Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,837 $809K 0.22% -1 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,830 $806K 0.22% -85 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,828 $806K 0.16% +5 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,826 $805K 0.33% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,809 $797K 0.21% +551 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,783 $786K 0.03% -3,446 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,762 $776K 0.11% 0 13F-HR Timeline Group Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,758 $775K 0.29% -50,902 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,749 $771K 0.2% -50 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,728 $764K 0.41% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,731 $763K 0.02% -1,989 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 1,695 $762K 0.51% 0 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,293 $759K 0.18% +293 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,721 $758K <0.01% +823 13F-HR Timeline Group FAGAN ASSOCIATES, INC. 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More: the full row for Financial Futures Ltd Liability Co. 1,613 $711K 0.38% -243 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,612 $710K 0.08% +2 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,600 $705K 0.08% +1 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,599 $705K 0.05% +725 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,596 $703K 0.2% +1,097 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,592 $702K 0.52% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,588 $700K 0.08% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,587 $699K 0.35% -18 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,586 $699K 0.42% +354 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,581 $696K 0.09% -73 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,566 $690K 0.26% -107 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,559 $687K 0.01% -48 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,556 $686K 0.08% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,520 $683K 0.02% -1,250 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,545 $681K 0.35% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,539 $678K 0.18% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,531 $675K 0.16% -261 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,531 $675K 0.01% +1 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,525 $672K 0.11% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,493 $669K 0.24% -552 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. 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Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,493 $658K 0.19% +191 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,493 $658K 0.11% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,489 $656K 0.02% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,482 $653K 0.11% +103 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,468 $647K 0.09% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,462 $644K 0.1% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,460 $643K 0.04% -233 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,450 $639K 0.41% -84 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,419 $639K 0.02% -22 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,445 $637K 0.06% -240 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,431 $631K 0.39% -90 13F-HR Timeline Eldridge Investment Advisors, Inc. 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Empirical Wealth Management 1,397 $615K 0.01% +57 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,390 $613K 0.56% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,387 $611K 0.04% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. 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More: the full row for Watchman Group, Inc. 1,250 $551K 0.14% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,250 $551K 0.1% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,249 $551K 0.21% -405 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,247 $549K 0.02% -16 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,244 $548K 0.17% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,242 $547K 0.01% -830 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,237 $545K 0.07% +348 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,235 $544K 0.04% +1 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,234 $544K 0.4% -56 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,231 $542K 0.01% -326 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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More: the full row for Garde Capital, Inc. 1,154 $509K 0.03% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,150 $507K 0.11% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,136 $504K 0.31% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,140 $502K <0.01% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,137 $501K 0.06% -238 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,136 $500K 0.01% -264 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 1,133 $499K 0.28% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,130 $498K 0.02% -105 13F-HR Timeline OPINICUS CAPITAL, INC. 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Advisory Services LLC 1,120 $493K 0.05% -153 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,118 $493K 0.01% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,112 $490K 0.18% new 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,108 $488K <0.01% +391 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,105 $487K 0.16% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,101 $485K 0.01% 0 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,101 $485K 0.16% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,099 $484K 0.01% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 1,095 $483K 0.01% 0 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 1,095 $482K 0.41% +317 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,084 $478K 0.1% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,083 $478K 0.01% +21 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,080 $476K 0.06% +29 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,078 $475K 0.2% +1 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,073 $473K 0.07% -59 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $472K 0.02% +29 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,066 $470K 0.27% +29 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,065 $469K 0.07% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,062 $468K <0.01% +311 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,059 $467K 0.02% +569 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,058 $466K 0.05% +73 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,050 $464K 0.39% -1,106 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,052 $464K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,049 $462K 0.06% +18 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,044 $460K 0.04% +131 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,042 $459K 0.31% -199 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,040 $458K 0.32% +20 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,040 $458K 0.23% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,036 $458K 0.09% +50 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,036 $456K 0.18% -174 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,029 $454K 0.11% +50 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,025 $452K 0.11% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,022 $451K 0.05% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,020 $449K 0.03% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,017 $448K 0.44% +2 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,011 $445K 0.04% +261 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,007 $445K 0.01% 0 13F-HR/A Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 1,007 $444K 0.4% +3 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,005 $443K <0.01% 0 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,001 $442K 0.02% -200 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,002 $442K 0.02% -25 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,001 $441K 0.02% new 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,000 $441K 0.02% 0 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 1,000 $441K 0.28% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,000 $441K 0.27% 0 13F-HR Timeline Bradley & Co. 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