Americana Partners, LLC More: the full row for Americana Partners, LLC 3,251 $1.33M 0.03% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 3,101 $1.29M 0.48% +155 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,157 $1.29M 0.8% +460 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,149 $1.28M 0.04% +2,702 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,111 $1.27M 0.06% +210 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,100 $1.26M 0.57% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,093 $1.26M 0.06% +618 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,079 $1.26M 0.18% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,076 $1.25M 0.06% +2,014 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,057 $1.25M 0.02% +504 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,994 $1.22M <0.01% 13F-HR Timeline Group Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 2,907 $1.18M 1.28% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,895 $1.18M 0.04% -7 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,884 $1.18M 0.03% +136 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,850 $1.16M 0.42% -57 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,814 $1.15M 0.04% +944 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,797 $1.14M 0.29% +4 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,794 $1.14M 0.09% -196 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,746 $1.12M 0.1% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,712 $1.11M 0.01% -49 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 2,665 $1.09M 0.48% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,664 $1.09M 0.02% +176 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,637 $1.08M <0.01% +10 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,632 $1.07M <0.01% -74 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for BlackRock, Inc. 2,568 $1.05M <0.01% +1,720 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,552 $1.04M 0.02% +68 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,529 $1.03M 0.01% +751 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,484 $1.01M 0.01% -937 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,241 $996K 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,414 $984K 0.04% -332 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,392 $975K 0.3% +3 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,338 $953K 0.04% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,322 $947K 0.24% +52 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,274 $927K <0.01% +2 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,251 $918K 0.04% +81 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,228 $909K 0.14% +1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,202 $898K 0.21% -535 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 2,185 $890K 0.4% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,183 $890K 0.02% +132 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 2,170 $885K 0.6% -21 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,150 $876K 0.04% +320 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,142 $873K 0.11% +124 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,120 $864K 0.18% +116 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,107 $859K 0.02% +17 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,100 $856K 0.02% +344 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,064 $841K 0.06% +71 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,042 $832K <0.01% -198 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,034 $829K <0.01% -350 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,025 $826K 0.53% -17 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,014 $821K <0.01% -934 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,006 $818K 0.01% +57 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,988 $810K 0.18% +11 13F-HR/A Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,985 $809K 0.43% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,983 $809K 0.02% +337 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,955 $797K 0.08% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,935 $789K 0.07% +28 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,911 $779K 0.06% +89 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,887 $769K 0.03% new 13F-HR/A Timeline Group Nicholas Hoffman & Company, LLC. 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More: the full row for Accredited Investors Inc. 1,789 $729K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,768 $721K 0.02% -5 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,754 $715K 0.01% +778 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,748 $712K 0.04% +548 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,733 $707K 0.09% +60 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,717 $700K 0.14% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,709 $697K 0.11% +96 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 1,700 $693K 0.2% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,692 $690K 0.33% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,691 $689K 0.43% -249 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,677 $684K 0.05% -35 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,675 $683K 0.01% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,667 $680K 0.43% -874 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,663 $678K 0.05% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,647 $671K 0.04% -54 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,639 $668K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,634 $666K 0.01% -5 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,627 $664K <0.01% -12 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,622 $661K 0.15% -571 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,599 $652K 0.01% +6 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,593 $649K 0.03% -73 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,575 $642K 0.01% +554 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,572 $641K 0.44% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,560 $636K 0.11% +15 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,557 $635K 0.01% +512 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,519 $631K 0.17% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,546 $630K 0.11% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,543 $629K <0.01% +109 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,542 $629K 0.13% +9 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,536 $626K 0.18% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,527 $623K <0.01% -509 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,517 $618K 0.01% -1,170 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,507 $615K 0.34% +533 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,499 $611K <0.01% +646 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,484 $605K 0.11% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,479 $603K 0.01% -3,891 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,477 $602K 0.01% -18 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,447 $590K 0.04% -2,646 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,446 $590K 0.01% +696 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,437 $586K 0.33% +61 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,435 $585K 0.31% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,431 $583K 0.01% +123 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,427 $582K 0.07% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,427 $582K 0.07% -17 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,417 $578K 0.05% +114 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,413 $576K 0.04% +47 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,413 $576K 0.06% -11 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,394 $568K 0.31% +18 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,376 $561K 0.08% -190 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,373 $560K 0.11% +54 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,356 $553K 0.04% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,332 $543K 0.01% +7 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,323 $539K 0.07% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,375 $539K 0.02% +800 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,317 $537K 0.31% +30 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,312 $535K -36 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,307 $533K 0.02% -17 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,300 $530K 0.01% +5 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,297 $530K 0.13% +8 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,283 $523K <0.01% -584 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,272 $519K 0.36% +123 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,269 $517K <0.01% +11 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,263 $515K 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,260 $514K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,243 $507K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,242 $506K 0.01% -26 13F-HR/A Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,240 $506K 0.04% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,203 $490K 0.02% +155 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,195 $487K 0.01% -44 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,195 $487K 0.08% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,195 $487K 0.43% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,095 $487K <0.01% +599 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,194 $486K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,169 $477K <0.01% 0 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,158 $472K 0.25% -363,964 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,154 $470K 0.01% +35 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,145 $467K 0.06% +120 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,142 $466K 0.02% +1 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,139 $464K 0.01% +36 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,136 $463K 0.06% +29 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,133 $462K 0.17% +388 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,128 $460K 0.39% +80 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,127 $459K <0.01% +182 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,126 $459K <0.01% 0 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,124 $458K 0.25% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,111 $453K <0.01% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,079 $448K 0.03% -12 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,074 $438K 0.12% +6 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,070 $436K 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,063 $433K 0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,062 $433K <0.01% -18 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,057 $431K 0.22% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,051 $429K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,050 $428K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,049 $428K 0.01% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,047 $427K 0.23% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,046 $426K 0.08% -15 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,044 $426K 0.23% -7,666 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,040 $424K 0.12% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 1,037 $423K 0.34% -18 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Savvy Advisors, Inc. 986 $402K 0.01% +375 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 978 $399K 0.01% +91 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 975 $397K 0.01% 0 13F-HR/A Timeline Burton Enright Welch More: the full row for Burton Enright Welch 966 $394K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 960 $391K 0.02% -146 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 957 $390K 0.01% -100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 957 $390K <0.01% -233 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 950 $387K 0.09% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 949 $387K 0.01% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 4,914 $385K 0.08% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 943 $384K 0.05% +90 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 934 $381K 0.03% 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 932 $380K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 931 $380K 0.01% -129 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 931 $379K 0.08% +2 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 930 $379K 0.17% -167 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 964 $378K 0.18% +122 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 912 $372K 0.01% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 909 $370K 0.03% +9 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 900 $367K 0.02% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 895 $365K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 893 $364K <0.01% -152 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 877 $358K 0.02% +80 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 867 $353K 0.15% +24 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 860 $351K 0.28% +175 13F-HR Timeline