Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,831 $449K 0.04% +29 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,823 $449K 0.03% +1,585 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,769 $447K 0.03% -1,998 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 9,765 $446K 0.05% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,746 $446K 0.32% -200 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,616 $440K 0.05% -1,014 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,606 $439K 0.19% -1 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,546 $438K 0.01% -5,373 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 9,581 $438K 0.14% -8,087 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,577 $438K 0.02% -33 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,525 $435K 0.04% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,502 $434K 0.01% -2,135 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,490 $434K 0.04% +1,872 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 9,466 $433K 0.02% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 9,433 $431K 0.06% +1,096 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9,430 $431K 0.4% +82 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,411 $430K 0.04% -15 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9,390 $429K 0.05% +71 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 9,383 $429K 0.23% +845 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 9,355 $428K <0.01% +75 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 9,320 $426K 0.05% +21 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,296 $425K 0.14% +35 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,281 $424K 0.02% -8,193 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,217 $421K 0.05% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,216 $421K 0.06% +2,193 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,150 $418K 0.03% +2,367 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,136 $418K 0.05% +194 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 9,112 $417K 0.05% 0 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 9,110 $417K 0.23% new 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,080 $415K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,023 $413K 0.03% +1,166 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,012 $412K 0.01% +288 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,010 $412K 0.02% -2,965 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 9,073 $411K 0.07% -4,264 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,994 $411K 0.05% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,915 $408K 0.05% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,910 $407K 0.07% +541 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,893 $407K 0.15% -9 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,892 $407K 0.07% 0 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,208 $404K 0.05% +942 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,807 $403K 0.03% +32 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,799 $402K 0.4% +1,754 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,766 $401K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,728 $399K <0.01% +1,556 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,687 $397K 0.03% +3,191 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,671 $396K 0.05% +1,687 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,644 $395K 0.03% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,640 $395K 0.06% +7 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,539 $390K 0.13% -414 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,537 $390K 0.08% -88 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,524 $390K 0.02% -154 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,504 $389K 0.24% +174 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,482 $388K 0.05% -554 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,467 $387K 0.01% +1,843 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,466 $387K 0.06% +20 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,434 $386K 0.03% -231 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,425 $385K 0.01% +23 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,406 $384K 0.03% +14 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,365 $382K 0.02% new 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 8,308 $380K 0.05% +2,812 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 8,285 $379K 0.04% -100 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,284 $377K 0.01% -24 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,224 $376K 0.02% +1,608 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,202 $375K <0.01% -26,247 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,184 $374K 0.24% -1,354 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,114 $371K 0.02% -463 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,098 $370K 0.02% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,095 $370K 0.1% -92 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 8,064 $369K 0.08% +1,623 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,011 $366K 0.01% +349 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,000 $366K <0.01% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,304 $365K 0.2% -19 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,974 $365K 0.18% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,959 $364K 0.06% -1,280 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 7,804 $357K 0.05% new 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,688 $351K 0.13% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,683 $351K 0.01% -1,247 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,637 $349K 0.11% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,963 $346K 0.02% +22 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 7,571 $346K 0.16% +2,972 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,524 $344K 0.08% -715 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,517 $344K 0.02% +645 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,713 $342K 0.01% +137 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,560 $342K 0.11% +190 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 7,453 $341K 0.01% -411,296 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,409 $339K 0.03% +275 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,354 $336K 0.02% -1,653 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,284 $333K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,275 $333K 0.02% +4,144 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,274 $333K 0.05% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,266 $332K 0.14% +1,168 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,228 $330K 0.03% +406 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,125 $326K 0.1% -200 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 7,097 $324K 0.1% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,856 $323K 0.01% +1,058 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,032 $321K 0.09% -584 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,004 $320K 0.35% +11 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,000 $320K 0.09% -400 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,170 $320K 0.1% +1,273 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,008 $319K 0.28% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,424 $319K 0.05% -653 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,963 $318K <0.01% +659 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,944 $317K 0.01% +8 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,903 $316K 0.17% +837 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,900 $315K 0.2% +1,500 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,874 $314K <0.01% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,834 $312K 0.07% -7 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,761 $309K <0.01% -454 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,749 $309K 0.01% +1,036 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 6,678 $305K 0.05% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,636 $303K 0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,630 $303K 0.01% +1,678 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,624 $303K 0.02% +4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,615 $302K 0.07% +46 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,609 $302K 0.2% -131 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,595 $302K 0.07% +1,260 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,577 $301K 0.05% new 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 6,544 $299K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,522 $298K 0.04% +158 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,516 $298K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,501 $297K 0.07% -122 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,482 $297K 0.04% +803 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,440 $294K 0.01% +1,166 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 6,423 $294K 0.03% +24 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,616 $292K 0.12% +4 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,376 $292K 0.03% +1,170 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,350 $290K 0.09% 0 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,349 $290K 0.1% -7 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,330 $289K 0.07% -117 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,287 $287K 0.01% +89 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,285 $287K 0.19% -98 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,273 $287K 0.04% +1,073 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 6,259 $286K 0.03% -432 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,212 $284K 0.01% -47,767 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,153 $281K 0.05% +114 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 6,142 $281K 0.16% -550 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,116 $280K 0.04% +319 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,109 $279K 0.1% -140 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,106 $279K 0.01% +88 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,100 $279K 0.01% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,099 $279K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,097 $279K 0.02% +187 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 6,091 $278K 0.23% -2,750 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 6,090 $278K 0.16% +55 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,063 $277K 0.16% +155 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,042 $276K 0.15% -1,234 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,479 $276K 0.04% -295 13F-HR/A Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 6,022 $275K 0.08% +200 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,007 $275K 0.1% +7 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 57,327 $274K 0.14% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,954 $273K <0.01% -645 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 5,941 $272K 0.09% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,925 $271K 0.02% +398 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,912 $270K 0.01% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,901 $270K 0.12% -67 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 5,900 $270K 0.14% +231 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,870 $268K 0.08% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,846 $267K 0.05% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,844 $267K 0.04% -132 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,831 $267K 0.04% -833 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,788 $265K 0.01% +160 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,787 $265K 0.02% +423 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,774 $264K 0.06% +170 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,755 $263K 0.03% -50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,763 $263K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,963 $262K 0.02% +686 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,727 $262K 0.05% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,719 $261K 0.04% -607 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,665 $259K 0.19% +62 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,653 $258K 0.01% -465 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,606 $256K 0.02% -2,185 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,581 $255K 0.04% +497 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,585 $254K <0.01% 0 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 5,579 $253K 0.07% +52 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,525 $253K 0.01% +1,814 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 5,507 $252K 0.04% +233 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,502 $252K 0.1% +460 13F-HR/A Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 5,475 $250K 0.07% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 5,474 $250K 0.07% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,694 $250K 0.11% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,449 $249K 0.02% -18,578 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,413 $247K 0.03% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,390 $246K 0.07% +55 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,366 $245K 0.04% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,364 $245K 0.08% +9 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 5,447 $243K 0.08% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,312 $243K 0.01% 0 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,301 $242K 0.06% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,290 $242K 0.01% +15 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,269 $241K 0.19% -49 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,257 $240K 0.08% +1 13F-HR Timeline