Marotta Asset Management More: the full row for Marotta Asset Management 14,278 $521K 0.1% -19 13F-HR Timeline DIADEMA PARTNERS LP More: the full row for DIADEMA PARTNERS LP 14,577 $521K 0.22% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,152 $520K 0.01% -269 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,007 $518K 0.03% -749 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 13,940 $512K 0.09% +6,487 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13,919 $512K 0.06% -1,037 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,828 $508K 0.02% +3,171 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,805 $507K <0.01% +5,348 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 13,728 $505K 0.47% +3,141 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,280 $504K 0.01% +1,414 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 13,686 $503K 0.2% +1,993 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 13,431 $493K 0.01% +6,626 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 13,333 $490K 0.08% +1,432 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,326 $490K 0.11% +1,342 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,487 $485K 0.04% +1,527 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,145 $483K 0.02% -33,190 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 13,132 $483K 0.02% -34,178 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 12,651 $481K 0.01% -6,535 13F-HR/A Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 13,000 $478K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,976 $477K 0.03% +2,120 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,470 $475K 0.02% -3,665 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 14,930 $472K 0.01% -13,660 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,816 $471K 0.02% +805 13F-HR Timeline Parallax Volatility Advisers, L.P. 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More: the full row for Farringdon Capital, Ltd. 11,598 $426K 0.09% +2,064 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,568 $425K 0.09% -58 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,388 $419K 0.08% +488 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,348 $417K 0.02% +1,064 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 11,342 $417K 0.43% 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 11,335 $417K 0.02% -8,464 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,330 $416K 0.09% +6,967 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 11,256 $414K 0.12% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 11,219 $412K 0.42% +1,728 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,163 $410K 0.02% -393 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,157 $410K 0.02% -867 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,095 $408K 0.03% -594 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 11,057 $406K 0.04% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,048 $406K <0.01% -1,167 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 11,029 $405K 0.36% +509 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,027 $405K 0.02% -4,786 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,016 $405K 0.09% +1,942 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,930 $402K 0.04% +1,447 13F-HR Timeline Verity Asset Management, Inc. 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LLC 10,168 $374K 0.02% +5,838 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,160 $373K 0.02% -2,007 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,137 $373K 0.02% +2,824 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,094 $371K 0.14% -9,600 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,086 $371K 0.04% -102 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 10,083 $371K 0.05% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,006 $368K 0.13% -1,317 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 10,000 $368K 0.05% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,958 $366K 0.01% +2,593 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,927 $365K 0.03% +1,089 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,922 $365K 0.01% +5,549 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 9,900 $364K 0.04% -1,921 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,821 $361K 0.11% -888 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 9,821 $361K 0.23% -1,531 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9,820 $361K 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,807 $360K 0.01% +322 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 9,794 $360K 0.15% -1,004 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,758 $359K -4,964 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,757 $359K 0.01% -8,418 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,754 $358K 0.24% -704 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 9,710 $357K 0.31% -19,630 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 9,684 $356K <0.01% new 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,371 $356K 0.02% -211 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 9,624 $354K 0.04% -147,634 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,614 $353K 0.04% +1,627 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 9,536 $351K 0.03% -3,844 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,883 $350K 0.25% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,442 $347K 0.01% +675 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 9,408 $346K 0.17% -920 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,382 $345K 0.07% +317 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,298 $342K 0.01% +664 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,275 $341K 0.02% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 9,274 $341K 0.28% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,250 $340K 0.04% -8,766 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 9,240 $340K 0.09% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,159 $337K 0.03% -817 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,838 $335K 0.01% -718 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,108 $335K 0.01% +4,959 13F-HR Timeline Group NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 9,100 $334K 0.36% 0 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,100 $334K 0.13% +130 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,443 $332K 0.02% +2,773 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 9,019 $331K 0.1% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,972 $330K <0.01% -558 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,952 $329K 0.04% -300 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 8,894 $327K 0.08% 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 8,881 $326K 0.08% -297 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,835 $325K <0.01% -223 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 8,477 $322K 0.12% -677 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,738 $321K -1,008 Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,711 $320K 0.13% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,700 $320K 0.06% -1,769 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,683 $319K 0.01% +453 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,675 $319K 0.03% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,655 $318K 0.14% +1,555 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,332 $316K 0.01% +600 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 8,600 $316K 0.07% -885 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,587 $316K 0.02% -5,789 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,537 $314K 0.02% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,507 $313K 0.02% -25 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,493 $312K 0.02% +837 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,473 $311K 0.02% +1,565 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,472 $311K 0.04% +230 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,467 $311K <0.01% -2,074 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,460 $311K 0.01% -2,835 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 8,422 $310K 0.06% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,386 $308K 0.1% -856 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,380 $308K 0.03% -1,504 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,364 $307K 0.01% +2,912 13F-HR/A Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 8,313 $306K 0.02% -32 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 8,100 $305K 0.02% -1,900 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,287 $305K 0.01% -21,792 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 8,267 $304K 0.17% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 7,379 $304K 0.13% +3,078 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,233 $303K <0.01% -31,787 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,239 $303K 0.05% -2,819 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,233 $303K 0.07% -54 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 8,186 $301K <0.01% +3,419 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,227 $300K 0.02% +4,060 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,082 $297K 0.07% +1,698 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,072 $297K 0.03% -61 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 8,000 $294K 0.18% -1,750 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,996 $294K 0.01% -1,095 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 7,984 $293K 0.11% -260 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,966 $293K 0.1% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,965 $293K 0.02% +2,179 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 7,952 $292K 0.01% -5,570 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,920 $291K 0.01% -9,633 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,913 $291K 0.02% +11 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,904 $290K 0.09% -1,733 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,891 $290K 0.07% -5,271 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 7,877 $289K 0.14% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,862 $289K 0.06% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,840 $288K 0.04% +2,215 13F-HR/A Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 7,839 $288K 0.35% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,789 $286K 0.01% -1,210 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. 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