IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,509 $1.06M 0.03% -591 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,291 $1.05M 0.03% +58 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,069 $1.04M 0.07% -187 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 21,505 $972K 0.28% -1,850 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 21,218 $959K 0.18% -57 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21,184 $958K 0.01% +67 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,025 $951K <0.01% +10 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 21,003 $950K 0.11% -1,879 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20,375 $921K 0.1% -67 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 20,000 $904K 0.43% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 19,899 $900K 0.11% +620 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 19,840 $897K 0.01% -585 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,729 $892K 0.01% -33,396 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,630 $887K 0.12% -2,312 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 19,484 $881K 0.87% -508 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 19,217 $869K 0.11% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 19,190 $868K <0.01% -8,898 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,895 $854K 0.05% +1,783 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 18,860 $853K 0.09% +26 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,682 $845K 0.03% -2,479 13F-HR Timeline Almanack Investment Partners, LLC. 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Empirical Wealth Management 16,744 $757K 0.02% -602 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,540 $748K <0.01% -1,052 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,410 $742K 0.08% -990 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,188 $732K 0.03% -851 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 16,120 $729K 0.19% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 15,805 $715K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,559 $703K 0.05% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,554 $703K 0.63% +65 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 15,476 $700K 0.31% -2,011 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,473 $700K 0.01% -4,185 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15,222 $688K 0.19% -68 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 15,199 $687K 0.06% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,188 $687K <0.01% -4,921 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,176 $686K <0.01% +50 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,000 $678K 0.08% -243 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,870 $674K 0.18% +48 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 14,567 $659K 0.04% -2,132 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 14,394 $651K 0.11% +23 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,260 $645K 0.14% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 14,234 $644K 0.08% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 14,082 $637K 0.35% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,900 $628K <0.01% -435 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,897 $628K 0.02% +1,295 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 13,805 $624K 0.21% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,627 $616K 0.02% -10,773 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,591 $614K 0.05% -1,093 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,376 $605K 0.09% -8,304 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,163 $595K 0.25% +2,040 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,126 $593K 0.03% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,005 $588K <0.01% +3,139 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,915 $584K 0.01% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 12,736 $576K 0.03% -6,345 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 12,650 $572K 0.09% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,540 $572K 0.05% -413 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,587 $569K 0.03% +2,122 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 12,376 $560K 0.33% -315 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,315 $557K 0.03% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,086 $546K 0.02% +1,256 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,027 $544K 0.01% -1,560 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,000 $543K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,990 $542K 0.01% +1 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 11,846 $536K 0.39% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,623 $525K 0.06% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,618 $525K 0.04% -14 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Confluence Wealth Services, Inc. 11,294 $511K 0.03% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,252 $509K 0.01% +930 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,237 $508K <0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,086 $501K 0.06% +396 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,049 $500K 0.02% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,780 $497K 0.01% +1,015 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,913 $493K 0.03% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,866 $491K 0.02% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,820 $489K 0.16% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,641 $481K <0.01% -2,456 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,638 $481K 0.12% -176 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,321 $470K 0.07% +247 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 10,377 $469K 0.13% +25 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10,211 $462K 0.33% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,209 $462K 0.06% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,135 $458K 0.01% +1,525 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,104 $456K 0.07% -1,200 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,057 $455K 0.1% +40 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 10,036 $454K 0.27% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 10,016 $453K 0.13% -1,731 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,798 $443K 0.02% +38 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 9,785 $442K <0.01% +550 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,772 $442K 0.01% +406 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,762 $441K 0.02% +25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,671 $437K <0.01% -2,275 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,594 $434K <0.01% +1,642 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,536 $431K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,490 $429K 0.01% +9 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,477 $428K <0.01% +650 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,345 $422K 0.03% +926 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,308 $421K 0.03% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,294 $420K 0.02% +23 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,215 $417K 0.03% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 9,187 $415K 0.19% +39 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,168 $414K 0.01% +565 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,123 $412K <0.01% +980 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,103 $412K <0.01% new 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 9,015 $408K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,915 $403K 0.04% -86 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8,898 $402K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,875 $401K 0.04% +5 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,848 $400K <0.01% -100 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,800 $398K 0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 8,783 $397K 0.1% -441 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,762 $396K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 8,700 $393K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,658 $391K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,565 $387K 0.01% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 8,500 $384K 0.13% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,400 $380K 0.05% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,210 $371K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 8,145 $368K 0.11% -45 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,124 $367K 0.04% -500 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,023 $363K <0.01% +34 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,002 $362K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,995 $361K 0.11% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 7,880 $356K 0.03% -125 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 7,843 $355K 0.25% -6,225 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,740 $350K 0.02% +1,690 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,604 $344K 0.06% +33 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,514 $340K 0.02% +525 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,500 $339K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,498 $339K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,450 $337K 0.01% -140 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,430 $336K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,350 $332K 0.1% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,290 $329K 0.04% +6,143 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,299 $329K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,141 $323K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,065 $319K 0.01% 0 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,005 $317K <0.01% +11 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,988 $316K 0.04% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,975 $315K 0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,968 $315K <0.01% -156 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 6,962 $315K 0.02% -98 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 6,934 $313K 0.06% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,909 $312K 0.19% -11 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,889 $311K 0.01% -340 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,880 $311K 0.06% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,851 $310K 0.11% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 6,844 $309K 0.2% -146 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,792 $307K 0.01% -5,500 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 6,755 $305K 0.19% -750 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,718 $304K 0.02% +333 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,648 $301K <0.01% +133 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,515 $300K 0.05% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,615 $299K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,508 $294K 0.01% -24,900 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,460 $292K 0.12% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,400 $289K 0.05% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,316 $286K 0.01% 0 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,205 $281K 0.07% +7 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,100 $276K 0.02% +18 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,035 $273K 0.06% -140 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,000 $272K 0.03% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,000 $271K 0.03% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,940 $269K 0.19% 0 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,811 $263K 0.14% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,634 $257K 0.01% -77 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,650 $255K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,633 $255K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5,600 $253K 0.09% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,598 $253K 0.02% +642 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,593 $253K <0.01% +243 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,556 $251K <0.01% -2,313 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,554 $251K 0.01% +626 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,538 $250K 0.05% -631 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,529 $250K 0.16% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 5,500 $249K 0.02% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 5,491 $248K 0.08% +23 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,396 $244K <0.01% -361 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,335 $241K 0.07% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,310 $240K 0.14% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,256 $238K 0.11% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,205 $235K 0.14% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 5,180 $234K 0.03% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,178 $234K 0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,172 $234K 0.03% -1,121 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,157 $233K <0.01% new 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,080 $230K 0.09% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,045 $228K <0.01% -200 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,043 $228K 0.01% +20 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,030 $227K 0.03% -10 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,010 $227K 0.01% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 5,000 $226K 0.02% 0 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,985 $225K 0.07% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,960 $224K <0.01% -90 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,948 $224K <0.01% -378 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,890 $221K 0.05% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,881 $221K <0.01% 0 13F-HR Timeline