LVZ, Inc. More: the full row for LVZ, Inc. 3,736 $960K 0.11% +5 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,374 $959K 0.08% +99 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,734 $959K 0.04% new 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,717 $955K 0.42% +259 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,715 $955K 0.3% +49 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,700 $951K 0.66% -239 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,690 $948K 0.16% -303 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,685 $947K 0.37% -250 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,686 $947K 0.73% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,684 $947K 0.04% +321 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,677 $945K 0.44% -297 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,675 $944K 0.33% -260 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,644 $936K 0.68% -1,309 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,637 $935K 0.06% -1 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,619 $930K 0.05% -20 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,620 $930K 0.22% -10 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,605 $926K 0.08% -2,484 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,598 $925K 0.48% -2,260 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,597 $924K 0.07% +110 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,592 $923K 0.07% -200 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,374 $867K 0.06% 0 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 3,374 $867K 0.3% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,343 $859K 0.59% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,318 $853K 0.09% -4,094 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,316 $852K 0.08% +529 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,313 $851K 0.22% -150 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,313 $851K 0.32% -56 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,579 $847K 0.28% +1,917 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,293 $846K 0.14% -138 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,292 $846K 0.3% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,286 $844K 0.16% +340 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,276 $842K 0.05% +24 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,272 $841K 0.28% -134 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,269 $840K 0.05% -4 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,267 $840K 0.26% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,266 $839K 0.18% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,266 $839K 0.07% +1,495 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,261 $838K 0.29% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,253 $836K 0.42% +5 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,252 $836K 0.02% +247 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,248 $835K 0.05% +65 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,100 $833K 0.17% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,241 $833K 0.23% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,236 $832K 0.3% -800 13F-HR Timeline Group O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 3,234 $831K 0.22% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,226 $829K 0.16% +234 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,223 $828K 0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,215 $826K 0.03% -309 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,211 $825K 0.11% +266 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,209 $825K 0.02% +117 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 3,200 $822K 0.82% +1,000 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,200 $822K 0.31% -1,000 13F-HR/A Timeline Group Athena Investment Management More: the full row for Athena Investment Management 3,189 $820K 0.42% -82 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,188 $819K 0.08% +100 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,182 $818K 0.04% -1,407 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,180 $817K 0.3% 13F-HR Timeline Probity Advisors, Inc. 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More: the full row for Brucke Financial, Inc. 3,129 $804K 0.44% +5 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,125 $803K 0.09% +852 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,123 $803K 0.09% +216 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 3,100 $797K 0.78% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,086 $793K 0.17% +408 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,075 $790K 0.16% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,058 $786K 0.52% +25 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,057 $786K 0.01% +56 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,050 $784K 0.05% 0 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 3,040 $781K 0.23% -20 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,040 $781K 0.36% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,036 $780K 0.08% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,035 $780K 0.11% +54 13F-HR Timeline Fullerton Fund Management Co Ltd. 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More: the full row for CALTON & ASSOCIATES, INC. 2,974 $764K 0.11% +127 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,337 $764K 0.39% -8 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,965 $762K 0.21% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,957 $760K 0.08% -2,994 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,942 $756K 0.08% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,940 $756K 0.05% +100 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,938 $755K 0.17% -123 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,929 $753K 0.06% -727 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,925 $752K 0.15% +284 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,918 $750K 0.03% -5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,915 $749K 0.09% +1,645 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,908 $747K 0.02% -14 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,908 $747K 0.15% 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,900 $745K 0.04% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,896 $744K 0.13% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,896 $744K 0.03% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,894 $744K 0.47% new 13F-HR/A Timeline Old Port Advisors More: the full row for Old Port Advisors 2,878 $740K 0.18% -38 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,875 $739K 0.17% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,873 $738K 0.06% -498 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for Hudock, Inc. 2,867 $737K 0.11% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,843 $731K 0.03% -494 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,835 $728K 0.05% -1,161 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,833 $728K 0.28% -821 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,831 $728K 0.09% -1,685 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,822 $725K 0.42% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,814 $723K 0.19% -9 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,812 $723K 0.03% +14 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,809 $722K 0.23% -544 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,807 $721K 0.57% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,806 $721K 0.08% +15 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,798 $719K 0.1% +215 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,795 $718K 0.04% -967 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,792 $717K 0.43% -255 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,790 $717K 0.3% -139 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,789 $717K 0.06% -51 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,787 $716K 0.07% -34 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,785 $716K 0.72% -78 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for VeraBank, N.A. 2,713 $697K 0.13% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,710 $696K 0.22% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,709 $696K 0.01% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,705 $695K 0.17% +134 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,700 $694K 0.2% -4,000 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,697 $693K 0.07% +53 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,680 $689K 0.12% +194 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,679 $689K 0.02% +1,169 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,677 $688K 0.16% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,661 $684K 0.03% -14 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,660 $684K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,659 $683K 0.06% +29 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. 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