Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,441 $782K 0.71% +173 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,436 $779K 0.03% +690 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,430 $776K <0.01% new 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,428 $775K 0.39% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,410 $765K 0.74% -382 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,405 $762K 0.12% +2 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,404 $762K 0.16% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,400 $759K 0.28% -50 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,399 $759K 0.03% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,397 $758K 0.15% -19 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,393 $755K 0.74% 0 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 $755K 0.01% 0 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,390 $754K 0.15% +34 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,388 $753K 0.74% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,385 $751K 0.05% -1,846 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,253 $750K 0.48% -126 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,381 $749K 0.36% +40 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,380 $748K 0.17% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,375 $746K 0.56% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,373 $745K 0.07% +74 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,370 $743K 0.09% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,367 $742K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,366 $741K 0.1% +159 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,366 $741K 0.04% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,362 $738K 0.08% -10 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,358 $737K 0.06% +805 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,354 $735K 1.06% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,351 $733K 0.1% -25 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,350 $732K 0.5% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,330 $721K 0.26% +70 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,329 $721K 0.32% -458 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,327 $720K 0.41% +123 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,325 $718K 0.02% +2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,324 $718K 0.06% +163 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,378 $717K 0.31% +10 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,320 $716K 0.01% +14 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,317 $714K 0.18% -15 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,312 $712K 0.39% -311 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,307 $709K 0.14% +86 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,304 $707K 0.45% +201 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,303 $707K 0.47% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,293 $701K 0.02% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,287 $698K 0.52% +1 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,281 $695K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,279 $694K 0.07% -160 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,274 $691K 0.02% +227 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,272 $690K 0.01% new 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,268 $688K 0.23% -341 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,268 $688K 0.16% +9 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,267 $687K 0.02% +436 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,312 $687K 0.16% +82 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,259 $683K 0.15% +3 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,253 $680K 0.23% +364 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,252 $679K 0.06% +128 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,211 $677K 0.24% +19 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,241 $673K 0.36% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,240 $672K 0.36% +11 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,239 $672K 0.05% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,231 $668K 0.16% -30 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,228 $666K 0.24% +24 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,225 $665K 0.41% +1 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,222 $663K 0.03% -74 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,218 $661K 0.11% -67 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,217 $660K 0.03% +137 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,213 $658K <0.01% 0 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,264 $656K 0.22% +802 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,209 $656K 0.38% -1,081 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,204 $653K <0.01% -50 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,201 $651K 0.21% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,197 $649K 0.02% +127 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 1,114 $648K 0.65% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,189 $645K 0.08% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,183 $642K 0.16% -63 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,172 $640K 0.36% +1 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,176 $638K 0.07% +14 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,175 $637K 0.11% -44 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,170 $635K 0.07% -101 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,166 $632K 0.14% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,165 $632K 0.31% -230 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,164 $631K 0.22% -16,760 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,163 $631K 0.64% +536 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,161 $630K 0.24% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,154 $626K 0.34% -488 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,153 $625K 0.1% -1,496 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,152 $625K 0.24% +276 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,148 $623K 0.05% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,146 $621K 0.01% +30 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,145 $621K 0.03% +209 13F-HR Timeline Group McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,142 $619K 0.19% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,140 $618K 0.02% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,140 $618K 0.16% -2 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,138 $617K 0.09% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,137 $617K 0.02% +557 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,135 $615K 0.2% +1 13F-HR/A Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,132 $614K 0.31% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,124 $610K 0.06% +559 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,122 $609K 0.18% +220 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,121 $608K 0.32% +45 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,121 $608K 0.24% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,120 $607K 0.46% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,120 $607K 0.05% -74 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,117 $606K 0.13% -135 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,114 $605K 0.01% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,114 $604K 0.6% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,114 $604K 0.06% +200 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,108 $601K 0.14% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,107 $600K 0.28% -42 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,124 $600K 0.02% +322 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,104 $599K 0.05% -42 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,103 $598K 0.18% +2 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,101 $597K 0.46% +2 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,098 $596K 0.37% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,097 $595K 0.12% +43 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,097 $595K 0.12% +195 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,097 $595K 0.16% +1 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,095 $594K <0.01% -70 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,089 $591K 0.33% +26 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,088 $590K 0.09% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,087 $589K 0.07% -50 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,084 $588K 0.05% -3 13F-HR/A Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,083 $587K 0.16% -470 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,082 $587K 0.44% +35 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,080 $586K 0.11% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,075 $583K 0.06% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,080 $581K 0.16% +189 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,066 $578K 0.12% +235 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,061 $576K 0.03% -120 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,056 $573K 0.24% +29 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,048 $568K 0.28% +515 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,047 $568K 0.04% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,041 $565K 0.08% -627 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,039 $564K 0.14% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,036 $562K 0.02% +15 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,034 $561K 0.26% -45 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,034 $561K 0.13% +60 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,030 $559K 0.1% -15 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,030 $559K 0.21% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,017 $559K 0.05% +417 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,028 $558K 0.55% 0 13F-HR/A Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,027 $557K 0.37% -179 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,026 $556K 0.01% +526 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,024 $556K 0.06% +1 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,024 $555K 0.3% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,023 $555K 0.26% +14 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,019 $553K 0.13% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,020 $552K 0.01% new 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,017 $551K 0.11% -253 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,013 $549K 0.05% +274 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,010 $548K 0.5% +198 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 $542K 0.14% 0 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $542K 0.26% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,000 $542K +119 Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 998 $541K 0.17% +2 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 996 $540K 0.03% +164 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 995 $540K 0.62% -298 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 994 $539K 0.34% 0 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 987 $536K 0.42% -83 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,017 $535K 0.24% +515 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 983 $533K 0.04% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 980 $532K 0.04% -150 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 973 $528K 0.64% +118 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 972 $527K 0 Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,011 $526K 0.1% +6 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 968 $525K 0.05% +129 13F-HR/A Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 966 $524K 0.1% -10 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 966 $524K 0.22% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 958 $520K 0.17% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 957 $519K 0.08% -100 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 956 $519K 0.04% +190 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 955 $518K 0.35% +1 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 954 $517K 0.11% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 966 $515K 0.17% +278 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 950 $515K 0.16% +116 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 950 $515K 0.2% +22 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 949 $515K 0.22% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 949 $515K 0.02% 0 13F-HR Timeline Group 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 946 $513K 0.02% -16 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 944 $512K 0.02% -95 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 941 $510K 0.15% +93 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 938 $509K 0.03% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 935 $507K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 814 $506K 0.17% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 932 $505K 0.02% -17,388 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 932 $505K 0.1% -25 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 931 $505K -6 Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 930 $504K 0.12% +243 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 928 $503K 0.03% +47 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 927 $503K 0.06% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 895 $501K 0.07% +67 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 920 $499K 0.22% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 918 $498K 0.1% -75 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 916 $497K 0.25% +202 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 915 $496K 0.18% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 915 $496K 0.39% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 914 $496K 0.05% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 910 $494K 0.11% -717 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 909 $493K 0.04% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 908 $492K 0.23% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 901 $489K 0.3% -294 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 900 $488K 0.01% -200 13F-HR Timeline