CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,595 $1.02M 0.02% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,591 $1.02M 0.04% +90 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,560 $1.01M <0.01% -20 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 2,544 $1M 0.65% +1,282 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,509 $988K 0.02% +1,672 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,880 $986K 0.02% -409 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,484 $978K 0.01% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,440 $961K 0.2% +40 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,439 $961K 0.06% +30 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,408 $948K 0.05% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,341 $922K <0.01% +8 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,322 $915K 0.38% +72 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,319 $914K 0.3% +4 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,298 $905K 0.45% -35 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,287 $901K 0.24% +80 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,262 $891K 0.03% +52 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,226 $877K <0.01% -61 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,163 $852K 0.09% +679 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,151 $847K 0.06% +22 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,085 $838K 0.11% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,113 $832K 0.02% -115 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,109 $831K 0.02% +63 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,053 $809K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,047 $806K <0.01% +314 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,019 $795K 0.01% +83 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,973 $777K 0.35% +45 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,965 $774K 0.09% -60 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,963 $773K <0.01% -338 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,958 $771K 0.01% +279 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,947 $767K 0.01% -81 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,946 $767K <0.01% -5 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,938 $763K 0.33% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 1,925 $758K 0.06% -128 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,914 $754K 0.01% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,869 $736K 0.31% +113 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,836 $723K 0.02% -266 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,793 $706K 0.43% -11 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,787 $704K 0.01% +238 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,755 $691K 0.02% -584 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,750 $689K 0.14% new 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,742 $686K 0.31% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,728 $681K 0.01% +350 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,702 $670K 0.16% -46 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,670 $658K <0.01% +1 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,668 $657K 0.57% 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,660 $654K <0.01% +59 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,656 $652K 0.19% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,637 $645K 0.49% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,633 $643K <0.01% +269 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,607 $633K 0.1% -26 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,587 $625K 0.04% -5 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,546 $609K 0.01% +132 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,532 $603K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,526 $601K 0.03% -16 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,521 $600K 0.01% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,515 $597K 0.08% -30 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,514 $596K 0.01% +194 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,498 $590K 0.04% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,495 $589K 0.19% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,460 $583K 0.09% -3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,465 $577K 0.01% +363 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,461 $576K 0.02% +3 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,453 $572K 0.5% -175 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,446 $570K 0.03% +1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,426 $566K 0.04% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,406 $554K 0.01% -15 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,560 $553K 0.06% -529 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,378 $543K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,353 $533K 0.01% +6 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,352 $533K 0.03% +1 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,330 $524K <0.01% -13 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,324 $522K 0.02% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,329 $520K 0.24% 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,319 $519K 0.19% -40 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,318 $519K 0.12% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,318 $519K 0.02% +60 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,315 $518K 0.01% 0 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,313 $517K 0.51% 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,305 $514K 0.22% -18 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,303 $513K 0.01% +346 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,299 $512K 0.34% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,289 $508K <0.01% -370 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,286 $507K 0.04% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,275 $502K 0.05% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,264 $498K 0.01% -5 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,228 $484K 0.01% -57,712 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,225 $483K 0.06% +49 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,215 $478K 0.3% -40 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,214 $478K 0.42% 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,200 $473K 0.23% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,184 $466K 0.06% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,162 $458K 0.01% +102 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,157 $456K 0.02% -169 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,153 $454K <0.01% +449 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,149 $453K 0.22% -119 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,137 $448K 0.01% new 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,134 $447K 0.05% -46 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,101 $434K <0.01% -451 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,095 $431K 0.01% +39 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,087 $428K 0.04% +24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,068 $421K 0.03% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,066 $420K 0.12% +42 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,065 $420K 0.02% +97 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,055 $416K 0.02% -100 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,050 $414K 0.14% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,042 $410K 0.1% -120 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,040 $410K 0.07% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,016 $400K <0.01% -3,554 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,012 $399K 0.01% -45 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,011 $398K <0.01% -1 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,006 $396K 0.03% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 993 $391K 0.27% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 990 $390K 0.1% -210 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 982 $387K 0.01% 0 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 977 $385K 0.06% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 959 $378K 0.01% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 955 $376K 0.21% -5 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 942 $374K 0.04% +85 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 948 $373K 0.02% -75 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 947 $373K 0.02% -34 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 946 $373K <0.01% -89 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 943 $372K 0.24% -47 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 932 $367K 0.17% +1 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 922 $363K 0.01% +159 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 919 $362K 0.02% -171 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 915 $361K 0.03% +51 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 915 $361K 0.06% +81 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 913 $360K 0.07% +10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 893 $359K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 911 $359K 0.01% -78 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 911 $359K 0.06% +355 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 902 $355K 0.06% -33 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 899 $354K 0.24% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 890 $351K 0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 887 $349K 0.01% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 875 $345K 0.15% -40 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 857 $337K 0.02% +4 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 853 $336K 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 845 $333K 0.01% +3 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 822 $324K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 819 $322K 0.14% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 813 $320K 0.12% -101 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 810 $319K 0.01% +276 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 805 $317K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 805 $317K 0.1% +77 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 804 $317K 0.1% +738 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 802 $316K 0.15% +18 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 793 $315K <0.01% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 795 $313K <0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 790 $311K 0.03% +72 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 786 $310K 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 767 $302K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 739 $299K 0.01% -317 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 754 $297K 0.03% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 754 $297K 0.18% -5 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 750 $295K <0.01% -145 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 749 $295K 0.02% -5,111 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 716 $289K 0.02% -149 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 733 $289K 0.18% -5 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 732 $288K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 731 $288K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 723 $285K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 723 $285K 0.02% -99 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 717 $282K 0.01% new 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 710 $281K 0.07% -1 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 709 $279K 0.23% +1 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 704 $277K 0.16% -6 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 700 $276K 0.07% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 700 $276K 0.01% 0 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 686 $270K 0.16% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 685 $270K 0.03% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 681 $268K 0.14% -66 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 680 $268K 0.14% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 675 $266K 0.11% -7 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 674 $265K 0.02% -3 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 670 $264K 0.04% 0 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 667 $263K <0.01% +18 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 666 $262K 0.06% -70 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 664 $262K 0.02% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 664 $262K 0.12% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 661 $260K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 660 $260K <0.01% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 660 $260K 0.05% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 647 $255K 0.18% -4 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 645 $254K 0.09% +50 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 645 $254K 0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 621 $253K 0.03% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 613 $253K 0.02% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 641 $253K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 636 $251K 0.01% +1 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. 635 $250K <0.01% -360 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 633 $249K <0.01% -23 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 629 $248K 0.09% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 629 $247K 0.08% -58 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 625 $246K 0.15% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 619 $244K 0.01% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 619 $244K 0.06% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 614 $242K 0.13% +1 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 600 $236K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 600 $236K 0.03% 0 13F-HR Timeline