Triumph Capital Management More: the full row for Triumph Capital Management 9,315 $771K 0.16% +845 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,299 $769K 0.05% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,138 $756K 0.02% +2,096 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,115 $754K 0.05% +633 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,106 $754K 0.03% +796 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9,070 $751K 0.21% +1,270 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 9,033 $747K 0.21% +37 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 9,012 $746K 0.69% +1,708 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,988 $744K <0.01% +5,432 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,976 $743K <0.01% +1,608 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 8,943 $740K 0.27% -6,011 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 8,887 $735K 0.35% +801 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,873 $734K <0.01% +6,075 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 8,859 $733K 0.85% +4,621 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,858 $733K 0.32% -92 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,773 $726K 0.37% +2,380 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,736 $723K 0.05% +65 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 8,688 $719K 0.26% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,683 $719K 0.04% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 8,716 $718K 0.35% -4 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 8,665 $717K 0.46% -146 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 8,639 $715K 0.47% +287 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,614 $713K 0.07% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,586 $711K 0.16% -1,601 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,576 $710K 0.04% +1,102 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 8,450 $699K 0.3% +838 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,442 $699K 0.02% +69 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 8,436 $698K 0.05% -255 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,420 $697K 0.17% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,352 $691K 0.43% -259 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,301 $687K 0.04% +594 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,200 $679K 0.48% +6 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 8,169 $676K 0.7% -89 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,141 $674K 0.08% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,137 $673K 0.16% -26,433 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 8,132 $673K <0.01% 0 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,118 $672K 0.21% -20 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,093 $670K 0.01% +406 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 8,025 $664K 0.03% -370 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,000 $662K 0.05% +5,000 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,946 $658K 0.09% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,935 $657K 0.02% +1,168 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,932 $656K 0.22% +56 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,903 $654K 0.06% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,901 $654K 0.21% +1,185 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 7,886 $653K 0.17% +274 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,886 $653K 0.02% -29,044 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,881 $652K 0.02% +853 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,812 $646K 0.02% -1,034 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 7,789 $645K 0.08% -61 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,770 $643K 0.05% -150 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,765 $643K 0.33% -3,061 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,715 $638K 0.05% +17 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,702 $637K 0.02% +143 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,690 $636K 0.02% -334 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,686 $636K 0.07% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,665 $634K 0.01% +1,724 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,653 $633K 0.02% -592 13F-HR/A Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,604 $629K 0.26% -202 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,596 $629K 0.26% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,557 $625K 0.11% +1,362 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,544 $624K 0.56% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,504 $621K 0.04% -1,434 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,471 $618K 0.04% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,399 $617K 0.04% -505 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,403 $613K 0.17% +1,192 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,387 $611K 0.01% new 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,374 $610K 0.16% +539 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,354 $609K 0.37% -246 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 7,323 $606K 0.55% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,312 $605K 0.16% +346 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,310 $605K <0.01% -43 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,198 $596K 0.05% -1,537 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,122 $589K 0.04% +180 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,073 $585K 0.1% +120 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 7,062 $584K 0.34% 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 7,049 $583K 0.39% +846 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 7,013 $581K 0.27% +34 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,990 $578K 0.12% +1,015 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,983 $578K 0.05% +1,194 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,940 $574K 0.06% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,883 $570K 0.12% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,881 $569K 0.14% -21 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 6,855 $567K 0.36% +507 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 6,886 $567K 0.27% -510 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,846 $565K 0.03% +1,402 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 6,804 $563K 0.29% -7,703 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,771 $560K 0.2% +1,074 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,753 $559K 0.03% -472 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,699 $554K 0.05% +81 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,645 $550K 0.28% +44 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,604 $546K 0.1% -1,079 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,599 $546K 0.04% -41 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,587 $545K 0.01% +2,578 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,583 $545K 0.29% -27 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,568 $544K 0.01% -1,170 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,552 $542K 0.01% new 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,520 $540K 0.01% +2,673 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,474 $536K 0.02% 0 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 6,441 $533K 