CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,974 $644K <0.01% 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,932 $631K 0.05% +250 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,932 $630K 0.24% +4 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,920 $627K 0.17% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,915 $625K 0.01% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,913 $625K 0.34% -223 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,891 $617K 0.46% +2 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,890 $617K <0.01% +690 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,889 $616K 0.38% +2 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,879 $613K 0.01% -119 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,860 $607K <0.01% +500 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,853 $605K 0.03% +510 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,851 $604K <0.01% 0 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,803 $602K 0.2% -63 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,842 $601K 0.06% +110 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,818 $593K 0.01% +309 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,811 $591K 0.05% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,792 $585K 0.24% +150 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,790 $584K 0.29% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,721 $579K 0.11% -57 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,774 $579K 0.03% +95 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,773 $579K <0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,766 $576K <0.01% +2 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 1,765 $576K <0.01% -88 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,761 $575K 0.31% +155 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,760 $575K 0.01% +277 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,755 $573K 0.07% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,727 $564K 0.34% +276 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,715 $560K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,714 $559K 0.02% -11 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,702 $555K 0.4% -273 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,700 $555K 0.08% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,688 $551K 0.01% +697 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,668 $544K <0.01% +92 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,663 $543K 0.44% -39 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,646 $537K 0.11% +499 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,640 $535K 0.18% +190 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,639 $535K 0.02% +153 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 1,631 $532K 0.48% 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,613 $526K 0.26% +341 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,595 $520K 0.04% +88 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,585 $517K 0.31% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,581 $516K 0.01% +139 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,579 $515K 0.22% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,563 $510K 0.03% +26 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,524 $509K 0.08% +605 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,551 $506K <0.01% -50 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,551 $506K 0.25% -300 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,792 $503K 0.11% -6 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,528 $499K 0.01% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,527 $498K 0.07% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,522 $497K 0.03% -148 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,510 $493K 0.12% -14 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,509 $492K 0.19% -1,174 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,507 $492K 0.15% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,506 $491K 0.02% -56 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,496 $488K 0.15% -9 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,493 $487K 0.23% -12 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,491 $487K 0.19% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,473 $481K 0.03% +393 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,455 $475K 0.11% +387 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 1,410 $471K 0.29% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,427 $466K 0.04% -30 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,423 $465K 0.26% +10 13F-HR/A Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,418 $463K 0.3% -3 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,418 $463K 0.07% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,480 $461K 0.01% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,402 $458K 0.12% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,399 $457K 0.07% +166 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,400 $457K 0.03% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,399 $457K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,399 $456K 0.01% -85 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,393 $455K 0.03% +7 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,387 $453K 0.17% +5 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,381 $451K 0.18% -217 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,345 $439K 0.19% +25 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,333 $435K 0.15% -551 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,328 $433K 0.05% -75 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,326 $433K 0.25% -15 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,322 $431K 0.12% +148 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 1,320 $431K 0.34% -20 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,319 $431K 0.04% -3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,318 $430K 0.02% -113 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,306 $426K 0.12% +135 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,293 $422K 0.02% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,292 $422K 0.02% +23 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,292 $422K 0.08% 0 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 1,251 $408K 0.32% -39 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,249 $408K 0.02% +63 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,236 $403K 0.11% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,235 $403K 0.12% +136 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,229 $401K 0.27% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,225 $400K 0.13% -86 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,222 $399K 0.26% -52 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,212 $396K 0.05% +306 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,206 $394K 0.14% +64 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,204 $393K 0.35% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,200 $392K 0.09% +40 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,197 $391K 0.02% +24 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,195 $390K 0.01% +315 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,193 $389K <0.01% +75 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,193 $389K <0.01% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,186 $387K 0.22% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,170 $382K 0.01% +28 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,164 $380K 0.01% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,153 $376K 0.08% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,149 $375K <0.01% +3 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,147 $374K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,147 $374K 0.02% +15 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,146 $374K 0.1% -1,546 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,145 $374K 0.01% +264 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,140 $372K 0.03% +47 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,139 $372K 0.01% -297 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,139 $372K 0.04% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,136 $371K 0.25% +10 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,134 $370K 0.01% +65 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,133 $370K 0.06% -90 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,126 $367K 0.2% +365 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,120 $366K 0.06% +39 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,120 $366K 0.24% +183 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,116 $364K 0.17% -34 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,100 $359K 0.02% +29 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,085 $354K 0.06% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,080 $352K 0.02% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,078 $352K 0.12% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,074 $351K 0.02% -320 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,073 $350K 0.13% -1 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,062 $347K <0.01% -265 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,060 $346K 0.12% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 1,057 $345K 0.2% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,050 $343K <0.01% +27 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,049 $341K 0.01% +594 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,039 $339K 0.14% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,037 $338K 0.21% +48 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,032 $337K 0.01% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,030 $336K 0.05% new 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 955 $335K 0.1% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 926 $334K 0.25% +10 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,021 $333K 0.02% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,017 $332K 0.19% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,013 $331K 0.16% +70 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,001 $327K 0.04% +275 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,000 $326K 0.02% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $326K 0.85% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,000 $326K 0.17% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 998 $326K 0.09% -113 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 994 $324K 0.09% +10 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,115 $324K 0.01% 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 990 $323K 0.24% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 990 $323K 0.03% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 980 $320K 0.04% +171 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 872 $317K 0.22% +94 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 968 $316K 0.01% +240 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 962 $314K 0.09% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 950 $310K 0.11% +9 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 947 $309K 0.07% +78 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 932 $304K 0.04% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 930 $304K 0.08% +21 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 925 $302K 0.01% -7 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 924 $302K 0.18% -34 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 924 $301K 0.01% +121 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 923 $301K 0.04% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 921 $301K 0.02% -97 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 921 $301K 0.11% -50 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 919 $300K 0.08% +23 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 825 $299K 0.14% -230 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,220 $299K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,066 $297K 0.04% new 13F-HR/A Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 908 $296K 0.28% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 902 $294K 0.07% new 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 900 $294K 0.02% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 900 $294K 0.09% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 898 $293K 0.1% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 893 $291K 0.02% +38 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 891 $291K 0.04% +6 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 889 $290K 0.07% -454 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 887 $289K 0.04% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 878 $287K 0.02% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 873 $285K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 869 $283K 0.18% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 868 $283K 0.04% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 947 $282K 0.04% -3,276 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 864 $282K 0.11% +35 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 856 $280K 0.08% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 852 $278K 0.17% +47 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 849 $277K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 848 $277K 0.07% +34 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 846 $276K 0.07% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 846 $276K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 845 $276K 0.08% +41 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 845 $276K 0.22% +50 13F-HR/A Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 843 $275K 0.05% -77 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 843 $275K 0.02% 0 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 840 $274K 0.13% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 830 $271K 0.02% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 829 $271K 0.04% -23 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 823 $269K 0.16% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 818 $267K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 815 $266K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 813 $265K <0.01% new 13F-HR Timeline Group