PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,081 $296K 0.01% -675 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,075 $295K +184 Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,041 $294K 0.01% -170 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,050 $293K 0.05% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,047 $292K 0.02% -876 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,037 $292K 0.02% -3,893 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,036 $291K 0.03% new 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,029 $291K 0.01% -1,212 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,007 $289K 0.01% +40 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,996 $288K 0.01% +104 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,964 $284K 0.01% -556 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,958 $284K 0.01% -9,571 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,935 $282K 0.02% -190 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,918 $280K 0.02% +487 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,880 $276K 0.02% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 275,971 $276K 0.66% +272,496 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,864 $275K 0.05% -3,036 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,831 $272K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,820 $271K 0.01% +21 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,818 $270K 0.07% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,777 $269K 0.16% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,781 $267K 0.09% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,756 $265K 0.01% -208 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,743 $263K 0.01% +258 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,740 $263K 0.01% +45 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,722 $261K 0.09% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,648 $254K <0.01% -7,667 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,632 $253K 0.02% +170 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,611 $251K <0.01% +453 13F-HR Timeline American Trust More: the full row for American Trust 2,595 $249K 0.02% -58 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,583 $248K <0.01% +1,049 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,581 $248K 0.05% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,580 $248K <0.01% -530 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,552 $245K <0.01% +180 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,551 $245K 0.04% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,574 $241K <0.01% +37 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,509 $241K 0.24% -68 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,503 $240K 0.01% -2,040 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,502 $240K 0.03% -691 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,493 $239K 0.04% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,484 $238K 0.07% -50 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,464 $237K <0.01% +73 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,445 $235K 0.07% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,437 $234K 0.02% -210 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,429 $233K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,351 $228K 0.01% -1,040 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,378 $228K 0.02% -25 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,366 $227K 0.03% +270 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,349 $225K 0.01% -716 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,326 $223K 0.01% +14 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,314 $222K 0.02% +54 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,280 $219K <0.01% +99 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,271 $218K 0.06% +9 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,182 $209K <0.01% -36 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,162 $208K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,159 $207K 0.01% +42 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,155 $207K 0.15% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,146 $206K 0.03% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,143 $206K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,128 $204K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,092 $201K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,086 $200K 0.01% -11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,019 $194K <0.01% +85 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,009 $192K <0.01% +63 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,996 $191K <0.01% -8,772 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,968 $189K <0.01% -30,548 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,873 $180K 0.01% -1,052 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,800 $173K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,687 $162K 0.01% +1,181 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,674 $161K 0.2% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,640 $157K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,643 $157K 0.01% -268 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,580 $152K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,492 $143K 0.05% +5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,430 $137K 0.01% +349 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,290 $124K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,217 $117K 0.08% -963 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,193 $115K <0.01% +168 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,170 $112K <0.01% -245 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,161 $111K 0.01% +325 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,121 $108K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 991 $94.7K 0.06% -65 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 954 $91.6K <0.01% +67 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 950 $91.2K <0.01% -5,500 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 872 $83.7K 0.01% -9,325 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 845 $81.1K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 764 $73.3K <0.01% -109 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 729 $70K 0.01% -129 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 725 $69.6K 0.04% +19 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 722 $69.3K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 700 $67.2K 0.01% +150 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 671 $64.4K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 647 $62.1K 0.04% -11 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 618 $59.3K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 615 $59K <0.01% -194 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 577 $55.5K 0.02% -3,359 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 571 $54.8K 0.05% -547 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 567 $54.4K <0.01% +243 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 544 $52.2K 0.03% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 531 $51K 0.03% new 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 530 $50.9K 0.03% -9,072 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 510 $49K <0.01% -177 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 493 $47.3K <0.01% -551 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 482 $46.3K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 481 $46.2K 0.04% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 458 $44K 0.01% +85 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 437 $41.9K <0.01% -320 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 436 $41.9K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 435 $41.8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 428 $41.1K 0.01% -32 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 419 $40.2K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 425 $40K 0.01% +41 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 408 $39.2K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $38.4K 0.03% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 395 $37.9K 0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $37.8K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 392 $37.6K <0.01% +82 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 389 $37.3K <0.01% -3 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 375 $36K <0.01% +133 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 352 $33.8K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 349 $33.5K 0.01% -63 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 342 $32.8K <0.01% -70 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $32.6K 0.01% -170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 314 $30.2K 0.01% new 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 313 $30K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 310 $29.8K <0.01% +73 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 309 $29.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 308 $29.6K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $28.8K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 296 $28.4K 0.01% -32 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 286 $27.7K <0.01% +60 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 283 $27.2K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 288 $27K <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 276 $26.5K 0.01% +134 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 274 $26.3K 0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 273 $26.2K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 264 $25.3K <0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 245 $23.5K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 242 $23.2K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 237 $22.8K 0.01% +49 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 232 $22.3K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 228 $21.9K <0.01% -32 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 207 $19.9K <0.01% +142 13F-HR Timeline Quarry LP More: the full row for Quarry LP 180 $17.3K <0.01% -721 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 176 $16.9K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 175 $16.8K 0.01% -313 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 173 $16.6K 0.1% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 157 $15.1K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 156 $15K <0.01% +97 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 156 $15K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 155 $14.9K <0.01% +26 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 149 $14.3K 0.01% +60 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 149 $14.3K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 147 $14.1K <0.01% +18 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 145 $13.9K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 145 $13.9K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 139 $13.4K <0.01% -50 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 136 $13.1K <0.01% +28 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 133 $12.8K -62 Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 132 $12.7K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129 $12.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 129 $12.3K <0.01% +80 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 127 $12.2K <0.01% -4 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 127 $12.2K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 127 $12K <0.01% +18 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 124 $11.9K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 123 $11.8K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 122 $11.7K 0.01% -17 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 119 $11.4K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 119 $11.4K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 117 $11.2K 0.09% -52 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 116 $11.1K 0.01% -28 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 113 $10.8K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 112 $10.8K <0.01% -101 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 112 $10.8K <0.01% -6 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 112 $10.7K <0.01% -152 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $10.6K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 110 $10.6K <0.01% -6 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 109 $10.5K <0.01% -385 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 109 $10.5K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 108 $10.4K <0.01% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 102 $9.79K 0.01% -1 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 99 $9.5K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 97 $9.31K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 96 $9.21K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 95 $9.12K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $9K <0.01% -2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 91 $8.76K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 91 $8.73K <0.01% -4 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 83 $7.97K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 81 $7.78K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 79 $7.67K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 71 $6.82K <0.01% +29 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 69 $6.62K <0.01% +8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 69 $6.62K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $6.43K <0.01% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 66 $6.33K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 62 $5.95K 0.01% -25 13F-HR/A Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 61 $5.86K <0.01% +8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 60 $5.76K <0.01% -4 13F-HR Timeline