180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 17,312 $881K 0.1% +4,363 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 17,300 $880K 0.56% -550 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,135 $878K 0.03% -2,484 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 17,010 $865K 0.68% -1,050 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,955 $863K 0.06% -8,512 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 16,917 $861K 0.2% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 16,882 $859K 0.36% -638 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 16,450 $837K 0.24% -40 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 16,392 $834K 0.12% +7,459 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 16,360 $832K 0.47% +4,845 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 16,250 $827K 0.42% -5,020 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 16,192 $824K 0.01% -550 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 16,000 $824K 0.05% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,150 $822K 0.18% +727 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,138 $821K 0.07% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 16,070 $818K 0.04% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 16,048 $816K <0.01% -161 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,813 $805K 0.04% +3,869 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 15,809 $804K 0.29% -4,605 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 15,794 $804K 0.03% -182 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,684 $798K 0.04% -710 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,596 $794K 0.03% +10,864 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,555 $791K 0.01% -8,298 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 15,546 $791K 0.12% +829 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,469 $787K 0.03% -10,047 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,452 $786K 0.01% -13,936 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 15,422 $785K 0.22% +550 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 15,350 $781K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 15,333 $780K 0.31% -2,028 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,222 $775K 0.01% -11,190 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 15,214 $774K 0.23% -955 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,166 $772K 0.01% -1,868 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 14,956 $761K 0.09% +3,708 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 14,855 $756K 0.15% -131 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 14,852 $756K 0.18% +6,923 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,792 $753K 0.01% +93 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 14,770 $751K 0.35% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 14,729 $749K 0.31% -228 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 14,722 $749K -730 Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 14,593 $742K 0.08% -101 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,591 $742K -5,213 Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,500 $738K 0.04% -1,700 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,421 $734K 0.02% -2,043 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 14,413 $733K 0.06% +7,209 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 14,391 $732K 0.54% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,376 $731K 0.05% +2,639 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,346 $730K 0.05% -2,655 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 14,297 $727K 0.13% -234 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,276 $726K <0.01% -3,058 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,152 $720K 0.01% -4,293 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13,961 $710K 0.07% -3,199 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,747 $699K <0.01% +4,861 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,756 $697K 0.05% +160 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 13,522 $688K 0.01% +1,575 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 13,437 $684K 0.25% +9,098 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,327 $683K 0.02% +3,163 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,403 $682K 0.01% -4,706 13F-HR/A Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 13,380 $681K 0.07% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,341 $679K 0.02% -1,482 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 13,253 $674K 0.1% -1,386 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,165 $670K 0.02% -7,817 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,162 $670K 0.17% -1,382 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,063 $665K 0.01% +6,343 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 13,043 $664K 0.01% +1,219 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 13,033 $663K 0.14% -31,324 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 13,000 $661K 0.09% -325 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 12,876 $655K 0.15% -1,291 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,807 $652K 0.05% -40 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 12,800 $651K 0.15% +350 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,661 $644K 0.19% +3,990 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,586 $640K 0.15% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,308 $640K 0.02% +552 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 12,400 $631K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,344 $628K 0.07% -3,482 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 12,252 $623K 0.2% +2,357 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,215 $622K <0.01% +624 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 12,209 $621K 0.06% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,167 $619K 0.04% -2,615 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 12,165 $619K 0.04% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 12,106 $616K 0.17% +3,702 13F-HR/A Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 12,076 $614K 0.26% -28,420 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 12,058 $614K 0.55% +6,909 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,048 $613K 0.32% -125 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 12,045 $613K 0.24% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,024 $612K 0.04% -7,554 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,011 $612K 0.01% -1,181 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,011 $611K 0.03% -4,860 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,984 $610K 0.15% -977 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,935 $607K 0.03% -2,792 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,901 $606K 0.1% -12 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,866 $604K 0.01% +1,940 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,779 $599K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,721 $596K 0.03% -1,414 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,693 $595K 0.24% -791 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,689 $595K 0.04% +836 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 11,640 $592K 0.18% -20,038 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,626 $592K 0.13% 13F-HR Timeline MOTCO More: the full row for MOTCO 11,568 $589K 0.05% -511 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,556 $588K 0.02% -210 