Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 19,711 $861K 0.2% -1,057 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,702 $861K 0.2% -145 13F-HR/A Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 19,693 $861K 0.33% -1,227 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 19,661 $859K 0.01% -326 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 19,545 $854K 0.21% +8,250 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 19,493 $852K 0.3% -3,220 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,201 $845K 0.02% +2,550 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19,215 $840K 0.18% -3,625 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,213 $840K 0.03% -155 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 19,072 $833K 0.33% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 19,042 $832K 0.16% -933 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 18,986 $830K 0.2% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,967 $829K 0.06% -3,123 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,965 $829K 0.04% -3,644 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 20,110 $828K 0.61% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,944 $828K 0.12% +1,992 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 18,858 $824K 0.15% +2,278 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 18,541 $810K 0.72% -3,511 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 18,493 $808K 0.21% +2,676 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,414 $804K 0.07% -1,499 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,300 $800K 0.22% +1,750 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 18,287 $799K 0.17% -93,982 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,259 $798K 0.03% +2,000 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 18,218 $796K 0.17% +176 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 18,146 $793K 0.06% -1,188 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,048 $789K 0.08% -47 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 17,948 $784K 0.22% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17,957 $784K <0.01% -27,199 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 17,839 $780K 0.1% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 17,780 $777K 0.16% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,697 $773K <0.01% +478 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,652 $771K 0.05% +482 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 22,543 $770K 0.35% -250 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,579 $768K 0.02% -21,676 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 17,476 $764K 0.37% +1,241 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 17,453 $763K 0.59% +1,827 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 17,442 $762K 0.01% -1,544 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,280 $755K 0.13% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 17,204 $752K <0.01% -81 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,103 $749K <0.01% +4,838 13F-HR/A Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 17,092 $747K 0.01% +797 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,954 $741K 0.06% -35 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 16,802 $734K 0.53% -1,860 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 16,722 $731K 0.19% +1,220 13F-HR Timeline Group Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 16,696 $730K 0.72% +1,000 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 16,677 $729K 0.46% -250 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,379 $716K 0.25% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 16,370 $715K 0.58% -384 13F-HR Timeline ANB BANK More: the full row for ANB BANK 16,350 $714K 0.32% -284 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,313 $713K 0.11% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 16,183 $707K 0.01% -229 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,029 $700K 0.02% -2,927 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,954 $697K 0.01% -41,697 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 15,825 $692K 0.43% -31,090 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 15,813 $691K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,801 $690K 0.02% -9,263 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 15,788 $690K 0.08% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 15,749 $688K 0.62% +1,181 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 15,742 $688K 0.02% -534 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,650 $684K 0.05% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 15,603 $682K 0.05% +289 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 15,600 $682K 0.06% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 15,592 $681K <0.01% -27 13F-HR/A Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 15,567 $680K 0.05% -965 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 15,500 $677K <0.01% -2,000 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,478 $676K 0.2% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 15,350 $671K 0.09% -1,135 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,308 $670K <0.01% +14,117 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,313 $669K 0.04% -40,245 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,258 $667K 0.03% +1,402 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 15,225 $665K 0.18% -3,505 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,160 $662K 0.06% -45 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 15,117 $661K 0.01% +260 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 15,027 $657K 0.25% -1,835 13F-HR/A Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 15,000 $656K 0.02% new 13F-HR/A Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 15,000 $656K 0.02% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,903 $651K 0.03% +9,405 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 14,881 $650K 0.05% -2,200 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 14,815 $648K 0.1% -693 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 14,810 $647K 0.17% -2,606 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 14,728 $644K 0.23% -854 13F-HR Timeline Friday Financial More: the full row for Friday Financial 14,646 $643K 0.38% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 14,573 $637K 0.26% -3,399 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,540 $635K 0.03% +3,764 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,525 $635K 0.02% +397 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 14,502 $634K 0.03% -1,565 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 14,445 $631K 0.17% -700 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 14,441 $631K 0.5% -5,474 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,384 $629K 0.02% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 14,376 $628K 0.2% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,331 $626K 0.15% -246 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,306 $625K 0.12% +8 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 14,262 $623K 0.01% -4,500 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 14,259 $623K 0.34% -3,560 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 14,203 $621K 0.14% -1,627 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 14,193 $620K 0.04% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,157 $619K 0.01% -11,807 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 14,148 $618K 0.1% -1,277 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 