CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,480 $508K 0.02% -2,541 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,392 $503K 0.28% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 8,262 $495K 0.42% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,250 $494K <0.01% new 13F-HR/A Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,228 $493K 0.1% +47 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,139 $488K 0.08% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 8,032 $481K 0.26% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,023 $481K 0.03% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,981 $478K 0.11% +3,164 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,946 $476K 0.34% -136 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,920 $475K 0.12% +717 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 7,896 $473K 0.44% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,712 $462K 0.02% +47 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 7,687 $461K 0.75% -40,365 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,595 $455K <0.01% +2,643 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,550 $452K 0.06% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 7,526 $451K 0.02% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,476 $448K 0.16% -191 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,469 $448K 0.41% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,450 $446K 0.18% -810 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 7,376 $442K 0.02% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,321 $439K 0.03% -2,499 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 7,254 $435K 0.56% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,243 $434K 0.28% +320 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7,177 $430K 0.04% -37 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,148 $428K 0.27% +148 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,144 $428K 0.31% 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 7,101 $426K 0.24% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,096 $425K 0.03% +1 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 6,994 $419K 0.32% +192 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,956 $417K 0.09% -149 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,916 $414K 0.01% -1,037 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,900 $414K 0.05% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,899 $413K 0.01% +508 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,899 $413K 0.02% -1,285 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 6,885 $413K 0.04% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 6,864 $411K 0.01% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,850 $411K 0.04% +2,080 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,741 $404K 0.02% +420 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,734 $404K 0.02% +847 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,697 $401K 0.25% 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 6,655 $399K 0.19% +3 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,608 $396K 0.03% -32 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,594 $395K <0.01% +2,348 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 6,540 $391K 0.44% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,494 $389K 0.05% +421 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,492 $389K 0.1% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,410 $384K 0.03% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,407 $384K 0.21% +1,007 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,310 $378K 0.01% +75 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,304 $378K <0.01% -144 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,254 $375K 0.03% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,252 $375K 0.09% +2,850 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,193 $371K 0.06% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,196 $371K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,189 $371K 0.04% +6,088 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,177 $370K 0.38% -187 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,166 $370K 0.01% +4,236 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,149 $369K 0.05% +1,135 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,071 $364K 0.02% +2,430 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,961 $357K 0.01% +2,217 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,859 $351K 0.12% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,821 $349K <0.01% +309 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,794 $347K 0.03% +72 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,776 $346K 0.03% +76 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,734 $344K 0.25% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,723 $343K 0.02% -19 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,720 $343K 0.01% +181 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,698 $341K 0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,658 $339K 0.01% +127 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,633 $338K 0.01% -50 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 5,573 $334K 0.06% +199 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,458 $327K 0.03% -446 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,454 $327K 0.05% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,449 $327K 0.19% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,441 $326K 0.02% +412 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,411 $324K 0.03% -9 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 5,367 $322K 0.29% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,290 $317K 0.09% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,290 $317K 0.17% new 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 5,278 $316K 0.05% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,271 $316K 0.06% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,268 $316K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,254 $315K 0.12% +1,622 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,230 $313K 0.01% -4,637 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,219 $313K 0.02% -185 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,148 $309K 0.02% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,108 $306K 0.02% -188 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,040 $302K 0.15% +216 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,998 $300K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,985 $299K 0.01% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,919 $295K 0.02% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,885 $293K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,881 $293K 0.03% 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,873 $292K 0.06% +154 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,808 $288K 0.29% -354 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,806 $288K 0.07% +202 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,792 $287K 0.04% +332 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 4,779 $286K 0.1% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,710 $282K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,700 $282K 0.13% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,690 $281K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,604 $276K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,550 $273K 0.01% +154 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,501 $270K 0.11% -56 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,467 $268K 0.06% -171 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,445 $266K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,453 $266K 0.02% +350 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,390 $263K 0.06% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,385 $263K 0.11% +311 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,364 $262K 0.01% +68 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,310 $258K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,310 $258K 0.17% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,294 $257K 0.18% +49 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,267 $256K 0.01% +14 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,258 $255K 0.09% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,232 $254K 0.07% +82 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,211 $252K 0.01% -1 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,152 $249K 0.03% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 4,114 $247K 0.09% +541 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,070 $244K 0.15% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,051 $243K 0.03% -383 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,050 $243K 0.23% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 4,010 $240K 0.51% 0 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 3,990 $239K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,970 $238K 0.01% -355 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,968 $238K 0.03% -200 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,827 $229K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,822 $229K <0.01% +108 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,815 $229K <0.01% +1,349 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,780 $227K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,771 $226K 0.15% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,766 $225K <0.01% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,759 $225K 0.1% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,749 $225K 0.15% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,698 $222K 0.07% +34 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,687 $221K 0.09% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,661 $219K <0.01% +691 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,645 $218K 0.04% -114 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,637 $218K 0.07% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,635 $218K 0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,624 $217K <0.01% -1,370 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,575 $214K 0.04% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,563 $213K <0.01% -111,096 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 3,530 $212K 0.04% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,535 $212K 0.03% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,525 $211K 0.04% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,512 $211K <0.01% new 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,515 $211K 0.18% -4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,506 $210K <0.01% -112 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,484 $209K 0.06% +43 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,454 $207K 0.02% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,453 $207K 0.06% new 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 3,401 $204K 0.02% -2,312 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,382 $203K 0.21% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,361 $201K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,288 $197K 0.02% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3,144 $188K 0.12% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,093 $185K 0.04% +7 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,915 $175K 0 Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 2,810 $168K 0.16% 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,765 $166K 0.02% +2,034 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,673 $160K 0.05% +1,339 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $160K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,565 $154K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,433 $146K 0.01% +215 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,379 $143K 0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,280 $137K 0.14% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,260 $135K 0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,240 $134K <0.01% +989 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,120 $127K 0.05% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,122 $127K 0.03% +203 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,085 $125K 0.01% +240 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,073 $124K <0.01% -105 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,066 $124K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,004 $120K <0.01% +862 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 2,000 $120K 0.09% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,984 $119K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,955 $117K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,870 $112K <0.01% +7 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 105,030 $112K 0.08% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,850 $111K 0.05% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,852 $111K 0.01% +60 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,752 $105K 0.01% -352 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,739 $104K 0.06% 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 1,663 $99.7K 0.07% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $89.9K 0.04% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,471 $88.1K 0.03% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,470 $88.1K 0.07% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,459 $87.5K <0.01% +1,061 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,420 $85K <0.01% -191 13F-HR/A Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,407 $84.3K 0.01% +912 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,406 $84.3K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,396 $83.7K 0.04% -167 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,396 $83.7K 0.03% +13 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,371 $82.2K 0.01% +157 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,253 $75.1K <0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,243 $74.5K 0.03% -87 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,129 $67.7K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,077 $65K 0.01% new 13F-HR Timeline