FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,963 $497K 0.08% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,943 $494K <0.01% new 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,936 $492K 0.06% +129 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,928 $491K 0.04% -304 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,919 $490K 0.23% -104 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,906 $488K 0.01% -80 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,850 $478K 0.26% +75 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,841 $477K 0.02% +736 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,524 $476K 0.11% +44 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,828 $474K 0.11% +75 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,823 $474K 0.07% +1,557 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,819 $473K 0.07% +36 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,822 $473K 0.05% -25 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,811 $471K 0.07% -567 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,752 $471K 0.02% -231 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,792 $468K 0.04% -91 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,789 $468K 0.03% -221 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,783 $467K 0.22% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,775 $465K 0.02% +678 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,761 $463K 0.05% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,748 $461K 0.27% -155 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,729 $458K 0.03% -169 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,718 $456K 0.01% -194 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,716 $456K 0.32% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,709 $455K 0.01% -532 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,711 $455K 0.01% -426 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,707 $454K 0.05% -220 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,693 $452K 0.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,679 $449K 0.03% +65 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,656 $445K 0.01% -72 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,649 $444K 0.01% +750 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,642 $443K 0.33% +190 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,631 $441K <0.01% -137 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,625 $440K 0.02% -64 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,622 $440K 0.08% -70 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,614 $438K 0.07% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,598 $436K 0.05% -7,501 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,598 $436K 0.25% +9 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,137 $434K 0.18% +50 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,573 $432K 0.02% +486 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,552 $428K 0.2% +162 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,473 $428K 0.19% -1,720 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,541 $426K 0.15% +103 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,532 $425K 0.3% -6 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,526 $424K 0.06% +471 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,524 $423K 0.01% -8 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,521 $423K 0.02% +563 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,510 $421K 0.04% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,506 $420K 0.03% -331 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,499 $419K 0.03% +1,060 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,488 $417K 0.13% +85 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,480 $416K <0.01% +110 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,473 $415K 0.02% -554 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,459 $412K 0.04% +190 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,456 $412K 0.05% -3,319 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,455 $412K 0.08% +172 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,454 $412K <0.01% +69 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,445 $410K 0.04% +45 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,429 $407K 0.02% +311 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,416 $405K 0.12% -105 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,397 $402K 0.08% +475 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,397 $402K 0.09% -3 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,373 $398K 0.17% +137 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,371 $398K 0.05% -13 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,340 $392K 0.06% -1,035 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,339 $392K 0.01% +63 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,338 $392K 0.57% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,336 $392K 0.02% -2,415 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,986 $389K 0.04% -9 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,314 $388K <0.01% +583 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,313 $388K <0.01% -183 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,310 $387K 0.26% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,305 $387K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,300 $386K 0.03% -1,603 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,283 $383K 0.29% +200 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,282 $383K 0.07% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,272 $381K 0.02% -165 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,268 $380K 0.15% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,263 $380K 0.11% +293 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,260 $379K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,259 $379K 0.01% -341 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 2,248 $377K 0.04% -3,106 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,248 $377K 0.02% -2,551 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,244 $376K 0.02% -245 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,216 $372K 0.01% +6 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,207 $370K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,205 $370K <0.01% -107 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,203 $370K 0.13% -187 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,203 $369K 0.02% +523 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,201 $369K 0.09% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,194 $368K 0.11% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,053 $366K 0.13% -2,721 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,175 $365K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,173 $364K 0.02% -159 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,140 $359K 1.06% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,132 $358K 0.19% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,129 $357K 0.02% +166 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,127 $357K 0.02% +259 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,122 $356K <0.01% -33 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,122 $356K 0.02% -58 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,115 $355K 0.1% +11 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,110 $354K 0.16% +891 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,102 $353K 0.01% +220 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,091 $351K 0.02% +2,086 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,817 $350K 0.13% +749 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,082 $349K 0.06% -375 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,076 $348K 0.02% -19 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,073 $348K 0.01% +836 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,061 $346K 0.14% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,047 $343K 0.01% -14,671 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 180 $343K 0.05% new 13F-HR/A Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,033 $341K 0.02% +1,160 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,027 $340K 0.03% -452 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,017 $338K 0.04% +4 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,016 $338K 0.18% +91 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,016 $338K 0.07% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,002 $336K 0.01% -1,949 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,001 $336K 0.01% +265 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,980 $332K 0.02% -3,108 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,976 $331K 0.05% -69 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,974 $331K 0.11% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,974 $331K 0.06% +989 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,973 $331K 0.08% -1 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,966 $330K 0.02% -428 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,855 $329K 0.02% +552 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,942 $326K 0.14% +75 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,937 $325K 0.01% -192,666 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,936 $325K 0.09% -88 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,727 $324K 0.05% -10,580 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,923 $322K 0.03% -545 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,910 $320K 0.1% -1,000 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,902 $319K 0.02% -762 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,900 $319K 0.07% 0 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,891 $317K 0.04% -1,100 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,886 $316K 0.03% +392 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,885 $316K 0.14% -54 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,883 $316K 0.24% -427 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,879 $315K 0.03% -1 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,873 $314K 0.1% -1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,870 $314K 0.03% +97 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,870 $314K 0.14% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,865 $313K 0.01% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,859 $312K 0.01% -218 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,856 $311K 0.02% -453 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,854 $311K 0.04% +80 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,853 $311K <0.01% -26,014 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,852 $311K 0.18% +1,848 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,846 $310K 0.02% -142 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,846 $310K 0.15% -162 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,840 $309K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,844 $308K 0.08% -61 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,817 $305K 0.06% -24 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,801 $302K 0.14% +159 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,800 $302K 0.05% -61 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,797 $301K 0.01% -1,290 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,786 $300K 0.06% -81 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,780 $299K 0.53% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,776 $298K 0.05% -51 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,773 $297K 0.04% +45 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,554 $297K 0.07% +2,530 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,762 $296K 0.01% +468 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,762 $296K 0.02% -394 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,750 $294K 0.13% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,747 $293K 0.01% -341 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,598 $293K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,746 $293K 0.02% -3,125 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,739 $292K 0.03% -49 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,738 $291K -7,153 Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,735 $291K 0.05% -16 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,735 $291K 0.03% -8 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,730 $290K 0.03% +160 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,726 $289K 0.01% -652 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,722 $289K <0.01% +97 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,721 $289K <0.01% -1,011 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,711 $287K 0.01% -1,067 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,702 $285K 0.04% +55 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,694 $284K 0.02% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,684 $283K 0.01% -16 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,687 $283K 0.01% -605 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,682 $282K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,668 $280K 0.02% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,659 $278K 0.09% +56 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,650 $277K 0.08% +98 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,649 $277K 0.1% +539 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,648 $276K 0.01% +48 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,642 $275K 0.01% -567 13F-HR Timeline Planning Center, Inc. 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More: the full row for Farringdon Capital, Ltd. 1,616 $271K 0.13% -8,655 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,604 $269K 0.01% -302 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,603 $269K 0.02% -3,891 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,592 $267K 0.04% +42 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,587 $266K 0.07% +7 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,582 $265K 0.06% +385 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,426 $263K 0.19% -1,131 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,567 $263K 0.02% -399 13F-HR Timeline Willow Creek Capital Management, Inc. 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