SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,232 $472K <0.01% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,232 $472K 0.05% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,232 $472K 0.01% +1 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,231 $472K 0.17% +9 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,230 $472K 0.04% -6,988 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,229 $471K 0.3% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,228 $471K 0.01% -50 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,228 $471K 0.16% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,200 $460K 0.01% +7 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,187 $455K 0.03% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,181 $453K 0.26% -80 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,173 $450K 0.3% +76 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,171 $449K 0.3% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,171 $449K 0.17% -122 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,171 $449K 0.02% +35 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,166 $447K 0.03% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,157 $444K 0.08% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,154 $443K 0.12% -1,532 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,153 $442K 0.09% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,153 $442K 0.11% +77 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,147 $440K 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 $440K 0.02% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,142 $438K 0.03% -113 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,141 $437K 0.05% +157 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,133 $434K 0.47% +25 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,133 $434K 0.02% -27 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,127 $432K 0.1% -15 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,126 $432K 0.02% +67 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,126 $432K 0.21% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,124 $431K 0.06% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,120 $429K 0.08% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,120 $429K 0.26% +18 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,116 $428K 0.02% -239 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,116 $428K 0.05% -298 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 1,113 $427K 0.29% -2,664 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,109 $425K 0.01% +138 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,099 $421K 0.27% -50 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,094 $419K 0.13% +100 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,089 $418K <0.01% +475 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,088 $417K 0.03% -9,179 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,087 $417K 0.2% -6 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,078 $413K 0.15% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,071 $411K 0.08% +28 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,067 $409K 0.17% -32 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,060 $407K 0.38% -28 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,060 $406K 0.14% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,056 $405K 0.18% -2,291 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 1,054 $404K 0.29% -242 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,054 $404K 0.04% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,048 $402K 0.14% -226 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,047 $401K 0.26% -147 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,047 $401K 0.05% -92 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,045 $401K 0.02% -22 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,044 $400K 0.06% -57 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,040 $399K 0.1% +44 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,039 $398K 0.2% 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 1,033 $396K 0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 1,030 $395K 0.05% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,017 $390K <0.01% +260 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,015 $389K 0.04% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,014 $389K 0.01% +3 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,010 $387K 0.19% +328 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 1,010 $387K 0.28% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,009 $387K 0.08% +469 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,008 $386K 0.23% -7 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,007 $386K 0.07% +212 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,006 $386K 0.1% +271 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $383K 0.9% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,000 $383K 0.02% 0 13F-HR Timeline Group FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 1,000 $383K 0.47% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 990 $380K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 989 $379K 0.01% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 989 $379K 0.21% -30 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 987 $378K 0.01% -3,006 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 985 $378K 0.2% -2 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 983 $377K 0.05% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 971 $372K 0.03% 0 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 971 $372K 0.33% -10 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 961 $368K 0.1% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 960 $368K 0.23% +12 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 959 $368K 0.11% +114 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 958 $367K 0.28% -47,794 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 954 $366K <0.01% +260 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 954 $366K 0.1% -215 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 949 $364K <0.01% +367 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 941 $361K 0.12% +43 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 939 $360K <0.01% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 935 $358K 0.04% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 927 $355K 0.01% -83 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 923 $354K 0.13% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 923 $354K 0.03% +74 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 922 $354K 0.13% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 921 $353K 0.02% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 920 $353K 0.25% +75 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 916 $351K 0.1% -6 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 612 $350K 0.03% +58 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 913 $350K 0.18% +103 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 911 $349K 0.01% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 910 $349K 0.13% -33 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 908 $348K 0.09% +122 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 905 $347K 0.14% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 904 $347K 0.17% -212 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 903 $346K 0.04% 0 13F-HR Timeline Group Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 902 $346K 0.05% 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 901 $345K 0.2% -50 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 958 $345K 0.25% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 777 $344K 0.1% +77 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 892 $342K 0.03% -147 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 890 $341K <0.01% -177 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 887 $340K 0.05% 0 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 883 $339K 0.17% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 881 $338K 0.14% +7 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 878 $337K 0.03% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 873 $335K 0.05% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 869 $333K 0.22% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 863 $331K 0.04% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 857 $329K 0.04% new 13F-HR/A Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 856 $328K 0.16% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 852 $327K 0.12% +272 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 848 $325K +140 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 846 $324K 0.01% -1,327 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 846 $324K 0.08% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 844 $324K 0.14% +173 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 838 $321K 0.11% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 836 $321K 0.03% -7 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 834 $320K 0.19% +65 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 834 $320K 0.22% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 827 $317K 0.01% +253 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 825 $316K 0.16% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 822 $315K <0.01% +329 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 818 $314K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 817 $313K 0.02% +61 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 814 $312K 0.07% 0 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 811 $311K 0.3% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 807 $309K 0.03% +106 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 805 $309K 0.11% -219 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 802 $308K <0.01% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 800 $307K 0.04% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 800 $307K 0.05% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 800 $307K 0.21% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 789 $303K 0.06% +183 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 784 $301K 0.13% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 785 $301K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 782 $300K <0.01% +106 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 772 $296K 0.11% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 769 $295K 0.01% +62 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 768 $294K 0.11% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 765 $293K 0.1% +300 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 764 $293K <0.01% +135 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 759 $291K 0.07% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 757 $290K 0.02% -186 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 756 $290K 0.14% +133 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 756 $290K <0.01% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 754 $289K 0.11% 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 750 $288K 0.01% -1,924 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 748 $287K 0.11% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 747 $287K 0.06% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 737 $283K 0.07% +13 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 736 $282K 0.09% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 735 $282K 0.22% -89 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 735 $282K 0.13% -425 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 730 $280K 0.08% +119 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 728 $279K 0.07% -92 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 723 $277K 0.07% -1 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 719 $276K 0.04% +39 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 718 $275K 0.21% -34 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 717 $275K 0.03% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 714 $274K 0.02% +70 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 711 $273K 0.08% -19 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 711 $273K 0.02% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 704 $270K 0.03% -289 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 697 $267K <0.01% +2 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 695 $266K 0.02% -35 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 693 $266K 0.02% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 693 $266K 0.03% +25 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 688 $264K <0.01% -200 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 685 $263K 0.03% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 680 $261K <0.01% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 679 $260K 0.08% 0 13F-HR/A Timeline Family Office Research LLC More: the full row for Family Office Research LLC 677 $260K 0.11% +1 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 676 $259K 0.01% -320 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 675 $259K 0.12% -50 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 675 $259K 0.02% -213 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 672 $257K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 665 $255K 0.17% -29 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 660 $253K 0.09% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 660 $253K 0.05% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 653 $250K 0.03% +24 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 652 $250K 0.04% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 652 $250K 0.12% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 651 $250K 0.12% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 651 $250K 0.01% +61 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 647 $248K 0.07% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 644 $247K 0.07% -65 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 644 $247K 0.01% +50 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 641 $246K 0.05% -9 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 640 $245K 0.39% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 635 $243K 0.15% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 631 $242K 0.19% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 630 $242K 0.04% 0 13F-HR Timeline