PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,171 $426K 0.25% +725 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,168 $425K 0.02% -53 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,152 $422K 0.17% +9 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,147 $421K 0.04% -89 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,139 $420K 0.01% +897 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,138 $419K 0.44% +8 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,134 $419K 0.35% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 2,133 $418K 0.04% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 2,131 $418K 0.41% 0 13F-HR Timeline Lloyd Advisory Services, LLC. 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Mason LLC 1,978 $388K 0.15% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 1,970 $386K 0.24% 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,968 $386K 0.12% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,967 $386K 0.02% -192 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,967 $386K 0.12% -459 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,961 $385K 0.03% +61 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,855 $384K 0.13% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,950 $383K 0.29% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,932 $382K 0.11% +260 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,944 $381K 0.04% -67 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,941 $381K 0.06% +667 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,937 $380K 0.28% -75 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,935 $380K 0.1% -595 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,935 $380K 0.08% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,932 $379K <0.01% +88 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,931 $379K 0.12% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. 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More: the full row for McNamara Financial Services, Inc. 1,866 $366K 0.07% -26 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,866 $366K 0.06% -313 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,862 $365K 0.24% +179 13F-HR Timeline MOTCO More: the full row for MOTCO 1,862 $365K 0.03% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,858 $365K 0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,853 $364K 0.22% +76 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,851 $363K 0.36% +172 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,846 $362K 0.03% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,843 $362K 0.17% -1,515 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,840 $361K 0.31% +470 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,838 $361K 0.24% -9 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,838 $361K 0.07% +110 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 1,836 $360K 0.08% +10 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,835 $360K 0.05% 0 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,835 $360K 0.06% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,833 $360K 0.07% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,831 $359K 0.03% +120 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,824 $358K 0.07% -622 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,824 $358K 0.37% -36 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,823 $358K 0.13% +10 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,820 $357K 0.11% +15 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,804 $354K 0.12% -176 13F-HR/A Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,800 $353K 0.23% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,796 $352K 0.03% +170 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,793 $352K 0.12% -320 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,791 $351K 0.19% +123 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,788 $351K 0.06% +300 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,784 $350K 0.01% +38 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,781 $349K 0.03% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,780 $349K 0.08% +1,300 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,779 $349K 0.08% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,775 $348K 0.17% +169 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,774 $348K 0.08% new 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,774 $348K 0.08% +344 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,763 $346K 0.03% -582 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,757 $346K 0.06% +340 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,761 $346K 0.12% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 1,760 $345K 0.28% +300 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,760 $345K 0.04% -15 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,668 $345K 0.08% -31 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,755 $344K 0.04% -106 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,751 $344K 0.08% -326 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,747 $343K 0.12% -228 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,739 $341K <0.01% new 13F-HR Timeline Group TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,738 $341K 0.05% -62 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,737 $341K 0.1% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,737 $341K 0.03% +433 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,780 $340K 0.11% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,729 $339K 0.02% -261 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,729 $339K 0.03% -1,109 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,724 $338K 0.07% +5 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,720 $338K 0.18% -63,205 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,717 $337K 0.04% -225 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,712 $336K 0.29% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,697 $336K 0.02% +537 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,756 $335K 0.03% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,707 $335K 0.06% -105 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,700 $334K 0.1% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,696 $333K 0.07% +596 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,695 $333K 0.07% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,691 $332K 0.02% -333 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,690 $332K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,684 $330K 0.06% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,678 $329K 0.04% +479 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,678 $329K 0.05% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,677 $329K 0.09% +2 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,672 $328K 0.23% +440 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,671 $328K 0.24% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,671 $328K 0.09% +7 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,668 $327K 0.14% -40 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,665 $327K 0.73% +574 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,662 $326K 0.05% -43 13F-HR Timeline Telos Capital Management, Inc. 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Schill & Associates 1,600 $314K 0.21% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,600 $314K 0.09% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,598 $314K 0.07% -1,285 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,595 $313K 0.09% +156 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,592 $312K 0.14% -439 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,592 $312K 0.21% +19 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,590 $312K 0.1% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,587 $311K 0.04% 0 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 1,587 $311K 0.27% +125 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1,583 $311K 0.16% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,583 $310K 0.05% 0 13F-HR Timeline Strategic Financial Services, Inc. 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