Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,118 $837K 0.02% new 13F-HR Timeline Group Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 5,105 $834K 0.32% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,100 $833K 0.03% +20 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,075 $829K 0.14% +261 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,070 $829K 0.08% +479 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,000 $817K 0.89% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,952 $809K 0.05% -266 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,942 $808K 0.01% -34 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,800 $784K 0.48% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,800 $784K 0.06% +254 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,796 $784K 0.22% +6 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,795 $784K 0.02% +600 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,785 $782K 0.75% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,682 $765K 0.01% -2,230 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,638 $758K 0.13% +307 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,616 $754K 0.4% -162 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,541 $742K <0.01% -1,721 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,464 $730K 0.02% +400 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,457 $728K <0.01% +701 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,327 $726K <0.01% -122 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,411 $721K 0.05% +180 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,386 $717K 0.33% +34 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,382 $716K 0.02% -357 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,329 $707K 0.05% +565 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,307 $704K +700 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,300 $703K <0.01% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,248 $694K 0.34% +61 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,242 $693K 0.41% -653 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,238 $693K 0.69% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,194 $685K 0.35% -102 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,136 $676K 0.05% +475 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,129 $675K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,115 $672K 0.02% -1,089 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $671K 0.24% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,057 $663K 0.01% +286 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,045 $661K 0.44% -18 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,018 $657K 0.08% -142 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,007 $656K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,007 $655K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,991 $652K 0.07% +118 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,972 $649K 0.04% +23 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,956 $646K 0.45% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,903 $638K 0.02% +10 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,896 $637K 0.45% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,829 $626K 0.01% +79 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,825 $626K 0.01% +1,210 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,812 $623K 0.17% -60 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,767 $616K 0.32% +6 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,764 $615K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,763 $615K 0.01% new 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,762 $615K 0.14% +4 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,704 $611K 0.29% +23 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,704 $605K 0.23% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,652 $597K 0.01% +771 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,652 $597K 0.08% +64 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,595 $587K 0.29% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,452 $584K 0.13% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,518 $575K 0.01% -1,620 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,518 $575K 0.01% -1,620 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,501 $572K 0.25% +366 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,476 $568K 0.39% +1 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,434 $561K 0.13% 0 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,430 $561K 0.39% -24 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,400 $556K 0.38% +253 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,350 $547K <0.01% -4,000 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,343 $546K 0.03% +2,149 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,229 $528K 0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,203 $523K 0.14% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,143 $514K 0.13% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,128 $511K 0.42% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,116 $509K 0.01% +259 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,092 $505K 0.27% +401 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,021 $494K 0.34% +27 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,020 $494K 0.08% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,011 $492K 0.02% +15 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,014 $491K 0.04% -553 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,000 $490K 0.03% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,994 $489K 0.02% +92 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,983 $488K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $484K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,939 $480K <0.01% +490 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,847 $465K 0.32% +84 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,774 $453K 0.14% +611 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,767 $452K <0.01% +17 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,752 $449K 0.03% +25 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,740 $448K <0.01% -810 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,737 $447K 0.03% +22 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $446K 0.14% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,700 $441K 0.31% -580 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,688 $439K 0.21% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,675 $437K 0.5% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,671 $437K 0.21% -33 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,652 $433K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,645 $432K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,635 $431K 0.01% -355 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,632 $430K 0.01% +393 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,631 $430K 0.05% +40 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,624 $429K 0.06% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,621 $428K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,611 $427K <0.01% +851 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,604 $426K 0.09% +1,302 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,602 $425K 0.21% -1,212 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,577 $421K <0.01% -2,788 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,561 $419K 0.02% -3,977 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,555 $418K 0.01% -63 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,522 $412K 0.01% -53 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,504 $409K <0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,500 $409K 0.02% -1,893 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $408K 0.02% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,472 $404K 0.22% +260 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,464 $403K 0.02% +52 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,463 $403K 0.42% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,420 $395K 0.04% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,418 $395K 0.09% +2 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,412 $394K 0.29% -3,907 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,410 $394K 0.17% +12 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,410 $394K 0.04% +262 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,404 $393K 0.14% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,324 $380K <0.01% -245 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,314 $378K <0.01% -114 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 2,301 $376K 0.16% +1,102 13F-HR Timeline American Trust More: the full row for American Trust 2,268 $371K 0.03% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,257 $369K <0.01% +58 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,245 $367K 0.01% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,243 $367K 0.1% -6,572 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,230 $364K 0.01% +6 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,223 $363K 0.01% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,213 $362K 0.02% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,200 $360K 0.27% +100 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,166 $354K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,152 $352K 0.01% +619 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,137 $349K 0.02% +32 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,136 $349K 0.26% +3 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,125 $347K 0.26% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,123 $347K 0.14% -16 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,112 $345K 0.04% -7 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,085 $341K 0.01% -93 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,081 $340K 0.02% +142 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,080 $340K 0.02% 0 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 2,070 $338K 0.17% +168 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,066 $338K 0.03% new 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $335K 0.07% 0 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 2,042 $334K <0.01% -1,645 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,022 $330K 0.03% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,011 $329K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,007 $328K 0.02% -889 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,002 $327K 0.21% -115 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,997 $326K 0.17% +5 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,950 $319K 0.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,934 $316K <0.01% -98 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,908 $312K 0.02% +14 13F-HR/A Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,898 $311K 0.1% +314 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,880 $307K 0.01% -182 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,876 $307K <0.01% +79 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,822 $297K 0.83% +419 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 1,814 $296K 0.12% -348 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,805 $295K 0.14% -319 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,788 $292K 0.06% +342 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,779 $291K 0.03% -183 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,735 $284K 0.01% +2 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,725 $282K 0.06% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,721 $281K 0.07% 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 1,719 $281K 0.04% -2,207 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,715 $280K 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,709 $279K 0.06% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,679 $279K 0.08% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,700 $278K 0.14% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,699 $278K 0.11% +6 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $275K 0.02% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,683 $275K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,673 $273K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,667 $272K 0.11% +154 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,660 $271K 0.09% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,659 $271K 0.03% -2 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,656 $271K 0.13% -11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,645 $269K 0.04% -455 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,632 $267K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,631 $266K 0.01% +22 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,622 $265K 0.03% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,619 $265K 0.17% +18 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,617 $264K 0.27% 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,603 $262K 0.07% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,603 $262K 0.18% -750 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,599 $261K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,584 $259K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,578 $258K 0.01% -412 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,579 $256K 0.09% +164 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,459 $254K 0.18% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,544 $252K 0.02% +131 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,533 $251K <0.01% -20 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,528 $250K <0.01% new 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,528 $250K 0.02% +2 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,518 $248K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,511 $247K <0.01% +761 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,510 $247K 0.21% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,500 $245K 0.01% +35 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,500 $245K <0.01% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,496 $244K 0.08% +53 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,483 $243K 0.04% +21 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,486 $243K 0.01% -125 13F-HR Timeline