Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,288 $394K 0.26% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 7,266 $393K 0.28% -2 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,253 $393K 0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,252 $392K 0.04% -4,182 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 7,190 $389K 0.17% +190 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,181 $389K 0.01% +1,885 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 6,891 $385K 0.08% +98 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 7,036 $381K 0.04% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,004 $379K 0.01% +1,007 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 7,000 $379K 0.17% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,999 $379K 0.05% -163 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,997 $379K 0.28% -908 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,988 $378K 0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,970 $377K 0.03% +297 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,939 $376K 0.01% -1,926 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,849 $371K 0.18% -1,356 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,780 $367K 0.14% -281 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,759 $366K 0.02% -353 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,744 $365K 0.03% +38 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,737 $365K 0.04% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,724 $364K 0.04% +941 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,707 $363K 0.01% -5 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,674 $361K 0.03% +743 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,672 $361K 0.01% -53 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,181 $359K 0.05% 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 6,594 $357K 0.13% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,550 $354K 0.37% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,529 $353K 0.17% +19 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 6,504 $352K 0.31% -663 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,473 $351K 0.02% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 6,454 $349K 0.04% +46 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,444 $349K 0.01% -80 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,432 $348K 0.24% +532 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,419 $347K 0.01% -40 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,379 $345K 0.03% +900 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,360 $344K 0.02% -464 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,355 $344K 0.02% +627 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,313 $342K 0.01% +1,599 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,255 $339K 0.03% +1,045 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,239 $338K 0.03% +19 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,228 $337K 0.01% -83 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,556 $337K 0.03% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,202 $336K 0.16% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,200 $336K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,193 $335K 0.03% +1,096 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,182 $335K 0.02% -2,799 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,182 $335K 0.01% -34 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,160 $334K 0.15% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,149 $333K 0.04% +50 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 6,146 $333K 0.03% -1 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,145 $333K 0.14% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,128 $332K <0.01% -181 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,125 $331K 0.12% -327 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,035 $327K 0.03% new 13F-HR/A Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,000 $325K 0.04% -353 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 5,974 $323K 0.08% -1,185 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,935 $321K 0.45% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,930 $321K 0.01% -517 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,922 $320K 0.02% -1,344 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,919 $320K 0.04% +1,779 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,887 $319K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,861 $317K 0.14% -59 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,814 $315K 0.01% -1,221 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 5,776 $313K 0.23% +77 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,769 $312K 0.01% +1,360 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,753 $311K 0.09% +48 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,715 $309K 0.17% 0 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,694 $308K 0.26% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,689 $308K 0.06% -3 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,536 $306K 0.08% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,639 $305K 0.03% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,636 $305K 0.01% +277 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,612 $304K 0.03% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,608 $304K 0.01% 0 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,582 $302K 0.06% -100 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,568 $300K 0.03% +180 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,546 $300K 0.11% +13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,534 $300K 0.08% -2,539 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 5,500 $298K 0.05% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,489 $297K 0.15% -280 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,471 $296K 0.01% -12,796 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,314 $295K 0.12% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,421 $293K 0.02% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,418 $293K 0.21% -1,182 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 5,400 $292K 0.05% -100 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,394 $292K 0.05% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,378 $291K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,361 $290K 0.02% +238 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,352 $290K 0.18% +47 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 5,350 $290K 0.02% -1,650 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,845 $288K 0.08% 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,311 $287K 0.07% -862 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,269 $285K <0.01% -5,371 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,130 $285K 0.12% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,186 $281K 0.04% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,186 $280K 0.09% +2 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 5,173 $280K 0.04% +138 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,163 $279K 0.06% -376 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,161 $279K 0.06% -644 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,136 $278K 0.05% -164 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,109 $276K 0.07% -2,843 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,102 $276K 0.09% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,091 $276K 0.07% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,084 $275K 0.03% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,076 $275K 0.17% +445 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,073 $275K 0.19% +185 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,017 $272K 0.08% -15 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,000 $271K 0.02% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,000 $271K 0.04% 0 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 5,000 $271K 0.51% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,992 $270K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,977 $269K 0.01% -168 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 4,968 $269K 0.03% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,961 $269K 0.1% +8 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,534 $268K 0.01% +1 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 4,955 $268K 0.07% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,925 $266K 0.01% -235 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 4,915 $266K 0.05% new 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,900 $265K 0.07% -700 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,862 $263K 0.01% +146 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,843 $262K <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,604 $261K 0.11% -12,127 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,793 $259K 0.02% -360 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,781 $259K 0.2% +21 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,761 $258K 0.06% -164 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,759 $258K 0.17% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,750 $257K 0.13% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,708 $255K 0.03% +28 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,690 $254K 0.04% +105 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,683 $253K 0.1% -350 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,664 $252K 0.07% -358 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,647 $251K 0.12% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,645 $251K 0.1% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,641 $251K 0.03% -380 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,623 $250K 0.06% +218 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,603 $249K 0.16% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,591 $248K 0.13% +191 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,574 $248K <0.01% +71 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,531 $245K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,518 $245K 0.05% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,500 $244K 0.01% -22 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,500 $244K 0.14% -1,187 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,493 $243K 0.02% +1 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,485 $243K 0.07% -797 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,467 $242K 0.13% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,464 $242K 0.01% -228 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,462 $241K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,450 $241K 0.02% +161 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,309 $241K 0.13% -122 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,396 $238K 0.01% +106 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,378 $237K 0.04% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,392 $237K 0.07% -176 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,363 $236K <0.01% -494 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,359 $236K 0.04% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,342 $235K 0.13% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,314 $233K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,314 $233K 0.14% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,313 $233K 0.03% -323 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,308 $233K 0.16% -497 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,307 $233K 0.07% -512 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,293 $232K 0.02% -10 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,279 $232K 0.03% -722 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,272 $231K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,267 $231K 0.15% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,264 $231K 0.14% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,261 $231K 0.19% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,056 $230K 0.05% +1,229 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,241 $230K 0.04% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,232 $229K 0.39% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,205 $228K 0.06% new 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 4,200 $227K 0.07% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,197 $227K 0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,197 $227K 0.03% -2,378 13F-HR/A Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,193 $227K 0.17% -1,031 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,194 $227K 0.23% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,948 $226K 0.01% -220 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,184 $226K 0.14% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,174 $226K 0.03% +255 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,164 $225K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,158 $225K 0.03% new 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 4,157 $225K 0.08% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,150 $225K 0.22% 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,121 $223K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,110 $222K 0.09% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,108 $222K 0.26% 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 4,103 $222K 0.29% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,092 $221K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,080 $221K 0.03% +13 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,064 $220K 0.01% -600 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,062 $220K 0.02% -447 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,045 $219K 0.04% -413 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,045 $219K 0.01% new 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 4,040 $219K 0.05% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,031 $218K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,027 $218K 0.02% -166 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,024 $218K 0.04% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,016 $217K <0.01% -566 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,006 $217K 0.01% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,000 $216K 0.12% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,996 $216K 0.01% new 13F-HR Timeline