Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,672 $406K 0.02% +617 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,670 $406K <0.01% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,666 $405K 0.02% +112 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,655 $402K 0.09% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,655 $402K 0.04% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,651 $401K 0.02% +54 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 1,630 $396K 0.29% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,629 $396K 0.05% +1 13F-HR/A Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,625 $395K 0.06% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,621 $393K 0.04% -1,795 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,616 $393K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,604 $390K 0.01% -17 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,596 $388K 0.07% -127 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,593 $387K 0.05% +122 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,593 $387K 0.03% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,575 $387K 0.08% -95 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,583 $385K 0.02% 0 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 1,582 $384K 0.11% +192 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,573 $382K 0.12% +39 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 1,572 $382K 0.31% -1,029 13F-HR Timeline North Capital, Inc. 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More: the full row for Bernicke Wealth Management, Ltd. 1,217 $296K 0.03% +246 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,217 $296K <0.01% -1,242 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,215 $295K 0.02% 0 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 1,210 $294K 0.28% 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,205 $293K 0.09% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,207 $292K 0.05% +20 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,219 $291K 0.06% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,198 $291K 0.04% +6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,195 $290K 0.03% +44 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,184 $288K 0.04% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,181 $287K 0.04% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,175 $286K 0.03% -6 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,171 $285K 0.18% new 13F-HR Timeline Gilbert & Cook, Inc. 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