HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,914 $544K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,907 $542K 0.01% -6,194 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,895 $539K 0.06% -82 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,863 $531K 0.28% +194 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,866 $531K 0.03% -1,024 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 1,862 $530K 0.02% -200 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,858 $528K 0.05% -254 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,855 $528K 0.11% +9 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,854 $527K 0.08% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,852 $527K 0.02% +21 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,847 $525K 0.22% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,840 $523K 0.01% 0 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,825 $519K 0.02% -30 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,819 $517K 0.28% -115 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,805 $514K 0.02% -572 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,804 $513K 0.07% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,777 $510K +712 Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,781 $507K 0.03% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,789 $506K 0.16% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,767 $502K 0.23% +254 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,764 $502K 0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,766 $502K 0.1% -130 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,757 $500K 0.15% -174 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,739 $495K 0.28% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,738 $494K 0.18% +430 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,731 $492K 0.01% -162 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,711 $487K 0.02% -143 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 1,692 $481K 0.42% +623 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,688 $480K 0.05% -275 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,676 $477K 0.23% +80 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,670 $475K 0.29% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,658 $471K 0.03% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,651 $470K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,650 $469K 0.04% +315 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,643 $467K 0.05% -248 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,640 $466K 0.38% -250 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,630 $464K <0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,630 $464K 0.46% -66 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,622 $461K 0.09% -114 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,615 $459K 0.01% 0 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,610 $458K 0.02% -474 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,608 $457K <0.01% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,603 $456K 0.15% +245 13F-HR/A Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,590 $452K 0.24% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,584 $450K 0.03% -538 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,578 $449K 0.01% -838 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,566 $445K 0.05% -6 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,560 $444K <0.01% +158 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,544 $439K 0.02% +4 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,544 $439K 0.02% -14 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,542 $439K 0.05% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,509 $429K 0.03% -110 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,506 $428K 0.06% 0 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,489 $428K 0.24% -34 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,505 $428K 0.2% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,500 $427K 0.1% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,500 $427K 0.11% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,494 $425K 0.17% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,474 $419K 0.37% -6 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,474 $419K 0.35% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,452 $413K 0.06% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,502 $411K 0.16% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,444 $411K 0.35% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,424 $405K <0.01% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,423 $405K 0.02% +8 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,422 $404K 0.03% +79 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,393 $396K 0.03% +184 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,380 $392K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,379 $392K 0.02% -63 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,378 $392K 0.07% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,373 $390K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,366 $388K <0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,365 $388K 0.05% -72 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,363 $388K 0.14% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,363 $388K 0.03% -3,086 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,359 $387K 0.14% new 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,356 $386K 0.53% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,356 $386K 0.13% -585 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,355 $385K <0.01% -133 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,340 $381K 0.01% +300 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,339 $381K <0.01% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,319 $375K 0.02% -228 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,315 $374K 0.02% +634 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,312 $373K 0.01% -240 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,311 $373K 0.14% +12 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,305 $371K 0.02% -54 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,303 $371K 0.11% +11 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,295 $368K 0.18% +186 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,290 $367K 0.01% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,286 $366K 0.03% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,281 $364K 0.12% 0 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,275 $363K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,274 $363K 0.01% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,260 $358K 0.16% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,258 $358K <0.01% -194 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for RFG Holdings, Inc. 1,221 $347K 0.1% +1 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,212 $345K 0.07% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,201 $342K 0.03% -11 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $341K 0.24% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,194 $340K <0.01% -406 13F-HR Timeline Group American Trust More: the full row for American Trust 1,192 $339K 0.03% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,190 $338K 0.05% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,184 $337K 0.32% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,177 $335K 0.1% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,175 $335K 0.01% -150 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,166 $332K <0.01% +561 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,165 $331K 0.04% -665 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,156 $329K 0.07% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,155 $328K 0.03% +80 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,144 $328K 0.09% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,150 $327K 0.17% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,150 $327K 0.04% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,145 $326K 0.04% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,139 $324K 0.03% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,144 $324K 0.22% -1,027 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,120 $319K 0.1% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,119 $318K 0.1% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,117 $318K 0.08% +599 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,116 $317K 0.02% -10 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,112 $316K 0.15% +1 13F-HR Timeline Patten Group, Inc. 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More: the full row for Compound Planning, Inc. 1,090 $310K 0.01% -509 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,086 $309K 0.21% -50 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,077 $306K 0.02% +29 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,069 $304K 0.13% -133 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,066 $303K 0.37% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,064 $303K 0.01% +11 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,054 $300K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,042 $296K 0.02% +89 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,039 $296K 0.11% +76 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,019 $295K 0.07% -33 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,007 $294K 0.04% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,032 $293K 0.12% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,027 $292K 0.05% -31 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,026 $292K 0.19% +145 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,013 $288K 0.07% -37 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,010 $287K 0.05% -7 13F-HR Timeline City State Bank More: the full row for City State Bank 1,002 $285K 0.09% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,001 $285K <0.01% +164 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,000 $284K 0.14% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 997 $284K 0.07% 0 13F-HR Timeline Long Island Wealth Management, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 955 $272K 0.02% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 949 $270K 0.09% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 948 $270K 0.02% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 936 $266K 0.03% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 934 $266K 0.12% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 928 $264K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 928 $264K 0.08% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 922 $262K 0.02% +18 13F-HR Timeline Group Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 921 $262K 0.09% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 919 $261K 0.03% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 917 $261K 0.02% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 915 $260K 0.04% -410 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 913 $260K 0.01% -799 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 903 $257K 0.01% +83 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 901 $256K 0.12% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 900 $256K 0.03% -212 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 899 $256K 0.04% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 895 $255K 0.12% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 900 $254K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 891 $253K 0.05% +5 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 889 $253K 0.15% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 885 $252K 0.08% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 884 $251K 0.11% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 883 $251K 0.01% -5 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 878 $250K 0.01% -11 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 874 $249K 0.1% +31 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 870 $247K 0.01% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 868 $247K 0.06% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 860 $245K 0.02% -3,170 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 859 $244K 0.01% -196 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 852 $242K 0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 849 $241K 0.09% -400 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 845 $240K 0.04% new 13F-HR Timeline Westbourne Investment Advisors, Inc. 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