AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,304 $1.42M 0.05% +1,210 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 8,280 $1.41M 0.2% +740 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 8,250 $1.41M 0.15% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,215 $1.4M 0.1% -700 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 8,209 $1.4M 0.35% +511 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,150 $1.39M 0.07% -3,412 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 8,116 $1.39M 0.06% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,102 $1.38M 0.01% -423 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 8,065 $1.38M 0.77% +231 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 8,036 $1.37M 0.33% -487 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,008 $1.37M 0.17% -118 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 8,004 $1.37M 0.07% +469 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,002 $1.37M 0.05% +300 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 8,000 $1.37M 2.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,239 $1.36M 0.05% +390 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,933 $1.36M 0.24% +2,249 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,907 $1.35M 0.05% +815 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,904 $1.35M 0.23% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,901 $1.35M 0.73% +11 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,811 $1.33M 0.07% 0 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 7,774 $1.33M 0.97% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,769 $1.33M 0.87% -64 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,761 $1.33M 0.24% +331 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,755 $1.33M <0.01% +2,520 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,739 $1.32M 0.38% -336 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,730 $1.32M 0.03% +270 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,704 $1.32M 0.09% -331 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,701 $1.32M 0.05% -513 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 7,679 $1.31M 0.39% +72 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,666 $1.31M 0.04% +441 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 7,654 $1.31M 0.23% +23 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,652 $1.31M 0.02% +290 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,607 $1.3M 0.36% +490 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,981 $1.3M 0.14% -701 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 7,580 $1.3M 0.26% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,558 $1.29M 0.06% +699 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,378 $1.29M 0.07% -18 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,535 $1.29M 1% +1,438 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,526 $1.29M 0.18% +4,270 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 7,523 $1.29M 0.21% +6,386 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,509 $1.28M 0.44% +12 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 7,502 $1.28M 1.13% -108 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,489 $1.28M 0.72% +45 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,463 $1.28M 0.46% +411 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,425 $1.27M 0.08% -5,747 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,414 $1.27M 0.64% +78 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 7,407 $1.27M 0.54% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,402 $1.26M 0.85% -184 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 7,383 $1.26M 0.26% -409 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 7,382 $1.26M 0.84% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,378 $1.26M 0.04% +255 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,308 $1.25M 0.07% -124 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,293 $1.25M 0.03% -182,142 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,253 $1.24M <0.01% -410 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,243 $1.24M 0.02% +315 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 7,236 $1.24M 0.14% -803 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,694 $1.24M 0.07% +36 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,222 $1.23M 0.54% +11 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,219 $1.23M 0.82% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,215 $1.23M 0.14% -94 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,204 $1.23M 0.55% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,203 $1.23M 0.02% +2,634 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,181 $1.23M 0.09% +1,580 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,164 $1.22M 0.41% -259 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,158 $1.22M 0.16% +620 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,150 $1.22M 0.18% -749 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,123 $1.22M 0.17% -58 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,100 $1.21M 0.14% -734 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,000 $1.2M 0.68% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,996 $1.2M 0.22% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,993 $1.19M 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,988 $1.19M 0.06% -551 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,831 $1.17M 0.05% -24 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,784 $1.16M 0.16% -190 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,780 $1.16M 0.01% +1,025 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,772 $1.16M 0.06% +1,162 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,762 $1.16M 0.19% +73 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,758 $1.15M 0.22% -50 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,731 $1.15M 0.19% +78 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 6,730 $1.15M 0.7% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,717 $1.15M 0.26% +1,000 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,705 $1.15M 0.07% +589 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,691 $1.14M 0.03% +1,565 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,676 $1.14M 0.04% +46 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,622 $1.13M 0.4% +78 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,620 $1.13M 0.49% +448 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 6,619 $1.13M 0.42% +1,562 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,599 $1.13M 0.11% +914 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,582 $1.12M 0.53% 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,579 $1.12M 0.36% -23 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,576 $1.12M 0.24% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,565 $1.12M 0.18% +3,441 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,707 $1.12M 0.12% +776 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,509 $1.11M 0.35% -40 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,492 $1.11M 0.13% -4,613 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,468 $1.11M 0.39% -153 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,468 $1.1M 0.09% -113 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 6,439 $1.1M 0.24% -1,810 