0.24% +677 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,409 $530K 0.18% -302 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 6,402 $530K 0.29% +1,096 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,400 $530K 0.05% -16 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 6,389 $528K new Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,374 $527K 0.04% +2,548 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,366 $527K 0.22% -97 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,361 $526K 0.29% +953 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,364 $526K 0.07% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,350 $525K 0.1% +37 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,342 $525K 0.07% +63 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,330 $524K 0.08% +393 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,327 $522K 0.01% -55 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 6,308 $522K 0.28% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,292 $521K 0.31% +130 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,247 $517K 0.05% +32 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,213 $516K 0.03% +770 13F-HR/A Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 6,166 $510K 0.17% +3,092 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,148 $509K <0.01% +41 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,140 $508K 0.07% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,054 $501K 0.05% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 6,048 $500K 0.23% -1,375 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,000 $496K 0.01% +628 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,954 $493K 0.19% -591 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 5,939 $491K 0.31% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,929 $491K 0.12% +7 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,920 $490K 0.54% +525 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,928 $489K 0.03% -352 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,887 $487K 0.18% +835 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,856 $485K 0.03% +639 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,836 $483K 0.01% -91 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,794 $479K 0.01% -1,334 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,721 $473K 0.17% +101 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,707 $472K 0.38% +2,281 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,701 $472K 0.05% +4,994 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 5,700 $472K 0.16% +199 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 5,676 $470K 0.11% +1,448 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 5,633 $467K 0.09% new 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 5,592 $463K 0.35% -2,349 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 5,586 $462K 0.06% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,572 $461K 0.19% +913 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,541 $459K 0.09% +873 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,535 $458K 0.32% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,528 $457K 0.11% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,510 $456K 0.03% +2,235 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,494 $455K 0.21% +255 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 5,478 $453K 0.19% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,394 $450K 0.29% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,406 $447K 0.4% -1,405 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,400 $447K 0.08% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,315 $440K 0.45% +358 13F-HR Timeline American Trust More: the full row for American Trust 5,296 $438K 0.04% -167 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,263 $435K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,241 $434K 0.01% -1,021 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,230 $433K 0.06% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,216 $432K 0.01% +2,693 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,206 $430K 0.08% +304 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,185 $429K 0.16% -465 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,137 $425K 0.15% +300 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 5,135 $425K 0.22% -3,433 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,129 $424K 0.16% +39 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,106 $423K 0.05% -1,540 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,057 $418K 0.04% +1,475 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,053 $418K <0.01% -3,180 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,041 $417K 0.11% +38 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 5,032 $416K 0.5% -86 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,022 $416K 0.02% -2,898 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,050 $414K 0.18% -155 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,978 $412K 0.05% +447 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,966 $411K 0.02% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,938 $409K 0.27% +37 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,918 $407K 0.24% +10 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,862 $404K 0.2% -296 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,870 $403K 0.01% +275 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,847 $401K 0.04% +1,112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,832 $400K 0.09% +1,272 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,802 $397K <0.01% -704 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 4,732 $392K 0.01% +252 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,727 $391K 0.02% +527 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 4,673 $387K 0.01% +2,759 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,655 $385K 0.26% +50 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,654 $385K 0.08% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,636 $384K 0.16% +748 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,625 $383K 0.02% +20 13F-HR Timeline Group Blue Water Asset Management More: the full row for Blue Water Asset Management 4,598 $380K 0.13% +34 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,598 $380K 0.13% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,526 $376K 0.15% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,523 $374K 0.22% +5 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,517 $374K 0.02% +26 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,505 $373K 0.05% -38 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,479 $372K 0.07% -622 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,485 $371K 0.03% +2,095 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 4,482 $371K 0.33% -673 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,467 $370K 0.26% +33 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,467 $370K 0.05% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,451 $368K 0.01% +102 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,450 $368K 0.12% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,421 $366K 0.31% +31 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,402 $364K 0.03% +4,376 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,386 $363K 0.04% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,375 $362K 0.01% 0 13F-HR Timeline