Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,661 $384K <0.01% -1,629 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,616 $383K 0.04% -5,120 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,405 $377K 0.02% -471 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 13,927 $365K 0.31% +2 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,766 $361K 0.02% 0 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,691 $359K 0.08% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 13,653 $358K 0.25% -2,760 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,644 $357K 0.04% +35 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,616 $357K 0.01% -312 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,557 $355K 0.3% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,525 $354K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,483 $353K 0.01% 0 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 13,860 $336K 0.3% -60 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 12,683 $332K 0.21% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12,682 $332K 0.25% +1,491 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 12,673 $332K 0.24% +3,401 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,634 $331K 0.04% -700 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,539 $329K 0.14% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,430 $326K 0.03% +18 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,399 $325K 0.01% +1,327 13F-HR Timeline MOTCO More: the full row for MOTCO 12,372 $324K 0.03% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,324 $323K 0.14% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,322 $323K 0.01% +30 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,189 $319K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,130 $318K 0.01% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,030 $316K 0.08% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,287 $315K 0.13% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12,019 $315K 0.23% +1 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,002 $314K 0.01% +2,120 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 11,942 $313K 0.23% +26 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 11,928 $313K 0.05% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,873 $311K 0.03% -370 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,868 $311K 0.04% new 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 11,761 $308K 0.27% new 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,718 $307K 0.16% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,599 $304K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,582 $303K <0.01% +9,343 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 11,553 $303K 0.04% -236 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,492 $301K 0.27% -31,277 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 11,154 $292K 0.2% +28 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 11,120 $291K 0.28% +1,136 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 11,734 $289K 0.03% 0 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 10,984 $288K 0.26% +28 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,828 $284K 0.05% +28 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 10,764 $282K 0.22% 0 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. 10,601 $278K 0.01% -1,000 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 10,486 $275K 0.04% -1,496 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,420 $273K 0.1% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,263 $269K 0.02% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 10,218 $268K 0.18% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,206 $267K 0.01% -231 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 10,123 $265K 0.01% -2,251 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,717 $255K 0.03% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 9,643 $253K 0.19% +552 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,520 $249K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9,344 $245K 0.13% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,257 $243K <0.01% -4,666 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,168 $240K 0.01% -758 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,163 $240K 0.15% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,067 $238K 0.01% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 9,052 $237K 0.21% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,998 $236K <0.01% +907 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,950 $234K 0.09% -572,450 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,928 $234K <0.01% 0 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 8,909 $233K 0.11% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,907 $233K 0.11% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 8,729 $228K 0.08% -91,299 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,691 $228K <0.01% +22 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,786 $227K 0.11% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,587 $225K 0.01% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,585 $225K 0.21% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,568 $224K <0.01% +4,489 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,556 $224K 0.02% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 8,464 $222K 0.12% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 8,437 $221K 0.08% -237 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 8,422 $221K 0.02% +7 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,377 $219K 0.09% +21 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,282 $217K 0.09% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 8,176 $214K 0.07% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,174 $214K 0.04% -341 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,174 $214K 0.02% -341 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,162 $214K 0.16% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,135 $213K 0.19% +6 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 8,040 $211K 0.15% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,981 $209K 0.06% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,901 $207K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,415 $207K 0.01% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,875 $206K 0.01% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 7,862 $206K 0.05% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,837 $205K 0.07% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,831 $205K 0.12% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,828 $205K 0.06% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,786 $204K 0.01% -3,179 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,771 $204K 0.16% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,727 $202K 0.02% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,698 $202K <0.01% +7,684 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,678 $201K 0.02% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,668 $201K 0.02% -1,184 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7,253 $190K 0.06% +18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,003 $183K 0.03% +3,785 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,716 $176K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,222 $169K <0.01% +18 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,403 $168K <0.01% 0 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,349 $166K 0.06% +482 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,796 $152K 0.06% -228 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,657 $148K <0.01% -1,791 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,388 $141K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,000 $131K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,911 $129K 0.03% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,709 $123K 0.04% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,657 $122K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,574 $120K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,421 $116K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,237 $112K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,259 $112K <0.01% -3,442 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,177 $109K 0.03% +8 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,978 $104K <0.01% +10 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,953 $104K 0.02% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,913 $103K <0.01% +215 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,813 $99.9K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,467 $90.8K 0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3,319 $86K 0.07% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,207 $84K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,681 $70.3K 0.03% -783 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,549 $66.8K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,517 $65.9K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,475 $64.8K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,055 $53.8K 0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,019 $52.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,823 $48.7K 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,712 $44.9K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,629 $42.7K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,617 $42.4K 0.08% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,534 $40.2K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,380 $36.2K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,333 $35.1K 0.02% +75 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,346 $35K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,225 $32.1K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,208 $31.6K <0.01% +52 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,174 $30.8K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,130 $29.6K 0.02% -224 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,102 $28.9K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 883 $23.1K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 759 $19.9K 0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 582 $15.2K <0.01% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 557 $14.6K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 460 $12.1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 309 $8.1K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 189 $4.95K 0.1% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 163 $4.27K <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 159 $4.17K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 152 $3.98K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 72 $1.89K <0.01% -2,149 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 30 $786 <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $25 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 22 $901K -35,622 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.