McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,631 $241K 0.01% -55 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,616 $238K 0.08% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,615 $238K 0.02% -300 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,616 $238K <0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,612 $238K 0.08% +175 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,607 $237K 0.02% +74 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,600 $236K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,589 $234K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,604 $234K 0.01% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,585 $234K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,572 $233K 0.03% -691 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,576 $232K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,571 $232K 0.01% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,562 $230K 0.05% -413 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,561 $230K 0.01% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,558 $230K 0.23% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,552 $229K 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,548 $228K 0.01% -186 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,548 $228K 0.01% +9 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,540 $227K 0.08% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,533 $226K 0.02% -28 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,532 $226K 0.03% -329 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,520 $225K 0.1% -669 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,524 $225K 0.09% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,521 $224K 0.11% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,512 $223K <0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,500 $221K 0.01% new 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,500 $221K 0.2% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,500 $221K 0.02% -1,100 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,498 $221K 0.01% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,496 $221K 0.04% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,496 $221K <0.01% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,488 $220K 0.07% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,486 $219K 0.19% new 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 1,483 $219K 0.06% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,480 $218K 0.03% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,478 $218K 0.14% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,478 $218K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,481 $218K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,476 $218K <0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,473 $217K 0.06% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,465 $216K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,457 $215K <0.01% -2,537 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,454 $215K 0.1% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,444 $213K 0.05% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,434 $212K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,427 $211K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,415 $209K 0.01% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,413 $208K 0.11% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,400 $207K 0.06% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,398 $206K <0.01% -20,043 13F-HR/A Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,426 $205K 0.02% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,386 $204K 0.08% -250 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,386 $204K 0.07% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,374 $203K 0.01% -27 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,372 $202K 0.07% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,368 $202K 0.01% new 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,361 $201K 0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,357 $200K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,341 $196K 0.02% +226 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,314 $194K 0.01% -1,087 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,300 $192K 0.03% 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,283 $189K 0.02% -67 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,266 $187K 0.03% -68 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,197 $182K 0.01% -72 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,223 $180K 0.01% new 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 1,213 $179K 0.01% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,201 $177K 0.03% +7 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,148 $169K 0.03% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,099 $162K 0.02% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,089 $161K <0.01% -105 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,084 $160K 0.01% -340 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,072 $158K <0.01% +304 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,056 $156K 0.07% +998 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,053 $155K <0.01% +921 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,000 $148K 0.01% -2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $148K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 938 $138K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 903 $133K 0.01% -87 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 882 $130K 0.01% -13 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 836 $123K 0.01% -575 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 818 $121K 0.03% -5 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 800 $118K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 792 $117K 0.03% +244 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 782 $115K <0.01% +115 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 779 $113K <0.01% -763 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 765 $113K 0.01% +64 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 764 $113K -7 Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 754 $111K 0.1% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 749 $110K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 717 $106K <0.01% -145 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 700 $103K 0.04% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 700 $103K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 699 $103K 0.14% +313 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 660 $97.4K 0.09% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 660 $97.3K 0.01% -196 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 657 $96.9K 0.01% -1 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 648 $95.6K 0.07% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 640 $94K 0.01% +230 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 621 $91.6K 0.01% +168 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 610 $90K 0.02% +405 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 590 $87K <0.01% new 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 580 $85.6K 0.04% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 557 $82.2K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 557 $82.2K <0.01% +264 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 545 $80.4K 0.03% +22 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 557 $79K 0.05% -167 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 518 $76.4K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 525 $75.6K 0.03% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 508 $74.9K 0.02% +403 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $73.8K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 474 $69.9K 0.04% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 463 $68.2K 0.01% +27 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 460 $67.9K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 453 $66K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 442 $65.2K <0.01% +346 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 441 $65.1K 0.02% +41 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 422 $62.3K 0.06% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 410 $60.5K 0.01% +2 13F-HR Timeline MOTCO More: the full row for MOTCO 406 $59.9K 0.01% -31,179 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 387 $57.1K 0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 383 $56.5K <0.01% +31 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 371 $54.7K 0.04% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 421 $52.5K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 352 $52K <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 350 $51.6K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 345 $50.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 344 $50.8K <0.01% +11 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 326 $48K 0.02% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 325 $47.9K 0.04% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 316 $46.7K 0.02% -84 13F-HR Timeline City State Bank More: the full row for City State Bank 300 $44.3K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 300 $44K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 298 $44K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 297 $43.8K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 294 $43.4K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 286 $42.2K 0.01% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 288 $42K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 283 $41.7K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 273 $40.3K 0.04% +5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $39.8K 0.01% +150 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 250 $36.9K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 231 $34K <0.01% -249 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 261 $33.3K 0.02% +35 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 213 $31.5K <0.01% +37 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 209 $30.9K 0.01% -170 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 209 $30.8K <0.01% -28 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 207 $30.5K <0.01% -17 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 206 $30.4K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 201 $30K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 200 $30K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 203 $29.9K 0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 201 $29.7K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $29.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 199 $29.4K 0.03% +128 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 202 $29K 0.02% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 190 $28K 0.01% +49 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $27.6K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 185 $27K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 172 $25.4K 0.01% -141 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 161 $23.8K <0.01% +28 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 161 $23.7K 0.01% +1 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 160 $23.6K <0.01% -215 13F-HR/A Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 156 $23K 0.02% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $22.1K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $22.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 145 $21K <0.01% +16 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 138 $21K 0.01% +2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 142 $20.8K 0.01% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 140 $20.7K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 141 $20K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 133 $19.6K <0.01% -8 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 133 $19.6K 0.01% +118 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 157 $19.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 127 $18.7K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 125 $18.4K <0.01% -104 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 122 $18K 0.01% -23 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 125 $18K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 125 $18K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 116 $17.1K <0.01% +113 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 117 $17K <0.01% +17 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 115 $17K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 113 $16.7K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 112 $16.5K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 110 $16.3K <0.01% +31 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 110 $16.2K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 106 $15.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 105 $15.5K <0.01% +5 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 105 $15.5K 0.02% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 102 $15K <0.01% +52 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $14.8K <0.01% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $14.8K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $14.8K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $14.8K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $14.7K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 99 $14.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 97 $14.3K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 94 $13.9K <0.01% -2,000 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94 $13.9K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 93 $13.7K <0.01% -62 13F-HR Timeline Group