FFG Partners, LLC More: the full row for FFG Partners, LLC 6,808 $518K 0.14% -1,021 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,806 $517K 0.07% +404 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,805 $517K 0.02% -100 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,794 $516K 0.08% -19 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 6,758 $514K 0.37% -52 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,711 $510K 0.01% +166 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,698 $509K 0.02% +11 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 6,671 $507K 0.05% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,620 $503K <0.01% +1,282 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6,564 $499K 0.23% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,549 $498K 0.03% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,518 $495K 0.06% +6 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,467 $492K 0.11% +12 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,431 $489K 0.11% -149 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,402 $487K <0.01% +3,651 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,351 $483K 0.02% +1,192 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,323 $481K 0.01% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,256 $476K 0.1% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,201 $471K 0.14% +169 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,168 $469K <0.01% +314 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,155 $468K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,103 $464K 0.08% -362 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,100 $464K <0.01% -365 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 6,073 $462K 0.23% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,050 $460K 0.07% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,005 $460K 0.07% +2,930 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,044 $459K 0.1% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,951 $452K 0.16% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,937 $451K <0.01% +1,302 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,928 $451K 0.07% +28 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,802 $441K 0.17% +738 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,702 $433K 0.05% -1,028 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,697 $433K 0.2% +1,226 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,572 $424K 0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,557 $422K 0.04% -3 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,472 $416K 0.01% +1,220 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,344 $406K 0.16% -250 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 5,331 $405K 0.24% -1,192 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,232 $398K <0.01% -70 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,201 $395K 0.09% +63 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,199 $395K 0.02% +1,120 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,017 $381K 0.03% -14,524 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,004 $380K 0.12% +124 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,966 $378K 0.07% +274 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,954 $377K 0.11% -711 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,930 $375K 0.06% +250 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,911 $373K 0.07% -113 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,858 $369K 0.13% +906 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,825 $367K 0.1% +1,649 13F-HR/A Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,806 $365K 0.2% +300 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,788 $364K 0.15% +1,794 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,775 $363K 0.07% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,750 $361K 0.08% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,730 $360K 0.2% +99 13F-HR/A Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,727 $359K 0.06% 0 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 4,700 $357K 0.22% +100 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,693 $357K 0.11% +1,245 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,669 $355K 0.03% +70 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,615 $351K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,595 $350K 0.01% +2,850 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,603 $350K 0.06% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,600 $350K 0.13% +615 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,600 $350K 0.11% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,547 $346K 0.04% -36 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,541 $345K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,455 $339K 0.01% -143 13F-HR Timeline Group Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 4,387 $333K 0.14% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,348 $330K 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,316 $328K <0.01% +119 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,309 $328K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,309 $327K <0.01% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,227 $327K 0.1% +1,550 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,303 $325K <0.01% +1,453 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,293 $324K 0.37% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,261 $324K 0.05% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,234 $322K 0.09% +22 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,230 $322K <0.01% -333 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,228 $321K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,214 $320K 0.01% +1,416 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,200 $319K <0.01% -17,282 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 4,158 $316K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,135 $314K 0.03% +20 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,118 $313K 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,112 $313K 0.07% -127 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,100 $312K 0.05% -700 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,901 $297K 0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,894 $296K 0.07% -97 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,874 $294K 0.04% -10,407 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,872 $294K <0.01% +696 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,863 $294K <0.01% -107 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,779 $287K 0.04% -14 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,767 $286K <0.01% -406 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,761 $286K 0.09% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,759 $286K 0.1% +135 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,710 $282K 0.04% +470 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,710 $282K 0.05% -107 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,668 $279K 0.07% +39 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,658 $278K 0.01% +113 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,612 $275K 0.09% -19 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,600 $274K 0.06% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,600 $274K 0.01% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,541 $269K 0.15% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,521 $268K 0.01% +170 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,411 $266K 0.01% +115 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,462 $263K 0.02% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,451 $262K 0.14% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,429 $261K 0.11% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,424 $260K 0.06% -110 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,398 $258K 0.15% -90 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,390 $258K <0.01% +340 13F-HR Timeline Group Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 3,361 $255K 0.06% 0 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,342 $254K 0.04% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,335 $254K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,320 $252K 0.04% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,313 $252K 0.02% -356 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,308 $251K 0.02% +181 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,307 $251K 0.13% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,306 $251K <0.01% 0 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,278 $249K 0.1% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,239 $246K 0.03% +10 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 3,187 $242K 0.15% -520 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,185 $242K 0.02% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,173 $241K 0.18% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,168 $241K 0.02% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,160 $240K 0.13% +230 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,149 $239K 0.1% +50 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,138 $239K <0.01% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,135 $238K 0.02% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 3,100 $236K <0.01% +200 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,077 $234K 0.12% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,066 $233K 0.1% +147 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,061 $233K 0.21% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,029 $230K 0.01% -394 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,019 $229K <0.01% -37 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,016 $229K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,013 $229K 0.01% +119 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,992 $227K 0.09% +2 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,983 $227K 0.03% -473 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,979 $226K 0.01% -28 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,978 $226K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,944 $224K 0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,932 $223K 0.08% +203 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,931 $223K 0.17% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,925 $222K 0.06% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,899 $220K 0.12% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,891 $220K 0.03% +184 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,874 $218K 0.05% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,864 $218K 0.06% -16 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,852 $217K 0.08% +150 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,830 $215K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,828 $215K <0.01% new 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,819 $214K 0.16% -2,696 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,815 $214K 0.02% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,809 $213K 0.12% +55 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,808 $213K <0.01% 0 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,781 $211K 0.06% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,766 $210K 0.12% -151 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,759 $210K 0.01% -13 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,694 $205K 0.02% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,684 $204K 0.08% -13 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,669 $203K 0.06% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,645 $201K 0.07% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,640 $201K 0.04% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,635 $200K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,514 $191K 0.01% -3,850 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,490 $189K 0.37% -35,976 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,444 $186K 0.09% +950 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,429 $185K 0.19% +782 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 2,410 $183K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,400 $182K 0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,370 $180K 0.04% +337 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,321 $176K 0.04% -60 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,320 $176K 0.06% +1,510 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,227 $169K 0.11% +2,036 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,191 $167K 0.01% +1,716 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,148 $163K 0.02% +70 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,941 $148K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,936 $147K 0.05% -380 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,874 $142K 0.06% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,847 $140K <0.01% +243 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,836 $140K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,944 $139K 0.08% +142 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,797 $137K <0.01% +692 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,791 $136K 0.07% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,728 $131K 0.09% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,710 $130K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,687 $128K <0.01% +501 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,678 $128K 0.05% +1,239 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,655 $127K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,628 $123K 0.02% -1,083 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 363 $118K 0.09% -1,730 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,520 $116K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,520 $116K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,401 $106K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,347 $101K 0.14% 13F-HR/A Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,300 $98.8K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,275 $97K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,244 $94.6K 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,210 $92K <0.01% +25 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,184 $90.4K 0.07% 0 13F-HR Timeline