Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,069 $347K <0.01% +575 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 11,990 $344K 0.13% +2,065 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 11,951 $343K 0.21% +2,927 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11,772 $343K 0.05% -1,624 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,726 $337K <0.01% +6,340 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,675 $335K 0.08% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,243 $328K 0.02% -573 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,266 $324K 0.02% +1,103 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,223 $322K 0.02% -7,810 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 11,176 $321K 0.18% +490 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,074 $317K 0.26% -300 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,010 $316K 0.02% +3,914 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Bright Futures Wealth Management, LLC. 10,317 $296K 0.2% +94 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,000 $287K 0.02% +161 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,910 $285K 0.09% -1,379 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,920 $256K 0.16% -134 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,788 $252K 0.07% -762 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,731 $251K 0.15% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,500 $244K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,145 $234K <0.01% +5,886 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,047 $231K 0.01% -1,083 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,920 $227K <0.01% -678 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 7,777 $223K 0.01% +28 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $222K 0.11% 0 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 7,626 $219K 0.21% 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 7,477 $216K 0.21% +369 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 7,472 $215K 0.11% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,463 $214K <0.01% -259 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 7,377 $212K 0.03% +3,185 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,294 $209K <0.01% new 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,220 $207K 0.18% +1 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,083 $203K 0.08% -93 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,034 $202K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,287 $152K <0.01% +43 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,079 $146K <0.01% +4,189 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,016 $144K 0.06% -524 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,662 $134K 0.13% +9 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,508 $101K 0.03% -837 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,346 $96.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,199 $91.9K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,001 $86.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,928 $84.1K <0.01% -503 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,459 $70.6K 0.01% -8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,034 $58.4K 0.01% -9,245 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,980 $56.9K 0.02% -181 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,802 $51.8K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $44.7K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,468 $42.2K 0.04% -5,742 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,287 $37K 0.01% +7 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $32K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,038 $29.5K 0.01% +403 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,000 $28.7K 0.02% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 963 $28K <0.01% +8 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 946 $27.2K 0.01% +4 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 832 $23.6K <0.01% -542,643 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 809 $23.2K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 775 $22.3K <0.01% -253 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 747 $21.5K <0.01% -71 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 690 $19.8K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 657 $18.9K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 649 $18.6K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 634 $18.2K 0.05% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 556 $16K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 539 $15.5K <0.01% +1 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 525 $15.1K <0.01% -100 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 518 $14.9K <0.01% +473 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 449 $12.9K <0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 420 $12.1K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $11.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 382 $11K <0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 368 $10.6K <0.01% +24 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 324 $9.32K <0.01% +3 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 321 $9.22K <0.01% -377 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $8.62K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 267 $7.67K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 251 $7.21K <0.01% -1,218 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 237 $6.81K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 232 $6.66K <0.01% -258 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 195 $5.6K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 160 $4.59K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 135 $3.88K <0.01% +61 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 133 $3.82K <0.01% +1 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 119 $3.42K <0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 112 $3.22K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $3.04K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 100 $2.87K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 98 $2.81K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 92 $2.63K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 85 $2.44K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 64 $1.83K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 60 $1.72K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 60 $1.72K <0.01% -15,564 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 55 $1.58K <0.01% -71 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44 $1.26K <0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 40 $1.15K <0.01% -34 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 40 $1.15K <0.01% -257 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 38 $1.09K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20 $574 <0.01% new 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 15 $431 <0.01% -32 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4 $109 <0.01% -472 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4 $109 <0.01% -4,269 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $51 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $29 <0.01% new 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 0 $28 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.