Balefire, LLC More: the full row for Balefire, LLC 7,247 $873K 0.17% -136 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,228 $871K 0.2% -183 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 7,219 $870K 0.13% -68 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,144 $861K <0.01% +281 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,017 $845K 0.02% -252 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,014 $845K 0.02% +316 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 7,011 $845K 0.49% +2 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,946 $837K 0.24% +1,269 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 6,895 $831K 0.02% -155 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,885 $830K 0.08% -23 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,877 $829K <0.01% -729 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,784 $817K <0.01% -1,338 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,764 $815K 0.73% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,733 $811K 0.11% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,700 $807K 0.11% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,595 $795K 0.01% +1,988 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,576 $792K <0.01% -55 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,489 $782K 0.03% -150 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,360 $766K 0.15% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 6,351 $765K 0.26% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,138 $764K 0.07% +380 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,340 $764K 0.05% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,320 $762K 0.04% -2 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,318 $761K 0.09% -11,304 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,257 $754K 0.01% +1,480 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 6,250 $753K 0.34% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,205 $748K <0.01% -1 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,183 $745K <0.01% -380 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,161 $742K 0.23% +7 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,144 $740K 0.05% +164 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,110 $736K 0.12% +1,730 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,088 $734K 0.1% +524 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,018 $725K 0.02% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,000 $723K <0.01% -9,000 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 5,959 $718K 0.05% +242 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 5,763 $694K 1.08% +566 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,741 $692K 0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,586 $673K 0.09% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,501 $663K 0.26% -9 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,367 $647K <0.01% +737 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,340 $643K 0.06% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,334 $643K 0.25% +97 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,327 $642K 0.04% +1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,319 $641K 0.01% -4,275 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,288 $637K 0.01% -136 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,241 $632K <0.01% +195 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,235 $631K 0.05% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,181 $624K 0.01% -143 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,160 $622K 0.05% -4,152 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,147 $620K 0.21% -205 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,134 $619K 0.1% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,090 $613K 0.25% -9 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,053 $609K 0.01% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,041 $607K <0.01% -600 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,978 $600K 0.1% -1 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,971 $599K 0.07% -18 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,948 $596K 0.08% +2 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,946 $596K 0.02% +650 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,832 $582K <0.01% +1,191 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,769 $575K <0.01% +420 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,767 $574K 0.08% -37 13F-HR Timeline TRUST POINT INC. 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More: the full row for CENTAURUS FINANCIAL, INC. 4,647 $560K 0.03% +84 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,640 $559K 0.12% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,601 $554K 0.02% +1,433 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 4,600 $554K <0.01% -865,600 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,595 $554K 0.01% +157 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,590 $553K <0.01% -536 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,556 $549K 0.05% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. 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Empirical Wealth Management 4,527 $546K 0.01% -656 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,503 $543K 0.09% -86 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,401 $530K 0.27% +2,154 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,384 $528K 0.17% +31 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,321 $521K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,289 $517K 0.08% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,277 $515K 0.16% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,209 $507K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,190 $505K 0.07% -50 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,180 $504K 0.01% +291 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,096 $494K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,086 $492K 0.03% +1,682 13F-HR Timeline Group Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 4,075 $491K 0.31% -415 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,048 $488K 0.06% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,008 $483K 0.09% -191 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,863 $465K 0.11% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,819 $460K 0.11% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,800 $458K 0.14% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,799 $458K 0.02% -78 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,773 $455K 0.09% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,766 $454K 0.01% +179 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,767 $453K 0.92% -130 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,723 $449K 0.12% 0 13F-HR Timeline TME FINANCIAL, INC. 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More: the full row for Bond & Devick Financial Network, Inc. 3,656 $441K 0.13% -4 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,650 $440K <0.01% -300 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,644 $439K 0.28% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,627 $437K 0.02% +96 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,626 $437K <0.01% +1 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,606 $435K 0.41% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,601 $434K 0.05% -456 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,595 $433K 0.13% +4 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,586 $432K <0.01% +49 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,559 $430K <0.01% +2,378 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,546 $427K 0.1% -1,336 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,542 $427K <0.01% +100 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,521 $424K 0.01% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,517 $424K 0.03% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,477 $419K 0.11% -12 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,410 $411K 0.06% -950 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,400 $410K 0.33% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,394 $409K 0.02% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,385 $408K 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,332 $402K 0.01% -13,934 13F-HR/A Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,298 $397K 0.29% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,266 $394K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,218 $393K 0.04% -31 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,238 $390K 0.18% +5 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,231 $389K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,208 $387K <0.01% +2,298 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,191 $384K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,189 $384K <0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,185 $384K 0.03% new 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,180 $383K 0.13% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,160 $381K 0.09% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,125 $377K 0.06% +2 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,121 $376K 0.01% +28 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 3,119 $376K 0.1% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,116 $375K 0.13% -690 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,092 $373K 0.05% -1,718 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,066 $369K 0.01% -488 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,043 $367K 0.02% +166 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,025 $365K <0.01% -267 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,004 $362K 0.2% -21 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,962 $357K 0.1% -715 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,951 $356K 0.04% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,946 $355K 0.26% +316 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,936 $354K 0.01% +169 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,922 $352K 0.05% -105 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,922 $352K 0.07% -2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,911 $351K 0.04% +630 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,907 $350K 0.02% -1,730 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,888 $348K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,875 $346K 0.35% +56 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,840 $345K 0.1% +20 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,861 $345K 0.33% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,853 $344K 0.01% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,840 $342K 0.43% +46 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,813 $339K 0.05% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,814 $339K 0.09% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,813 $339K 0.17% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,811 $339K 0.11% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,744 $331K 0.18% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,733 $329K 0.23% +261 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,725 $328K <0.01% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,715 $327K 0.21% -209 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,707 $326K 0.01% -44 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,691 $324K 0.07% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,621 $324K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,671 $322K 0.03% -92 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,660 $321K <0.01% -2,874 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,656 $320K 0.02% +178 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,622 $316K 0.19% +13 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,605 $314K 0.14% +685 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,579 $311K 0.01% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,525 $304K 0.19% +42 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,512 $303K 0.14% -233 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,508 $302K 0.24% +680 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,500 $301K 0.27% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,483 $299K 0.02% -1,308 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,477 $298K 0.08% +65 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,472 $298K <0.01% +420 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,462 $297K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,444 $295K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,407 $293K <0.01% +115 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,419 $292K <0.01% new 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,406 $291K 0.02% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,409 $290K 0.1% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,385 $287K 0.02% +63 13F-HR Timeline Group Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,407 $285K 0.13% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,369 $285K 0.06% -23 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,366 $285K 0.01% +1 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,366 $285K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,364 $285K 0.01% +1 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,352 $283K 0.08% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,340 $282K 0.08% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,333 $281K 0.04% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,332 $281K 0.07% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,265 $280K 0.01% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,313 $279K 0.08% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,300 $277K 0.1% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,293 $276K 0.19% 0 13F-HR Timeline