Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,307 $971K 0.69% -123 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,244 $965K 0.09% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 10,230 $964K 0.42% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 10,176 $959K 0.2% +2,316 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 10,084 $950K 0.42% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,065 $949K 0.04% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,045 $947K 0.02% +6,838 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,028 $945K 0.01% +419 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,977 $940K 0.02% -19 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 9,968 $939K 0.22% -148 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,683 $913K 0.21% +1,035 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,517 $897K 0.03% +4,900 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 9,500 $895K 0.42% -218 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 9,396 $885K 0.57% +787 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,369 $883K 0.02% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,336 $880K 0.48% -410 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,229 $870K 0.19% -1,095 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,175 $865K 0.47% +700 13F-HR/A Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 9,166 $864K 0.43% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,104 $858K 0.79% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,050 $853K 0.08% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,029 $851K 0.11% +5,215 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,003 $848K 0.32% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,967 $845K 0.06% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,926 $841K 0.12% +910 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,893 $838K 0.01% +195 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,776 $827K 0.25% +231 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,775 $827K 0.07% +3,959 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,732 $823K <0.01% +2,012 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,666 $817K 0.11% +3,315 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,640 $814K 0.27% +354 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,640 $814K <0.01% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 8,270 $812K 0.4% -791 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,612 $812K 0.03% -411 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,600 $810K 0.07% -34 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 8,550 $806K 0.4% +150 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,493 $800K 0.27% +1,896 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 8,283 $781K 0.42% +1,338 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,280 $780K 0.04% -222 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,232 $776K 0.16% +22 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 8,203 $773K 0.18% +4 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,192 $772K <0.01% +198 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,148 $768K 0.05% +26 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 8,147 $768K 0.13% +5,048 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,145 $768K 0.13% -835 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 7,979 $752K 0.4% +1,056 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,929 $747K 0.12% +822 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,856 $740K 0.03% -73 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,751 $736K 0.01% -408 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,791 $734K 0.02% +1,612 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,788 $734K 0.01% +4,733 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 7,774 $733K 0.14% +31 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 7,689 $725K 0.44% +609 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,660 $722K 0.14% -1,950 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 7,657 $722K 0.03% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,581 $714K 0.03% +1,759 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,535 $710K 0.1% +646 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,520 $709K 0.3% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,516 $708K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,513 $708K 0.02% +4,678 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,757 $698K 0.03% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,330 $691K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,327 $691K 0.01% +2 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,289 $687K 0.05% -534 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,279 $686K 0.17% +2,235 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,275 $686K 0.12% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,608 $685K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,257 $684K 0.04% +3,586 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,228 $681K 0.05% +3,825 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,206 $679K 0.07% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 7,164 $675K 0.16% +285 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,148 $674K 0.15% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7,048 $664K 0.18% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,026 $662K 0.02% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,008 $660K 0.21% +100 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,912 $651K 0.05% new 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 6,835 $644K 0.59% +205 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,832 $644K 0.13% -415 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,780 $639K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,773 $638K 0.38% -475 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,658 $627K 0.21% -117 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,628 $625K 0.06% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,590 $621K 0.04% +45 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,544 $617K 0.13% +543 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,468 $610K 0.22% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,450 $608K 0.27% +2,925 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 6,397 $603K 0.25% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,351 $598K 0.01% +760 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,266 $591K <0.01% +282 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,130 $578K 0.3% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,108 $576K 0.14% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,098 $575K 0.2% +34 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,047 $570K 0.06% new 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 6,010 $566K 0.25% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6,005 $566K 0.24% +46 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,920 $558K 0.1% +919 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,680 $558K 0.33% +1,435 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,898 $556K 0.13% +73 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,864 $552K 0.01% +513 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 5,832 $550K 0.14% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,832 $550K 0.02% -325 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,745 $541K 0.26% +135 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,743 $541K 0.02% -1,751 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,683 $536K 0.01% +1,023 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,672 $535K 0.02% +327 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,633 $531K 0.02% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,612 $529K 0.17% +23 13F-HR/A Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,570 $525K 0.14% -447 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 5,535 $522K 0.45% -200 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,497 $518K 0.02% 0 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,490 $517K 0.04% +110 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,398 $509K 0.12% +5 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,395 $508K 0.05% -51 13F-HR/A Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,311 $501K 0.05% -1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,300 $499K 0.01% -9,376 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,287 $498K 0.21% -255 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,278 $497K 0.22% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,217 $492K 0.02% +80 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,196 $490K 0.04% +268 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,158 $486K 0.25% +402 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,123 $483K 0.04% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,100 $481K 0.14% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,097 $480K 0.05% +1,125 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,091 $480K 0.12% +288 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,079 $479K 0.08% -10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,018 $473K 0.02% +1,048 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,970 $472K 0.03% -188 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,000 $471K 0.09% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 4,945 $466K 0.22% +33 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 4,918 $463K 0.17% +1,667 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,911 $463K 0.32% -322 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,912 $463K 0.02% -988 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 4,807 $453K 0.28% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,802 $453K 0.21% -990 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,784 $451K 0.12% +451 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 4,765 $449K +867 Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,756 $448K 0.16% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,733 $446K 0.1% +191 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,704 $443K 0.13% +36 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,600 $434K 0.41% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,563 $430K 0.05% +12 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,287 $421K 0.13% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,430 $418K <0.01% -286 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,430 $417K 0.16% +483 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,401 $415K 0.01% +1,316 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,377 $412K 0.42% -39 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,373 $412K 0.1% -110 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,373 $412K 0.13% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 4,339 $409K <0.01% +130 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,300 $405K 0.1% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,258 $401K 0.03% -5,928 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,237 $399K 0.15% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,210 $397K 0.06% +38 13F-HR Timeline City State Bank More: the full row for City State Bank 4,210 $397K 0.1% +850 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,204 $396K 0.18% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,201 $396K <0.01% -2,617 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,161 $392K 0.13% +240 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,153 $391K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,144 $391K 0.09% +30 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,113 $388K 0.02% +1,032 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,080 $384K 0.04% +1,050 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,040 $381K 0.03% +617 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,031 $380K 0.01% -900 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,009 $378K 0.18% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,000 $377K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,000 $377K <0.01% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,995 $376K 0.35% -325 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,976 $375K <0.01% +1,217 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,757 $373K 0.02% -71 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 3,960 $373K 0.09% -114 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,065 $373K 0.42% -2,234 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,949 $372K 0.01% +1,779 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,911 $369K 0.01% +420 13F-HR/A Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,850 $363K 0.08% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,844 $362K 0.14% +142 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,839 $362K 0.01% +735 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,805 $359K 0.01% -54 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,801 $358K 0.07% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,750 $353K 0.24% +1,100 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,707 $349K <0.01% +156 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,687 $347K 0.1% +28 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,655 $344K 0.12% +100 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,649 $344K 0.11% +478 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,620 $341K 0.01% -38 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 3,618 $341K 0.14% +708 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,600 $339K 0.14% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,535 $333K -1,633 Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,516 $331K 0.01% +1,025 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,514 $331K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,500 $330K <0.01% +1,000 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,500 $330K 0.06% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,484 $328K 0.14% +16 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,480 $328K 0.25% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,467 $327K 0.06% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,455 $326K 0.15% +22 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,429 $323K 0.08% +3 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,400 $320K 0.21% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,395 $320K 0.02% +312 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,394 $320K 0.01% +309 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,387 $319K 0.01% +192 13F-HR Timeline