Maia Wealth LLC More: the full row for Maia Wealth LLC 3,550 $672K 0.14% +1,884 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,688 $671K 0.3% 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for Finivi Inc. 3,571 $650K 0.52% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,560 $648K 0.2% +1,790 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 3,558 $647K 0.2% +1,779 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,546 $645K 0.05% +1,862 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,544 $645K 0.56% +1,815 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,527 $642K 0.37% +1,694 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,526 $642K 0.06% +1,800 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,544 $641K 0.14% +2,479 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,520 $640K 0.02% +1,760 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,280 $639K 0.18% +1,649 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,491 $635K 0.21% +2,586 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,470 $631K 0.56% +1,817 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,468 $631K 0.25% +1,734 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,456 $629K 0.01% +1,760 13F-HR/A Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,454 $629K 0.12% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,454 $628K 0.08% +1,417 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,452 $628K 0.06% +1,708 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,446 $627K 0.18% +1,596 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,430 $624K 0.14% +1,715 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,424 $623K 0.31% +1,693 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,413 $621K 0.23% +1,603 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,400 $619K 0.17% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,557 $616K 0.61% 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,373 $614K 0.36% +572 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,350 $610K 0.07% +1,855 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,783 $609K 0.26% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,342 $608K 0.12% +1,652 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,327 $605K 0.18% -28 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,315 $603K 0.96% +1,665 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,309 $602K 0.07% +1,988 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,300 $600K 0.02% +1,711 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,296 $600K 0.01% +1,648 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,270 $595K 0.5% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,264 $594K 0.02% +1,607 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,262 $594K 0.48% +1,498 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,250 $591K 0.24% +2,238 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,227 $587K 0.04% +1,630 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,214 $585K 0.05% +1,690 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,208 $584K 0.21% +2,192 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,202 $583K 0.27% +1,827 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,200 $582K 0.33% +1,659 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,190 $580K 0.63% 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,184 $579K 0.37% +1,592 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,172 $577K 0.36% +1,523 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 3,158 $575K 0.18% +1,324 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,128 $569K 0.02% +494 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,127 $569K 0.06% +2,336 13F-HR/A Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,123 $568K 0.07% +1,979 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,122 $568K 0.24% +1,564 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,120 $568K 0.23% +1,560 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,115 $567K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,109 $566K 0.06% +1,527 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,104 $565K 0.21% new 13F-HR Timeline Ranch Capital Advisors Inc. 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More: the full row for CHAPIN DAVIS, INC. 1,583 $541K 0.18% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,968 $540K 0.48% 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,956 $538K 0.06% +1,478 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,940 $535K 0.19% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,936 $534K 0.03% +1,311 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,926 $532K 0.45% 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,926 $532K 0.02% +1,301 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,924 $532K 0.01% +1,959 13F-HR Timeline Group Bremer Bank National Association More: the full row for Bremer Bank National Association 2,922 $532K 0.11% +1,449 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,829 $531K 0.24% +1,866 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,910 $530K 0.09% +1,455 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,908 $529K 0.01% +1,459 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,904 $528K 0.03% +1,632 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,896 $527K 0.39% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,891 $526K 0.07% +1,414 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,890 $526K 0.25% +1,445 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,886 $525K 0.19% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,878 $524K 0.27% 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,878 $524K 0.1% +1,433 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,874 $523K 0.14% +1,437 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,855 $519K 0.39% 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,844 $517K 0.41% +1,430 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,840 $517K 0.12% +1,420 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,832 $515K 0.02% +1,370 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,828 $515K 0.07% +221 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,826 $514K 0.04% +1,418 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,808 $511K 0.04% +1,627 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,806 $511K 0.1% +1,414 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,800 $509K 0.37% +1,400 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,782 $506K 0.36% +1,391 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,781 $506K 0.1% +1,418 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,776 $505K 0.47% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,770 $504K 0.28% +1,385 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 2,764 $503K 0.4% +1,340 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,761 $502K 0.03% +1,393 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,757 $502K 0.04% +1,426 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,752 $501K 0.03% +1,904 13F-HR Timeline Elmwood Wealth Management, Inc. 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More: the full row for Steigerwald, Gordon & Koch Inc. 2,634 $479K 0.05% +1,272 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,631 $479K 0.09% +1,219 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,630 $479K 0.15% +1,344 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,598 $478K 0.34% +1,304 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,594 $472K 0.51% 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,594 $472K 0.26% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,590 $471K 0.04% +1,313 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,583 $470K 0.02% -4,795 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,574 $468K 0.01% +535 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,570 $468K 0.04% +1,287 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 2,570 $468K 0.29% +1,295 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,568 $467K 0.08% +1,209 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,564 $467K 0.06% +1,302 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 2,554 $465K 0.09% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,540 $462K 0.1% +2,530 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,506 $462K 0.24% +503 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 2,536 $461K 0.14% +1,216 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,526 $460K 0.01% +1,887 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,520 $459K 0.33% +1,260 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,518 $458K 0.02% +952 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,514 $457K 0.1% +1,247 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,513 $457K 0.27% +2,183 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,504 $456K 0.39% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,498 $455K 0.09% +1,357 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,496 $454K 0.03% +1,278 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,494 $454K 0.06% +1,247 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,486 $452K 0.1% +1,210 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 13,836 $452K 0.36% +13,760 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,468 $449K 0.05% +1,484 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,467 $449K 0.13% +1,131 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,458 $447K 0.06% +1,205 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,452 $446K 0.02% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,450 $446K 0.19% +1,225 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,446 $445K 0.16% +1,236 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,436 $443K 0.16% +1,222 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,433 $443K 0.18% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,432 $443K 0.01% +1,212 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,424 $441K 0.22% +1,183 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,543 $441K 0.08% +1,075 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,422 $441K 0.04% +1,199 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,416 $440K 0.04% +1,651 13F-HR/A Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,410 $439K 0.14% +1,205 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,401 $437K 0.06% +1,459 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,400 $437K 0.1% +1,200 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,400 $437K 0.01% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,396 $436K 0.05% +1,198 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,392 $435K 0.19% +1,196 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,390 $435K 0.19% +1,195 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,385 $434K 0.07% +696 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,382 $433K 0.04% +1,220 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,378 $433K 0.03% +1,226 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,372 $432K 0.01% +1,186 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,369 $431K 0.04% +1,158 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,350 $428K 0.04% +701 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,349 $427K 0.12% +1,406 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,340 $426K 0.12% +1,169 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,338 $425K 0.38% +1,162 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,324 $423K 0.08% +1,162 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 2,320 $422K 0.1% +1,160 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,310 $420K 0.05% +1,152 13F-HR Timeline