Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,675 $1.37M 0.25% -649 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,672 $1.37M 0.4% new 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,662 $1.37M 0.38% -304 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,600 $1.36M 0.01% +2,315 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,564 $1.36M 0.09% -436 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,540 $1.35M 0.12% +1 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,416 $1.34M 0.08% -1,555 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,355 $1.33M 1.54% +168 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,346 $1.33M 0.15% new 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,314 $1.33M 0.58% +3 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 10,305 $1.32M 0.2% -212 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,266 $1.32M 0.72% +580 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,260 $1.32M 0.06% -82 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,206 $1.31M 0.49% -762 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,187 $1.31M 0.69% +110 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 10,167 $1.31M 1.2% +3,719 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 10,003 $1.3M 0.23% -18,497 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.29M 0.06% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 9,880 $1.27M 0.72% +670 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,794 $1.26M <0.01% +3,862 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,739 $1.25M 0.12% +49 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,715 $1.25M 0.2% -19 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,704 $1.25M <0.01% +3,659 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,700 $1.25M 0.68% +1,400 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,617 $1.24M 0.08% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 9,572 $1.23M 0.63% +822 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 9,551 $1.23M 0.54% -569 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,546 $1.23M 0.01% +2,517 13F-HR/A Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 9,507 $1.22M 0.63% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,462 $1.22M 0.05% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,430 $1.21M 0.21% +42 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,364 $1.2M 0.15% -11,855 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 9,314 $1.2M 0.08% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,331 $1.2M 0.02% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 9,260 $1.19M 0.95% +1,352 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,242 $1.19M 0.03% -56,628 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,196 $1.18M 0.1% +6,899 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,196 $1.18M 0.02% +170 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,168 $1.18M 0.06% -1,840 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,111 $1.17M 0.03% -127 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,072 $1.17M 0.46% -277 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 9,037 $1.16M 0.42% +393 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,009 $1.16M 0.09% +131 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,006 $1.16M 0.18% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,914 $1.15M 0.04% +685 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,911 $1.15M 0.07% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 8,788 $1.13M 0.36% -3,310 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 8,759 $1.13M 0.92% -892 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,713 $1.12M 0.3% +212 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,642 $1.11M 0.07% +28 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,064 $1.11M 0.12% +861 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,608 $1.11M 0.22% -2,083 13F-HR Timeline Group 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 8,595 $1.1M 0.15% -125 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 8,573 $1.1M 0.07% +2,183 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,529 $1.1M 0.2% +142 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,529 $1.1M 0.67% +1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,516 $1.09M 0.02% -23,458 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,481 $1.09M 0.01% +3,079 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,403 $1.08M 0.54% +237 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 8,369 $1.08M 0.05% new 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,334 $1.07M 0.12% +15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,319 $1.07M 0.07% -63 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,297 $1.07M 0.07% +301 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,284 $1.06M 0.65% +40 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,283 $1.06M 0.29% -10 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,281 $1.06M 0.03% +2,779 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,272 $1.06M 0.12% +38 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,259 $1.06M 0.48% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,250 $1.06M 0.97% -1,441 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,234 $1.06M 0.01% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,234 $1.06M <0.01% +3,623 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 8,215 $1.06M 0.47% -513 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,190 $1.05M 0.03% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,042 $1.03M 0.13% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 8,030 $1.03M 0.1% -572 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,029 $1.03M 0.24% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,028 $1.03M 0.16% -12 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,959 $1.02M 0.29% -47 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 7,950 $1.02M 0.36% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,909 $1.02M 0.04% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 7,887 $1.01M 0.73% -91 13F-HR/A Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,833 $1.01M 0.01% +411 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 7,805 $1M 0.74% +856 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,709 $991K 0.03% +5 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,663 $985K <0.01% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,632 $981K 0.82% new 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,586 $975K 0.18% +478 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 7,584 $975K 0.26% +5 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,560 $972K 1.19% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,526 $967K 0.03% -671 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,500 $964K 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,499 $964K 0.03% -629 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,480 $961K 0.01% +4,305 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,430 $955K 0.41% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,420 $954K 0.51% -100 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,378 $948K 0.11% +35 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 7,371 $947K 0.3% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,359 $946K 0.06% -156 13F-HR Timeline Group SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,357 $946K 0.52% -52 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 7,298 $938K <0.01% -16 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 7,264 $934K 0.23% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 7,210 $927K 0.18% -8 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 7,206 $926K <0.01% -19,437 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 7,200 $925K 0.27% +1,611 13F-HR/A Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,192 $924K 0.1% +877 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,166 $921K 0.12% +706 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,124 $916K 0.03% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,085 $911K 0.06% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,058 $907K 0.02% +317 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,984 $898K 0.48% -14 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 6,948 $893K 0.11% -4,474 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,871 $883K 0.27% +32 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,757 $868K 0.26% -2,482 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,690 $860K 0.16% +430 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,671 $857K 0.3% +421 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,650 $855K 0.05% -200 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,563 $843K 0.03% +375 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $843K 0.1% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,552 $842K -3,618 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,518 $838K 0.05% +18 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,495 $835K <0.01% -5,011 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,439 $827K 0.22% +202 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,429 $826K 0.43% +127 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,394 $822K 0.01% -282 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,301 $810K 0.03% +92 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $809K 0.23% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,297 $809K 0.02% +913 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,295 $809K 0.3% +230 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 6,289 $808K 0.1% +1,256 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,242 $802K 0.01% +4,322 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,234 $801K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,217 $799K 0.01% -1,065 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,212 $798K 0.15% +1,311 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,151 $791K 0.07% +218 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,132 $788K 0.02% +3,706 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,128 $788K 0.06% +449 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,062 $779K <0.01% +1,751 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 6,000 $771K 0.28% +1 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,000 $771K <0.01% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,922 $761K 0.05% +612 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,914 $760K 0.33% -4 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,860 $753K 0.15% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,805 $746K 0.54% +2 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 5,706 $742K 0.37% +2,374 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,733 $737K 0.05% -82 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,658 $727K 0.11% 0 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 5,534 $711K <0.01% -5,425 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,525 $710K 0.26% +516 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,374 $708K 0.33% +187 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,510 $708K 0.07% +462 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,471 $703K 0.02% -100 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,425 $697K <0.01% -176 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 5,423 $697K 0.12% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,396 $693K 0.04% -275 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,337 $686K 0.02% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,295 $680K 0.43% -22 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,219 $678K 0.01% +296 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,187 $667K 0.13% +22 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,147 $662K 0.34% -20 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,120 $658K 0.02% +631 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,105 $656K 0.01% -153 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,080 $653K 0.28% +40 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,077 $652K <0.01% +1,017 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,075 $652K 0.3% +50 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,069 $651K 0.02% +50 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,026 $646K 0.03% +1,538 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,007 $644K 0.18% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,982 $640K 0.41% +2,154 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,948 $636K 0.29% -144 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,943 $635K 0.24% -151 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,921 $632K 0.08% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,883 $628K 0.01% +5 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,871 $626K <0.01% +28 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,871 $626K 0.06% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,866 $625K <0.01% -182 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,850 $623K 0.06% -1,379 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 4,845 $623K 0.39% -551 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,846 $623K 0.05% +222 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,833 $621K 0.07% -578 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,757 $611K 0.18% +1,671 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,745 $610K <0.01% +3,256 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,721 $607K 0.2% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,690 $603K 0.03% +2,543 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,586 $589K 0.02% +21 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 4,562 $586K 0.32% +524 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,547 $584K 0.02% 0 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 4,545 $584K 0.14% +7 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,540 $584K 0.17% -34 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,534 $583K 0.01% -20,894 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,535 $583K 0.06% -282 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,515 $580K 0.21% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,487 $577K 0.11% -645 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,439 $570K 0.31% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,429 $569K 0.02% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,388 $564K 0.04% +5 13F-HR Timeline BAILARD, INC. 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