Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,107 $709K 0.2% 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,093 $705K 0.25% -614 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,090 $705K 0.33% +36 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,085 $703K 0.09% -471 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,083 $703K 0.05% +82 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,076 $701K 0.2% -28 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,066 $699K 0.24% -75 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,063 $698K 0.2% +107 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,818 $698K 0.28% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,048 $695K 0.03% +789 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,045 $694K 0.13% -138 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,035 $692K 0.36% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,028 $691K 0.11% +27 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,026 $690K 0.71% 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,025 $690K 0.14% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,020 $689K 0.06% +80 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,020 $689K 0.1% +74 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,018 $688K 0.25% -18 13F-HR Timeline Ranch Capital Advisors Inc. 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More: the full row for SAXON INTERESTS, INC. 3,000 $684K 0.3% +357 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,997 $683K 0.01% +122 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,992 $682K 0.19% +234 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,991 $682K 0.01% -289 13F-HR Timeline Aviso Financial Inc. 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More: the full row for TigerOak Management, L.L.C. 2,954 $674K 0.25% 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,949 $672K 0.4% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,945 $672K 0.52% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,941 $670K 0.1% -99 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,936 $670K 0.39% -563 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,930 $668K 0.41% +64 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,928 $667K 0.26% 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,925 $667K 0.28% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,923 $667K 0.24% -2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,922 $666K 0.05% +47 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,919 $666K 0.5% +324 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,915 $664K 0.24% +666 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,902 $662K 0.01% new 13F-HR/A Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,890 $659K 0.48% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,885 $658K 0.07% +70 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,885 $658K 0.02% -530 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,880 $657K 0.04% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,870 $654K 0.06% -67 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,821 $653K 0.15% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,863 $653K 0.2% -13 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,856 $651K 0.01% +132 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,853 $651K 0.24% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,851 $650K 0.22% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,850 $650K 0.13% +125 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,846 $649K 0.18% +2 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,845 $649K 0.36% -48 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,839 $649K 0.02% 13F-HR Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,840 $647K 0.76% +139 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,831 $646K 0.14% +3 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,828 $645K 0.3% -354 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,827 $645K 0.23% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,823 $644K 0.26% +42 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 2,817 $642K 0.08% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,810 $641K 0.04% -50 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,803 $639K 0.31% -331 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,801 $639K 0.05% +114 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,797 $638K 0.03% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,791 $636K 0.01% +1,411 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,749 $636K 0.27% -565 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,771 $632K 0.01% -86 13F-HR/A Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,767 $631K 0.16% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,757 $629K 0.16% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,756 $628K 0.06% -6 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,755 $628K 0.23% +17 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,744 $626K 0.05% -6 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,537 $625K 0.17% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,739 $625K 0.07% -50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,738 $624K 0.06% +19 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,721 $621K +1,489 Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,723 $621K 0.42% -2 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,723 $621K 0.04% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,715 $619K 0.16% -61 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 2,712 $618K 0.45% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,704 $617K 0.33% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,704 $617K 0.05% -1,758 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,456 $616K 0.25% -98 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,695 $615K 0.3% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,691 $614K 0.19% +24 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,689 $613K 0.05% -106 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,688 $613K 0.09% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,679 $611K 0.06% +165 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,675 $610K 0.03% -36 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,674 $610K 0.03% -962 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,671 $609K 0.04% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,671 $609K 0.01% -4,059 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,672 $609K 0.14% +21 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,670 $609K 0.29% -10 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,670 $609K 0.26% -3,018 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,670 $608K 0.27% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,658 $606K 0.01% -178 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,485 $605K 0.37% 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,654 $605K 0.1% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,650 $604K 0.02% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,647 $604K 0.09% +59 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,647 $604K 0.59% 13F-HR Timeline American Trust More: the full row for American Trust 2,639 $602K 0.05% -54 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,633 $600K 0.15% +135 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,630 $600K 0.12% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,624 $598K 0.03% -4,358 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,618 $597K 0.14% -75 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,618 $597K 0.24% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,614 $596K 0.1% -22 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,614 $596K 0.11% +12 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,613 $596K 0.11% +1,208 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,610 $595K 0.12% -3,720 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,601 $593K 0.16% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,583 $589K 0.07% +374 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,609 $588K 0.26% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,576 $587K 0.33% -18 13F-HR Timeline Group Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 2,573 $587K 0.18% +31 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,569 $586K 0.34% -102 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,567 $585K 0.3% +15 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,567 $585K 0.19% +293 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,567 $585K 0.04% -637 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,551 $582K 0.58% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,545 $580K 0.17% +116 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,541 $579K 0.13% -1 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,540 $579K 0.16% +1 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,536 $578K 0.14% +1,308 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,532 $577K 0.43% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,526 $576K 0.07% +25 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,526 $576K 0.31% +15 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,525 $576K 0.1% +59 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,518 $574K 0.26% -29 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,514 $573K 0.09% +1,208 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,506 $571K 0.43% +450 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,501 $570K 0.16% +25 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,500 $569K 0.23% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,487 $567K 0.32% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,487 $567K 0.08% +2,486 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,484 $567K 0.12% +96 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,482 $566K 0.08% -45 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,473 $564K 0.48% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,454 $560K 0.25% +33 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,452 $559K 0.02% -122 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,444 $557K 0.82% 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,439 $556K 0.32% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,438 $556K 0.1% -10 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,433 $555K 0.26% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,427 $553K 0.05% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,406 $549K 0.21% -18 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,405 $548K 0.37% +10 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,400 $547K 0.14% +1,600 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,400 $547K 0.81% 13F-HR/A Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,386 $547K 0.21% +136 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,396 $546K 0.06% -60 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,395 $546K 0.2% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 2,395 $546K 0.2% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,394 $546K 0.12% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,392 $545K 0.17% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,392 $545K 0.1% +266 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,391 $545K 0.04% +461 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,390 $545K 0.06% +10 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,390 $545K 0.08% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,387 $544K 0.21% +50 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,135 $543K 0.08% +331 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,381 $543K 0.06% 0 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 2,376 $542K 0.41% +13 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,376 $542K 0.09% -578 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,372 $541K 0.15% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,372 $541K 0.4% -4,045 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,370 $540K 0.18% +16 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,365 $539K 0.34% 0 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,357 $538K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Montis Financial, LLC More: the full row for Montis Financial, LLC 2,357 $537K 0.17% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,356 $537K 0.11% -2,400 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,165 $537K 0.26% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,350 $537K 0.08% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,351 $536K 0.19% -24 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,344 $535K 0.12% -70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,333 $532K 0.03% +152 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,329 $531K 0.06% -1,221 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,320 $529K 0.1% -33 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,319 $529K 0.17% +446 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,314 $528K 0.04% -12 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,314 $528K 0.4% +2 13F-HR Timeline