Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,993 $417K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,975 $413K 0.02% -386 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,965 $411K 0.01% -68 13F-HR/A Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,962 $410K 0.01% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,962 $410K 0.03% -671 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,959 $410K <0.01% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,951 $408K 0.1% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,948 $407K 0.07% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,948 $407K 0.14% -10 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,943 $406K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,917 $401K 0.01% +31 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,900 $397K 0.03% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,900 $397K 0.02% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,891 $395K 0.13% +2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,890 $395K 0.01% +147 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,886 $394K 0.05% new 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 1,886 $394K 0.33% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,790 $391K 0.06% +1,628 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,864 $390K 0.17% -1,135 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,859 $389K 0.07% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,858 $388K 0.05% -35 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,850 $387K 0.03% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,755 $382K 0.09% +2 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,827 $382K <0.01% -357 13F-HR/A Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,827 $382K 0.17% 0 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,804 $377K 0.02% +59 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,800 $376K 0.04% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,789 $374K 0.04% +66 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,789 $374K 0.02% +13 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,775 $371K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,725 $370K 0.13% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 1,769 $370K 0.31% +226 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,760 $368K 0.22% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,760 $368K 0.05% +59 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,758 $368K 0.09% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,755 $367K 0.01% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 1,754 $367K 0.29% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,726 $366K 0.08% +3 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,747 $365K 0.05% -64 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,743 $364K 0.04% +30 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,734 $364K 0.22% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,737 $363K 0.01% +31 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,736 $363K 0.08% +2 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,730 $362K 0.02% -1,183 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,725 $361K 0.05% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,703 $356K 0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,700 $356K 0.16% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,700 $356K 0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,696 $355K 0.33% 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,692 $354K 0.33% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,687 $353K 0.05% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,680 $351K 0.14% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,673 $350K 0.02% 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,668 $349K 0.12% -13 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,651 $345K 0.02% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,648 $345K 0.16% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,639 $343K 0.06% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,638 $343K 0.17% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,629 $341K 0.02% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,625 $340K 0.21% +1 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,621 $339K <0.01% +51 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,619 $339K <0.01% -4 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,616 $338K 0.05% +233 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,609 $337K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,606 $336K 0.06% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,606 $336K 0.04% -73 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,604 $335K 0.13% +12 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,603 $335K 0.02% +5 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,602 $335K 0.01% -77 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,600 $335K 0.21% new 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,591 $333K 0.27% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,583 $331K 0.01% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,582 $331K 0.17% -469 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,575 $329K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,612 $329K 0.11% +28 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,571 $329K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,566 $327K 0.02% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,563 $327K 0.06% +2 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,549 $324K 0.06% -26 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,527 $319K 0.13% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,523 $319K 0.04% +1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,517 $317K 0.03% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,515 $317K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,513 $316K <0.01% +952 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,510 $316K 0.09% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,492 $316K 0.05% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,508 $315K 0.05% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,508 $315K <0.01% new 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,500 $314K 0.04% -137 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,492 $312K 0.19% -50 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,492 $312K 0.04% -13 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,487 $311K 0.16% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,487 $311K 0.12% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,483 $310K 0.03% -21 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 1,479 $309K 0.22% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,476 $309K 0.08% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,476 $309K 0.17% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,474 $308K 0.01% -562 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,453 $304K 0.12% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,444 $302K 0.04% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,436 $300K 0.28% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,433 $300K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,429 $299K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,426 $298K <0.01% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,408 $294K 0.07% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,397 $292K 0.19% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,392 $291K 0.15% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,391 $291K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,381 $289K <0.01% +121 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,376 $288K 0.01% -2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,372 $287K 0.03% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,372 $287K 0.14% -47 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,370 $286K 0.11% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,365 $285K 0.01% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,358 $284K 0.04% +3 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,351 $283K 0.02% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,276 $282K 0.06% +4 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,334 $282K 0.1% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,344 $281K 0.02% +286 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,332 $278K 0.08% +25 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,328 $278K 0.03% +144 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,322 $276K <0.01% +323 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,321 $276K 0.03% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,316 $275K 0.02% +250 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,311 $274K 0.23% 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 1,309 $274K 0.16% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,305 $273K 0.01% +50 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,301 $272K 0.27% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,300 $272K 0.05% +1 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,295 $271K 0.08% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,292 $270K <0.01% 0 13F-HR Timeline Group BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 1,291 $270K 0.14% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,289 $270K 0.02% -14 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 1,280 $268K 0.05% -346 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 1,272 $266K 0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,258 $263K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,256 $263K <0.01% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,256 $263K 0.08% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,244 $260K 0.06% -35 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,243 $260K 0.04% +1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,235 $258K <0.01% +14 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,226 $256K 0.09% +76 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,226 $256K 0.02% 0 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,219 $255K 0.05% new 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 1,200 $251K 0.21% 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,198 $251K 0.15% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,195 $250K 0.06% -216 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,193 $250K 0.17% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,169 $245K 0.01% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,167 $244K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,166 $244K 0.01% -35 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,153 $241K 0.01% +26 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,151 $241K 0.03% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,141 $239K 0.05% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,140 $238K 0.02% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,138 $238K 0.07% 0 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,135 $237K <0.01% +13 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,135 $237K 0.06% +57 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,131 $237K <0.01% 0 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 1,130 $236K 0.16% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,129 $236K 0.01% +9 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,124 $235K 0.05% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,116 $234K 0.01% -2,479 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,105 $231K 0.02% +26 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,097 $229K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,037 $229K 0.01% +58 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,090 $228K <0.01% -64 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 1,088 $228K 0.1% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,088 $228K 0.02% +2 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,085 $227K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,076 $225K <0.01% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 1,075 $225K 0.13% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,075 $225K <0.01% +204 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,072 $224K 0.01% +8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,072 $224K 0.03% +52 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. 1,069 $224K <0.01% +25 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,030 $223K 0.02% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,033 $223K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,062 $222K 0.07% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,062 $222K 0.07% -9 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,061 $222K 0.19% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,040 $217K 0.13% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,039 $217K 0.02% -28 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,034 $216K 0.06% -47 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,033 $216K 0.02% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,029 $215K 0.07% +72 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,023 $214K 0.1% +3 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,020 $213K 0.01% -178 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,018 $213K 0.12% +3 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,015 $212K <0.01% new 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,011 $211K 0.05% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,011 $211K 0.03% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,002 $210K 0.01% -204 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,000 $209K 0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,000 $209K 0.02% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,000 $209K 0.04% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,000 $209K 0.08% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $209K 0.08% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 997 $208K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 995 $208K 0.01% new 13F-HR Timeline