GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,677 $1.17M 0.53% -5 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,672 $1.17M 0.01% -3,400 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,671 $1.17M 0.68% -3,588 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,669 $1.16M 0.45% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,666 $1.16M 0.39% +1 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,638 $1.14M 0.2% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,637 $1.14M 0.04% +1 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,627 $1.14M 0.27% +36 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,526 $1.13M 0.14% +3 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,623 $1.13M 0.13% -801 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,613 $1.13M 0.12% +1,154 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,611 $1.12M 0.07% -194 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,606 $1.12M 0.18% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,602 $1.12M 0.16% +1 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,601 $1.12M 1.05% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,600 $1.12M 0.02% +119 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,582 $1.1M 0.05% -186 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 1,575 $1.1M 0.95% -903 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,575 $1.1M 0.06% +82 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,574 $1.1M 0.65% -4,894 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,572 $1.1M 0.12% -537 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,569 $1.09M 0.51% -197 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,569 $1.09M 0.09% -49 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,567 $1.09M 0.5% -20 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,563 $1.09M <0.01% +103 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,564 $1.09M 0.05% -4 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,554 $1.08M 0.59% +400 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,553 $1.08M 0.37% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,550 $1.08M 0.32% +22 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,547 $1.08M 0.06% 0 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 1,546 $1.08M 0.09% -10 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,545 $1.08M 0.04% -176 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,545 $1.08M 0.11% -33 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 1,541 $1.08M 0.4% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,538 $1.07M 0.02% +280 13F-HR Timeline Group Sherry Group, Inc. More: the full row for Sherry Group, Inc. 1,527 $1.07M 1.16% -15 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,514 $1.06M 0.07% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,511 $1.05M 0.15% -28 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,503 $1.05M 0.11% -131 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,502 $1.05M 0.12% -72 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,500 $1.05M 0.26% +150 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,500 $1.05M 0.26% +55 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,492 $1.04M 0.13% -5 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,487 $1.04M 0.01% -26 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,485 $1.04M 0.84% -59 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,485 $1.04M 0.12% +53 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,482 $1.03M 0.07% -20 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,480 $1.03M 0.26% +43 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,475 $1.03M 0.07% -94 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,472 $1.03M 0.95% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,462 $1.02M 0.05% -275 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,526 $1.02M 0.48% -107 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,455 $1.02M 0.04% -394 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,460 $1.02M 0.07% -35 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,454 $1.01M 0.12% +10 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,454 $1.01M 0.08% +42 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,454 $1.01M 0.46% -38 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,452 $1.01M 0.06% -15 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,680 $1.01M 0.08% +8,290 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,446 $1.01M 0.44% +18 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,446 $1.01M 0.17% +43 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,443 $1.01M 0.1% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,437 $1M 0.1% -73 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 1,431 $998K 0.66% +2 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,426 $995K 0.07% -5 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,415 $988K 0.68% +1 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,416 $988K 0.08% -643 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,411 $985K 0.04% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,410 $984K 0.03% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,410 $984K 0.04% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,410 $984K 0.1% -5 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,409 $983K 0.07% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,405 $980K 0.64% -11 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,404 $980K 0.25% +130 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,402 $978K 0.1% +46 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 1,320 $976K 0.78% +852 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,393 $972K 0.43% -105 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 $971K 0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,390 $970K 0.47% +30 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,387 $968K 0.14% +1 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,385 $966K 0.27% -133 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,379 $962K 0.4% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,375 $959K 0.64% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,372 $957K 0.09% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,369 $955K 0.03% +41 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,368 $954K 0.02% -686 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,358 $947K 0.11% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,357 $947K 0.03% -20 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,349 $941K 0.09% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,343 $937K 0.25% +56 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,341 $935K 0.75% -12 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 9,062 $935K 0.28% +7,621 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,337 $933K 0.13% -712 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,334 $931K 0.08% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,333 $930K 0.12% -74 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,332 $929K 0.3% +83 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,329 $927K 0.02% +311 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 1,325 $925K 0.72% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,381 $923K 0.01% +267 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,322 $922K 0.05% -6 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,317 $919K 0.18% +32 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,316 $918K 0.04% -53 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,316 $918K 0.05% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,314 $917K 0.43% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,314 $917K 0.05% -658 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,313 $916K 0.02% +280 13F-HR Timeline Group Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,303 $909K 0.49% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,300 $907K 0.19% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,300 $907K 0.09% +1 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,297 $905K 0.05% -441 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,296 $904K 0.07% -27 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,292 $902K 0.11% +114 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,271 $898K 0.14% +652 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,287 $898K 0.18% -35 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,286 $898K 0.56% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,284 $896K 0.18% +34 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,281 $894K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,280 $893K 0.06% +702 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,280 $893K 0.27% -1 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,273 $889K 0.01% +33 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,272 $888K 0.01% -547 13F-HR/A Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,271 $887K 0.34% +8 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,269 $885K 0.15% -83 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,263 $881K 0.09% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,261 $880K 0.11% +246 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,257 $877K 0.06% -31 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,255 $876K 0.03% -12 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,253 $875K 0.58% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,251 $873K 0.11% -370 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,251 $873K 0.41% +70 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,250 $872K 0.24% +680 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,248 $870K 0.13% +10 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,245 $869K 0.07% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,242 $867K 0.19% +69 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,236 $862K 0.55% +7 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 1,231 $859K 0.68% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,229 $857K 0.06% -10 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,224 $854K 0.08% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,222 $853K 0.22% -55 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,222 $853K 0.15% -200 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,217 $849K 0.64% +1 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,215 $847K 0.4% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,213 $846K 0.27% +2 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,211 $845K 0.24% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,211 $845K 0.14% +155 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,203 $839K 0.01% +363 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,202 $839K 0.12% -105 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,198 $836K 0.05% -17 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,192 $832K 0.05% -78 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,185 $827K 0.3% +45 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,180 $823K <0.01% -119 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,177 $821K 0.44% +1 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,176 $821K 0.1% -2 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,176 $821K 0.16% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,168 $815K 0.16% -60 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,167 $814K 0.11% +710 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,162 $811K 0.64% +44 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,161 $810K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,156 $807K 0.02% -197 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,156 $807K 0.32% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,152 $804K 0.03% -12 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,151 $803K 0.52% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,151 $803K 0.03% +30 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,146 $800K 0.03% +182 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,128 $797K 0.01% -211 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,123 $794K 0.72% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,135 $792K 0.22% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,128 $787K 0.05% -2 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,126 $786K 0.19% -1,040 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,125 $785K 0.1% -88 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,124 $784K 0.62% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 1,121 $782K 0.23% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,120 $781K 0.03% -4,200 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,118 $780K 0.05% +85 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,114 $777K 0.62% -16 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,100 $777K 0.29% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,113 $777K 0 Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,113 $777K 0.23% -319 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,112 $776K 0.07% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,110 $774K 0.15% +11 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,110 $774K 0.2% +2 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,109 $774K <0.01% -80,398 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 1,105 $771K 0.67% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,097 $766K 0.05% +76 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,097 $765K 0.02% -7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,096 $765K 0.15% +57 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,094 $763K 0.5% -971 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,090 $761K 0.21% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,090 $761K 0.06% -11 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,090 $761K 0.06% -297 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,087 $759K 0.37% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,088 $759K 0.09% -6 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,083 $756K 0.14% -21,864 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,078 $753K 0.32% +29 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,078 $752K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,077 $751K 0.06% +276 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,076 $751K 0.27% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,076 $751K 0.35% -87 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,074 $750K 0.07% -778 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,074 $749K 0.08% new 13F-HR Timeline