MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,108 $835K 0.21% +1 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,107 $834K 0.09% +54 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,105 $833K 0.74% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,104 $832K 0.02% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,101 $830K 0.06% -158 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,099 $828K 0.17% -20 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,098 $828K 0.02% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,098 $828K 0.15% +1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,094 $825K 0.1% +6 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,091 $822K 0.01% -29 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,090 $822K 0.23% +269 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,087 $820K 0.39% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,078 $813K 0.01% +849 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,076 $812K 0.19% +478 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,124 $811K 0.63% 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,076 $811K 0.25% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,074 $810K 0.16% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,073 $809K 0.63% -26 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,072 $808K 0.64% +272 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,062 $801K 0.13% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,061 $800K 0.21% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,058 $798K 0.22% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,056 $796K 0.14% -37 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,054 $794K 0.08% +528 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,041 $792K 0.08% +3 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,049 $791K 0.35% -32 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,049 $791K 0.03% +223 13F-HR Timeline Group October Effect Ltd More: the full row for October Effect Ltd 1,048 $790K 0.87% -5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,039 $783K 0.15% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,038 $782K 0.12% +237 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,037 $782K 0.11% +159 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,035 $780K 0.52% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,035 $780K 0.05% +535 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,033 $779K 0.05% +119 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,033 $778K 0.02% -103 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,029 $776K 0.42% 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 1,028 $775K 0.74% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,027 $774K 0.34% -3 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,024 $772K 0.31% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,022 $770K 0.01% +942 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,021 $770K 0.05% +234 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,019 $768K 0.16% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,018 $767K 0.02% +105 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,016 $766K 0.57% +1 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,015 $765K 0.09% +512 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,014 $764K 0.02% +73 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,014 $764K 0.06% -132 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,016 $763K 0.22% -230 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,012 $763K 0.2% +467 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 994 $762K 0.02% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,005 $758K 0.03% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,002 $755K 0.37% +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 $754K 0.18% 0 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $754K 0.28% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 999 $753K 0.17% +7 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 997 $752K 0.33% +3 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 994 $749K 0.04% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 994 $749K 0.05% +132 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 991 $747K 0.04% +509 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 988 $746K 0.56% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 988 $745K 0.03% +160 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 987 $744K 0.17% -24 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 984 $742K 0.17% -19 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 984 $742K 0.05% +179 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 984 $742K 0.04% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 981 $739K 0.17% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 980 $739K 0.08% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 979 $738K 0.46% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 974 $734K 0.2% +28 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 971 $732K 0.11% -47 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 971 $732K 0.19% +250 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 966 $728K 0.22% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 964 $727K 0.03% +188 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 963 $726K 0.31% -2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 962 $725K 0.06% +10 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 957 $723K 0.11% 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 960 $723K 0.58% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 958 $722K 0.18% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 958 $722K 0.42% 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/ 958 $722K <0.01% +183 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 954 $719K 0.14% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 951 $717K 0 Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 951 $717K 0.08% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 951 $717K 0.02% +153 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 948 $715K 0.39% -10 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 945 $712K 0.31% -16 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 944 $712K 0.02% 0 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 944 $712K 0.7% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 942 $710K 0.02% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 938 $707K 0.23% +466 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 936 $706K 0.17% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 930 $701K 0.05% +141 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 930 $701K 0.2% -100 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 928 $699K 0.1% -80 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 927 $699K 0.04% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 927 $699K 0.18% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 926 $698K 0.05% +3 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 926 $698K 0.14% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 926 $698K 0.11% -2,938 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 925 $697K 0.07% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 923 $696K 0.04% +377 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 920 $693K 0.22% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 919 $693K 0.01% +413 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 918 $692K 0.12% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 915 $690K 0.26% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 915 $689K 0.09% -18 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 910 $686K 0.14% -564 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 909 $685K 0.13% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 908 $684K 0.21% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 898 $683K 0.03% +696 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 906 $683K 0.17% -327 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 900 $679K 0.18% -4 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 900 $678K 0.05% +1 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 900 $678K 0.2% +1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 897 $676K 0.04% -16 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 896 $675K 0.07% +39 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 892 $672K 0.21% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 890 $671K 0.24% -13 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 887 $669K 0.03% +5 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 887 $669K 0.34% +65 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 887 $669K 0.66% +87 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 885 $667K 0.2% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 880 $663K 0.05% +164 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 874 $659K 0.07% +28 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 871 $657K 0.05% -20 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 871 $657K 0.02% -444 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 870 $656K 0.08% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 867 $654K 0.33% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 864 $651K 0.45% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 840 $651K 0.01% +262 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 864 $651K 0.02% +131 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 864 $651K 0.07% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 861 $649K 0.05% -171 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 859 $648K 0.03% -30 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 859 $647K 0.58% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 856 $647K 0.25% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 853 $643K 0.04% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 847 $638K 0.2% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 845 $637K 0.2% +7 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 844 $636K <0.01% -70,911 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 843 $635K 0.21% +163 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 843 $635K 0.39% -1,232 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 840 $633K 0.16% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 839 $632K 0.05% +18 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 831 $626K 0.15% +16 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 821 $619K 0.16% -15 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 821 $619K 0.02% -14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 816 $615K 0.02% -46 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 821 $614K 0.18% +1 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 810 $611K 0.27% -14 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 809 $610K 0.17% -2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 808 $609K 0.17% -103 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 807 $609K 0.05% 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 808 $609K 1.17% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 803 $606K 0.16% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 801 $604K 0.04% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 801 $604K 0.1% -111 13F-HR Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 800 $603K 0.12% -47 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 799 $602K 0.04% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 793 $598K 0.05% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 791 $596K 0.13% +319 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 790 $595K 0.37% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 788 $594K 0.12% +2 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 787 $593K 0.29% -311 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 786 $592K 0.13% -3 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 784 $591K 0.12% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 782 $589K 0.11% +31 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 781 $589K 0.05% -11 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 776 $585K 0.38% +2 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 775 $584K 0.12% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 775 $584K 0.21% -95 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 776 $584K 0.11% -60 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 773 $582K 0.33% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 771 $581K 0.22% -237 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 770 $580K 0.01% +133 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 769 $580K 0.26% -35 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 768 $579K 0.25% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 768 $579K 0.07% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 768 $579K 0.09% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 767 $578K 0.08% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 765 $577K 0.5% -225 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 765 $577K 0.02% 0 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 762 $574K 0.15% -25 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 760 $573K 0.03% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,603 $572K 0.4% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 759 $572K 0.05% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 758 $572K 0.34% +1 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 756 $570K 0.38% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 755 $569K 0.04% -2 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 754 $568K 0.03% +275 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 753 $568K 0.15% +3 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 752 $567K 0.04% +20 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 751 $566K 0.11% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 750 $565K 0.05% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 750 $565K 0.11% +107 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 749 $565K <0.01% -28 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 748 $563K 0.24% +191 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 747 $563K 0.06% +4 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 745 $562K 0.08% +212 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 743 $560K 0.03% -33 13F-HR Timeline