Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,618 $479K 0.01% +1,715 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,598 $477K 0.02% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,578 $476K 0.3% +339 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,489 $470K 0.17% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 6,343 $459K 0.91% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,230 $451K <0.01% -358 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,214 $450K 0.28% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,175 $447K 0.26% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,100 $441K 0.19% +800 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,093 $441K 0.01% -1,004 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,064 $439K 0.02% -2,412 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 6,110 $438K 0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,088 $435K 0.14% 0 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 6,004 $435K 0.13% -32,949 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 5,979 $433K 0.01% -569,035 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,967 $432K 0.07% +230 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,511 $431K 0.2% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,946 $430K 0.01% +463 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,906 $427K 0.08% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,748 $424K 0.07% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,843 $423K 0.36% 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,782 $418K 0.22% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,775 $418K <0.01% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 5,768 $417K 0.01% -2,886 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,570 $417K 0.04% +349 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,715 $414K <0.01% -771 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,685 $411K 0.18% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,638 $408K 0.03% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,590 $405K 0.01% -2,288 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,572 $403K <0.01% +345 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 5,514 $399K 0.01% +462 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,419 $392K 0.02% -5,605 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,390 $390K 0.03% -368 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 5,349 $387K <0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,351 $387K <0.01% +99 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,316 $385K 0.12% -11 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,305 $384K 0.01% +352 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,244 $380K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,240 $379K 0.01% -8 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,908 $379K 0.01% -22 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 5,132 $371K 0.02% -4,286 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,121 $371K 0.03% -168 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 5,100 $369K +1,800 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,071 $367K 0.01% +374 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,049 $365K 0.08% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,039 $365K 0.02% +473 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,000 $362K 0.09% 0 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,000 $362K 0.03% -45 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,970 $360K 0.19% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,951 $358K 0.09% -5,565 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,911 $355K 0.03% -131 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,807 $348K 0.01% -199 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,791 $347K 0.01% +2,199 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,749 $344K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,701 $340K -43 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,698 $340K 0.02% -1,921 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 4,693 $340K 0.07% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,636 $336K 0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,622 $334K 0.09% -225 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,634 $334K 0.01% 13F-HR Timeline Group OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 4,614 $334K 3.82% 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,595 $333K 0.03% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 4,525 $327K 0.21% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,516 $327K 0.17% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,169 $326K 0.09% +346 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,474 $324K 0.02% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,456 $323K 0.02% -581 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 4,386 $317K 0.19% -546 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,370 $316K 0.03% -600 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,368 $316K 0.03% -146 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,359 $316K 0.01% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,365 $316K 0.33% -50 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,337 $314K 0.06% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,321 $313K 1.61% +1,112 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,287 $310K 0.19% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,266 $309K 0.04% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,130 $308K -3,715 Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,262 $308K 0.16% +5 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,235 $306K 0.19% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,230 $306K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,230 $306K 0.11% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,216 $305K 0.01% -460 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,192 $303K 0.11% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,185 $303K 0.04% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,167 $302K 0.02% +1,084 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,164 $301K 0.01% -493 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,154 $301K 0.02% -3,987 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,158 $301K 0.01% +1,675 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,130 $299K 0.02% -49 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,117 $298K 0.09% +441 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 4,099 $297K 0.19% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,096 $296K 0.11% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,044 $293K 0.03% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,035 $292K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,009 $290K 0.02% -701 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,010 $290K <0.01% +406 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,005 $290K 0.02% -30,452 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,986 $288K 0.01% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,985 $288K 0.01% -98 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,964 $287K <0.01% -276 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,868 $280K 0.01% -1,490 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,851 $279K 0.09% +31 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,830 $277K 0.09% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,805 $275K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,799 $275K 0.15% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,779 $273K <0.01% +22 13F-HR/A Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,770 $273K 0.01% +1,295 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,770 $273K 0.2% 0 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 3,749 $271K 0.17% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,745 $271K 0.02% +167 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,675 $266K 0.01% -1,514 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 3,621 $262K 0.1% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,618 $262K 0.14% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,607 $262K 0.01% -10,000 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,605 $261K 0.11% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,600 $261K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,585 $259K 0.02% +85 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,584 $259K 0.03% -2,521 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,581 $259K 0.17% -475 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,558 $257K 0.01% -21 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,548 $257K 0.07% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,523 $255K 0.01% +1,039 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,413 $254K 0.01% -153 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,500 $253K 0.15% 0 13F-HR Timeline American Trust More: the full row for American Trust 3,487 $252K 0.02% -1,040 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 3,481 $252K 0.12% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,449 $250K 0.01% -325 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,435 $249K <0.01% new 13F-HR Timeline Group Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,416 $247K 0.13% -193 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,290 $244K 0.03% 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,361 $243K 0.05% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,359 $243K 0.09% -2,307 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,357 $243K 0.01% -489 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,309 $239K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,278 $237K 0.14% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,272 $237K 0.02% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,271 $237K 0.03% -2,599 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,254 $235K <0.01% -9,713 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,254 $235K <0.01% +30 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,247 $235K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,232 $234K 0.01% -83 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,218 $233K 0.12% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,208 $232K 0.01% -824 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,207 $232K 0.01% +893 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,136 $227K 0.3% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,126 $226K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,126 $226K 0.03% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 3,116 $226K 0.01% +11 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,102 $225K 0.11% -466 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,074 $222K 0.02% -680 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,072 $222K <0.01% -62 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 3,060 $221K 0.09% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,044 $220K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,725 $220K <0.01% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 3,015 $218K 0.06% -2,725 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,016 $218K 0.01% -32 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 3,010 $218K 0.21% 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,000 $217K 0.1% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,981 $216K <0.01% -27,894 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,956 $214K 0.02% -204 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,955 $214K 0.03% -60 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,953 $214K 0.02% +25 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,951 $214K 0.06% -72 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,937 $213K 0.11% -482 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,935 $212K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,935 $212K 0.01% -102 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,929 $212K 0.02% +495 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,923 $212K 0.06% -1 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,905 $210K 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,902 $210K 0.01% -212 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,884 $209K 0.02% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,884 $209K 0.13% -13 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,884 $209K 0.07% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 2,884 $209K 0.11% -2,884 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,880 $208K 0.08% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,877 $208K 0.01% -291 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,780 $208K 0.02% -40 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,869 $208K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,861 $207K 0.03% -1,450 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 2,860 $207K 0.11% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,853 $206K 0.01% -747 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,835 $205K <0.01% -5,641 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,834 $205K <0.01% -103 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,829 $205K 0.01% -2,459 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,809 $203K 0.14% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,808 $203K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,798 $202K 0.13% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,716 $197K 0.01% +198 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,657 $192K 0.11% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,627 $190K <0.01% -10,471 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,625 $190K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,620 $190K 0.01% -560 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,547 $184K 0.02% +8 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,456 $178K 0.01% +3 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,425 $175K <0.01% +77 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,399 $174K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,305 $167K 0.02% +28 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,274 $164K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,183 $158K <0.01% +1,699 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 2,163 $157K 0.05% 13F-HR Timeline