Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 9,155 $1.75M 4.77% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,123 $1.75M 0.08% -13,868 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,104 $1.74M 0.05% +4,395 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,089 $1.74M 0.09% -240 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,079 $1.74M 0.03% +261 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 9,076 $1.74M 0.07% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,038 $1.73M 0.12% +242 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,026 $1.73M 1.19% -921 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,025 $1.73M 1.22% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,020 $1.73M 0.26% -1,737 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,984 $1.72M 0.95% +161 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,949 $1.72M 0.01% -22,690 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,965 $1.72M 0.39% +2,456 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 8,949 $1.71M 0.56% +255 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 8,943 $1.71M 0.42% +1,052 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 8,900 $1.7M <0.01% +7,400 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,841 $1.69M 0.01% +771 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,812 $1.69M 0.06% +20 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,800 $1.69M 0.19% +5,800 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,793 $1.68M 0.18% 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 8,791 $1.68M 0.84% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,772 $1.68M 0.47% +896 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 15,480 $1.68M 0.92% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,737 $1.67M 0.02% +1,334 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,716 $1.67M 0.04% -399 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 8,715 $1.67M 1.02% +3,021 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,702 $1.67M 0.03% -50 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 8,702 $1.67M 1.01% -111 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,697 $1.67M 0.08% -352 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 8,661 $1.66M 0.49% +33 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 8,635 $1.65M 1.51% 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 8,568 $1.64M 0.12% +3,212 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,540 $1.64M 0.36% -25 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,506 $1.63M 0.04% -64 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,495 $1.63M 0.32% -971 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,485 $1.63M 0.02% -304 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,478 $1.62M 0.5% -365 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,476 $1.62M 0.06% +387 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 8,320 $1.59M 0.98% +2,736 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,307 $1.59M 0.29% -618 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,293 $1.59M 0.07% +532 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,284 $1.59M 0.86% -5,001 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,258 $1.58M 0.68% +258 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 8,257 $1.58M 0.14% 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 8,218 $1.57M 0.7% -925 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,192 $1.57M 0.18% -151 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,192 $1.57M 0.04% -1,917 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,186 $1.57M 0.79% -1,044 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,174 $1.57M 0.69% -75 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,164 $1.56M 0.17% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 8,160 $1.56M 0.6% -441 13F-HR/A Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,131 $1.56M 0.44% -69 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 8,114 $1.55M 0.05% -380 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 8,112 $1.55M 0.4% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,048 $1.55M <0.01% +3,078 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,961 $1.55M 0.14% -273 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,063 $1.54M 0.1% +1,909 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,044 $1.54M 0.04% +3,663 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,044 $1.54M 0.48% -8,989 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,031 $1.54M 0.52% -230 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 8,028 $1.54M 0.99% -26 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,003 $1.53M 0.09% -265 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,984 $1.53M 0.43% +386 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 7,983 $1.53M 1.35% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,918 $1.52M 0.05% +66 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 7,572 $1.52M 0.43% +1,301 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,912 $1.52M 0.1% -1,635 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,846 $1.5M 0.32% +4,019 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 7,827 $1.5M 0.11% +219 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 7,822 $1.5M 0.46% +995 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,820 $1.5M 0.02% -445 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,816 $1.5M 0.53% +211 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 7,727 $1.48M 0.54% +225 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,700 $1.48M 0.63% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,677 $1.47M 0.36% +1,721 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,674 $1.47M 0.42% +1,323 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 7,671 $1.47M 0.23% +3,304 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,659 $1.47M 0.15% new 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 7,655 $1.47M 0.58% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,645 $1.46M 0.09% -6,426 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,645 $1.46M 1.16% -595 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,632 $1.46M 0.21% +211 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 7,632 $1.46M 0.64% -86 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,590 $1.45M 0.17% -1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,583 $1.45M 0.07% +1,440 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,582 $1.45M 0.45% -342 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,570 $1.45M 0.16% +1,160 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 7,518 $1.44M 1.6% 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 7,517 $1.44M 0.53% +6 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 7,502 $1.44M 1.5% 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,500 $1.44M 2.11% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,487 $1.43M 0.22% +693 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,291 $1.4M 0.13% +107 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,218 $1.38M 0.15% +76 