US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,333 $924K <0.01% +116 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,315 $917K 0.32% +4 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,301 $912K <0.01% +330 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,293 $908K <0.01% -723 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,287 $906K <0.01% -45 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,250 $891K 0.39% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,228 $883K 0.02% +10 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,210 $875K 0.03% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,207 $874K 0.24% +49 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,127 $843K 0.08% -99 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,089 $834K 0.08% -1,147 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,102 $833K 0.02% +411 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,080 $824K 0.1% -19 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,063 $817K 0.02% +3 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,053 $813K 0.04% -209 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,053 $813K 0.07% -126 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,046 $811K 0.02% +190 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,028 $803K 0.01% -298 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,025 $802K 0.09% +45 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,024 $802K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,985 $786K -5,619 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,129 $775K 0.06% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,951 $773K <0.01% -6 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,938 $768K 0.34% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,936 $767K 0.01% +51 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,928 $764K 0.36% -52 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,914 $758K 0.02% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,804 $715K 0.42% -90 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,785 $707K 0.01% -329 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,763 $698K <0.01% -337 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,756 $695K 0.4% -129 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,748 $693K 0.17% new 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,742 $688K 0.32% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,733 $687K <0.01% +170 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,720 $681K 0.4% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,711 $678K 0.1% +79 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,682 $666K <0.01% -53 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,679 $665K <0.01% -66 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,669 $661K <0.01% -25 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,659 $657K <0.01% -438 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,656 $656K 0.2% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,637 $648K 0.5% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,633 $647K 0.1% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,632 $647K 0.01% -84 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,632 $647K 0.02% +711 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,628 $645K 0.65% -28 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,601 $634K <0.01% +173 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,592 $631K 0.04% 0 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,552 $615K 0.01% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,549 $614K 0.01% -440 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. 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More: the full row for Vestmark Advisory Solutions, Inc. 1,347 $534K 0.01% -169 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,343 $532K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,326 $525K 0.02% -64 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,324 $525K 0.02% -6 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,323 $524K 0.23% +1 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,320 $523K 0.01% +65 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,318 $522K 0.13% -18 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,315 $521K 0.01% -175 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,299 $515K 0.34% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,286 $509K 0.04% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,275 $505K 0.07% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,269 $503K 0.02% -7 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,268 $502K 0.26% -160 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 1,262 $500K 0.33% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,258 $498K 0.02% +35 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,255 $497K 0.31% -98 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,200 $475K 0.12% -9 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,200 $475K 0.26% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,184 $469K 0.07% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,180 $467K 0.06% -36 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,176 $466K 0.06% +312 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,172 $464K <0.01% -100 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 1,162 $460K 0.12% +103 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,155 $458K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,118 $443K 0.01% -317 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,102 $437K 0.01% -604 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,090 $432K 0.02% -56 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,068 $423K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,063 $421K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,060 $420K 0.01% -660 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,056 $420K 0.02% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,057 $419K 0.01% -68 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,056 $418K 0.01% +19 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,050 $416K 0.14% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,040 $412K 0.07% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,035 $410K <0.01% -1,382 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,024 $406K 0.11% +92 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,023 $405K 0.02% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,012 $401K <0.01% -65 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,006 $399K 0.03% -40 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 995 $394K 0.01% -1 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 990 $392K 0.28% +6 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 989 $392K 0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 982 $389K 0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 981 $389K 0.02% -41 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 977 $387K 0.07% +1 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 968 $383K 0.02% +130 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 960 $380K 0.22% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 959 $380K 0.01% +2 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 957 $379K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 935 $370K 0.05% -199 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 931 $369K 0.18% +1 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 915 $362K 0.16% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 914 $362K 0.14% -120 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 903 $360K 0.07% +77 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 899 $356K 0.25% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 895 $355K <0.01% -249 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 890 $353K 0.01% +4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 893 $352K <0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 864 $342K 0.03% +171 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 857 $342K 0.04% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 853 $338K 0.02% -9 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 865 $337K 0.02% -30 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 842 $334K 0.01% -8 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 837 $332K 0.01% +33 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 835 $331K 0.01% -1,693 13F-HR/A Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 834 $330K 0.05% +118 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 822 $326K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 822 $325K <0.01% 0 13F-HR/A Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 819 $324K 0.14% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 805 $319K <0.01% -150 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 786 $311K 0.02% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 784 $311K 0.16% +177 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 769 $305K 0.01% -27 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 767 $304K <0.01% -253 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 763 $302K 0.01% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 759 $301K 0.19% +9 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 747 $296K 0.17% -113 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 738 $292K 0.18% +20 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 736 $292K 0.07% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 732 $290K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 728 $288K 0.28% -126 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 723 $286K 0.03% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 718 $284K 0.02% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 711 $282K 0.07% +5 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 710 $281K 0.18% -22 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 708 $280K 0.24% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 704 $279K <0.01% +1 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 700 $277K 0.07% -14 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 700 $277K 0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 685 $271K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 687 $271K 0.1% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 682 $270K 0.11% +6 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 681 $270K -19 Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 680 $269K 0.15% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 677 $268K 0.02% -11 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 675 $267K 0.01% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 670 $265K 0.04% -50 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 664 $263K 0.02% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 661 $262K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 660 $262K 0.01% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 660 $261K 0.05% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 656 $260K <0.01% -212 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 651 $258K 0.17% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 649 $257K <0.01% -111 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 644 $255K 0.02% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 641 $254K 0.01% +70 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 635 $252K 0.01% -3 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 631 $250K 0.04% -40 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 625 $248K 0.15% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 621 $246K 0.03% -63 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 619 $245K 0.07% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 613 $243K 0.14% -42 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 613 $238K 0.02% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 600 $238K 0.01% -21 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 600 $238K 0.08% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 600 $238K 0.04% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 595 $236K 0.08% +5 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 595 $236K 0.02% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 591 $234K 0.1% +20 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. 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