HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,732 $458K 0.01% -28 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,926 $458K <0.01% -74 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,915 $456K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,912 $455K 0.01% +39 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,911 $455K 0.02% -20 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,901 $454K 0.02% -146 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,903 $454K 0.06% +531 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,904 $453K 0.05% +22 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,902 $453K 0.07% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,890 $450K 0.33% 0 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,886 $449K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,881 $448K 0.03% -200 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,870 $445K 0.02% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,869 $445K 0.03% +68 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,866 $444K 0.03% +2 13F-HR/A Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,857 $442K 0.31% +450 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,853 $441K 0.04% +3 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,716 $440K 0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,847 $439K 0.02% -43 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 1,839 $438K 0.08% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,829 $435K 0.05% -47 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,829 $435K 0.01% 0 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,827 $435K 0.01% +46 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,830 $434K <0.01% new 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,819 $433K 0.1% +763 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,819 $433K 0.01% +205 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,810 $431K 0.05% +490 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,805 $429K 0.06% +417 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,802 $429K 0.02% -52 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,710 $428K 0.07% new 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,785 $425K 0.1% +628 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,785 $425K 0.15% +276 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,772 $422K 0.22% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,760 $419K 0.18% -1,473 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,755 $418K 0.02% +181 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,748 $416K 0.17% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,747 $416K 0.09% -23 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,568 $414K 0.06% +681 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,737 $413K 0.01% -52 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 1,729 $412K 0.05% +558 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,728 $411K 0.03% -89 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,726 $411K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,725 $410K 0.15% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,562 $410K 0.02% +278 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,718 $409K 0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,711 $407K 0.03% -6 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,710 $407K 0.04% +23 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,700 $404K 0.03% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,700 $404K 0.01% 0 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,699 $404K 0.02% -550 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,689 $404K 0.03% +132 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,693 $403K 0.04% +406 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,690 $402K 0.07% +205 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,689 $402K 0.17% +15 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,685 $401K 0.07% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,685 $401K 0.1% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,684 $401K 0.04% -600 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,684 $400K 0.01% -9 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,681 $400K 0.13% +142 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,670 $397K 0.09% -12 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,662 $395K 0.02% +1 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,650 $394K 0.07% +11 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,656 $394K <0.01% +24 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,653 $393K 0.04% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,652 $393K 0.01% -1,422 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,651 $393K 0.1% -121 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,651 $393K 0.07% +109 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,648 $392K 0.05% +22 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,648 $392K 0.03% +7 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,641 $391K 0.02% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,638 $390K 0.24% -62 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,635 $389K 0.13% -10 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,627 $387K 0.08% +9 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,626 $387K 0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,626 $387K 0.06% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,617 $385K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,617 $385K 0.05% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,609 $383K 0.01% +511 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,607 $382K 0.16% -78 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,605 $382K 0.07% +208 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,601 $381K +14 Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,588 $378K 0.08% +133 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,585 $377K 0.21% -63 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,585 $377K <0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,583 $377K 0.03% -119 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,581 $376K 0.05% 0 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,581 $376K 0.07% +24 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,578 $375K 0.05% +6 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,569 $375K 0.01% +421 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,576 $375K 0.01% -3 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,571 $374K 0.03% -67 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 1,569 $373K 0.01% +381 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,566 $373K 0.01% +32 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,565 $372K 0.01% +383 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,565 $372K 0.06% -81 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,426 $371K 0.11% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,555 $370K <0.01% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,552 $369K 0.03% +28 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,551 $369K 0.08% -83 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,550 $369K 0.02% +1 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,549 $369K 0.17% +88 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,541 $368K 0.01% +16 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,547 $368K 0.03% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,539 $366K 0.01% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,534 $365K 0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,530 $364K 0.04% +139 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,528 $364K 0.07% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,528 $364K 0.03% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,743 $362K 0.05% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,516 $361K 0.02% +255 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,511 $360K 0.03% -196 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,509 $359K 0.1% -1,116 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,373 $359K 0.13% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,507 $359K 0.05% -31 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,507 $359K 0.02% -225 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,506 $358K 0.2% -56 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,501 $357K 0.03% +1 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,500 $357K 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,500 $357K 0.2% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $357K 0.11% 0 13F-HR Timeline Group Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,500 $357K 0.18% -8 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,497 $356K 0.02% +154 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,496 $356K <0.01% +185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,492 $355K 0.04% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,490 $355K 0.02% 0 13F-HR/A Timeline Well Done, LLC More: the full row for Well Done, LLC 1,488 $354K 0.05% -120 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 1,481 $352K 0.2% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,476 $351K 0.23% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,474 $351K 0.01% +1 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,393 $350K 0.26% -18 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,471 $350K 0.09% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,469 $350K 0.05% -13 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,466 $349K 0.03% -29 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,466 $349K 0.05% +110 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,463 $348K 0.05% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,461 $348K 0.03% 0 13F-HR Timeline Corecam AG More: the full row for Corecam AG 1,458 $347K 0.3% +214 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,455 $346K 0.01% -46 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,454 $346K 0.02% -285 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,454 $346K 0.02% +13 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,450 $345K 0.08% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,448 $345K 0.04% +57 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,443 $343K 0.07% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,438 $342K 0.26% +64 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,434 $341K 0.02% +378 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,427 $340K 0.02% +46 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,427 $340K 0.01% +105 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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Riley Wealth Advisors, Inc. 1,395 $337K 0.02% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,408 $335K 0.03% +14 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,408 $335K 0.13% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,408 $335K 0.13% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,268 $335K 0.04% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,406 $334K 0.01% +476 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,403 $334K 0.03% +237 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,402 $334K 0.1% +35 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,401 $333K 0.05% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,397 $332K 0.04% +408 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,391 $331K 0.02% +33 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,390 $331K <0.01% 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,379 $328K 0.07% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,379 $328K 0.23% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,375 $327K 0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,362 $326K 0.02% -967 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,370 $326K 0.07% -123 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,368 $326K 0.07% +2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,365 $325K 0.01% +95 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,269 $325K 0.03% -12 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,360 $324K 0.02% +166 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,355 $322K <0.01% -44 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,353 $322K 0.02% +1 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,352 $322K 0.02% -16 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,347 $321K 0.02% -260 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,347 $321K 0.02% +25 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,347 $321K 0.01% 0 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,344 $320K 0.04% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,336 $318K 0.04% +64 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,335 $318K 0.02% +156 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,332 $317K 0.01% +43 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,314 $314K 0.06% +319 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,315 $313K 0.03% +51 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,312 $312K 0.16% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,310 $312K 0.04% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,179 $311K 0.06% -50 13F-HR Timeline SGL Investment Advisors, Inc. 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More: the full row for CHILTON INVESTMENT CO INC. 1,299 $309K 0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,295 $308K 0.02% 0 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 1,287 $306K 0.11% 0 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 1,282 $305K 0.07% -20 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,279 $304K 0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,276 $304K 0.04% +223 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,276 $304K 0.01% +7 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,276 $304K 0.02% -26 13F-HR Timeline