RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,425 $886K 0.09% -1,304 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,403 $880K 0.14% +97 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,416 $880K 0.18% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,407 $875K 0.24% +742 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,404 $873K 0.17% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,403 $872K 0.07% +376 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,395 $867K 0.48% 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,393 $866K 0.87% +8 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,392 $866K 0.01% 0 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,388 $863K 0.95% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,379 $857K 0.57% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,376 $855K 0.09% -100 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,375 $855K 0.61% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,372 $853K 0.09% -511 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,380 $853K 0.21% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,370 $852K 0.1% +1 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,367 $850K 0.02% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,366 $849K 0.04% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,356 $843K 0.16% +21 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,350 $839K 0.55% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,368 $834K 0.34% -184 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,341 $834K 0.4% +25 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,332 $828K 0.2% -3 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,323 $823K 0.02% +4 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,304 $818K 0.15% +117 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,308 $813K 0.06% +168 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,306 $812K 0.01% -36 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,303 $810K 0.5% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,299 $808K 0.08% +207 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,296 $806K 0.04% +81 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,293 $804K 0.79% 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,286 $800K 0.53% +1 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,285 $799K 0.13% -31 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,281 $797K 0.06% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,271 $790K 0.08% -57 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,270 $790K 0.15% -7 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,268 $788K 0.74% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,261 $784K 0.18% +898 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,260 $783K 0.09% +500 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,260 $783K 0.28% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,259 $783K 0.17% +31 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,256 $781K 0.17% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,254 $780K 0.01% +276 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,252 $778K 0.18% -35 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,246 $775K 0.02% +409 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,246 $775K 0.17% -19 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,241 $772K 0.42% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,239 $770K 0.05% +176 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,229 $764K 0.41% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,227 $763K 0.02% -64 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 1,225 $762K 0.36% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,224 $761K 0.45% +85 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,221 $759K 0.14% +1 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,219 $758K 0.13% -1 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,213 $754K 0.01% 0 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,207 $750K 0.1% +228 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,206 $750K 0.44% -66 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,204 $749K 0.29% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,204 $749K 0.44% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,230 $746K 0.16% +192 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,196 $744K 0.03% +13 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,195 $743K 0.43% -118 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,194 $742K 0.06% -100 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,192 $741K 0.31% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,189 $739K 0.09% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,181 $734K 0.04% +358 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,176 $731K 0.03% -9 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,924 $731K 0.24% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,171 $728K 0.38% +2 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 1,167 $726K 0.1% +1 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,166 $725K 0.14% -26 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,165 $724K <0.01% +363 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,162 $723K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,161 $722K 0.07% +372 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,161 $721K 0.27% +165 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,160 $721K 0.28% +2 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,149 $714K 0.33% -28 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,146 $713K 0.05% +2 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,142 $710K 0.21% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,142 $710K 0.18% +1,140 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 1,139 $708K 0.25% -466 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,138 $707K 0.1% -164 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,137 $707K 0.09% +1 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,134 $706K 0.21% -1 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,132 $704K 0.33% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,130 $703K 0.05% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,124 $699K 0.06% -47 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,121 $697K 0.26% -21 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,120 $696K 0.53% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,116 $694K 0.02% +107 13F-HR Timeline Group LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,114 $693K 0.68% 0 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,108 $689K 0.16% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,103 $686K 0.43% +78 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,101 $685K 0.08% +36 13F-HR Timeline Group MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,101 $685K 0.2% +1 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,100 $684K 0.02% new 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,100 $684K 0.7% new 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,099 $684K 0.5% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,098 $683K 0.41% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,096 $681K 0.16% +3 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,088 $677K 0.11% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,087 $676K 0.05% +60 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,080 $672K 0.03% -7 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,079 $671K 0.31% +144 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,076 $669K 0.35% -35 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,075 $668K 0.07% new 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 1,070 $665K 0.48% -66 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,070 $665K 0.02% +8 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,063 $661K 0.36% +73 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,057 $657K 0.1% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,056 $657K 0.19% +650 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,054 $655K 0.14% +1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,047 $651K 0.02% +109 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,047 $651K 0.03% +104 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,047 $651K 0.49% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,047 $651K 0.05% +132 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,045 $650K 0.11% -19 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,039 $646K 0.02% -104 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,039 $646K 0.17% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,037 $645K 0.03% +646 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,033 $643K 0.18% +1 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,030 $640K 0.2% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,027 $639K 0.23% -6 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,024 $637K 0.33% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,023 $636K 0.06% +1 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,021 $635K 0.03% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,019 $634K 0.15% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,018 $633K 0.05% +168 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,018 $633K 0.07% -164 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,009 $628K 0.28% +195 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,005 $625K 0.41% -38 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,000 $622K 0.12% 0 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $622K 0.27% 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/ 999 $621K <0.01% +78 13F-HR Timeline Group MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 996 $620K 0.19% +14 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 994 $618K 0.39% +35 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 993 $617K 0.13% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 992 $617K 0.14% -36 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,005 $617K 0.12% +135 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 984 $612K 0.05% +3 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 983 $611K 0.05% -8 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 979 $609K 0.12% +14 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,008 $608K 0.2% -6,631 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 976 $607K 0.11% -120 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 976 $607K 0.13% -30 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 974 $606K 0.14% +271 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 974 $606K 0.08% +129 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 972 $604K +553 Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 966 $601K <0.01% new 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 966 $600K 0.26% +161 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 965 $600K <0.01% -66 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 965 $600K 0.1% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 962 $598K 0.03% +2 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 958 $596K 0.19% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 957 $595K 0.12% +20 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 954 $593K 0.4% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 954 $593K 0.12% -35 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 950 $591K 0.27% -6 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 949 $590K 0.02% 0 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 949 $590K 0.24% +210 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 940 $584K 0.17% +25 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 940 $584K 0.23% -32 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 2,000 $584K 0.25% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 938 $583K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 937 $583K 0.02% +205 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 937 $583K new Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 936 $582K 0.02% -19 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 934 $581K 0.12% +477 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 930 $578K 0.06% +57 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 929 $578K 0.03% +474 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 928 $577K 0.23% +19 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 928 $577K 0.05% +240 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 925 $575K 0.11% -95 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 921 $573K 0.17% -14 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 920 $572K 0.29% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 915 $569K 0.22% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 915 $569K 0.43% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 914 $568K 0.05% +34 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 914 $568K 0.05% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 909 $565K 0.12% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 902 $561K 0.17% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 902 $561K 0.1% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 901 $560K 0.1% +64 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 900 $560K <0.01% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 900 $560K 0.06% 0 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 900 $560K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 898 $558K 0.08% +1 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,028 $558K 0.55% 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 894 $556K 0.22% -898 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 891 $555K 0.14% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 891 $554K 0.05% -111 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 889 $553K 0.19% -7 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 881 $548K +63 Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 881 $548K 0.03% -4 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 878 $546K 0.03% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 876 $545K 0.21% -20 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 875 $544K 0.06% -18 13F-HR/A Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 867 $539K 0.01% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 864 $537K 0.42% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 863 $536K 0.09% new 13F-HR Timeline Group