Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,168 $607K 0.01% +124 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,138 $599K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,128 $596K 0.01% -129 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,115 $592K 0.03% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,104 $589K 0.32% -20 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,097 $587K 0.24% +161 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,088 $585K 0.11% +3 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,084 $584K 0.01% -217 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,076 $581K 0.05% -105 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,067 $579K <0.01% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,066 $579K 0.19% +270 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,065 $578K 0.31% -2,073 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,043 $572K 0.03% +162 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,039 $571K 0.34% -280 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,038 $571K 0.02% +99 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,023 $567K 0.02% -41 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,002 $561K 0.06% +1 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,998 $560K 0.26% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,982 $555K 0.09% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,981 $555K 0.31% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,986 $552K 0.03% -295 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,971 $552K 0.04% +1 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,964 $550K 0.31% +352 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,942 $544K 0.46% 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,911 $540K 0.13% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,920 $538K 0.05% -70 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,918 $537K 0.02% +798 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,915 $536K 0.05% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,914 $536K 0.3% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,912 $536K 0.1% -124 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,909 $535K 0.04% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,898 $532K 0.07% 0 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,896 $531K 0.49% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,890 $529K 0.05% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,887 $529K 0.02% -193 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,886 $528K 0.03% -366 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,885 $528K 0.11% +2 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,874 $525K 0.36% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,872 $524K 0.28% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,870 $524K 0.01% +32 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,868 $523K 0.02% +263 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,867 $523K 0.02% +193 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,866 $523K 0.27% +884 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,864 $522K 0.02% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,863 $522K 0.02% -31 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,858 $520K 0.2% +3 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,860 $520K 0.13% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 1,851 $519K 0.52% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,845 $517K 0.17% +2 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,843 $516K 0.04% +2 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,841 $516K 0.06% -3 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,836 $514K 0.02% +82 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,831 $513K 0.06% +15 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,828 $512K 0.23% +374 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,809 $507K 0.03% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,808 $506K 0.05% -62 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 1,801 $504K 0.42% +619 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,796 $503K 0.25% +3 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,792 $502K 0.13% -68 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,786 $500K <0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,782 $499K 0.22% -44 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,780 $498K 0.12% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,779 $498K 0.03% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,777 $498K 0.05% -5 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,763 $494K <0.01% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,760 $493K 0.04% -187 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,755 $492K 0.01% -60 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,755 $491K 0.27% +160 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,746 $489K 0.05% -72 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,743 $488K 0.15% +980 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,731 $485K 0.32% -4 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,713 $480K 0.05% +60 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,708 $478K 0.22% -71 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,705 $478K 0.18% +30 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,692 $474K 0.16% +3 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,691 $474K 0.29% +1 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,650 $473K 0.11% +586 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,670 $468K 0.11% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,662 $465K 0.01% +704 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,655 $463K 0.35% 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,650 $462K 0.26% +15 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 1,644 $460K 0.19% 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,638 $459K 0.07% +97 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,620 $454K 0.15% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,597 $447K 0.1% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,595 $447K 0.08% -92 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,594 $446K 0.26% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,592 $446K 0.05% +338 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,586 $444K 0.05% +552 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,584 $444K 0.01% +828 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,581 $443K 0.03% +62 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,581 $443K 0.26% +13 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,572 $440K 0.06% +115 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,567 $439K 0.03% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,562 $438K 0.12% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,564 $438K 0.05% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,563 $438K 0.16% -33 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,563 $438K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,559 $437K 0.02% -12 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,555 $435K 0.02% +33 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,552 $435K 0.03% +144 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,550 $434K 0.38% 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,524 $427K 0.35% +1 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,517 $425K 0.04% -50 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,513 $424K 0.14% +149 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,510 $423K 0.1% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,497 $419K 0.14% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,494 $418K 0.01% -6,479 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,489 $417K 0.02% +98 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,480 $415K 0.16% +87 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,474 $413K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,472 $412K <0.01% +8 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,468 $411K 0.01% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,402 $409K 0.33% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,456 $408K 0.04% -72 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,444 $404K 0.21% +10 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,434 $402K 0.02% +1,015 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,434 $402K 0.21% -38 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,434 $402K 0.17% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,433 $401K 0.04% -32 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,430 $400K 0.67% -227 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,430 $400K 0.06% +126 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,411 $395K 0.01% -222 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,409 $395K 0.12% +50 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,394 $390K 0.17% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,380 $387K 0.02% +5 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,378 $386K 0.01% +40 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,378 $386K 0.17% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,368 $383K 0.12% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,356 $380K 0.02% new 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,354 $379K 0.04% +74 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,354 $379K 0.09% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,351 $378K 0.05% +1 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,350 $378K 0.03% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,349 $378K 0.01% +262 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,335 $374K 0.21% 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 1,330 $372K 0.29% +2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,326 $371K 0.04% -86 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,325 $371K 0.16% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,319 $369K 0.19% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,316 $369K 0.5% -5 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,314 $368K 0.02% +57 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,312 $368K 0.12% -155 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,295 $363K 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,294 $362K 0.01% -119 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,288 $361K 0.3% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,281 $359K 0.13% -38 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,280 $358K 0.01% +4 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,278 $358K 0.15% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,276 $357K 0.27% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,272 $356K 0.04% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,266 $355K 0.04% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,260 $353K 0.06% +29 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,259 $353K 0.17% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,241 $348K 0.05% +378 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,242 $348K 0.02% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,233 $345K 0.07% -133 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,193 $345K 0.03% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,217 $341K 0.04% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,210 $339K 0.21% +25 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,209 $339K 0.07% -818 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,193 $334K 0.03% -11 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,189 $333K 0.32% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,187 $332K 0.06% 0 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,185 $332K 0.03% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,180 $330K 0.04% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,172 $328K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,161 $325K 0.25% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,158 $324K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,156 $324K <0.01% +40 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,133 $317K <0.01% +1 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,130 $316K 0.02% -2 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,124 $315K 0.07% +11 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,123 $315K <0.01% 0 13F-HR/A Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,120 $314K 0.29% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,112 $311K 0.07% -46 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,108 $310K 0.06% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,104 $309K 0.01% -560 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,101 $308K 0.06% -34 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,098 $308K 0.11% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,097 $307K 0.3% 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 1,097 $307K 0.17% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 1,094 $306K 0.07% +2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,088 $305K 0.03% +1 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,086 $304K 0.34% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,086 $304K 0.06% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,086 $304K 0.09% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,134 $303K 0.1% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,079 $302K 0.32% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,073 $301K 0.01% +300 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,069 $299K 0.03% +50 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,069 $299K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,060 $297K 0.03% +126 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,005 $293K 0.19% +2 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,032 $289K 0.1% +21 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,028 $288K 0.02% -346 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 1,026 $287K 0.13% -39 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,017 $285K 0.01% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,015 $284K 0.02% +28 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,005 $281K 0.02% -93 13F-HR Timeline