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,419 $581K 0.03% -3,892 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 11,352 $578K 0.36% +670 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 11,323 $576K 0.2% +616 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,295 $575K 0.02% -3,758 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 11,256 $573K 0.15% -123 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,960 $569K 0.05% -31,490 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 11,171 $568K 0.37% -650 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,154 $568K 0.01% -4,676 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,821 $564K 0.05% -477 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,058 $563K 0.09% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 11,058 $563K 0.2% +184 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 10,944 $557K 0.38% -2,310 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,933 $556K 0.09% -1,983 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,856 $556K 0.04% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,900 $555K 0.11% -3,160 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,890 $554K 0.02% +2,305 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,798 $549K 0.23% +717 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,790 $549K <0.01% -1,162 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,709 $548K 0.18% -1,583 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,726 $546K 0.03% +1,186 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 10,720 $545K 0.1% new 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,686 $545K 0.1% +453 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 10,690 $544K 0.14% -4,386 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,657 $542K 0.02% +683 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,086 $542K 0.35% -7,367 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,603 $539K 0.01% -9,427 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 10,587 $539K 0.49% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,541 $536K 0.01% -4,593 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 10,520 $535K 0.47% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,469 $533K 0.1% -704 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 10,458 $532K 0.35% -731 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,364 $527K 0.01% -2,710 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,340 $526K 0.05% -7,813 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 10,320 $525K 0.38% +15 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 10,328 $525K 0.25% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 10,312 $525K 0.08% +1,500 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,284 $523K 0.03% -1,151 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,228 $520K 0.04% -655 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 10,201 $519K <0.01% +5,752 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,188 $518K 0.06% -500 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,128 $515K 0.17% -2,696 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 10,049 $511K 0.16% -31,488 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,249 $510K 0.01% -1,421 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 10,000 $509K <0.01% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 10,000 $509K 0.12% 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,000 $509K 0.16% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,000 $509K 0.04% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,976 $508K 0.05% -35,571 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 9,904 $504K 0.12% +5,684 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,884 $503K 0.06% +2,845 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 9,844 $501K 0.23% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9,820 $500K 0.02% -100 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9,806 $499K 0.07% -1,385 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 9,750 $496K 0.3% +3,250 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,746 $496K +3,926 Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,719 $495K <0.01% +6,034 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,692 $493K 0.01% -9,336 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 9,642 $491K 0.48% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,637 $490K 0.16% -6,382 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,582 $488K 0.03% +1,998 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,556 $486K 0.01% -2,533 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,534 $485K 0.12% -2,662 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,530 $485K 0.01% 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 9,491 $483K 0.48% 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 9,485 $483K 0.11% -6,175 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,485 $483K 0.01% +211 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,483 $482K 0.05% -4,125 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,466 $482K 0.05% 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,455 $481K 0.3% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 9,445 $481K 0.42% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,367 $477K <0.01% -3,643 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 9,252 $471K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,243 $470K 0.02% +1,223 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 9,242 $470K 0.16% -28,269 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 9,240 $470K 0.1% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,178 $467K 0.12% -11,420 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 9,154 $466K -2,997 Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 9,100 $463K 0.45% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,091 $463K 0.01% +177 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,089 $462K 0.26% -10,857 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,074 $462K 0.11% +2,024 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,065 $461K 0.08% +479 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,058 $461K 0.01% -605 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,045 $460K 0.02% +964 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,999 $458K 0.01% -16,037 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 8,975 $457K 0.08% -57,338 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,970 $456K 0.18% -3,852 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,944 $455K 0.01% +291 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,869 $451K 0.1% +4,139 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,861 $451K 0.03% +895 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,838 $450K 0.06% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,831 $449K <0.01% -105,194 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,767 $446K 0.02% -2,434 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,733 $444K 0.01% -7,929 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,711 $443K 0.17% +189 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,675 $441K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,669 $441K 0.12% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,634 $439K 0.01% +1,466 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,631 $439K 0.01% -48,519 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,568 $436K 0.02% -1,296 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,537 $434K 0.02% 0 13F-HR Timeline