Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,990 $696K 0.01% +4,810 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,980 $695K 0.14% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,949 $692K 0.02% -54,806 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,949 $692K 0.17% -38 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,781 $678K 0.02% +2,503 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,767 $677K 0.05% -20 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 7,750 $675K 0.37% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,713 $672K 0.05% -1,236 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,683 $669K 0.04% -271 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,605 $662K 0.03% -120 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,592 $661K 0.01% -124 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,580 $660K 0.02% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,543 $657K 0.31% -45 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,440 $648K 0.01% +179 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,426 $647K 0.01% +398 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,347 $640K 0.01% -237 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 7,300 $636K 0.15% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,225 $629K 0.23% +29 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,187 $626K 0.02% +796 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,169 $624K 0.01% +30 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,159 $624K 0.03% +48 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,136 $622K 0.01% +4,096 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,063 $615K 0.02% +41 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,005 $610K 0.08% -594 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,962 $606K 0.11% -317 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,947 $605K 0.01% +204 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,892 $600K 0.01% -1,560 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,880 $599K +39 Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,859 $597K 0.25% +554 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 6,800 $592K 0.41% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,799 $592K 0.01% +141 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,783 $591K 0.01% +54 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 6,768 $590K 0.34% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,758 $589K 0.01% -300 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,675 $581K 0.04% -52 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,661 $580K 0.13% -929 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,788 $578K 0.01% -1,862 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,554 $571K 0.07% -52 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 6,524 $568K 0.29% +92 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,462 $563K 0.01% +229 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 6,451 $562K 0.13% -531 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,422 $559K 0.15% -250 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,301 $549K 0.04% -2,104 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,294 $548K 0.03% -3,883 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,278 $547K 0.11% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,316 $544K 0.05% -17,133 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,237 $543K 0.02% +527 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,204 $540K 0.26% -131 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,150 $536K 0.16% -6,291 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,122 $533K 0.01% 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,102 $532K 0.01% +302 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,098 $531K 0.16% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,048 $527K 0.02% -33 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,023 $525K 0.03% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,999 $523K 0.01% +754 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 5,914 $515K 0.3% 0 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 5,890 $513K 0.01% -1,180 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,597 $512K 0.01% -145 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,872 $511K 0.07% +31 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,847 $509K 0.06% +192 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 5,816 $507K 0.45% 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,800 $505K 0.22% -600 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,784 $504K 0.28% -168 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,774 $503K 0.05% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,761 $502K 0.02% +141 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,705 $497K 0.01% +1,276 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,687 $495K 0.3% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,670 $494K 0.01% +144 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 5,613 $489K -36,284 Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,513 $480K 0.27% -544 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,509 $480K 0.28% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,503 $479K 0.01% +2,438 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 5,495 $479K 0.89% -2,733 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,482 $477K 0.01% +122 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,465 $476K 0.13% -976 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 5,452 $475K 0.32% -2,738 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,442 $474K 0.02% +90 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,433 $473K 0.01% -15,864 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,365 $467K 0.02% -278 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,363 $467K 0.22% -187 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,362 $467K 0.03% -216 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,270 $459K 0.03% -239 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,180 $451K 0.1% -28,000 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,177 $451K 0.18% -523 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,163 $450K 0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,141 $448K 0.01% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 5,127 $447K 0.39% -678 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,076 $442K <0.01% +56 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,047 $440K 0.04% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,046 $439K 0.02% +253 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,041 $439K <0.01% +1,573 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,000 $436K 0.13% -5 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 5,003 $436K 0.42% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,952 $431K 0.02% +64 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,919 $428K <0.01% +2,460 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,894 $426K 0.04% new 13F-HR/A Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 4,869 $424K 0.35% +56 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,848 $422K 0.48% -5,508 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,830 $421K 0.32% +331 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,796 $418K 0.01% -335 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,793 $417K 0.02% +240 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,770 $415K <0.01% -10,465 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,754 $414K 0.01% +756 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,746 $413K 0.14% -138 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,690 $409K 0.02% -202,220 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,677 $407K <0.01% +3,553 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,669 $407K 0.24% +64 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,623 $403K 0.01% +1,073 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,613 $402K 0.01% +135 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,600 $401K 0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,595 $400K 0.01% -10 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,555 $397K 0.06% -592 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,549 $396K <0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,539 $395K 0.04% +46 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,490 $391K 0.05% -583 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,479 $390K 0.06% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,474 $390K 0.01% -26 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,473 $390K 0.07% -75 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,470 $389K 0.07% -7,811 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,433 $386K 0.03% +23 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,389 $382K <0.01% +4 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,386 $381K 0.02% +15 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,352 $379K 0.01% -6,254 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,343 $378K <0.01% +83 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,333 $377K 0.07% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,319 $376K 0.03% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,316 $376K 0.01% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,300 $375K 0.04% -54,442 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,300 $375K 0.21% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,291 $374K 0.02% -533 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,265 $371K 0.05% -57 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,263 $371K 0.09% +859 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,278 $370K 0.01% +34 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,202 $366K 0.01% -1,493 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,201 $366K 0.03% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,187 $365K 0.04% -151 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,186 $365K 0.01% -83 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,181 $364K 0.01% +1,046 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,178 $364K 0.02% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,172 $363K <0.01% +1,530 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,165 $363K <0.01% +64 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,164 $363K <0.01% +318 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,157 $362K 0.02% +1,232 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,136 $360K 0.01% +631 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,116 $359K <0.01% +51 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,938 $358K 0.05% +3 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,906 $357K 0.01% -1,223 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,078 $355K 0.13% +590 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,055 $353K 0.02% -72 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,045 $352K -1,955 Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,016 $350K 0.04% -221 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,016 $350K 0.23% -292 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,012 $349K 0.04% +3,350 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,980 $347K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,906 $340K 0.01% -1,223 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,686 $335K 0.17% +469 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,846 $335K 0.01% +18 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,842 $335K 0.01% +334 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,820 $333K 0.32% -400 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,818 $333K 0.01% -6,882 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,789 $330K 0.02% -290 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,779 $329K 0.05% +1,555 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,759 $327K 0.05% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,737 $325K 0.04% +1,263 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,697 $322K 0.03% -558 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,685 $321K 0.05% +114 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,669 $320K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,663 $319K 0.01% -833 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,601 $314K 0.05% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,570 $311K 0.03% -150 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,559 $310K 0.04% -23,457 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,552 $309K 0.02% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,500 $305K 0.02% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,500 $305K 0.02% +500 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,493 $304K 0.02% +398 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,493 $304K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,488 $304K <0.01% -1,644 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,472 $302K 0.03% -100 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,468 $302K 0.27% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,450 $300K 0.02% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,405 $297K 0.06% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,401 $296K 0.01% +101 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,396 $296K 0.08% -2,047 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,395 $296K 0.13% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,379 $294K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,365 $293K 0.01% -290 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,362 $293K 0.21% -341 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,346 $291K 0.02% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,340 $291K 0.05% -100 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,330 $290K <0.01% -8,753 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 3,330 $290K 0.11% 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,328 $290K 0.11% -47 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,328 $290K 0.01% +123 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,322 $289K 0.11% +553 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 3,320 $289K 0.02% -1,120 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,318 $289K <0.01% 0 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,308 $288K 0.01% +87 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,077 $288K 0.06% +180 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,286 $286K 0.01% -132 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,286 $286K 0.02% -290 13F-HR Timeline