Apella Capital, LLC More: the full row for Apella Capital, LLC 18,122 $880K 0.01% -2,403 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 18,095 $863K 0.06% -371 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 18,000 $859K 0.1% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 17,713 $845K 0.07% -115 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,700 $844K 0.03% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 17,547 $837K 0.05% -503 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 17,472 $834K 0.13% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 17,367 $829K <0.01% -328 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,341 $827K 0.02% +958 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,321 $826K 0.02% +4,124 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,256 $823K 0.14% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 16,589 $819K 0.17% +3,633 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,070 $814K 0.03% +2,754 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 17,019 $812K 0.55% +10,917 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,990 $811K 0.21% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,960 $809K 0.03% -315 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,862 $804K 0.01% -1,130 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,613 $793K 0.01% +11,515 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 15,711 $776K 0.2% -1,028 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,069 $767K 0.09% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,358 $766K +9,707 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,047 $766K <0.01% -567 13F-HR Timeline Group Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 16,000 $763K 0.49% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,713 $750K 0.01% +2,042 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,300 $730K <0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,199 $725K 0.03% -4,926 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 15,129 $722K 0.16% +1,518 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,079 $719K <0.01% +60 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 15,000 $716K <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,923 $712K 0.03% +317 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,835 $708K 0.03% +167 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,624 $698K 0.01% -949 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 14,384 $686K 0.12% +1,229 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,264 $681K 0.01% +218 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,232 $679K 0.11% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,223 $679K 0.01% +3,139 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 13,737 $655K 0.12% -2,482 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 13,567 $647K 0.11% -279 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,525 $645K 0.02% +1,864 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 13,217 $631K 0.21% +462 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,011 $621K 0.08% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,916 $616K 0.04% +2,170 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,863 $614K 0.02% -1,008 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,805 $611K 0.04% 0 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,713 $607K 0.09% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 12,337 $589K 0.09% -185 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,075 $576K 0.04% +185 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,888 $567K 0.05% +1,494 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,743 $560K 0.01% +17 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,590 $553K 0.23% +17 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,561 $552K 0.05% +22 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 11,396 $544K 0.06% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 11,315 $540K 0.14% +3,266 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,194 $534K 0.05% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,129 $531K 0.09% -232 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 11,106 $530K 0.2% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,073 $528K 0.02% +6,145 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,981 $524K 0.07% -1,714 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 10,972 $523K 0.08% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,919 $521K 0.03% -12,385 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,843 $517K <0.01% -10 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 10,697 $510K 0.09% +883 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 10,673 $509K 0.04% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,654 $508K 0.16% +1,383 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 10,235 $507K 0.19% -798 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,582 $505K 0.02% -1,899 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,435 $498K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,314 $492K 0.01% -29,396 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 10,280 $490K 0.19% +116 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,279 $490K 0.01% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,079 $481K 0.14% -20,141 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,054 $480K 0.01% +43 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 10,038 $479K 0.06% -51 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,017 $478K 0.1% +91 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,979 $476K <0.01% +808 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,977 $476K <0.01% -1,250 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 9,987 $476K 0.23% +176 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,973 $476K <0.01% -411 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 9,920 $473K 0.2% +90 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 9,800 $468K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,609 $458K 0.04% +1,126 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 9,523 $454K 0.24% +339 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9,522 $454K 0.1% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 9,482 $452K 0.05% -144 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,329 $445K <0.01% 0 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,315 $444K 0.02% -212 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,256 $442K 0.07% -2,905 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,221 $440K 0.22% +53 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,098 $434K 0.05% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 9,043 $431K 0.06% +94 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 9,038 $431K 0.16% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,028 $431K 0.01% -774 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,936 $426K <0.01% +3,462 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,787 $421K 0.02% +787 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,804 $420K 0.02% +36 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 8,751 $418K 0.09% +52 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,714 $416K 0.01% -1,753 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,660 $413K 0.02% +74 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,652 $413K <0.01% +3,272 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,551 $408K 0.02% +5 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 8,462 $404K 0.03% -103 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,425 $402K 0.01% -1,574 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,367 $399K 0.01% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,132 $388K 0.01% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,115 $387K 0.05% -38 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,054 $384K 0.01% new 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 8,039 $384K 0.13% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 7,950 $379K 0.05% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,921 $378K 0.06% +190 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,877 $376K 0.02% -469 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,797 $372K 0.09% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,696 $367K 0.01% +3,015 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,635 $364K 0.04% +100 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,568 $361K 0.02% +169 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,528 $359K <0.01% -16,830 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,445 $355K <0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,413 $354K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,200 $344K 0.26% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,168 $342K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,138 $341K 0.01% +580 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 7,126 $340K 0.25% +810 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,118 $340K 0.14% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,033 $336K 0.01% new 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,601 $333K 0.02% +74 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,775 $323K <0.01% -390 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 6,747 $322K 0.03% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,720 $321K 0.16% -363 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,698 $320K 0.01% +16 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,581 $314K 0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 6,525 $311K 0.04% -6,085 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 6,451 $308K 0.28% -382 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,448 $308K 0.06% 0 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 6,437 $307K 0.17% -1,777 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,347 $303K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,254 $298K 0.01% -1,251 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,223 $297K <0.01% new 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,142 $293K 0.04% -420 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,040 $289K 0.02% +200 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,003 $286K 0.12% +966 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,000 $286K 0.14% +25 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 5,981 $285K 0.14% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,969 $285K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,947 $284K 0.19% +16 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,812 $279K <0.01% -6,476 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,821 $278K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,772 $275K 0.02% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,783 $275K 0.1% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,757 $275K 0.01% +1,189 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,750 $274K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,620 $268K <0.01% 0 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,515 $263K 0.17% +250 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,484 $262K 0.02% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,464 $261K 0.02% -50 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,443 $260K 0.01% -115 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,316 $257K 0.03% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,391 $257K 0.22% +172 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,375 $256K <0.01% +1,459 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,363 $256K 0.01% -124 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,337 $255K 0.01% -617 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,320 $254K <0.01% +9 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,187 $247K <0.01% +336 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,150 $246K 0.09% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,146 $246K 0.02% -1,359 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,095 $243K 0.1% +65 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,063 $242K 0.01% -875 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,038 $240K 0.01% +7 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,988 $238K <0.01% -334 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,976 $237K <0.01% -1,143 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,938 $237K 0.05% -13 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,904 $234K 0.05% +23 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,902 $234K 0.02% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,829 $230K 0.11% +38 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 4,828 $230K 0.19% +427 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 4,828 $230K 0.19% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,806 $229K 0.13% -87 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,772 $228K 0.03% -44 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 4,734 $226K 0.06% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,724 $225K 0.1% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,712 $225K 0.06% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,698 $224K 0.14% -100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,617 $222K <0.01% -225 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,600 $219K 0.1% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,575 $218K 0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,558 $217K 0.01% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,534 $216K <0.01% 0 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,431 $212K 0.08% +37 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,394 $210K <0.01% -102 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,394 $210K -350 Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,348 $207K 0.13% -389 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,331 $207K 0.01% -100 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 4,326 $206K 0.06% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 4,304 $205K 0.37% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,301 $205K 0.19% -1,554 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,250 $203K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,218 $201K 0.02% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,150 $198K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,433 $164K <0.01% -1,186 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,413 $163K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,263 $158K -105 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,207 $153K 0.02% 0 13F-HR/A Timeline