WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 10,814 $894K 0.4% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 10,809 $893K 0.57% -206 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,799 $892K 0.22% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,796 $892K 0.36% -140 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,782 $891K 0.26% +72 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,769 $890K 0.06% +33 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,747 $888K 0.03% -4,074 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 10,746 $888K 0.2% +8 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,741 $888K 0.03% +2 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,738 $887K 0.24% -100 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,704 $885K 0.05% +1,072 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,695 $884K 0.52% -400 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,686 $883K 0.43% -25 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 10,679 $883K 0.31% +7,451 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 10,675 $882K 0.71% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,674 $882K 0.04% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 10,658 $881K 0.34% -25 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,644 $880K 0.13% -100 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,638 $879K 0.03% +649 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 10,631 $879K 0.06% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 10,582 $874K 0.22% +901 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,578 $874K 0.2% +2,930 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 10,552 $872K 0.14% -1,306 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,479 $866K 0.16% +5,239 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 10,465 $865K 0.06% 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,398 $859K 0.09% -39,439 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 10,252 $847K 0.37% -136 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 10,247 $847K 0.14% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,238 $846K 0.05% +214 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,237 $846K 0.13% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,233 $846K 0.05% +1,579 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,185 $842K 0.13% +249 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,185 $842K 0.23% +6,854 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 10,137 $838K 0.36% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,126 $837K 0.03% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,124 $837K 0.17% +1,728 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,109 $835K 0.03% +2,056 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,107 $835K 0.18% -333 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 10,070 $832K 0.16% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,478 $831K 0.37% +6 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,048 $830K 0.07% +7,064 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,007 $827K 0.24% +265 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 10,003 $827K 0.53% -623 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 10,377 $826K 0.1% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,992 $826K 0.04% -512 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,971 $824K 0.07% -3,877 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,968 $824K 0.07% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 9,961 $823K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,939 $821K 0.07% -153 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 9,892 $817K 0.53% +389 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,265 $817K 0.01% 0 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,884 $817K 0.11% -660 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 9,870 $816K 0.49% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,850 $814K 0.33% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,794 $809K 0.25% -245 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 9,789 $809K 0.01% -117 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,731 $804K 0.08% -363 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,723 $803K 0.03% +1,367 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,722 $803K 0.08% +610 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,721 $803K 0.11% +658 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,711 $803K 0.09% +134 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 9,686 $800K 0.02% +4,339 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 9,662 $798K 0.23% -18 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,661 $798K 0.08% -119 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,660 $798K 0.34% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,653 $798K 0.07% +2,851 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,653 $798K +240 Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,645 $797K 0.16% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 9,621 $795K 0.22% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,620 $795K 0.04% +5,627 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,611 $794K 0.14% -4,515 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,961 $793K 0.17% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,593 $793K 0.04% +169 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 9,593 $793K <0.01% -200 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,555 $790K 0.34% -271 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,544 $789K 0.08% +1,647 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,537 $788K 0.29% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,530 $788K 0.48% -100 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,516 $786K 0.09% -288 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,488 $784K 0.2% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,484 $784K 0.12% +4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,467 $782K 0.09% -2,180 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,465 $782K 0.15% +2,261 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,429 $779K 0.13% -940 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 8,904 $779K 0.72% -2,171 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 9,387 $776K 0.74% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 9,381 $775K 0.08% -113 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,356 $773K 0.01% +472 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 9,357 $773K 0.12% -51 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,351 $773K 0.05% -36 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,334 $771K 0.15% +1,849 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,346 $771K 0.03% -113 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 9,329 $770K 0.11% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,323 $770K 0.26% -257 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,288 $768K 0.22% -13 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,259 $765K 0.16% -34 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,259 $765K 0.52% -1,707 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 9,248 $764K 0.4% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 9,239 $764K 0.41% +2,930 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,205 $761K 0.2% +60 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,169 $758K 0.06% -2,668 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,166 $757K 0.05% +4,701 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,163 $757K 0.02% -14,472 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 9,162 $757K 0.06% 0 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 9,137 $755K 0.67% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,116 $753K 0.02% +2,502 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 9,103 $752K 0.02% +1,496 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,215 $749K 0.11% +781 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,036 $747K 0.03% -4,931 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,017 $745K 0.05% -360 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,979 $742K 0.42% +173 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,976 $742K 0.53% -2,321 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,974 $742K 0.04% +2,685 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,967 $741K 0.05% -34 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,936 $738K 0.08% +4,055 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,935 $738K 0.02% +1,817 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,934 $738K 0.04% -369 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,908 $736K 0.45% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,882 $734K 0.19% +8 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 8,860 $732K 0.21% +4,669 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,826 $729K 0.04% -140 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 8,808 $728K 0.62% -100 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 35,906 $728K 0.96% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,773 $725K 0.07% +14 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,743 $722K 0.1% +239 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,739 $722K 0.37% +48 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,725 $721K 0.05% -391 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,699 $719K 0.01% +31 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,697 $719K 0.04% +1,271 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,695 $719K 0.09% +23 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,688 $718K 0.04% +230 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,680 $717K 0.09% +51 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,667 $716K 0.01% +830 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,650 $715K 0.21% +126 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,643 $714K 0.31% +48 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,643 $714K 0.04% -116 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 8,626 $713K 0.48% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,623 $713K 0.07% +2,823 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,613 $712K 0.06% +2,038 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,602 $711K 0.06% -785 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,592 $710K 0.24% +2,540 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,574 $709K 0.29% +567 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,565 $708K 0.05% -1,758 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,544 $706K 0.06% +278 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 8,541 $706K 0.63% -11,373 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,522 $704K 0.17% +4,518 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,520 $704K 0.07% +2,330 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 8,459 $699K 0.17% +274 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,454 $699K 0.09% -194 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,454 $699K 0.07% -454 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,445 $698K 0.03% +2,467 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,440 $698K 0.27% -1,093 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 8,439 $697K 0.07% -397 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,426 $696K 0.03% -1,470 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 8,375 $692K 0.04% -878 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 8,371 $692K 0.1% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 8,351 $690K 0.15% -1,078 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 8,335 $689K 0.39% -289 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,332 $689K 0.26% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,314 $687K 0.05% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,309 $687K 0.04% -449 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,308 $687K 0.06% -285 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8,303 $686K 0.16% +332 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,296 $686K 0.47% -213 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,865 $685K 0.04% +600 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,288 $685K 0.16% -233 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,255 $682K 0.2% +1,910 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,241 $681K 0.06% -176 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 8,232 $680K 0.23% -328 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,206 $678K 0.03% +472 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,175 $676K 0.12% +1,904 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,160 $674K 0.09% -1,049 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 8,142 $673K 0.09% +563 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,136 $672K 0.05% +241 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,135 $672K 0.06% -337 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 8,133 $672K 0.11% +771 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 8,125 $671K 0.13% +1,090 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,109 $670K 0.09% +39 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,096 $669K 0.08% -1,959 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,094 $669K 0.05% +1,949 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 8,092 $669K 0.19% +512 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,090 $669K 0.14% -777 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,081 $668K <0.01% -3,713 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 8,055 $666K 0.18% -700 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,043 $665K 0.16% -229 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,040 $664K 0.17% -794 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 8,037 $664K 0.07% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,021 $663K 0.04% +445 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,005 $662K 0.08% -851 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 7,999 $661K 0.02% -7,419 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,989 $660K 0.11% +4,138 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,985 $660K 0.07% +2,201 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,983 $660K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,958 $658K 0.03% -199 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 7,950 $657K 0.07% -1,550 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,932 $655K 0.02% +134 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,928 $655K 0.05% -235 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 7,918 $654K 0.41% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 7,909 $654K 0.1% +3,684 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 7,887 $652K 0.33% +605 13F-HR Timeline