Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,229 $1.26M 0.17% -47 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 4,225 $1.26M 0.04% +1,525 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,200 $1.25M 0.25% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,194 $1.25M 0.39% -30 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,181 $1.25M 1.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,486 $1.25M 0.02% +460 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,154 $1.24M 0.06% -315 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,141 $1.23M 0.26% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,126 $1.23M 0.28% +176 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,120 $1.23M 0.06% +6 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,112 $1.23M 0.24% +197 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,110 $1.23M 0.23% +58 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,108 $1.22M 0.11% -115 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,105 $1.22M 0.04% +69 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,101 $1.22M 0.22% 0 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 4,100 $1.22M 0.17% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,084 $1.22M 0.37% -127 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,083 $1.22M 0.05% -73 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,079 $1.22M 0.04% new 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,076 $1.21M 0.04% -82 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,065 $1.21M 0.68% -1,170 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,063 $1.21M 0.15% +32 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,059 $1.21M 0.18% -120 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,047 $1.21M 0.2% +54 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,036 $1.2M 0.01% -2,234 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,019 $1.2M <0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,005 $1.19M <0.01% +64 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,001 $1.19M 0.16% -487 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,993 $1.19M 0.73% +5 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 3,992 $1.19M 0.02% -353 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,983 $1.19M 0.41% +415 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,982 $1.19M 0.19% -684 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,105 $1.18M 0.01% -53 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,924 $1.17M 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,912 $1.17M 0.07% +105 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 3,912 $1.17M 0.11% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,898 $1.16M 0.13% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,886 $1.16M 0.11% +1,108 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,884 $1.16M 0.29% +16 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,865 $1.15M 0.15% +46 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,860 $1.15M 0.74% -640 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,847 $1.15M 0.03% -908 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,828 $1.14M 0.28% -50 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,824 $1.14M 0.08% +67 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,823 $1.14M 0.24% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,784 $1.13M 0.09% +717 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,767 $1.12M 0.36% +2 13F-HR/A Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,765 $1.12M 0.24% 0 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,748 $1.12M <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,735 $1.11M 0.59% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,731 $1.11M 0.4% +140 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,718 $1.11M 0.12% +2,203 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,700 $1.1M 0.32% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,697 $1.1M 0.26% -344 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,695 $1.1M 0.41% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,694 $1.1M 0.71% +174 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,084 $1.1M 0.07% +1,848 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,669 $1.09M 0.5% +57 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,666 $1.09M 0.21% -100 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,664 $1.09M 0.02% +1,550 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,652 $1.09M 0.03% -25 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,643 $1.09M 0.64% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,636 $1.08M 0.19% +32 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,629 $1.08M 0.02% +100 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,627 $1.08M 0.06% +719 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,627 $1.08M 0.01% -86 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,624 $1.08M 0.12% +82 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,622 $1.08M 0.07% +511 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,615 $1.08M 0.24% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,611 $1.08M 0.01% +1,079 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,609 $1.08M 0.69% -40 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,600 $1.07M 0.44% +1,271 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,580 $1.07M 0.04% -294 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,578 $1.07M 0.1% +2,052 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,563 $1.06M 0.14% 0 13F-HR/A Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,560 $1.06M 0.05% +33 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,559 $1.06M 0.1% 0 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,558 $1.06M 0.09% +62 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,548 $1.06M 0.48% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,544 $1.06M 0.05% +322 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,541 $1.05M 0.28% -69 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,683 $1.05M 0.16% +450 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,511 $1.05M 0.52% -2,484 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,493 $1.04M 0.3% +329 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,493 $1.04M 0.08% +69 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,489 $1.04M 1.01% -749 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,487 $1.04M 0.2% -6,420 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,480 $1.04M 0.5% -700 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,479 $1.04M 0.73% -150 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,469 $1.03M 0.52% +1,735 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,462 $1.03M 0.11% +209 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,453 $1.03M 0.92% -360 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,447 $1.03M 0.19% +31 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 3,437 $1.02M 0.35% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,436 $1.02M 0.31% +23 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,431 $1.02M 0.04% +23 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,429 $1.02M 0.04% +1,249 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,425 $1.02M 0.66% -75 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,423 $1.02M 0.28% +5 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,399 $1.01M 0.49% -875 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,390 $1.01M 0.05% -636 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,376 $1.01M 0.1% -16,652 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,358 $1M 0.03% +130 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,354 $1000K +803 Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,347 $998K 0.28% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,688 $992K 0.05% -2 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,292 $981K 0.01% -19 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,283 $979K 0.06% -871 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,272 $975K 0.09% -196 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,257 $971K 0.06% +460 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,257 $971K 0.14% -516 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,252 $969K 0.05% -413 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,251 $969K 0.19% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,250 $969K 0.23% +8 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,247 $968K 0.32% -834 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,240 $966K 0.27% +18 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,238 $965K 0.51% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,237 $965K 0.21% -99 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,236 $965K 0.58% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,232 $963K 0.43% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,220 $960K 0.18% -217 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,203 $955K 0.1% -74 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3,200 $954K 0.75% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,198 $953K 0.08% +1,491 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3,196 $953K 0.61% -1,777 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,189 $951K 0.45% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,188 $950K 0.07% +168 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,186 $950K 0.16% -441 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,186 $950K 0.01% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,183 $949K 0.18% +776 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,182 $948K 0.02% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,179 $948K 0.06% -226 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,176 $947K 0.01% +506 13F-HR Timeline Group Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,173 $946K 0.64% +23 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,171 $945K 0.2% -75 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,157 $941K 0.06% +23 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,150 $939K 0.15% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,148 $938K 0.01% 0 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,147 $938K 0.17% 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,141 $936K 0.32% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,137 $935K 0.03% +47 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,133 $934K 0.15% +115 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,124 $931K 0.17% +9 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,010 $931K 0.14% +1,815 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,121 $930K 0.22% -26 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,114 $928K 0.1% +25 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,114 $928K 0.06% +909 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,113 $928K 0.09% +1,452 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,111 $927K 0.06% +50 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,110 $927K 1.11% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,102 $925K 0.1% +40 13F-HR/A Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,100 $924K 0.25% +2,000 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,097 $923K 0.12% +760 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,960 $922K 0.63% -138 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,086 $920K 0.03% +309 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,085 $920K 0.15% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,073 $916K 0.23% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 3,067 $914K 0.81% +8 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,059 $912K 0.11% +2,289 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,050 $909K 0.06% -250 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,048 $909K 0.27% +102 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,046 $908K 0.07% -52 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,026 $902K 0.25% -227 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,011 $897K 0.13% -191 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,008 $897K +1,483 Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,003 $895K 0.22% +537 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $894K 0.42% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,000 $894K 0.22% -804 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,997 $893K 0.2% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,994 $892K 0.09% +1,514 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,992 $892K 0.03% -1,076 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,991 $892K 0.06% -37 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,990 $891K 0.23% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,986 $890K 0.19% +3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,983 $889K 0.4% +1,187 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,968 $885K 0.08% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,965 $884K 0.07% +101 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,963 $883K 0.04% +183 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,957 $881K 0.4% 0 13F-HR/A Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,956 $881K 0.38% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. 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