Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,615 $472K 0.04% -385 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 14,610 $471K 0.09% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 14,606 $471K 0.04% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,581 $471K 0.04% -236 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 14,558 $470K 0.11% -3,618 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 14,516 $468K 0.28% -1,214 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 14,458 $468K 0.02% +2,761 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,446 $466K 0.21% -500 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,443 $466K 0.02% -1,988 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 14,415 $465K 0.23% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 14,384 $464K 0.4% -1,000 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 14,320 $462K 0.26% 0 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 14,285 $461K 0.17% -102 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,257 $460K 0.07% +235 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,195 $458K 0.03% -117 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,195 $458K 0.14% -382 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,169 $457K 0.24% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 14,155 $457K 0.18% -2,086 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 14,079 $454K 0.07% +1,061 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 14,048 $453K 0.11% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,987 $451K 0.02% +30 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 13,986 $451K 0.05% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,965 $451K 0.03% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 13,912 $449K 0.16% +8,000 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 13,900 $449K 0.16% -500 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,877 $448K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 13,852 $447K 0.01% -84 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,841 $447K 0.15% -1,448 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,841 $447K 0.03% +1,841 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 13,800 $445K 0.03% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,778 $445K 0.1% 0 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 13,776 $445K +6,888 Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 13,735 $443K 0.99% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 13,722 $443K 0.03% +344 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 13,700 $442K 0.2% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 13,680 $441K 0.01% -227 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,660 $441K 0.03% -4,500 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 13,655 $441K 0.08% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,649 $440K 0.08% -128 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 13,648 $440K 0.13% +1,076 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 13,629 $440K 0.15% -7,566 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,567 $438K 0.06% +75 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 13,520 $436K 0.5% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 13,402 $436K 0.21% +614 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 13,488 $435K 0.15% -445,518 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 13,440 $434K 0.26% -1,900 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,437 $434K 0.06% -100 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,428 $433K 0.03% -424 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,027 $433K 0.19% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,200 $426K 0.03% +11,153 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 13,192 $426K 0.23% +8 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 13,146 $424K 0.01% new 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 13,120 $423K 0.04% -35 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 13,100 $423K 0.09% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 13,049 $421K 0.04% +1,402 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,036 $421K 0.02% +310 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,027 $420K 0.04% +6 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13,027 $420K 0.16% +37 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,953 $418K 0.03% +4,030 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,950 $418K 0.2% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,866 $415K 0.04% -2,501 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 12,811 $413K 0.09% -265 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 12,792 $413K 0.1% +482 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 12,791 $413K 0.2% +440 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 12,779 $412K 0.38% 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,748 $411K 0.06% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,728 $411K 0.03% -7 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,708 $410K 0.03% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,680 $409K 0.23% -370 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 12,674 $409K 0.04% +69 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,672 $409K 0.01% 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 12,597 $407K 0.02% -26,492 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,569 $406K 0.01% -46,195 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 12,400 $400K 0.03% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 12,382 $400K 0.13% -2,018 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 12,351 $399K 0.07% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 12,300 $397K 0.1% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,299 $397K 0.03% +392 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,307 $396K 0.01% +1,247 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,280 $396K 0.11% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 12,300 $396K 0.14% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,239 $395K 0.01% -296 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 12,236 $395K 0.15% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,196 $394K 0.02% +1,705 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,189 $393K 0.02% -1,043 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,119 $391K 0.02% -3,081 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,096 $390K 0.26% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 12,050 $389K 0.05% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,988 $387K 0.01% +198 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 11,959 $386K 0.12% +42 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,958 $386K 0.01% +274 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 11,930 $385K 0.07% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,883 $383K 0.11% +36 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 11,880 $383K 0.23% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,828 $382K 0.06% +11 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,711 $378K 0.19% -260 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 11,650 $376K <0.01% -263 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,566 $374K 0.01% +52 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 11,591 $374K 0.02% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,814 $373K 0.26% -39 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 11,555 $373K 0.03% +118 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,550 $373K 0.02% -95 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,546 $373K 0.03% -6,571 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,532 $372K 0.03% +427 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,524 $372K 0.13% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 11,523 $372K 0.05% +191 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,520 $372K 0.08% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 11,213 $371K 0.1% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,493 $371K 0.01% -17,482 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 11,478 $370K 0.17% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,470 $370K 0.01% -308 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,470 $370K 0.13% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,400 $368K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,396 $368K 0.06% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,382 $367K 0.09% -562 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,373 $367K 0.02% +176 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,370 $367K 0.06% +1 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,358 $367K 0.11% +39 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,349 $366K 0.12% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 11,340 $366K 0.1% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,315 $365K 0.14% -625 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,296 $365K 0.35% 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 11,289 $364K 0.07% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 11,286 $364K 0.05% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 11,201 $361K 0.17% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 11,108 $358K 0.07% -300 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 11,100 $358K 0.03% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 11,010 $355K 0.08% -663 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,010 $355K 0.01% -1,312 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,991 $355K 0.02% +4,238 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,987 $355K 0.07% -330 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 10,947 $353K 0.18% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,896 $352K <0.01% -41,629 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,892 $351K 0.04% +665 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,867 $351K 0.02% -58,004 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 10,875 $351K 0.24% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,872 $351K 0.02% -3,585 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 10,835 $350K 0.12% -200 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 10,802 $349K 0.45% +38 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 10,800 $349K 0.11% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,786 $348K 0.04% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,778 $348K 0.18% -1,092 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,745 $347K 0.01% -238 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 10,749 $347K 0.12% -1,600 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 10,725 $346K 0.05% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 10,698 $345K 0.18% +21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,667 $344K 0.02% +113 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,639 $343K 0.13% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 10,607 $343K 0.08% +38 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 10,620 $343K 0.17% +4 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,596 $342K 0.02% -44 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,565 $341K 0.02% +42 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,554 $341K 0.01% +3,400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,495 $339K 0.16% +4,198 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,466 $338K 0.02% +3,590 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 10,466 $338K 0.09% -443 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,458 $336K 0.03% -5,839 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 10,398 $336K 0.1% +13 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10,392 $335K 0.12% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,369 $335K 0.03% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,352 $334K 0.15% -50 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,350 $334K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10,317 $333K 0.11% +332 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,305 $333K 0.1% -346 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,299 $332K 0.04% +522 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,248 $331K 0.01% +1,608 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 10,200 $329K 0.01% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,146 $327K 0.15% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 10,087 $325K 0.28% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 10,068 $325K 0.01% -3,096 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,064 $325K 0.04% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,057 $325K 0.07% 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 10,033 $324K 0.23% +88 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 10,032 $324K 0.09% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,998 $323K 0.05% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 9,995 $323K 0.05% -83 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,990 $322K 0.01% +1,449 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,985 $322K 0.14% +300 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,976 $322K 0.05% -363 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 9,907 $320K 0.08% +67 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 9,900 $319K <0.01% -6,000 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 9,822 $317K <0.01% -33,980 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,787 $316K 0.05% +1 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 9,665 $313K 0.13% -1,086 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 9,681 $312K 0.01% -158 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,665 $312K 0.03% new 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 9,630 $311K 0.19% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,772 $311K 0.14% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,605 $310K 0.03% -141 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 9,533 $308K 0.16% -125 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 9,505 $307K 0.05% -370 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 9,493 $306K 0.03% -8,807 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,489 $306K 0.02% +134 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,480 $306K 0.03% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 9,476 $306K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,453 $305K 0.03% +464 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,243 $304K 0.01% -624 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,439 $304K 0.03% -157,574 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 9,274 $303K 0.01% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 9,390 $303K 0.2% new 13F-HR Timeline