Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,478 $772K 0.07% +28 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,475 $772K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,463 $771K 0.03% +181 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,335 $770K 0.1% +2,733 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,388 $764K 0.06% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 8,363 $762K 0.08% 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,278 $754K 0.05% +64 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,250 $751K 0.03% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,222 $749K 0.03% -216 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,203 $747K 0.06% -481 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 8,817 $739K 0.42% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,115 $739K 0.01% -79 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 8,106 $738K 0.6% -43 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 8,080 $736K 0.57% +387 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,901 $735K 0.1% +4,119 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,062 $735K 0.02% +791 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,990 $728K 0.16% +127 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,943 $724K 0.33% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 7,911 $721K 0.18% 0 13F-HR Timeline Hendershot Investments Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 7,461 $680K 0.09% +1,555 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,445 $678K 0.02% -2,390 13F-HR/A Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,424 $676K 0.03% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,403 $674K 0.02% -234 13F-HR Timeline Group IronOak Wealth LLC. 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More: the full row for Great Lakes Retirement, Inc. 7,145 $651K 0.08% -285 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,142 $651K 0.11% -124 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,111 $648K 0.28% +981 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,090 $646K 0.04% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,064 $644K 0.25% -37 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,057 $643K 0.06% -618 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,987 $643K 0.06% -2 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,052 $643K 0.05% -28 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,024 $640K 0.02% 0 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,979 $636K 0.16% +34 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,957 $634K 0.09% +1,886 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 6,941 $632K 0.24% -51 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,923 $631K 0.01% +881 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,917 $630K 0.02% +88 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 6,915 $630K 0.16% -338 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,843 $624K <0.01% +806 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,643 $622K 0.1% +261 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 6,785 $618K 0.03% -5,914 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Williams Jones Wealth Management, LLC. 6,305 $574K 0.01% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,300 $574K 0.06% -2,324 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,454 $573K 0.05% -461 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,282 $572K 0.16% -10,989 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,658 $571K 0.01% +758 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,265 $571K 0.01% +4,390 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 6,247 $569K 0.28% -88 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,209 $566K 0.02% +196 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,204 $565K 0.06% +197 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 6,198 $565K 0.08% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,195 $564K 0.1% -563 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,190 $564K 0.2% +1 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,175 $563K 0.28% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,167 $562K 0.01% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,147 $560K 0.05% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,136 $559K 0.04% -763 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,095 $555K 0.08% -2,093 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,091 $555K 0.04% -260 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,082 $554K 0.14% +1,572 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 6,045 $551K 0.5% -600 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,041 $550K 0.02% -13 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,033 $550K 0.23% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,999 $547K 0.09% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,984 $545K 0.04% +2,036 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 5,950 $542K 0.16% 0 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for KANE INVESTMENT MANAGEMENT, INC. 5,710 $520K 0.27% -1,090 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,679 $517K 0.03% -707 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,677 $517K 0.05% +464 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,674 $517K 0.39% -4,979 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,664 $516K 0.06% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,660 $516K 0.1% -107 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,176 $516K 0.01% +1,228 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,658 $516K 0.39% +36 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,658 $515K 0.12% -63 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,626 $513K 0.1% +1,971 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,614 $511K 0.01% -1,108 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,612 $511K 0.11% +303 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,609 $511K 0.17% -511 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,599 $510K 0.09% -80 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,915 $509K 0.35% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,584 $509K 0.02% 0 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,579 $508K 0.03% -1,042 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,573 $508K 0.03% -117 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,566 $507K 0.13% -156 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,559 $506K 0.09% +556 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,554 $506K 0.03% +508 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,523 $503K 0.01% +122 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,522 $503K 0.08% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,518 $503K 0.02% +78 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,507 $502K 0.03% +39 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,500 $501K 0.04% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,480 $499K 0.03% +202 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,470 $498K 0.4% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,468 $498K 0.18% -715 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,433 $495K 0.36% +871 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,413 $493K 0.12% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,377 $490K 0.15% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,324 $485K 0.01% 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,309 $484K 0.15% -13 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,280 $481K 0.27% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,235 $477K 0.01% +29 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,215 $475K 0.02% +2,486 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,191 $473K 0.01% -93 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,190 $473K 0.06% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,162 $470K 0.06% +209 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,145 $469K 0.07% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,116 $466K 0.01% 0 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,094 $464K 0.09% +112 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,054 $460K 0.03% -6,218 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,050 $460K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,045 $460K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,019 $457K 0.02% -84 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,014 $457K 0.43% -107 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 5,000 $456K 0.16% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,000 $456K 0.02% -17 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 5,000 $456K 0.13% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,969 $453K 0.07% -47 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,957 $452K 0.03% +2,523 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,946 $451K 0.02% +1,644 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,934 $450K 0.03% 0 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,931 $449K 0.2% -372 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,929 $449K 0.16% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,897 $446K 0.04% +803 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,887 $445K 0.04% -330 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,848 $442K 0.01% +434 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,847 $442K 0.21% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,283 $441K 0.01% -197 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,826 $440K 0.01% -2,532 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,796 $437K 0.01% +1,280 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,780 $436K 0.02% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,780 $436K 0.08% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,738 $432K 0.03% +527 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,737 $432K 0.01% +89 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,730 $431K 0.14% -35 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,727 $431K <0.01% +54 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,720 $430K 0.29% -91 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,695 $428K 0.02% +1,155 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,691 $427K 0.03% +213 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,675 $426K 0.03% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,729 $426K 0.04% +852 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,664 $425K 0.16% +1,425 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,654 $424K 0.01% +184 13F-HR Timeline Group AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 4,647 $423K 0.31% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,657 $422K 0.01% -7,998 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,636 $422K 0.11% -792 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,605 $420K 0.27% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,601 $419K 0.01% -869 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,585 $418K 0.03% +89 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,567 $415K 0.01% +275 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,541 $414K 0.01% +263 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,535 $413K 0.31% +169 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,522 $412K 0.04% -1,679 13F-HR Timeline