14,104 $616K 0.66% +797 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,076 $615K 0.02% +6,535 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,043 $614K <0.01% -1,149 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,038 $613K 0.41% -50 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,070 $613K 0.01% +13,179 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 13,994 $612K 0.12% +839 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,903 $608K 0.16% -741 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13,894 $607K 0.03% -81 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,900 $607K 0.12% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 13,883 $607K 0.08% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,768 $602K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,749 $601K 0.04% +458 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 13,708 $599K 0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 13,682 $598K 0.3% -604 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,613 $595K 0.28% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,568 $593K 0.08% -183 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,522 $591K 0.11% -15 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,511 $590K 0.02% +1,232 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 13,479 $589K 0.14% +1,264 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 13,466 $588K 0.09% +385 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 13,459 $588K 0.54% -837 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 13,447 $588K 0.63% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 13,400 $586K 0.63% +415 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 13,400 $586K 0.08% -109 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,319 $585K <0.01% +3,666 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,362 $584K 0.44% +260 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 13,357 $584K 0.07% +5,895 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,340 $583K 0.23% -46 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 13,317 $580K 0.17% -116 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 13,268 $580K 0.07% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 13,247 $579K 0.03% -116 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,213 $578K 0.05% -2,072 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,195 $577K 0.03% -540 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,775 $573K 0.02% +403 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,997 $568K 0.01% -12,499 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,997 $568K 0.01% -12,499 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,970 $567K 0.03% +10 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,928 $565K 0.03% -49 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 12,903 $564K 0.35% +1,476 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,757 $557K 0.05% -100 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 12,685 $554K 0.25% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,633 $552K 0.18% +115 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 12,534 $548K 0.23% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,519 $547K <0.01% +3,378 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 12,475 $545K 0.07% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 12,434 $543K 0.02% +547 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,300 $538K 0.03% 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,250 $535K 0.05% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 12,250 $535K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,190 $533K 0.07% +289 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 12,149 $531K 0.29% -1,586 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,135 $530K 0.02% +135 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 12,117 $530K 0.3% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,112 $529K 0.13% -2,633 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 12,080 $528K 0.51% +1,820 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,021 $525K 0.02% new 13F-HR/A Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,986 $524K 0.09% -2,715 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 11,938 $522K 0.28% -396 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,898 $520K 0.16% +560 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,862 $518K 0.01% +156 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,729 $513K 0.07% +1,125 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,724 $512K 0.01% -328 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,699 $511K 0.27% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,657 $509K 0.09% +2,776 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,652 $509K 0.06% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 11,583 $506K 0.07% -2,009 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,550 $505K 0.04% -535 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,542 $504K 0.04% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,466 $501K 0.06% -614 13F-HR/A Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 11,463 $501K 0.04% +71 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 11,433 $500K 0.11% -208 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 11,378 $497K 0.01% -559 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 11,374 $497K 0.41% -2,946 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,361 $496K 0.02% -251 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,159 $488K 0.33% -193 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,050 $483K 0.05% -100 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 11,010 $481K 0.16% -76 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,998 $481K 0.04% -1,602 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,973 $480K 0.15% +6 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 10,971 $479K 0.05% +348 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 10,841 $474K 0.58% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 10,770 $471K 0.08% new 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,766 $470K 0.38% -19 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,736 $469K 0.01% -11,286 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,666 $466K 0.05% -42,692 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,569 $462K 0.41% -2,075 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,477 $458K 0.1% -16 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,417 $455K 0.13% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 10,273 $449K 0.21% +689 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 10,252 $448K 0.12% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,208 $446K 0.16% +100 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,160 $444K 0.08% -5,644 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,141 $443K 0.17% -1,142 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,128 $443K 0.2% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,120 $442K 0.03% +4,554 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,086 $441K 0.13% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,069 $440K 0.04% +10,059 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,067 $440K 0.09% -253 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,066 $440K 0.39% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,018 $438K 0.02% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $437K 0.03% -10,000 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $437K 0.09% 0 13F-HR Timeline