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,435 $1.1M 1.14% 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,410 $1.1M 0.07% +610 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,410 $1.1M 0.41% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 6,389 $1.09M 0.17% +671 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,362 $1.09M 0.13% +17 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,348 $1.08M 0.42% -400 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,345 $1.08M 0.09% -228 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,342 $1.08M 0.21% -1,694 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,327 $1.08M 0.13% +251 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,325 $1.08M 0.02% +556 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,299 $1.08M 0.04% +829 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,263 $1.07M 0.08% -426 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,250 $1.07M 0.05% +3,862 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 6,243 $1.07M 0.52% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,214 $1.06M 0.13% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,192 $1.06M 0.26% +94 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,175 $1.05M 0.5% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,169 $1.05M 0.75% +6,001 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,145 $1.05M 0.43% +178 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,140 $1.05M 0.25% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,119 $1.04M 0.24% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,113 $1.04M 0.47% -4 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,106 $1.04M 0.23% -94 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,084 $1.04M 0.08% +663 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,082 $1.04M 0.65% +116 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,062 $1.04M 0.02% -1,481 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,060 $1.04M 0.12% +81 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,295 $1.03M 0.14% -747 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,027 $1.03M 0.11% +100 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,012 $1.03M 0.03% -304 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,009 $1.03M 0.14% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,005 $1.03M 0.18% +5 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $1.03M 0.27% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,981 $1.02M 0.08% -715 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,966 $1.02M 0.04% -124 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,955 $1.02M 0.38% +2,403 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,954 $1.02M 0.02% -1,705 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,939 $1.01M 0.25% -309 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,936 $1.01M 0.3% +1,241 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,897 $1.01M 0.25% +130 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,884 $1.01M 0.18% +2,614 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,866 $1M 0.18% +201 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,844 $998K 0.12% -224 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,842 $998K 0.44% -32 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,793 $990K 0.25% +13 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 5,784 $988K 0.19% +2 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,777 $987K 0.12% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,764 $985K 0.02% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,764 $985K 0.01% -522 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,753 $983K 0.4% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,749 $982K 0.27% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,745 $982K 0.02% +4 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,673 $969K 0.25% +657 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,612 $959K 0.22% +503 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,612 $959K 0.01% +1,168 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,596 $956K 0.15% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,544 $947K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,527 $944K 0.39% -17 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,516 $942K 0.32% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,502 $940K 0.07% +462 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,499 $939K 0.21% +31 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 5,488 $938K 0.6% -238 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,472 $935K 0.44% -3 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 5,458 $932K 0.38% +56 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,438 $929K 0.04% +258 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,423 $927K 0.68% +1,009 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,422 $926K 0.66% +8 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,504 $925K 0.24% +58 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,409 $924K 0.03% +357 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,408 $924K 0.38% +663 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,400 $923K 0.02% -1,828 13F-HR/A Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,382 $920K 0.01% -1,462 13F-HR/A Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,381 $919K 0.83% -168 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,365 $917K 0.04% +226 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5,353 $915K 0.47% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,351 $914K 0.14% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,329 $910K 0.09% +235 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,320 $909K 0.22% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,300 $906K 0.23% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,290 $904K 0.39% +35 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,287 $903K 0.12% -178 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,281 $902K 0.28% -32 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,258 $898K 0.43% +987 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 5,256 $898K 0.79% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,251 $897K 0.38% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,226 $893K 0.27% -73 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,205 $889K 0.06% +322 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,202 $889K 0.6% -37 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 5,257 $886K 0.12% -603 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,183 $886K 0.24% +502 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,165 $882K 0.04% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,159 $881K 0.15% -110 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,162 $881K 0.03% -200 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,154 $881K 0.09% +298 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,150 $880K 0.3% +46 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,150 $880K 0.09% -3,360 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,127 $876K 0.48% +124 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,126 $876K 0.02% +57 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,125 $876K 0.01% -3,500 13F-HR Timeline Group Symphony Financial, Ltd. Co. 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