 0.01% -45,400 13F-HR Timeline