Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,808 $899K 0.05% +176 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 11,797 $898K 0.5% -64,976 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 11,732 $893K 0.16% +128 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 11,679 $889K 0.1% +2,152 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 11,674 $888K 0.57% +3,028 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,608 $883K 0.15% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,459 $872K <0.01% -1,048,756 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,436 $870K 0.26% -1 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,290 $859K 0.05% +2,670 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 11,273 $858K 0.51% +3,919 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 11,200 $852K 0.68% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 11,155 $849K 0.03% -14,892 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,070 $843K 0.05% -37 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,064 $842K 0.02% +839 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 11,056 $841K 0.56% -4,550 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 11,028 $839K 0.03% -615 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,773 $820K 0.01% +454 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 10,733 $817K 0.42% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 10,698 $814K 0.61% +35 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 10,696 $814K 0.36% +5,496 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,683 $813K 0.16% +2,051 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 10,548 $803K 0.09% +203 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,547 $803K 0.02% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 10,532 $802K 0.19% +1,052 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 10,462 $796K 0.11% -719 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,386 $790K 0.01% +3,371 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,168 $774K 0.23% -140 13F-HR Timeline Group Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 10,167 $774K 0.62% -11 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,054 $765K 0.07% -945 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,000 $761K 0.07% +2,531 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,980 $760K 0.15% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,971 $759K 0.21% +2,662 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,968 $759K 0.19% -512 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,959 $758K 0.2% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,909 $754K 0.35% +1,280 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,881 $752K 0.06% +280 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13,707 $750K 0.57% +2,772 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,822 $748K 0.04% +1,750 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 9,791 $745K 0.7% -240 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,778 $744K 0.05% +31 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,723 $740K 0.05% -7 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,714 $739K 0.26% +1,642 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,686 $737K 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,585 $730K 0.02% +1,735 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 9,525 $725K 0.34% -735 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,483 $722K 0.02% +49 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,374 $713K 0.02% -8,951 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,319 $709K 0.03% +3,177 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 9,313 $709K 0.57% +1,724 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,272 $706K <0.01% -17,821 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,220 $702K 0.02% +3,929 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,204 $701K 0.04% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,115 $694K 0.04% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,110 $693K 0.02% +98 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,046 $689K 0.04% +5,132 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,020 $687K 0.06% +1,963 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,000 $685K 0.07% -370 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,996 $685K 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,942 $681K 0.01% -2,259 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,882 $676K 0.01% 0 13F-HR Timeline Group New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,801 $670K 0.25% +44 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,794 $669K 0.1% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,645 $658K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,576 $653K 0.11% +2,439 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 8,565 $652K 0.44% -1,000 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,496 $647K <0.01% +3,933 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,455 $644K 0.09% +3,853 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 8,397 $639K 0.4% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,325 $634K 0.01% +30 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 8,300 $632K 0.08% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,290 $631K <0.01% 0 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 8,257 $628K 0.31% +331 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,208 $625K 0.16% +2,468 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 8,069 $614K 0.04% +88 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 8,023 $611K 0.08% +1,372 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $609K 0.03% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,970 $607K 0.12% +2,568 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,951 $605K 0.04% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,943 $605K 0.02% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,867 $599K 0.03% +248 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,855 $598K 0.02% +325 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,853 $598K <0.01% +45 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,838 $597K 0.04% +191 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 7,681 $585K 0.49% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,633 $581K <0.01% -51,661 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,597 $578K 0.01% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,578 $577K 0.06% +271 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,550 $575K 0.01% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 7,500 $571K 0.08% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,500 $571K 0.14% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 7,407 $564K 0.38% +1,484 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,392 $563K 0.22% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,346 $559K <0.01% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,322 $557K 0.09% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 7,291 $555K 0.38% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,176 $546K 0.02% +3,638 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,102 $541K 0.35% -133 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,100 $540K 0.03% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,090 $540K 0.15% +78 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,087 $539K 0.01% +235 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,000 $533K 0.32% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,953 $529K 0.03% +334 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,937 $528K 0.05% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 7,100 $524K 0.06% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,870 $523K 0.03% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,815 $519K 0.12% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 6,815 $519K 0.41% -12,326 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 6,805 $518K 0.18% +136 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,803 $518K 0.13% +2,737 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 6,712 $511K 0.13% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 6,657 $507K 0.03% -940 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,626 $504K 0.01% +560 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,569 $500K 0.12% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,564 $500K 0.06% +96 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,536 $497K 0.03% -38 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,466 $492K 0.01% -38 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,452 $491K 0.01% +718 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,412 $488K 0.09% -4,283 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,393 $487K 0.01% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 6,335 $482K 0.07% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,331 $482K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,324 $481K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,317 $481K 0.03% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,237 $475K 0.03% +2,979 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,159 $469K 0.11% +2,327 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,124 $466K 0.2% +1,264 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,100 $464K 0.17% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,027 $459K 0.02% +1,125 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,000 $457K 0.02% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,905 $449K 0.03% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,866 $446K 0.19% -345 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,860 $446K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,724 $436K 0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,711 $435K 0.01% -416 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,660 $431K 0.08% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,638 $429K 0.03% +1,563 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,630 $428K 0.12% -120 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,616 $427K 0.01% -2,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,533 $421K 0.03% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,533 $421K 0.04% +965 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,527 $421K 0.17% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,491 $418K 0.03% +1,078 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,463 $416K 0.01% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,392 $410K 0.22% +59 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,351 $407K 0.29% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,210 $397K <0.01% -160 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 5,047 $384K 0.02% -1,511 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,031 $383K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,839 $368K 0.01% -4,755 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,829 $368K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,822 $367K 0.09% -28 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,792 $365K 0.08% +34 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,793 $365K 0.02% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 4,770 $363K 0.25% +39 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,763 $362K 0.01% -5,376 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,757 $362K 0.06% +483 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,745 $361K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,680 $356K 0.01% +2,613 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,636 $353K 0.04% -26 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,600 $350K 0.01% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 4,590 $349K 0.01% -1,345 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 4,569 $348K 0.17% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 4,537 $345K 0.23% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,497 $342K 0.04% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,484 $341K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,431 $337K <0.01% +1,080 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,418 $336K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,414 $336K 0.01% +51 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,400 $335K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,370 $333K 0.02% -400 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,364 $332K 0.1% +1,389 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,356 $332K 0.02% +8 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,420 $331K 0.13% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,310 $328K 0.03% +47 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 4,100 $312K 0.13% 0 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 4,078 $310K 0.04% +10 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,086 $308K 0.01% +971 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,036 $307K 0.02% +445 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 4,030 $307K 0.23% -153 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,027 $306K 0.01% -127 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 4,012 $305K 0.19% +124 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,415 $302K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,963 $302K 0.01% -93 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,947 $300K 0.01% +194 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,930 $299K 0.07% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,882 $295K 0.03% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,878 $291K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,872 $288K 0.01% +125 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,758 $286K 0.02% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,757 $286K 0.03% +27 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,756 $286K 0.02% +41 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,747 $285K 0.06% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,741 $285K 0.01% +23 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,699 $282K <0.01% -221 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,661 $279K <0.01% +538 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,652 $278K <0.01% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,650 $278K 0.15% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,650 $278K 0.01% +77 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,637 $277K 0.19% +136 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,610 $275K 0.06% +77 13F-HR Timeline