PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,140 $528K 0.02% -537 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,132 $527K 0.04% +188 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,770 $524K 0.05% +4,869 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 5,040 $518K 0.12% -83 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,032 $517K 0.01% +992 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,038 $517K 0.04% +721 13F-HR Timeline LASALLE INVESTMENT MANAGEMENT SECURITIE… More: the full row for LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 5,003 $514K 0.02% +2,738 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,977 $511K 0.02% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,960 $510K 0.06% +10 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,955 $509K <0.01% +261 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,926 $506K 0.17% -30 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,909 $504K 0.04% +770 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,893 $503K 0.08% +1,064 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,888 $502K <0.01% +676 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,856 $499K 0.01% -139 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,847 $498K +452 Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,759 $489K 0.29% -84 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,712 $484K 0.01% +826 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 4,700 $483K 0.06% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,673 $480K 0.03% +2,234 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,668 $480K 0.04% -364 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,666 $479K <0.01% +88 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,664 $479K 0.01% -12,492 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,649 $478K 0.02% -2,069 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,605 $473K 0.04% -4,459 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,495 $462K 0.02% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,452 $457K 0.04% -282 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,444 $457K 0.08% -1,046 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,402 $452K 0.03% -264 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,405 $451K 0.03% -9,601 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,336 $445K 0.03% -793 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,321 $444K 0.02% -99 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,276 $439K 0.01% -170 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,276 $439K 0.08% -16 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 4,226 $434K 0.04% new 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,217 $433K 0.11% +50 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,184 $430K 0.25% -133 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,155 $427K 0.13% -119 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,147 $426K 0.06% +881 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,115 $423K <0.01% +208 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,111 $422K 0.01% -844 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,008 $412K 0.07% +70 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,003 $411K 0.19% +48 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,859 $396K 0.02% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,795 $390K 0.03% -257 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,782 $389K 0.16% +1 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,775 $388K 0.01% -75 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,757 $386K 0.01% -10 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,730 $383K 0.09% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,690 $379K 0.08% +1,150 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,677 $378K 0.09% -818 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,650 $375K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,637 $374K 0.01% +834 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,594 $369K 0.01% +7 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,596 $369K 0.24% -151 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,523 $362K 0.04% +578 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,496 $359K <0.01% -913 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,477 $357K 0.01% -537 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,464 $356K 0.01% +480 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,460 $355K 0.03% -27 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,459 $355K 0.05% +165 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,459 $355K 0.08% -75 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,430 $352K 0.05% +967 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,425 $352K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,361 $345K 0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,357 $345K 0.01% -23,081 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,352 $344K 0.01% +410 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,348 $344K 0.04% -68 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,335 $343K 0.16% +5 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,297 $339K 0.08% 0 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 3,286 $338K 0.01% +25 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,278 $337K 0.13% +46 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,256 $335K 0.02% +183 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,240 $333K 0.17% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,240 $333K 0.03% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,227 $332K 0.11% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,194 $331K 0.15% +215 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,222 $331K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,193 $328K 0.03% -43 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,195 $328K 0.26% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,186 $327K 0.13% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,163 $325K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,158 $324K 0.04% +18 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,141 $323K <0.01% -598 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,135 $322K 0.02% -3,974 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,102 $319K 0.07% +21 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,062 $315K 0.01% new 13F-HR/A Timeline Group CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 3,041 $312K 0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,037 $312K 0.01% +2,367 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,025 $311K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,016 $310K 0.01% +353 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,998 $308K 0.04% +56 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,990 $307K 0.01% +23 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,966 $305K 0.05% -275 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,962 $304K <0.01% -4,143 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,951 $303K 0.01% +205 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,953 $303K 0.09% -4,061 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,921 $300K 0.02% +309 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,910 $299K 0.01% -283 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,910 $299K 0.16% -997 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,903 $298K 0.25% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,895 $297K 0.03% +293 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,886 $297K 0.01% -1,328 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,872 $295K 0.01% -3,225 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,855 $293K 0.03% -85 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,847 $292K 0.02% -799 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,801 $291K 0.04% -25 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,829 $291K 0.08% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,824 $290K 0.01% -677 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,821 $290K 0.11% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,802 $288K 0.02% -19 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,753 $283K 0.01% -7,802 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,746 $282K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,742 $282K 0.01% +266 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,737 $281K 0.07% +68 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,728 $280K 0.01% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,695 $277K 0.03% -466 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,688 $276K 0.02% -158 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,679 $275K 0.01% 0 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,662 $273K 0.07% -34 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,640 $271K 0.01% +630 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,614 $269K -1,372 Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,598 $267K <0.01% -5 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,600 $267K 0.06% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,568 $264K 0.01% -494 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 2,567 $264K 0.01% +325 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,565 $264K 0.3% +2 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,543 $261K 0.09% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,593 $261K 0.02% +523 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,539 $261K 0.01% +969 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 2,534 $260K 0.02% +61 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,532 $260K <0.01% new 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,504 $257K <0.01% -18 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,499 $257K 0.15% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,496 $256K <0.01% -460 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,487 $255K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,476 $254K 0.03% -3 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,474 $254K 0.02% +537 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,471 $254K 0.04% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,469 $254K 0.03% -565 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,462 $253K 0.03% -195 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,493 $251K 0.02% -266 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,435 $250K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,424 $249K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,404 $247K 0.01% -52 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,397 $246K 0.01% -87 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,378 $244K 0.01% +24 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,375 $244K <0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,280 $244K 0.02% -51 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,357 $242K 0.01% -334 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,349 $241K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,341 $240K 0.02% -779 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,339 $240K 0.05% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,332 $240K 0.07% -699 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,304 $237K 0.08% +26 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,299 $236K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,283 $235K <0.01% +145 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,282 $234K 0.11% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,280 $234K 0.03% +8 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 2,257 $232K 0.17% +34 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 93 $231K 0.13% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,239 $230K 0.01% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,229 $229K 0.26% -307 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,228 $229K 0.01% -229 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,224 $229K <0.01% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,212 $227K 0.19% -19 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,205 $227K <0.01% -41 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,200 $226K 0.02% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,197 $226K 0.05% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,186 $225K 0.03% +25 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,174 $223K 0.03% +591 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,160 $222K 0.06% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,147 $221K 0.04% -2,089 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,145 $220K <0.01% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,139 $220K 0.1% +17 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,139 $220K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,137 $220K 0.02% -146 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,130 $219K <0.01% -20 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,127 $219K 0.01% -721 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,125 $218K 0.01% +272 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,125 $218K 0.08% 0 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,118 $218K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,115 $217K <0.01% -2,324 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,103 $216K 0.03% +125 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,091 $215K 0.01% -7 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,076 $213K 0.02% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,069 $213K 0.01% -561 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,066 $212K 0.07% +5 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,062 $212K 0.25% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,057 $211K 0.01% -96 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,046 $210K <0.01% +109 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,038 $209K 0.02% +23 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,030 $209K <0.01% new 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,022 $208K 0.04% -29 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,412 $207K 0.01% -1,051 13F-HR Timeline CONNING INC. in group CONNING INC. 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