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 7,191 $1.38M 0.74% -4,310 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 7,185 $1.38M 0.55% +320 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 7,170 $1.37M 0.45% -656 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,169 $1.37M 0.18% +209 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,145 $1.37M 0.13% -413 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 7,141 $1.37M 0.9% -34,492 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,097 $1.36M 0.01% -385 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,086 $1.36M 0.06% -375 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,068 $1.35M 0.26% +181 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,040 $1.35M 0.39% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,033 $1.35M 0.05% -246 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,989 $1.34M 0.29% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,989 $1.34M 0.21% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,972 $1.34M 0.41% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,945 $1.33M 0.12% +228 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,907 $1.32M 0.04% +405 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,903 $1.32M 0.31% +1,830 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,899 $1.32M 0.27% +464 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,834 $1.31M -549 Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,821 $1.31M 0.3% -143 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 6,811 $1.3M 1.51% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,808 $1.3M 0.16% -538 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,785 $1.3M 0.65% +327 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,774 $1.3M 0.31% -115 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,760 $1.29M 0.15% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,749 $1.29M 0.81% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,734 $1.29M 0.15% -779 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 6,668 $1.29M 0.74% +560 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,726 $1.29M 1.14% 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,724 $1.29M 1.05% -37 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,699 $1.28M 0.11% -384 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 6,671 $1.28M 1.32% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,663 $1.28M <0.01% -133 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,660 $1.28M 0.27% +741 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,651 $1.27M 0.07% +434 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7,248 $1.27M 7.54% -2,200 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,601 $1.26M 0.87% -106 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,597 $1.26M 0.3% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,593 $1.26M 0.09% -1,690 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,592 $1.26M 0.19% +6 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,563 $1.26M 0.34% +847 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,547 $1.25M 0.84% +725 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,544 $1.25M 0.55% +2,500 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,539 $1.25M 0.42% +41 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,519 $1.25M 0.09% +536 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,493 $1.24M 0.14% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,489 $1.24M 0.16% +409 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 6,485 $1.24M 0.16% -517 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,474 $1.24M 0.18% +177 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,472 $1.24M 0.6% 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 6,453 $1.24M 0.18% -51 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,434 $1.23M 0.13% +31 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,413 $1.23M 0.4% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,391 $1.22M 0.08% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,373 $1.22M 0.23% -16 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 6,312 $1.21M 0.27% +3,123 13F-HR/A Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 6,290 $1.2M 0.25% +2,250 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,266 $1.2M 0.02% +96 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,259 $1.2M 0.87% +25 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,250 $1.2M 0.13% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,245 $1.2M 0.38% +1,629 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,238 $1.19M 0.14% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 6,216 $1.19M 0.23% -151,323 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,216 $1.19M 0.7% -9,228 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,208 $1.19M 0.02% +927 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,106 $1.17M 0.04% -65 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,098 $1.17M 0.32% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,095 $1.17M 0.2% +153 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,083 $1.17M 0.22% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,074 $1.16M 0.44% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,073 $1.16M 0.02% +1,855 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 6,070 $1.16M 0.72% +438 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,062 $1.16M 0.87% -138 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,048 $1.16M 0.11% -1,126 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,041 $1.16M 0.13% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 6,020 $1.15M 1.08% 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,020 $1.15M <0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,008 $1.15M 0.25% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 6,941 $1.15M 0.45% +1,383 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 5,759 $1.15M 0.38% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,667 $1.15M 0.83% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,984 $1.15M 0.21% -11 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 5,980 $1.15M 0.09% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,943 $1.14M 0.21% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,938 $1.14M 0.49% +24 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,920 $1.13M 0.12% +2,097 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,918 $1.13M 0.01% -36 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,899 $1.13M 0.25% -227 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,889 $1.13M 0.19% -92 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,877 $1.13M 0.03% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 5,858 $1.12M 0.3% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,846 $1.12M 0.41% -276 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,779 $1.11M 0.17% -60 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,767 $1.1M 0.07% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,760 $1.1M 0.06% +1,810 13F-HR Timeline MARQUETTE ASSOCIATES, INC. 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