PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,926 $297K 0.13% +7 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,891 $297K 0.02% -18 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,880 $295K 0.03% -99 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,875 $294K <0.01% +1,013 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,858 $292K 0.02% +15 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,844 $289K 0.09% -411 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,821 $286K 0.08% -29 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 1,814 $285K 0.08% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,810 $284K 0.08% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,803 $283K 0.16% +18 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,794 $282K 0.23% +142 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,793 $281K 0.19% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,780 $279K 0.07% +53 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,773 $278K 0.01% -9 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,753 $275K 0.24% +1 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,748 $274K 0.09% +6 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,723 $270K 0.02% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,720 $270K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,718 $270K 0.01% new 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,712 $269K 0.08% +6 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,710 $268K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,708 $268K 0.03% new 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Newman Dignan & Sheerar, Inc. 1,671 $262K 0.05% +6 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,671 $262K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,662 $261K 0.01% +2 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 1,657 $260K 0.19% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,622 $260K 0.01% +1 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,654 $260K 0.04% +17 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,646 $258K 0.07% -67 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,643 $258K <0.01% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,635 $257K 0.01% -387 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,628 $256K 0.1% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,621 $254K 0.01% -20 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 1,613 $253K 0.38% 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,613 $253K 0.07% -21 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,608 $252K 0.14% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 1,605 $252K 0.19% +96 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,593 $250K 0.03% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,588 $249K 0.18% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,583 $248K 0.04% -14 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 1,581 $248K 0.18% -27 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,578 $248K 0.15% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,577 $248K 0.04% +5 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,570 $246K 0.04% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,565 $246K 0.16% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,559 $245K 0.02% +69 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,559 $245K 0.02% +1 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,573 $244K 0.05% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,546 $243K 0.05% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,541 $242K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,541 $242K 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,537 $241K <0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,522 $239K 0.09% +1 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,522 $239K 0.01% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,510 $237K 0.1% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,506 $236K 0.05% +48 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,426 $224K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,419 $223K 0.03% +1 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,418 $223K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,608 $222K 0.03% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,412 $222K 0.06% +269 13F-HR Timeline Karpus Management, Inc. 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More: the full row for Hurlow Wealth Management Group, Inc. 1,387 $218K 0.05% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,383 $217K 0.04% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,377 $216K 0.02% -75 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,373 $215K <0.01% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,372 $215K <0.01% -1,500 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,370 $215K <0.01% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,369 $215K 0.12% new 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,365 $214K 0.18% 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,375 $214K 0.01% -395 13F-HR Timeline Group Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 1,362 $214K 0.12% new 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,355 $213K 0.16% new 13F-HR Timeline Peregrine Asset Advisers, Inc. 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More: the full row for Truepoint, Inc. 1,325 $208K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,321 $207K 0.01% +2 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,321 $207K 0.05% -189 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,315 $206K 0.07% -140 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 1,314 $206K 0.11% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,311 $206K 0.01% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,302 $204K 0.02% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,300 $203K 0.07% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,292 $203K 0.03% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,291 $203K 0.07% new 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,291 $201K 0.07% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,278 $201K <0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,277 $200K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,275 $200K 0.05% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,274 $200K 0.01% -282 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,270 $199K <0.01% -4,921 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,245 $195K 0.02% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,240 $195K 0.05% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,236 $194K 0.1% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,221 $192K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,219 $191K 0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,171 $184K 0.01% +1 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,132 $178K 0.14% -1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,130 $177K 0.03% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,121 $176K 0.07% 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,096 $176K 0.02% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,076 $169K 0.13% -1 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,172 $165K 0.06% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,037 $163K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,016 $159K 0.01% +8 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 989 $155K 0.01% +3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 989 $149K 0.01% -5 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 920 $144K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 897 $141K 0.02% -9 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 891 $140K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 883 $139K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 873 $137K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 871 $137K 0.05% -217 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 864 $136K 0.05% +447 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 824 $129K <0.01% +447 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 809 $127K <0.01% +631 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 779 $122K 0.01% -1,603 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 756 $119K 0.01% -189 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 746 $117K 0.09% +29 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 738 $116K 0.03% +51 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 729 $114K <0.01% new 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 718 $113K 0.07% -18 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 716 $112K 0.06% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 675 $106K 0.02% +73 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 662 $104K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 661 $103K <0.01% -33 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 657 $103K 0.04% +181 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 561 $88K 0.03% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 551 $86.5K <0.01% +200 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 545 $85.6K 0.02% +301 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 542 $85.1K 0.03% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 536 $84K 0.02% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 533 $83.7K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 526 $82.6K 0.01% -48 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 517 $81.1K <0.01% +6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 502 $78.7K 0.02% +196 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 501 $78.6K 0.04% +257 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 490 $76.5K 0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 481 $75.1K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 435 $68.2K 0.04% +282 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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