PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,446 $276K 0.13% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,445 $276K 0.14% 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,440 $275K 0.02% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,439 $275K 0.05% +3 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,439 $275K 0.08% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,435 $274K 0.12% +49 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 1,434 $274K 0.42% -14 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,434 $274K 0.03% 0 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 1,430 $273K 0.14% 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,430 $273K 0.06% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,464 $273K 0.04% +105 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,424 $272K 0.23% +17 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,421 $271K 0.03% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,417 $271K 0.05% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,414 $270K 0.12% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,414 $270K 0.02% 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for RFG Holdings, Inc. 1,334 $255K 0.06% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,333 $255K 0.03% -613 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,324 $253K <0.01% 0 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,324 $253K 0.02% -155 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,288 $253K <0.01% -799 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,321 $252K 0.06% -29,322 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,319 $252K 0.14% 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,316 $251K 0.06% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 1,314 $251K 0.08% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,313 $251K 0.03% -27 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,312 $251K 0.05% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,312 $251K 0.09% -185 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,312 $251K 0.06% +7 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,306 $249K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,304 $249K 0.02% +11 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,300 $248K 0.06% 0 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 1,299 $248K 0.18% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,297 $248K 0.02% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,294 $247K 0.05% +13 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,290 $246K 0.04% -80 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,289 $246K 0.09% +1 13F-HR Timeline Pandora Wealth, Inc. 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More: the full row for Maltin Wealth Management, Inc. 1,265 $242K 0.1% -65 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,263 $241K 0.08% +13 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,262 $241K 0.06% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,261 $241K 0.06% +50 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,260 $241K 0.07% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,260 $241K 0.25% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,254 $240K 0.05% 0 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 1,253 $239K 0.1% 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,252 $239K 0.04% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,252 $239K 0.06% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,252 $239K 0.07% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,242 $237K 0.01% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,242 $237K 0.08% +684 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,240 $237K 0.04% -99 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,150 $237K 0.1% +50 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,237 $236K 0.01% -606 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,235 $236K 0.03% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,232 $235K 0.17% -113 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,228 $235K 0.04% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for MontVue Capital Management, Inc. 1,194 $228K 0.15% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,190 $227K 0.08% +107 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,190 $227K 0.1% -743 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,189 $227K 0.11% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,188 $227K 0.01% +1 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,188 $227K 0.02% +9 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,187 $227K 0.12% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,186 $227K 0.02% -798 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,186 $227K 0.05% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,186 $227K 0.11% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,181 $226K 0.08% 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,180 $225K 0.13% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,167 $225K 0.08% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,177 $225K 0.02% -150 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 1,176 $225K 0.11% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,173 $224K 0.26% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,171 $224K 0.17% +7 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,170 $223K 0.01% -58 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,168 $223K 0.06% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,167 $223K 0.14% +1 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,167 $223K 0.08% +77 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,163 $222K 0.12% +6 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 1,162 $222K 0.12% 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 1,161 $222K 0.08% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,160 $222K 0.12% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,160 $222K 0.01% -15 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,158 $221K 0.13% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,477 $221K <0.01% -860 13F-HR Timeline Group Westside Investment Management, Inc. 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More: the full row for Point72 Asset Management, L.P. 1,149 $219K <0.01% new 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,148 $219K 0.06% new 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 1,147 $219K 0.07% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,146 $219K 0.06% -468 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,146 $219K 0.13% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,145 $219K 0.11% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,141 $218K 0.05% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,140 $218K 0.06% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,105 $218K 0.04% -293 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,128 $217K 0.1% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,137 $217K 0.04% -45 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,137 $217K 0.04% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,137 $217K <0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,085 $217K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,130 $216K 0.02% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,130 $216K 0.01% -171 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,129 $216K 0.07% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,128 $215K 0.01% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,127 $215K 0.03% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,127 $215K 0.09% -1 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,125 $215K 0.02% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,125 $215K 0.04% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,125 $215K 0.03% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,124 $215K 0.04% 0 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 1,118 $214K 0.13% 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 1,118 $214K 0.2% 13F-HR/A Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,116 $213K 0.21% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,116 $213K 0.01% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,115 $213K 0.09% -30 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,115 $213K 0.12% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,114 $213K 0.02% 0 13F-HR Timeline Stonebrook Private Inc. 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More: the full row for Community Bank, N.A. 1,103 $211K 0.02% +303 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,102 $210K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,102 $210K 0.17% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,101 $210K 0.03% +116 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,100 $210K 0.05% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,100 $210K 0.04% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,100 $210K 0.16% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,098 $210K 0.02% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,098 $210K 0.12% -8 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,071 $209K 0.06% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,093 $209K 0.06% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,090 $209K 0.13% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,092 $209K 0.02% +5 13F-HR Timeline