Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 867 $982K 0.04% -155 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 864 $979K 0.07% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 863 $977K 1.07% +2 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 854 $967K 0.09% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 852 $966K 0.02% +211 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 851 $964K 0.86% -54 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 851 $964K 0.01% +7 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 850 $963K 0.34% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 843 $955K 0.44% -428 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 844 $955K 0.21% -8 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 835 $946K 0.26% -55 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 834 $945K 0.01% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 831 $941K 0.55% -7,840 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 824 $934K 0.1% +25 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 820 $929K 0.05% +24 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 814 $922K 0.39% +260 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 814 $922K 0.02% +291 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 811 $919K 0.02% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 809 $916K 0.31% -36 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 808 $915K 0.5% +391 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 800 $906K 0.36% +150 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 800 $906K 0.26% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 790 $895K 0.01% -101 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 789 $894K 0.12% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 789 $894K 0.37% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 785 $890K <0.01% -29 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 785 $889K 0.01% +38 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 782 $886K 0.06% +25 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 781 $885K 0.16% +5 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 778 $881K <0.01% +197 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 776 $880K 0.73% +10 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 775 $878K 0.04% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 773 $876K 0.09% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 768 $870K 0.17% +56 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 767 $869K 0.09% -35 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 766 $868K 0.08% -1,254 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 766 $868K 1.06% +32 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 762 $863K 0.04% -83 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 759 $860K 0.18% -46 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 758 $859K 0.03% +184 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 756 $856K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 752 $852K 0.08% +399 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 747 $846K 0.04% +169 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 745 $844K 0.04% +54 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 741 $839K 0.33% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 738 $836K 0.04% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 735 $833K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 734 $832K +449 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 733 $830K 0.01% -10 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 730 $827K 0.04% -105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 728 $824K 0.01% new 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 725 $821K 0.06% -2,850 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 724 $820K 0.01% +17 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 722 $818K 0.08% -200 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 721 $816K 0.02% -9 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 716 $811K 0.05% +4 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 713 $808K 0.03% -50 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 848 $806K 0.01% +127 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 711 $805K 0.01% +91 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 707 $801K 0.31% -64 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 706 $800K 0.2% +129 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 706 $799K 0.41% +17 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 704 $798K 0.09% +101 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 701 $794K 0.66% +7 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 694 $786K <0.01% new 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 689 $781K 0.11% +6 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 689 $781K 0.21% -178 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 685 $776K 0.09% +3 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 683 $774K 0.18% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 681 $771K 0.3% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 681 $771K 0.06% -197 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 678 $768K 0.07% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 672 $761K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 669 $758K 0.07% -24 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 665 $753K 0.27% +29 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 660 $748K 0.1% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 659 $747K 0.03% +75 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 656 $744K <0.01% +15 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 655 $742K 0.01% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 653 $740K 0.05% +48 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 652 $739K <0.01% +37 13F-HR/A Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 652 $738K 0.59% -38 13F-HR Timeline Danica Pension, Livsforsikringsaktiesel… More: the full row for Danica Pension, Livsforsikringsaktieselskab 650 $736K 0.01% -624 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 645 $731K 0.04% +150 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 644 $730K 0.05% +7 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 642 $727K 0.39% 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 642 $727K 0.04% -2,231 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 638 $723K 0.02% -13 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 636 $721K 0.08% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 632 $716K 0.02% +18 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 629 $713K 0.02% +142 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 628 $711K 0.09% +12 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 624 $709K 0.03% -78 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 625 $708K 0.1% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 625 $708K 0.13% +12 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 622 $705K 0.21% +52 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 621 $704K 0.01% +49 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 613 $694K 0.01% -206 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 612 $693K 0.04% -883 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 612 $693K 0.13% -3 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 608 $688K 0.07% -61 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 606 $686K 0.32% -23 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 606 $686K 0.05% -36 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 603 $683K 0.02% +26 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 593 $672K 0.06% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 589 $667K 0.04% +5 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 589 $667K 0.09% -23 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 589 $667K 0.03% -10 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 587 $665K <0.01% +75 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 579 $656K 0.2% -423 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 577 $653K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 576 $653K 0.11% +286 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 575 $651K 0.04% -3 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 574 $650K 0.08% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 569 $649K 0.01% +52 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 558 $648K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 571 $647K 0.07% -50 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 570 $646K 0.06% -138 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 570 $646K 0.18% -16 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 569 $645K 0.18% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 567 $642K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 566 $641K 0.02% -14 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 564 $634K 0.03% +104 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 557 $631K 0.35% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 557 $631K 0.23% +4 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 554 $628K 0.33% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 553 $626K 0.33% -49 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 553 $626K 0.1% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 552 $626K 0.04% +10 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 552 $625K 0.14% -197 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 550 $623K 0.25% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 550 $623K 0.01% +85 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 548 $621K 0.01% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 547 $620K 0.34% +148 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 544 $616K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 541 $613K 0.01% +5 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 536 $607K 0.19% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 536 $607K 0.33% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 532 $603K 0.03% +11 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 531 $602K 0.06% +132 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 529 $599K 0.16% +5 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 529 $599K 0.41% +85 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 528 $598K 0.01% -171 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 527 $597K 0.13% +4 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 522 $591K 0.35% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 521 $590K 0.12% +116 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 516 $585K 0.07% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 511 $579K 0.02% -4 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 511 $579K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 510 $578K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 509 $577K 0.01% -84 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 507 $574K 0.15% -239 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 503 $570K 0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 500 $566K <0.01% 0 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 500 $566K 0.08% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 500 $566K 0.11% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $566K 0.39% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 499 $565K 0.32% +1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 499 $565K 0.01% +10 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 495 $561K 0.16% +51 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 490 $555K 0.02% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 488 $553K 0.3% -213 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 487 $552K 0.01% +96 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 486 $551K 0.05% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 484 $548K 0.05% +208 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 484 $548K 0.04% -111 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 482 $546K 0.03% -104 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 482 $546K 0.08% +70 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 480 $544K 0.06% +1 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 479 $543K 0.02% -202 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 476 $539K 0.02% -50 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 475 $538K 0.07% -50 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 475 $538K 0.03% -14 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 473 $536K 0.17% +10 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 473 $536K 0.03% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 472 $535K 0.02% -3 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 470 $532K 0.33% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 470 $532K 0.06% +4 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 465 $527K 0.25% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 463 $525K 0.02% -3 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 459 $520K 0.01% +4 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 455 $516K 0.16% -1 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 454 $515K 0.02% +74 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 454 $514K 0.15% -3 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 452 $512K 0.04% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 447 $506K 0.06% +61 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 446 $506K 0.15% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 446 $505K 0.13% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 445 $504K 0.04% +18 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 442 $501K 0 Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 442 $501K 0.24% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 440 $498K 0.04% +46 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 439 $498K 0.04% +89 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 435 $493K 0.05% +1 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 434 $492K 0.32% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 434 $492K 0.15% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 433 $491K 0.1% +8 13F-HR Timeline CX Institutional More: the full row for CX Institutional 431 $489K 0.01% +22 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 431 $488K 0.02% -76 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 429 $486K 0.04% +64 13F-HR Timeline