Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,539 $369K 0.01% +33 13F-HR/A Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,537 $368K 0.29% -151 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,525 $365K 0.25% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,523 $365K 0.02% +34 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,521 $364K 0.02% -12 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,515 $363K 0.01% -396 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,501 $360K 0.01% -18 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,500 $359K 0.23% +94 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,493 $358K <0.01% +7 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,493 $358K <0.01% +419 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,490 $357K 0.09% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,496 $356K 0.26% +915 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,481 $355K 0.16% +3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,479 $354K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,478 $354K <0.01% -34 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,476 $354K 0.09% +2 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,475 $353K 0.13% -35 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,475 $353K 0.04% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,474 $353K 0.05% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,474 $353K 0.07% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,470 $352K 0.11% -309 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,468 $352K <0.01% +143 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,465 $351K 0.08% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,460 $350K 0.06% +6 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,458 $349K 0.18% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,457 $349K 0.06% +104 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,453 $348K 0.01% +311 13F-HR Timeline American Trust More: the full row for American Trust 1,445 $346K 0.03% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,439 $345K 0.18% +112 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,437 $344K 0.15% +270 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,435 $344K 0.16% -77 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,431 $343K <0.01% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,431 $343K 0.31% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,419 $340K 0.03% +10 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,416 $339K -722 Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,405 $337K +605 Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,390 $333K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,387 $332K 0.14% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,387 $332K 0.02% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,382 $331K 0.06% +3 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,374 $329K 0.01% -70 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,361 $328K 0.01% +9 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,367 $327K 0.06% +3 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,366 $327K 0.02% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,365 $327K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,355 $325K 0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,354 $324K 0.04% -25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,342 $322K 0.06% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,335 $320K 0.1% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,334 $320K 0.28% +63 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,331 $319K 0.04% -60 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,330 $319K 0.01% +253 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,325 $318K 0.02% 0 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,323 $317K <0.01% 13F-HR Timeline Group Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,316 $315K 0.07% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,316 $315K 0.08% +2 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,312 $314K 0.05% +365 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,306 $313K <0.01% -91 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,305 $313K 0.04% +99 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,300 $312K 0.16% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,300 $312K 0.22% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,295 $310K 0.08% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,287 $308K 0.08% -20 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,296 $308K 0.02% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,286 $308K <0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,285 $308K 0.06% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,281 $307K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,281 $307K 0.02% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,280 $307K 0.06% +322 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,278 $306K 0.08% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,272 $305K <0.01% -539 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,263 $303K 0.14% +2 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,259 $302K 0.05% -633 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,256 $301K 0.13% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,255 $301K 0.01% +234 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,245 $298K 0.18% -50 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,242 $298K 0.07% -7 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,230 $295K 0.02% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,230 $295K 0.14% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,225 $294K 0.01% +59 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,225 $294K 0.13% -178 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,249 $293K 0.01% +175 13F-HR/A Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,219 $292K 0.07% +3 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,217 $292K <0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,213 $291K <0.01% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,211 $290K <0.01% -3,675 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,209 $290K 0.04% -40 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,208 $289K 0.03% -53 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,207 $289K 0.11% -6 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,204 $289K 0.04% +4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,200 $288K 0.04% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,192 $286K 0.06% -211 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,191 $286K -74 Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,187 $284K 0.02% -70 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,180 $283K 0.17% +10 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,177 $282K 0.02% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,173 $281K 0.16% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,173 $281K 0.16% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,167 $280K 0.08% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,165 $279K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,161 $278K 0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,160 $278K 0.02% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,154 $277K 0.09% -1,076 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,148 $275K 0.02% -410 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,148 $275K 0.04% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,146 $275K 0.04% +1,088 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,146 $275K 0.16% -64 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,146 $275K 0.02% -12 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,144 $274K <0.01% +167 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,135 $272K 0.01% -463 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,244 $272K 0.04% +1,197 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,130 $271K 0.01% +70 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,127 $270K 0.14% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,122 $269K 0.1% +28 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,121 $269K 0.25% -73 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,120 $269K 0.02% -63,538 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,117 $268K 0.07% +1 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 1,117 $268K 0.06% -173 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,115 $267K 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,106 $265K 0.01% -375 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,104 $265K 0.02% +1 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,103 $264K 0.01% -31 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,100 $264K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,101 $264K 0.26% -355 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,101 $264K 0.03% -29,109 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,098 $263K 0.02% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,091 $261K 0.05% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,090 $261K 0.15% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,085 $260K 0.05% -13,461 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,075 $258K 0.03% +89 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,074 $257K <0.01% +127 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,074 $257K 0.09% -53 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,072 $257K 0.04% -135 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,067 $256K 0.03% +50 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,062 $255K 0.01% +138 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,062 $254K <0.01% -108 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,060 $254K 0.01% +59 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,060 $254K 0.09% -24 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 1,054 $253K <0.01% -3,249 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,053 $252K 0.03% -99 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,071 $252K 0.11% +1 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,052 $252K 0.01% -406 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,041 $249K 0.01% -88 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,037 $249K 0.06% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,037 $249K 0.23% -2 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,028 $246K 0.08% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,027 $246K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,025 $246K 0.01% +31 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,020 $244K 0.01% +15 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,020 $244K 0.06% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,014 $243K 0.04% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,012 $243K <0.01% -50 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,009 $242K 0.07% +517 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,002 $240K <0.01% 0 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,000 $240K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,000 $240K 0.02% -72 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 994 $238K <0.01% +985 13F-HR Timeline Group 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 989 $237K 0.03% -9 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 989 $237K 0.11% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 978 $236K <0.01% +68 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 983 $236K <0.01% -1,278 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 982 $235K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 976 $234K 0.02% -5 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 976 $234K 0.19% -52 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 976 $234K 0.01% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 981 $233K 0.14% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 972 $233K 0.03% +16 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,071 $233K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 971 $233K 0.02% -75 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 970 $233K 0.1% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 964 $231K 0.18% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 984 $230K 0.17% -77 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 960 $230K 0.06% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 959 $230K 0.01% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 953 $228K 0.05% -2,986 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 950 $228K 0.08% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 949 $227K 0.16% -82 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 948 $227K 0.03% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 944 $226K 0.02% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 937 $225K 0.05% +1 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 938 $225K 0.08% -32 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 930 $223K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 929 $223K 0.01% -36 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 928 $222K 0.06% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 922 $221K 0.02% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 922 $221K 0.04% +272 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 920 $220K 0.1% +818 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 919 $220K 0.08% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 919 $220K 0.01% -176 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 919 $220K 0.02% -156 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 916 $220K 0.01% -99 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 915 $219K 0.03% +205 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 913 $219K 0.02% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 911 $218K 0.01% new 13F-HR/A Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 910 $218K 0.17% new 13F-HR/A Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 910 $218K 0.22% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 908 $218K 0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 908 $218K 0.07% -13 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 907 $217K 0.04% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 904 $217K 0.05% new 13F-HR Timeline