Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,139 $752K 0.11% -852 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,120 $749K 0.05% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,116 $749K 0.39% -150 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,100 $746K 0.18% -613 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,087 $744K 0.31% +383 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 5,082 $744K 0.07% -690 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,082 $744K 0.04% -2,742 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,075 $743K <0.01% +227 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,074 $742K 0.01% -23,327 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,050 $739K 0.1% -364 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,023 $735K 0.03% -643 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,003 $732K 0.03% -183 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,991 $730K 0.06% -28,875 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,965 $726K 0.21% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,957 $725K 0.01% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,951 $724K 0.17% +516 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,287 $722K 0.2% +2,178 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,929 $721K 0.16% +1,488 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,911 $719K 0.02% -1,789 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,905 $718K 0.01% +2,908 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,901 $717K 0.17% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,887 $715K 0.03% +1,944 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,876 $713K 0.11% +50 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,876 $713K 1.04% +317 13F-HR/A Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,845 $709K 0.13% -1,615 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,839 $708K 0.27% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,834 $707K 0.2% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,829 $707K 0.09% +2,861 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,313 $705K 0.03% -56 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,814 $704K 0.55% 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,917 $703K 0.04% -225 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,780 $699K 0.03% -516 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,772 $698K 0.26% -170 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,724 $691K +599 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,720 $691K 0.04% -360 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,707 $689K 0.07% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,694 $687K 0.03% -1,553 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,663 $683K 0.1% -22 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,665 $683K 0.27% -79 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,653 $681K 0.04% 0 13F-HR/A Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,639 $679K <0.01% -33,892 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,652 $676K 0.03% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,604 $674K 0.05% -218 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,564 $668K 0.03% +3,268 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,539 $664K 0.35% -531 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,514 $660K 0.03% -16 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,508 $660K 0.22% -719 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,490 $657K 0.07% -5,400 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,466 $653K -772 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,456 $653K 0.02% -54 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,438 $649K 0.01% -363 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,434 $649K 0.07% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,430 $648K 0.02% 0 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 4,429 $648K 0.01% -747,922 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,415 $646K 0.32% +40 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,394 $643K 0.09% 0 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,394 $643K 0.11% +492 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,393 $643K 0.16% +641 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,390 $642K 0.11% +310 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,385 $642K 0.41% +21 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,380 $641K 0.58% +281 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 4,369 $639K 0.38% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,365 $639K 0.03% +15 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,307 $630K 0.55% +189 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,267 $624K 0.35% +262 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 4,262 $624K 0.03% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,244 $621K 0.23% +47 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,238 $620K 0.32% +345 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,220 $617K 0.08% +627 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,210 $616K 0.04% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,200 $615K 0.08% +242 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,200 $615K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,188 $613K 0.02% -4,274 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,166 $610K 0.16% -6,461 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,131 $604K 0.24% -16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,121 $603K 0.08% -315 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,118 $603K 0.18% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,112 $602K 0.02% -791 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,100 $600K 0.35% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,092 $599K 0.04% -2,451 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,086 $598K 0.21% -6,971 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,086 $598K 0.07% -10 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,078 $597K 0.01% -988 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,092 $594K 0.03% -523 13F-HR/A Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,047 $592K 0.38% +242 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,035 $590K 0.03% -4,256 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,021 $588K 0.01% -44,936 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 3,994 $584K 0.33% 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,970 $581K 0.25% +1,260 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,951 $578K 0.18% -122 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,941 $577K 0.25% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,933 $575K 0.03% +241 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,926 $574K 0.04% -5,104 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,895 $570K 0.08% +237 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,893 $570K 0.01% -1,483 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,882 $568K 0.11% +409 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,856 $567K 0.05% +200 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,866 $566K 0.02% -96 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,825 $560K 0.32% +256 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,790 $555K 0.14% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,768 $551K 0.01% -1,176 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,750 $549K 0.09% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,750 $549K 0.5% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,737 $547K 0.23% -51 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,736 $547K 0.3% -129 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,734 $546K 0.04% -380 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,691 $540K 0.07% -181 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,675 $538K 0.03% -1,140 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,672 $537K 0.04% +85 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,665 $536K 0.2% -125 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,658 $535K 0.01% -4 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 3,657 $535K 0.38% -200 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,652 $534K 0.03% -466 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,650 $534K 0.1% -565 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,623 $530K 0.03% -1,135 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,616 $529K 0.11% -327 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,596 $526K 0.08% -4,538 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,583 $524K 0.52% +1,693 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,580 $524K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,575 $523K 0.02% +1,986 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,279 $522K 0.04% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,559 $521K 0.17% +651 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,552 $520K 0.09% +609 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,648 $518K 0.01% -567 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,531 $517K 0.15% -83 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,514 $514K 0.33% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,509 $513K 0.22% +2,069 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,504 $513K 0.04% -35 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 3,494 $511K 0.72% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,493 $511K 0.1% +165 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,472 $508K 0.02% -155 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,462 $507K 0.3% -778 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,461 $506K 0.05% -458 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,443 $504K 0.32% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,443 $504K 0.05% +1,175 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,439 $503K 0.19% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,432 $502K 0.01% -361 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,427 $501K 0.02% +450 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,417 $500K 0.03% -2,073 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,406 $498K 0.05% +49 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,405 $498K 0.22% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,360 $492K 0.01% +51 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,359 $491K 0.11% -98 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,358 $491K 0.02% -978 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,343 $489K 0.24% +270 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,329 $487K 0.03% -1,813 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,316 $485K 0.2% +457 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,305 $484K 0.36% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,300 $483K 0.3% +1,018 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,277 $479K 0.01% -48 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,275 $479K 0.09% -529 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,273 $479K 0.02% -141 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,261 $477K 0.05% -3,717 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,260 $477K 0.13% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,257 $477K 0.01% -34 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,249 $475K 0.1% +1,662 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,238 $474K 0.03% +53 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,234 $473K 0.1% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,207 $469K 0.02% +175 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,206 $469K 0.19% -2,414 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,196 $468K 0.01% -304 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,182 $466K 0.03% -264 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,174 $464K 0.06% -54 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,165 $463K 0.08% +360 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,158 $462K 0.02% -353 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,153 $461K 0.01% +50 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,121 $457K 0.01% -213 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,114 $456K 0.06% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,102 $454K 0.06% -4,361 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,095 $453K 0.12% -770 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,081 $451K 0.01% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,054 $447K 0.27% +167 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,038 $445K 0.02% -90 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,033 $444K 0.04% +58 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,018 $442K 0.03% -695 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $439K 0.08% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,988 $437K 0.01% -421 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,980 $436K 0.01% -7,061 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,978 $436K 0.4% +145 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,965 $434K 0.15% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,954 $432K 0.01% -1,437 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,951 $432K 0.7% -20 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,941 $430K 0.05% -20 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,930 $429K 0.12% -117 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,923 $428K 0.03% +1,449 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,921 $427K 0.08% -200 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,920 $427K 0.14% -145 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,920 $427K 0.05% -673 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,905 $425K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,876 $421K 0.03% -51 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 2,873 $420K 0.01% -1,214 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,871 $420K 0.01% 0 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,867 $419K 0.26% +755 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,857 $418K 0.25% +469 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,852 $417K 0.11% -28 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,846 $416K 0.17% +537 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,841 $416K 0.01% +28 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,831 $414K 0.16% -296 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,806 $411K 0.34% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,801 $410K 0.02% -376 13F-HR Timeline