One Day In July LLC More: the full row for One Day In July LLC 8,698 $694K 0.06% -540 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,667 $692K 0.04% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,636 $689K <0.01% +214 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 8,625 $688K 0.06% -270 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,580 $685K 0.33% +3,803 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,405 $671K 0.09% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,293 $662K 0.01% +8 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,225 $656K 0.15% +146 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,200 $654K 0.02% 0 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,165 $652K 0.31% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 8,076 $644K 0.08% -63 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,067 $644K 0.09% +990 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,041 $642K 0.02% +2,278 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,897 $630K 0.04% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,887 $619K 0.02% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,716 $616K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,712 $615K 0.04% -104 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,640 $610K 0.53% -65 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 8,940 $603K 0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 7,421 $602K 0.03% -2,623 13F-HR/A Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 7,504 $599K 0.15% +3,340 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,378 $589K 0.08% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,374 $588K 0.01% +2,086 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,367 $588K <0.01% +420 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,280 $581K 0.08% -5,000 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,230 $577K 0.07% -1,000 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,206 $575K 0.02% +2,337 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,161 $571K 0.15% -46 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,155 $571K 0.15% +670 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,155 $571K 0.27% +986 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 7,097 $566K 0.04% +885 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,069 $564K 0.01% -346 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,126 $563K 0.07% -549 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,038 $562K 0.01% +477 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,991 $558K 0.17% +3,604 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,918 $552K 0.04% -863 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,874 $549K 0.09% -1,779 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,864 $547K 0.19% -158 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,828 $545K 0.19% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,750 $539K 0.79% 0 13F-HR/A Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,696 $534K 0.12% +1 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,671 $532K 0.25% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,650 $531K 0.32% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,642 $530K 0.15% +224 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,640 $530K 0.1% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,597 $526K <0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,570 $524K <0.01% +2 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,518 $520K 0.05% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,498 $519K 0.04% +437 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,440 $514K 0.11% +227 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $511K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,397 $510K <0.01% -6,031 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,382 $509K 0.01% +500 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,345 $506K 0.06% +50 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,327 $505K 0.07% +613 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,278 $501K 0.03% +871 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,246 $498K 0.32% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $498K 0.05% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,225 $497K 0.03% -5,145 13F-HR/A Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $492K 0.01% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,100 $487K 0.03% -400 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,049 $483K 0.01% +82 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,021 $480K 0.01% +1,122 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,851 $467K 0.03% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,819 $464K 0.1% +250 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,813 $464K 0.02% +1,562 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,800 $463K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,799 $463K 0.34% -204 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,743 $458K 0.01% +2,063 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,738 $458K 0.2% +736 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 5,704 $455K 0.17% +4 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,677 $453K 0.06% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,692 $452K <0.01% +11 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,637 $450K 0.33% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,532 $441K 0.01% +205 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,522 $441K 0.24% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,500 $439K 0.02% +7 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,499 $439K 0.03% -2 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 5,472 $437K 0.46% -14,557 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,459 $436K 0.23% +582 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,435 $434K 0.24% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,433 $434K <0.01% +121 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,389 $430K 0.02% -609 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,365 $428K 0.01% +2,552 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,321 $425K 0.01% -505 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,269 $420K 0.02% -4,375 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,125 $409K 0.06% +492 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,084 $406K 0.01% +3,870 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,057 $404K 0.01% 0 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,019 $401K 0.08% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,011 $400K 0.03% -111 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 5,000 $399K 0.05% -13,000 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 4,967 $396K 0.01% -668 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 4,960 $396K 0.34% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,955 $395K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,945 $395K <0.01% -919 13F-HR Timeline Group Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,888 $390K 0.24% -854 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,811 $389K 0.07% -231 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,879 $389K 0.01% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,879 $389K 0.03% +40 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,864 $388K <0.01% +1,165 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,847 $387K 0.14% +2,228 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,809 $384K 0.17% +92 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,807 $384K <0.01% -1,476 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,768 $380K 0.07% +13 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,760 $380K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,722 $377K <0.01% +2,067 13F-HR/A Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,709 $376K 0.12% +1,093 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,703 $375K 0.05% -815 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,690 $374K <0.01% +1 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,596 $367K 0.09% +11 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,569 $364K 0.09% -329 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,520 $361K 0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,531 $359K 0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,480 $358K 0.12% +50 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,433 $354K 0.2% +250 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,358 $348K 0.02% +3 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,333 $346K 0.01% +9 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,330 $346K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,308 $345K 0.03% -22,986 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,259 $340K 0.01% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,254 $339K <0.01% -100 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,216 $336K <0.01% +1,627 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 4,208 $336K 0.11% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,183 $334K 0.01% -509 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,122 $329K 0.02% +70 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,108 $328K 0.01% -110 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,100 $327K 0.02% -37 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,079 $326K 0.13% +45 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,058 $324K 0.02% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,023 $321K 0.24% +6 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,018 $321K 0.02% +29 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,001 $319K 0.05% +917 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,001 $319K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,991 $318K 0.02% +236 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,943 $315K 0.05% +7 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,907 $312K <0.01% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,896 $311K 0.08% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,854 $308K 0.08% +1,042 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,850 $307K 0.04% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,800 $303K <0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,765 $300K <0.01% +51 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,752 $299K 0.21% +4 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,742 $299K 0.02% -260 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,720 $297K 0.01% -12,771 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,719 $297K 0.09% -4 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,685 $294K 0.02% -154,021 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,659 $292K 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,632 $290K 0.05% -74 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,604 $288K 0.05% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,586 $286K 0.01% +5 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,559 $284K 0.06% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,533 $282K <0.01% +424 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,517 $281K 0.02% +9 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,515 $280K 0.07% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,479 $278K 0.2% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,453 $276K 0.08% +17 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,383 $273K 0.01% +276 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,421 $273K 0.04% -6,782 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,415 $272K 0.08% +194 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,524 $272K 0.04% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,393 $271K <0.01% -131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,395 $271K 0.01% -9 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,356 $268K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,353 $268K 0.01% +530 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,349 $267K 0.04% +7 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,309 $264K 0.12% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,309 $264K 0.12% +9 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,302 $264K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,293 $263K 0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,293 $263K 0.01% +266 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $263K 0.07% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,278 $262K 0.02% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,250 $261K 0.01% +36 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,253 $260K 0.01% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,252 $260K 0.09% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,234 $258K 0.09% +177 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,202 $256K 0.01% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,191 $255K 0.04% +3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,166 $253K 0.01% -61 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,165 $253K 0.01% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,123 $249K 0.1% +18 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,121 $249K 0.03% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,114 $248K 0.16% +126 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 3,112 $248K 0.12% 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,094 $247K 0.16% -40 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,081 $246K 0.03% +8 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,072 $245K 0.14% -26 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,052 $244K 0.02% +7 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,046 $243K 0.04% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,043 $243K 0.02% -190 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,034 $242K 0.13% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,000 $239K 0.05% +400 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 2,999 $239K 0.17% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,978 $238K 0.17% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,947 $235K +2,768 Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 2,900 $231K 0.09% +20 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,890 $231K 0.07% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,883 $230K 0.03% +6 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,880 $230K 0.01% 0 13F-HR Timeline