QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,376 $362K 0.13% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,472 $361K 0.06% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,362 $360K 0.01% +30 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,335 $356K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 14,027 $354K 0.09% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,304 $351K 0.09% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,292 $349K <0.01% +466 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,460 $349K 0.23% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,284 $348K <0.01% +128 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,281 $348K 0.02% +61 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,275 $347K <0.01% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 2,251 $343K 0.33% 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,236 $341K 0.02% +150 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,236 $341K 0.03% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,235 $341K 0.09% -13 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,224 $339K 0.05% +17 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,214 $337K 0.07% -46,481 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,212 $337K 0.01% -192 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,208 $336K 0.01% new 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,220 $336K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,204 $336K 0.01% +465 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,200 $335K 0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,169 $331K 0.01% +95 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,147 $327K 0.02% new 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,145 $327K 0.14% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,110 $321K 0.03% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,094 $319K 0.09% -2,219 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,078 $317K 0.05% -449 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,074 $316K 0.04% +2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,057 $313K 0.02% new 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,037 $310K 0.22% +301 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,025 $308K 0.16% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,017 $307K <0.01% +99 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,014 $307K <0.01% +423 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,015 $307K 0.04% 0 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,013 $307K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,007 $306K <0.01% +372 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,007 $306K 0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,000 $305K 0.02% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2,000 $305K 0.13% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,995 $304K 0.01% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,990 $303K 0.02% +465 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,987 $302K 0.09% +15 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,976 $301K <0.01% -92 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,970 $300K 0.01% -310 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,966 $300K 0.01% +396 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,964 $299K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,953 $298K 0.01% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,948 $297K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,924 $293K 0.01% +136 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,921 $293K -3,393 Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,880 $287K 0.01% +13 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,864 $286K 0.05% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,858 $285K 0.05% +5 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,860 $282K 0.09% +14 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,835 $280K 0.02% +88 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,829 $279K 0.12% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,822 $278K 0.01% -48,304 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,816 $277K 0.05% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,785 $272K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,782 $272K <0.01% -922 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,777 $271K 0.02% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,756 $268K 0.01% -22 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,756 $268K 0.02% +94 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,728 $263K 0.02% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,730 $263K 0.22% -18,828 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,722 $262K 0.02% +8 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,719 $262K 0.07% +218 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,740 $262K 0.02% -59 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 1,714 $261K 0.03% +4 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,708 $260K 0.01% +58 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,706 $260K <0.01% -54 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,704 $260K <0.01% +140 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 1,697 $259K 0.01% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,693 $258K 0.06% -483 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,701 $257K 0.03% -1,687 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 1,673 $255K 0.05% -14 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,672 $255K 0.01% +39 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,636 $251K 0.04% -52 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,646 $251K 0.01% +248 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,640 $250K <0.01% +1,015 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,629 $248K 0.01% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,620 $247K 0.13% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,607 $245K 0.01% +35 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,602 $244K 0.02% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,600 $244K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,586 $244K 0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,574 $240K <0.01% -5,019 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,552 $236K <0.01% +8 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,534 $236K 0.02% +40 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,537 $235K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,528 $233K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,511 $233K 0.01% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,526 $233K 0.08% +138 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 1,524 $232K 0.09% +1 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,523 $232K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,519 $231K 0.02% +121 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,516 $231K 0.02% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,558 $231K 0.09% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,512 $230K 0.03% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,510 $230K 0.02% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,508 $230K 0.02% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,509 $230K 0.03% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,489 $229K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,492 $227K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,488 $227K 0.03% +85 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,467 $224K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,467 $224K <0.01% +35 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,459 $222K 0.01% +10 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,457 $222K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,442 $220K 0.01% +1 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,440 $219K 0.08% -5 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,440 $219K 0.05% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,437 $219K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,451 $218K 0.01% -6 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,429 $218K 0.14% -272 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,425 $217K 0.03% -483 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,413 $215K 0.05% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,412 $215K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,411 $215K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,410 $215K <0.01% -72 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,406 $214K 0.06% +11 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,421 $214K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,397 $213K 0.01% +12 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,395 $213K <0.01% -4,842 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,389 $212K 0.02% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,386 $211K 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,385 $211K <0.01% new 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,386 $211K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,384 $211K 0.01% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,451 $211K 0.03% -12 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,381 $210K 0.05% +6 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,374 $209K 0.02% -21 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,365 $208K 0.01% -324 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,362 $208K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,351 $206K 0.02% new 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 1,350 $206K 0.14% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,385 $205K 0.03% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,347 $205K 0.02% -62 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,342 $204K 0.04% -58 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,342 $204K <0.01% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,334 $203K 0.05% -72 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,332 $203K 0.01% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,330 $203K 0.05% +7 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,330 $203K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,323 $202K 0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,304 $200K 0.09% -131 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,271 $194K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,270 $194K 0.11% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,215 $185K 0.06% +5 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $183K 0.05% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,171 $178K 0.02% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,114 $170K 0.46% -1,692 13F-HR/A Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,093 $168K 0.1% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,086 $165K <0.01% +16 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,032 $157K 0.05% -132 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 991 $151K 0.03% +4 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 988 $151K <0.01% +828 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 958 $146K 0.03% +76 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 957 $146K 0.09% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 947 $144K 0.17% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 936 $143K 0.02% +38 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 920 $140K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 908 $138K 0.01% -33 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 905 $138K 0.01% +5 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 900 $137K 0.04% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 897 $137K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 821 $125K 0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 788 $119K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 776 $118K 0.01% -912 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 738 $112K <0.01% -18 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 732 $112K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 717 $110K 0.05% +18 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 721 $110K 0.02% +200 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 701 $107K 0.03% +617 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 700 $107K <0.01% -58 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 699 $107K 0.01% -10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 686 $105K 0.01% +227 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 663 $101K 0.03% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 605 $92.2K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 574 $87.5K 0.01% +65 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 573 $87.3K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 572 $87.2K <0.01% +472 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 571 $87K 0.01% +206 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 570 $86.9K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 568 $86.5K 0.01% -1 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 567 $86.4K <0.01% +20 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 566 $86.2K 0.05% -4 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 563 $85.8K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 559 $85.2K 0.01% +16 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 537 $81.8K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 512 $78K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 504 $76.7K 0.29% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 500 $76.2K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $76.2K 0.04% +150 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 500 $76.2K 0.03% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 500 $76.2K 0.05% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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