EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,078 $404K <0.01% +8 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 10,965 $400K 0.01% +3,270 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,842 $396K <0.01% +3,406 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,564 $385K 0.02% +3,406 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 10,505 $383K 0.13% -15 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,455 $382K 0.01% -393 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,422 $380K <0.01% +426 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 10,389 $379K 0.05% -218 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,309 $376K 0.06% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 10,084 $368K 0.24% -5,009 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,083 $368K 0.03% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 10,075 $368K 0.2% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,995 $365K 0.01% +105 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,969 $364K <0.01% +1,464 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9,750 $356K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,448 $345K <0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,397 $343K 0.03% -1,894 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,297 $339K 0.06% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,174 $335K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,117 $333K 0.01% -11,603 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 9,111 $332K <0.01% +74 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,089 $332K 0.01% +478 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,065 $331K 0.01% +412 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,922 $326K 0.02% +2,610 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,721 $318K <0.01% +433 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,701 $314K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,583 $313K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,478 $309K <0.01% -120 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 8,367 $305K <0.01% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 8,325 $304K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,301 $303K 0.01% -1,210 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,182 $299K 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,180 $298K <0.01% -100 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 8,149 $297K 0.01% +3,114 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,034 $293K <0.01% +2,000 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,018 $293K <0.01% +700 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,000 $292K 0.05% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 7,720 $282K -2,350 Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 7,701 $281K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 7,582 $277K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,498 $274K 0.02% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 7,344 $268K 0.04% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,193 $262K 0.23% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,071 $258K <0.01% 0 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,832 $249K 0.03% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,814 $249K 0.03% +58 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,774 $247K 0.01% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,750 $246K 0.05% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,724 $245K 0.03% +83 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,711 $245K 0.06% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,627 $242K 0.01% +221 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,517 $238K <0.01% +227 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,409 $234K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,368 $232K <0.01% +215 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,325 $231K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,154 $225K 0.05% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 6,118 $223K 0.05% -41 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,000 $219K <0.01% 0 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,920 $216K <0.01% -27,480 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,726 $209K 0.02% -159 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 5,621 $205K 0.05% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 5,654 $204K 0.06% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,506 $201K 0.02% -876 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,828 $176K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,782 $174K <0.01% +4,666 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,499 $164K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,400 $161K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,767 $137K 0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,750 $137K 0.05% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,640 $133K <0.01% +762 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,464 $126K 0.01% -99 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,372 $123K <0.01% +115 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,291 $120K <0.01% -2,183 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,215 $117K <0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,200 $117K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,075 $112K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,920 $107K 0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,880 $105K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,875 $105K <0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,666 $97.3K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,277 $83.1K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,238 $81.7K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,188 $79.8K <0.01% +2,088 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,025 $73.9K 0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,723 $63.4K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,697 $61.9K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,500 $54.7K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,458 $53.2K <0.01% +330 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,450 $52.9K 0.01% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,376 $50.2K 0.02% +16 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,182 $43.1K 0.01% +3 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,125 $41.1K 0.03% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,000 $37.4K 0.02% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 972 $35.5K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 950 $34.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 804 $29.3K <0.01% 0 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 772 $28.2K 0.03% -115 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 756 $27.6K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 728 $26.6K <0.01% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 712 $26K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 700 $25.5K <0.01% +200 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 700 $25.5K 0.1% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 675 $24.6K <0.01% 0 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 675 $24.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 625 $22.8K <0.01% 0 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 598 $21.8K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 585 $21.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 572 $20.9K <0.01% +7 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 562 $20.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 562 $20.5K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 500 $18.2K <0.01% -136 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 461 $16.8K <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. 450 $16.4K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 450 $16.4K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 424 $15.5K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 415 $15.1K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 355 $13K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 340 $12.4K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 333 $12.2K 0.01% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 320 $11.7K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 303 $11.1K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $10.9K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 300 $10.9K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $10.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 300 $10.9K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 280 $10.2K <0.01% +4 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $9.12K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 225 $8.21K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 212 $7.74K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 160 $5.84K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 150 $5.47K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 147 $5.36K <0.01% +1 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 144 $5.25K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 132 $4.82K <0.01% +42 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $3.65K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 100 $3.65K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 75 $2.74K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $2.34K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.82K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 50 $1.82K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 45 $1.64K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $1.09K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 23 $839 <0.01% -90 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19 $693 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2 $73 <0.01% 0 13F-HR Timeline