Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,725 $457K 0.07% -310 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 9,701 $456K 0.09% +89 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,699 $456K 0.3% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,568 $450K 0.09% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,558 $449K 0.06% +15 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 9,562 $449K 0.09% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,501 $447K 0.02% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,482 $446K 0.07% -400 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,466 $445K <0.01% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,334 $439K 0.09% -264 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,266 $435K 0.09% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,253 $435K 0.03% +490 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,238 $434K 0.11% +1,710 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,225 $433K 0.08% +680 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 9,200 $432K 0.41% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 9,200 $432K 0.02% -76,291 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,190 $432K 0.01% +67 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 9,173 $431K <0.01% +1,231 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 9,166 $431K 0.07% +27 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 13,493 $428K 0.11% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 9,102 $428K 0.16% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 9,095 $427K 0.44% 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,080 $427K 0.06% +374 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,004 $423K <0.01% -100 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,000 $423K 0.02% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,000 $423K 0.16% -500 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,988 $422K <0.01% +332 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,968 $422K 0.02% +1,923 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,909 $419K 0.04% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,886 $418K 0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,859 $416K 0.02% +25 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,832 $415K 0.01% +35 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 8,823 $415K 0.04% -266 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,781 $413K 0.01% -100 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,738 $411K 0.08% -147 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,906 $410K <0.01% +7,322 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,668 $407K 0.02% -784 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,658 $407K 0.11% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,645 $406K 0.03% +145 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,631 $406K 0.01% +500 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,600 $404K 0.16% -9 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 8,558 $402K 0.18% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,539 $401K 0.14% +43 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,516 $400K 0.08% +5 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,512 $400K 0.06% -7,981 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,507 $400K 0.03% +18 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,497 $399K 0.05% +1,310 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,479 $399K 0.02% +1,882 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,474 $398K 0.08% +4 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,665 $398K 0.01% -146 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 8,432 $396K 0.1% +82 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,400 $395K 0.15% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,355 $393K 0.02% -473 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 8,354 $393K 0.02% 0 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 8,352 $393K 0.11% -2,000 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,350 $392K 0.02% +1,450 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,323 $391K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,323 $391K 0.13% -1,421 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,310 $391K 0.1% -4,900 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,270 $389K 0.02% -404 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,260 $388K 0.25% -300 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,249 $388K 0.01% -875 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,251 $388K 0.03% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,229 $387K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,220 $386K 0.04% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,190 $385K 0.02% -2,242 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,179 $384K 0.03% -565 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,155 $383K 0.01% -806 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 8,127 $382K 0.23% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 8,120 $382K 0.24% +4 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,100 $381K 0.04% -438 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,095 $380K 0.02% -87 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,047 $378K <0.01% -444 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,046 $378K 0.01% -496 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,037 $378K <0.01% 0 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,013 $377K 0.05% +198 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 8,000 $376K 0.02% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,968 $374K 0.11% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,949 $374K 0.02% -1,068 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,946 $373K 0.1% +746 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,937 $373K 0.08% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,904 $372K 0.1% -257 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,867 $370K 0.23% +150 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 7,808 $367K 0.58% +126 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,803 $367K 0.13% +52 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 7,800 $367K 0.21% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 7,796 $366K 0.12% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,734 $363K 0.07% +4 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,661 $360K 0.25% +79 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,660 $360K 0.02% -438 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,589 $359K 0.01% -550 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 10,596 $358K 0.23% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,617 $358K 0.07% -275 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $357K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,587 $357K 0.04% +385 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,577 $356K 0.02% -698 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,546 $355K <0.01% -1,551 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,538 $354K 0.01% -81 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,504 $353K 0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,384 $347K 0.05% -250 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,354 $346K 0.02% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,333 $345K 0.01% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,324 $344K 0.02% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,300 $343K 0.42% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,275 $342K 0.02% -1,056 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 7,301 $342K 0.01% new 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,235 $340K 0.14% -26 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,209 $339K 0.01% -2,106 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,196 $338K 0.07% -2,874 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,264 $337K 0.01% +35 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,157 $336K 0.03% +67 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 7,150 $336K 0.14% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,130 $335K 0.02% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,127 $335K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,108 $334K 0.11% +2,092 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,091 $333K 0.02% -278 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,074 $332K 0.02% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,051 $331K 0.03% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,043 $331K <0.01% -19,319 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 7,000 $329K 0.04% 0 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 7,000 $329K 0.06% new 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,999 $329K 0.23% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,998 $329K 0.07% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,996 $329K 0.07% +371 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 6,957 $327K 0.06% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,022 $326K 0.11% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,932 $326K 0.02% -164 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,928 $326K 0.02% -4,255 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,888 $324K 0.03% +8 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,878 $323K 0.08% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 6,858 $322K 0.31% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,851 $322K 0.07% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,836 $321K 0.01% -2,409 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,802 $320K 0.01% +477 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,783 $319K 0.05% new 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,753 $317K 0.14% +531 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,749 $317K <0.01% +36 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,742 $317K 0.01% +428 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,714 $316K 0.03% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,709 $315K 0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,705 $315K <0.01% +111 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,703 $315K 0.01% +281 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,676 $314K 0.02% +1,128 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,670 $314K 0.04% +329 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,644 $312K 0.03% 0 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 6,616 $311K 0.16% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,610 $311K 0.01% +16 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,605 $310K 0.06% -81 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,566 $309K 0.01% +97 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,563 $308K 0.03% -856 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,555 $308K 0.01% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,459 $305K 0.17% -2,966 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,480 $305K 0.06% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,454 $303K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,817 $301K 0.03% -1,101 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,398 $301K 0.07% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,376 $300K 0.05% +464 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,367 $299K 0.03% -4,132 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,486 $299K 0.09% +68 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,363 $299K 0.38% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,363 $299K 0.02% -580 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,334 $298K 0.02% -899 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,318 $297K 0.01% +437 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,274 $295K 0.02% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,264 $294K 0.07% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,263 $294K <0.01% -2,910 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,254 $294K 0.01% 0 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 6,217 $292K 0.2% 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 6,214 $292K 0.21% +66 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,172 $290K 0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,167 $290K <0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,114 $287K 0.01% -287 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,080 $286K 0.07% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,052 $284K 0.11% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,051 $284K 0.04% -429 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,037 $284K 0.1% +47 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,023 $283K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,004 $282K 0.02% -1,129 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,965 $280K 0.08% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,957 $280K 0.01% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,947 $280K 0.04% +1 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,943 $279K 0.04% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,925 $278K 0.14% +165 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,910 $278K 0.2% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 6,008 $277K 0.21% new 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 5,900 $277K 0.11% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,895 $277K <0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,878 $276K 0.02% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,840 $274K 0.01% -760 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,830 $274K 0.02% +4,463 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,803 $273K 0.01% new 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,769 $271K 0.16% -351 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,745 $270K <0.01% -804 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,736 $270K 0.19% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,741 $270K 0.03% -89 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,718 $269K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,683 $267K 0.02% -2,391 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 5,668 $266K 0.01% -47,938 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,657 $266K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,647 $265K 0.02% -903 13F-HR Timeline