Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,567 $984K 0.23% +27 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,555 $980K 0.36% 0 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 2,401 $978K 0.91% 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,547 $977K 0.43% +111 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,545 $976K 0.15% +536 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,542 $975K <0.01% +1,711 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,536 $972K 0.12% +289 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,517 $965K 0.05% +176 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,515 $964K 0.14% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,513 $963K 0.07% +217 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,512 $963K 0.02% +705 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,509 $962K 0.5% +185 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,507 $961K 0.65% +116 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,500 $958K 0.39% -1,218 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,471 $947K 0.12% -1 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,470 $947K <0.01% +990 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,464 $945K 0.21% -93 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,463 $944K 0.1% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,459 $943K 0.06% +35 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,459 $943K 0.18% +81 13F-HR Timeline American Trust More: the full row for American Trust 2,439 $935K 0.08% +1,075 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,428 $931K 0.02% new 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 2,426 $930K 0.59% +370 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,416 $926K 0.04% +70 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,406 $922K 0.03% +1,214 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,405 $922K 0.41% +181 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,400 $920K 0.12% +40 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,395 $918K 0.03% -9,202 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,388 $915K 0.49% -66 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,387 $915K 0.49% +342 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,386 $915K 0.75% -5 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,372 $909K 0.16% -24 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,368 $908K <0.01% 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,366 $907K 0.84% -240 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,359 $904K 0.04% -124 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,341 $898K 0.33% +1,185 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2,332 $894K 1.25% 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,329 $893K 0.04% +1,000 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,323 $891K 0.02% +290 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,237 $857K 0.21% -547 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,797 $857K 0.02% -75 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,219 $851K 0.12% -1 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,210 $847K 0.14% -8 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 2,203 $845K 1.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,200 $843K 0.37% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,190 $840K 0.12% +43 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,186 $838K 0.32% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,168 $831K <0.01% -85 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,130 $817K 0.4% +57 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,116 $811K 0.18% -16 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,090 $801K 0.05% -21 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,090 $801K 0.31% +425 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,114 $800K 0.65% +253 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,084 $799K 0.03% +20 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,082 $798K 0.13% +1,474 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,079 $797K 0.04% +78 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,075 $796K 0.1% +325 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,065 $792K <0.01% +157 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,057 $789K 0.08% -77 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,049 $786K 0.32% +624 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,030 $778K 0.09% -180 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,027 $777K 0.12% -2 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,026 $777K <0.01% +59 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,023 $775K 0.25% -3,640 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,019 $774K 0.08% new 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 2,000 $767K 0.59% new 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 2,000 $767K 0.54% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,981 $760K 0.09% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,981 $759K 0.64% +395 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,970 $755K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,964 $753K 0.02% -12,491 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,964 $753K <0.01% +104 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,962 $752K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,955 $749K 0.01% +1,601 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,940 $744K 0.02% +568 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,936 $742K 0.14% +75 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 1,932 $741K 0.8% +449 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,929 $739K 0.08% -352 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,926 $739K 0.19% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,846 $731K 0.02% -244 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,906 $731K 0.54% +450 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,900 $728K <0.01% new 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,896 $727K 0.34% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,889 $724K -187 Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,801 $719K 0.2% 0 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 1,873 $718K 0.71% +11 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,871 $717K <0.01% +10 13F-HR Timeline Group 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 1,862 $714K <0.01% +440 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,858 $712K 0.03% +115 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,965 $712K 0.34% +1,196 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,857 $712K 0.1% +17 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,857 $712K 0.08% +963 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,851 $710K 0.05% -350 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,848 $709K 0.41% -201 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,840 $705K <0.01% +125 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,762 $705K 0.43% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,829 $701K 0.51% +46 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,826 $700K <0.01% -220 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,825 $700K 0.02% -2 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,825 $700K 0.13% +56 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,821 $698K 0.06% +4 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,820 $698K 0.03% -7 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,814 $696K 0.23% +102 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,808 $693K 0.17% +230 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 1,792 $687K 0.62% +165 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,791 $687K 0.02% -180 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,780 $683K 0.03% -103 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,778 $682K 0.12% +527 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,773 $680K <0.01% -190 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,761 $675K 0.37% -100 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,755 $673K 0.21% -50 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,751 $671K 0.03% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,750 $671K <0.01% new 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 1,559 $671K 0.33% +489 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,741 $667K 0.11% +65 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,731 $664K 0.1% +611 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,870 $663K 0.01% -12,375 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,725 $661K 0.1% -26 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,723 $661K 0.26% +380 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,707 $654K <0.01% -810 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,705 $654K 0.17% +297 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,700 $652K 0.09% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,691 $648K 0.01% -188 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,690 $648K 0.35% +119 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,668 $640K 0.18% -1,355 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,666 $639K 0.26% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,659 $636K 0.23% +31 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,659 $636K 0.04% +21 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,645 $631K 0.18% -895 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,639 $628K 0.4% +886 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,632 $626K 0.03% +885 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,624 $623K 0.04% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,617 $620K 0.07% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,616 $619K 0.23% -287 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 1,599 $613K 0.28% +18 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,597 $612K 0.27% +49 13F-HR/A Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,591 $610K 0.55% -153 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,587 $608K <0.01% +136 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,585 $608K 0.09% +540 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,562 $599K 0.16% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,544 $592K 0.11% +933 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,528 $586K 0.04% -99 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,528 $586K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,623 $584K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,524 $584K 0.01% +36 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,523 $584K 0.03% +947 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,520 $583K 0.11% +132 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,515 $581K 0.01% +270 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,509 $579K 0.09% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,507 $578K 0.16% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,507 $578K 0.03% +10 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,500 $575K 0.08% 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,496 $574K 0.16% 0 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 1,497 $573K 0.41% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,491 $572K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,484 $569K 0.05% -15 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 1,480 $567K 0.41% -8 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 1,220 $566K 0.42% -25 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,476 $566K 0.02% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,467 $562K 0.25% -18 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,455 $558K 0.36% +30 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,454 $558K 0.4% -2,150 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,444 $554K 0.02% +893 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,441 $553K 0.03% -51 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,435 $550K 0.01% -282 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,429 $548K 0.09% -7 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,423 $545K 0.11% -507 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,416 $543K 0.01% +17 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,415 $543K 0.04% -58 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,409 $540K 0.01% +136 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,407 $539K 0.14% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,403 $538K 0.21% -93 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,402 $538K 0.12% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,400 $537K 0.03% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,397 $536K 0.04% -4 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,321 $527K 0.18% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,372 $526K 0.27% -400 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,366 $524K <0.01% 0 13F-HR/A Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,357 $520K <0.01% +157 13F-HR/A Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,041 $520K 0.28% +243 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,353 $519K 0.09% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,338 $513K 0.15% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,325 $508K 0.07% -82 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,323 $507K 0.02% +126 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,315 $504K 0.1% +239 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,310 $502K 0.11% +122 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,305 $500K 0.05% +27 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,296 $497K 0.13% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,293 $496K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,288 $494K 0.01% +180 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,287 $493K 0.27% +15 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,283 $492K 0.33% +66 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,278 $490K 0.04% +233 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,276 $489K 0.05% +37 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,261 $483K 0.04% +4 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,250 $479K 0.26% +7 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,250 $479K 0.13% -3 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,240 $476K 0.31% -170 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,235 $474K 0.04% +48 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,235 $473K 0.3% +1,055 13F-HR Timeline