Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,194 $333K 0.1% +2 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,130 $333K 0.05% new 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,189 $332K 0.21% -170 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,185 $331K <0.01% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,184 $331K 0.08% +46 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 1,181 $330K 2.15% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,179 $329K 0.11% -498 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,176 $328K 0.09% +100 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,174 $328K 0.03% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,172 $327K 0.06% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,169 $326K 0.05% -98 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,167 $326K 0.35% +79 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,163 $326K 0.01% -158 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,160 $325K 0.11% -10 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,163 $325K 0.14% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,156 $323K 0.05% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,147 $320K 0.03% -100 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,147 $320K 0.01% +114 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,143 $320K 0.02% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,145 $320K 0.09% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,145 $320K 0.15% +207 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for Truepoint, Inc. 1,129 $315K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,127 $315K 0.15% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,125 $314K 0.06% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,124 $314K 0.14% +13 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,123 $314K 0.27% -161 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 1,123 $314K +773 Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,122 $313K 0.26% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,122 $313K 0.08% +91 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,121 $313K 0.04% -75 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,119 $313K 0.1% +144 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,117 $312K 0.04% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,117 $312K 0.12% +57 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,116 $312K 0.1% -900 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,113 $311K 0.05% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,113 $311K 0.04% +140 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,110 $310K 0.02% +657 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,106 $309K 0.21% +78 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,104 $308K 0.05% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,105 $308K 0.1% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,098 $307K 0.11% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,099 $306K 0.11% +552 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,094 $306K 0.04% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,094 $306K 0.25% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,093 $305K 0.22% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,090 $304K 0.21% 0 13F-HR/A Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,056 $304K 0.37% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,088 $304K 0.19% -253 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,085 $303K 0.01% -760 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Capstone Financial Advisors, Inc. 1,082 $302K 0.02% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,081 $302K 0.05% -565 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,081 $302K 0.14% -52 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,080 $302K 0.02% +103 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,075 $300K 0.04% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,073 $300K 0.08% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,072 $300K 0.25% -550 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,068 $298K 0.05% +120 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,066 $298K 0.01% +266 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 1,065 $297K 0.13% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,064 $297K 0.11% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,064 $297K 0.19% +98 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,063 $297K 0.02% +89 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,062 $297K 0.19% -244 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,059 $296K 0.02% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,059 $296K 0.02% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,055 $295K 0.2% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,053 $294K 0.09% -107 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,052 $294K 0.08% +73 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,052 $294K 0.08% +36 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,050 $293K 0.09% +2 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,050 $293K 0.06% +450 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,050 $293K 0.19% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,046 $292K 0.05% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,046 $292K 0.08% -34 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,408 $292K 0.42% 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 1,042 $291K 0.08% +3 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,041 $291K 0.04% -142 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 1,040 $290K 0.03% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,040 $290K 0.2% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,040 $290K 0.2% -51 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 969 $290K 0.01% new 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 1,038 $290K 0.17% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,038 $290K 0.14% +83 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,037 $290K 0.2% +100 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,034 $289K 0.08% -222 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,030 $288K 0.21% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,030 $288K 0.21% -8 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,029 $287K 0.02% new 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 1,023 $287K 0.04% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,260 $285K 0.03% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,021 $285K 0.07% +17 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,020 $285K 0.17% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,019 $285K 0.06% -50 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,019 $285K 0.09% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,017 $284K 0.02% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,015 $283K 0.11% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,012 $283K 0.18% +100 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,010 $282K 0.04% -100 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,008 $282K 0.11% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,006 $281K 0.16% -39 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,003 $280K 0.06% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,000 $279K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,000 $279K 0.04% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $279K 0.04% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,000 $279K 0.03% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,000 $279K 0.23% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,000 $279K 0.16% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 997 $278K 0.03% new 13F-HR Timeline Group McGowan Group Asset Management, Inc. 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More: the full row for Everhart Financial Group, Inc. 973 $272K 0.03% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 972 $271K 0.02% +8 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 970 $271K 0.03% -19 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 966 $270K 0.01% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 964 $269K 0.05% +29 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 964 $269K 0.11% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 964 $269K 0.01% new 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 962 $269K <0.01% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 959 $268K 0.09% +61 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 958 $268K 0.09% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 958 $268K 0.13% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 955 $268K 0.03% -69 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 958 $267K 0.01% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 957 $267K 0.02% +7 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 949 $265K 0.14% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 944 $264K 0.08% +6 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 942 $263K 0.06% -66 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 941 $263K 0.1% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 940 $263K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 938 $262K 0.03% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 934 $261K 0.23% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 932 $260K 0.2% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 930 $260K 0.1% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 927 $259K 0.05% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 898 $259K 0.05% +83 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 926 $259K 0.07% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 924 $258K 0.03% -371 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 923 $258K 0.03% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 922 $258K 0.04% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 920 $257K 0.08% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 921 $257K 0.05% -513 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 920 $257K 0.09% -557 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 920 $257K 0.03% -353 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 917 $256K 0.08% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 913 $255K 0.1% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 913 $255K 0.14% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 909 $254K 0.16% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 907 $253K 0.05% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 907 $253K 0.01% +8 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 868 $252K 0.17% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 903 $252K 0.18% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 902 $252K 0.03% -55 13F-HR Timeline Group Windle Wealth, LLC More: the full row for Windle Wealth, LLC 900 $251K 0.11% 0 13F-HR Timeline Grant Street Asset Management, Inc. 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More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 877 $245K 0.03% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 876 $245K 0.15% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 876 $245K 0.09% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 875 $244K 0.02% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 872 $244K 0.03% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 871 $243K 0.18% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 870 $243K 0.04% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 868 $242K 0.14% new 13F-HR Timeline