Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,709 $1.28M 0.01% +520 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,667 $1.26M 0.16% -14 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,665 $1.26M 0.26% +1 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,654 $1.26M 0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,640 $1.25M 0.02% -5,294 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,628 $1.25M 0.08% -46 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,628 $1.25M 0.32% +11 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,559 $1.24M 0.07% +1,445 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $1.23M 0.25% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,553 $1.22M 0.42% -102 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,547 $1.22M 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,540 $1.22M 0.01% +1,162 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,534 $1.22M 0.23% -10 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $1.21M 0.39% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,501 $1.2M 0.26% +4 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,501 $1.2M 0.13% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,501 $1.2M 0.29% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,493 $1.2M 0.32% +5 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,489 $1.2M 0.34% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,479 $1.2M 0.15% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,466 $1.19M 0.17% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,447 $1.19M 0.16% -69 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $1.18M 0.16% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,435 $1.18M 0.06% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,422 $1.18M 0.22% +34 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,421 $1.18M 0.85% -1,079 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,396 $1.17M 0.06% +94 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,345 $1.15M 0.01% -118 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,340 $1.15M 0.62% -87 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,335 $1.15M 0.04% -1,215 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,319 $1.14M 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,304 $1.14M 0.03% +7 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 3,303 $1.14M 0.07% +140 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,297 $1.13M 0.02% -24 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,291 $1.13M 0.88% +1 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,289 $1.13M 0.02% +1,256 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,264 $1.12M 0.28% -295 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,250 $1.12M 0.12% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,248 $1.12M 0.1% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,228 $1.11M 0.36% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,220 $1.11M 0.38% -60 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,210 $1.1M 0.08% -2,414 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,195 $1.1M 0.81% -121 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,161 $1.09M 0.44% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $1.08M 0.49% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,125 $1.07M <0.01% +2,403 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,125 $1.07M 0.09% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,125 $1.07M 0.04% +979 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,122 $1.07M 0.02% -554 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,098 $1.07M 0.23% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,095 $1.06M 0.07% +612 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,093 $1.06M 0.1% -8 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,073 $1.06M 0.25% +9 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,067 $1.05M 0.1% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,062 $1.05M 0.13% +107 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 2,938 $1.05M 0.68% +1,446 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $1.03M 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,008 $1.03M 0.04% -2 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,004 $1.03M 0.14% -477 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,427 $1.02M 0.13% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,968 $1.02M 0.12% -2 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 2,967 $1.02M 0.23% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,966 $1.02M 0.05% +6 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,946 $1.01M 0.01% -65 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,934 $1.01M 0.21% -150 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,931 $1.01M 0.03% -511 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,920 $1M 0.04% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,920 $1M 0.02% +2 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,908 $1M 0.09% +6 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,904 $999K 0.6% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,888 $993K 0.03% -68 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,880 $990K 0.21% -208 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,878 $990K 0.12% -1 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,850 $980K 0.53% -75 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,846 $979K 0.11% 0 13F-HR/A Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,844 $978K 0.41% +8 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,841 $977K 0.09% +1 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $963K 0.35% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,791 $960K 0.14% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,789 $959K 0.03% -646 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,781 $956K 0.45% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,775 $954K 0.07% -115 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,764 $951K 0.09% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $946K 0.11% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $939K 0.21% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,728 $938K 0.08% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 2,728 $938K 0.21% -25 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,721 $937K 0.25% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,659 $914K 0.08% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,648 $911K 0.02% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,635 $906K 0.14% -49 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $904K 0.08% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,624 $903K 0.01% +256 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,623 $902K 0.26% +173 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,610 $898K 0.06% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,606 $896K 0.32% +429 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,589 $890K 0.02% -90 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,588 $890K 0.02% +218 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,556 $879K 0.09% -16 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 2,552 $878K 0.21% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,546 $876K 0.09% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,538 $873K 0.19% +23 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,537 $872K 0.03% -4,666 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 2,519 $866K 0.56% +60 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,476 $852K 0.19% -50 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,474 $851K 0.02% -4,254 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 2,471 $850K 0.32% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,467 $848K 0.36% +91 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,485 $847K 0.06% -6 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,459 $846K 0.06% -102 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,421 $832K 0.1% +2 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,419 $832K 0.02% +482 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,415 $831K 0.38% +6 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,411 $829K 0.74% 0 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 2,409 $829K 0.77% +5 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,395 $824K 0.16% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,389 $822K 0.41% -29 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,373 $816K 0.06% +15 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,368 $814K 0.07% 0 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 2,364 $813K 0.2% -112 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,356 $810K 0.01% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,356 $810K 0.43% -215 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,351 $807K 0.07% -142 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,348 $807K 0.03% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,346 $807K 0.02% -145 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,336 $803K 0.01% +122 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,323 $799K 0.05% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,320 $798K 0.09% +205 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,312 $795K 0.23% -47 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,306 $793K 0.1% +80 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $790K 0.06% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,295 $789K 0.03% +115 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,289 $787K 0.39% -17 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,280 $784K 0.02% +58 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,251 $772K 0.12% +1,125 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,227 $766K 0.48% -29 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,220 $763K 0.14% -6 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,208 $759K 0.13% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,205 $758K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,199 $756K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,196 $755K 0.03% +172 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,194 $754K 0.05% +3 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,183 $751K 0.06% -117 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,179 $749K 0.02% -100 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $743K 0.13% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $742K 0.33% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,155 $741K 0.2% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,146 $738K 0.22% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,131 $733K 0.02% +1,451 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,126 $731K 0.05% -164 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $729K 0.29% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,119 $729K 0.43% +33 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,119 $729K 0.13% -40 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,114 $727K 0.12% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,110 $726K 0.17% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 2,090 $719K 0.66% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,086 $717K 0.03% +6 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,072 $713K 0.02% -189 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,057 $707K 0.06% 0 13F-HR/A Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,037 $701K 0.23% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,029 $698K 0.07% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,017 $694K 0.21% +80 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,011 $692K 0.01% +940 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,975 $689K 0.04% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 2,002 $689K 0.32% +2 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,000 $688K 0.06% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,982 $682K 0.46% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,980 $681K 0.07% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,979 $681K 0.06% -152 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,975 $679K 0.06% 0 13F-HR/A Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,969 $677K 0.1% -57 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,969 $677K 1.24% +24 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,015 $676K 0.05% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,965 $676K 0.02% +209 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 1,961 $674K 0.61% +56 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,958 $673K 0.06% -146 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,957 $673K 0.32% 0 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 1,950 $671K 0.38% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,940 $667K 0.01% +3 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 1,936 $666K 0.08% -498 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,918 $664K 0.11% -43 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,930 $664K 0.23% -110 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,920 $660K 0.06% +1,243 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,904 $655K 0.04% -90 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,902 $654K 0.03% +1 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,900 $653K 0.2% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,897 $652K 0.03% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,877 $646K 0.24% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,893 $645K 0.06% +1 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,867 $642K 0.04% -4,555 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,846 $635K 0.01% -78 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,844 $634K 0.03% +200 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,838 $632K 0.13% +919 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,831 $630K 0.01% +2 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,831 $630K 0.28% -176 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,826 $628K 0.09% +534 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,818 $625K 0.04% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,816 $624K 0.23% -12 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,807 $621K 0.34% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,800 $619K 0.29% 0 13F-HR Timeline