Jain Global LLC More: the full row for Jain Global LLC 25,906 $1.09M 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,864 $1.09M 0.06% +12,372 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 22,744 $1.08M 1.09% +11,722 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,626 $1.08M 0.03% +14,055 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 22,906 $1.08M 0.74% +11,453 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,894 $1.08M 0.08% +768 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 25,600 $1.08M 0.1% +12,800 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 25,426 $1.07M 0.09% +15,276 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 24,601 $1.06M 0.03% +13,424 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 25,212 $1.06M 0.1% +12,606 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 25,048 $1.05M 0.13% +12,524 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,974 $1.05M 0.03% +10,509 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 24,965 $1.05M 0.08% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 24,784 $1.04M 0.38% +12,690 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 24,522 $1.03M 0.18% +11,902 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 24,506 $1.03M 0.09% +12,317 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 24,402 $1.02M 0.03% +12,542 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 24,401 $1.02M 0.01% +12,073 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 24,238 $1.02M 0.58% +12,829 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 24,128 $1.01M 0.04% -6,471 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 24,000 $1.01M 0.01% +12,000 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 23,826 $1M 0.91% +12,546 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 23,316 $979K 0.13% +9,516 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 23,200 $974K 0.24% +11,600 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 23,180 $974K 0.08% +11,590 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 22,547 $947K 0.03% new 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 22,197 $943K 0.18% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 22,418 $942K 0.04% +7,939 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 22,300 $937K 0.12% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 22,257 $935K 0.01% +12,615 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 22,180 $932K 0.07% +11,186 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 22,069 $927K 0.33% +10,719 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 22,057 $926K 0.09% +10,104 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21,930 $921K 0.01% +10,965 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 21,814 $916K 0.02% +10,841 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 21,762 $914K <0.01% +12,114 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 21,666 $910K 0.12% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 21,612 $908K 0.13% +9,866 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 21,592 $907K 0.2% +18,836 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 21,408 $899K 0.43% +10,408 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 21,362 $897K 0.02% +6,210 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 21,280 $894K 0.06% +11,053 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 21,177 $889K 0.34% +10,216 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 20,981 $881K 0.37% +10,638 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 24,292 $879K 0.01% +12,146 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,878 $877K 0.02% +10,573 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 20,641 $867K 0.09% +10,416 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 20,626 $866K 0.54% +6,044 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,493 $866K 0.02% +9,998 13F-HR/A Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 20,449 $859K 0.11% +10,144 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 20,378 $856K 0.5% +10,189 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 20,314 $853K 0.01% +11,803 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 20,277 $852K 0.04% +10,117 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 20,272 $851K 0.3% +9,817 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 20,158 $847K 0.1% +9,964 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,098 $844K 0.01% +8,771 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 20,067 $843K 0.02% +4,979 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 20,016 $841K 0.71% +10,158 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 19,983 $839K 0.01% +11,415 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,745 $829K 0.02% +10,030 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 19,590 $823K 0.07% +9,370 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,511 $819K 0.02% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 19,383 $814K 0.16% +9,635 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 19,202 $806K 0.12% +9,601 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,155 $805K 0.03% +8,864 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 18,994 $798K 0.03% +13,885 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,791 $795K 0.07% +7,500 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,840 $791K 0.04% +9,672 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 18,724 $786K 0.18% +9,362 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,624 $782K 0.03% +10,341 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,004 $781K 0.03% +9,360 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 18,238 $781K 0.08% +7,979 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,570 $780K <0.01% +5,143 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 18,499 $777K 0.05% +9,629 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,497 $777K 0.01% +11,759 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 18,480 $776K 0.01% +9,195 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,412 $773K 0.11% +9,206 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,382 $772K 0.23% +8,648 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 18,296 $768K 0.05% +8,855 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 18,288 $768K 0.27% +8,180 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 18,240 $766K 0.05% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,016 $757K <0.01% +9,008 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,988 $755K 0.08% +8,271 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 15,695 $754K 0.25% +6,107 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 17,788 $747K <0.01% +9,124 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,769 $746K 0.02% +14,269 13F-HR Timeline STF Management LP More: the full row for STF Management LP 17,721 $744K 0.29% +9,072 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 17,670 $742K 0.03% +7,244 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 17,615 $740K 0.43% +8,615 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 17,600 $739K 0.01% +7,828 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 17,385 $730K 0.04% +11,805 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 17,172 $721K 0.04% +8,586 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,822 $721K 0.01% +8,709 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 17,142 $720K 0.14% +8,583 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17,080 $717K 0.05% +8,540 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 17,058 $716K 0.01% +14,289 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 16,988 $713K <0.01% +8,538 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,960 $712K 0.47% +8,480 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,928 $711K 0.05% +8,353 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 16,918 $711K 0.12% +6,659 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 16,868 $708K 0.04% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 16,756 $704K 0.21% +8,357 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,697 $701K <0.01% +9,731 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 16,635 $699K 0.39% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,671 $696K 0.02% +6,103 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 16,448 $691K 0.06% +8,272 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,380 $688K 0.2% +9,324 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 16,229 $682K 0.1% +8,133 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,229 $682K 0.03% +4,705 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,154 $678K 0.11% +8,038 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,121 $677K 0.02% +6,675 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 16,095 $676K 0.11% +15,522 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,076 $675K 0.02% +11,315 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 16,036 $674K 0.18% +8,818 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16,004 $672K 0.12% +8,002 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 672,000 $672K 0.96% +664,000 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,895 $668K <0.01% +10,084 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 15,828 $665K <0.01% +4,956 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,828 $665K 0.06% +7,914 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 15,700 $659K 0.07% +7,850 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,698 $659K 0.01% +10,909 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 15,692 $659K 0.05% +11,986 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,642 $657K <0.01% +12,291 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 15,582 $654K 0.1% +8,000 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 15,541 $653K 0.04% +6,635 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 15,376 $646K 0.11% +6,688 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 15,276 $642K 0.34% +8,865 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 15,273 $641K 0.2% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,194 $639K 0.02% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,144 $636K 0.01% +8,469 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,102 $634K +7,569 Timeline Graypoint LLC More: the full row for Graypoint LLC 15,046 $632K 0.04% +7,556 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,004 $630K 0.09% +11,196 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,958 $628K 0.14% +7,479 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 14,874 $625K 0.21% +7,426 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 14,834 $623K 0.06% -61 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 14,831 $623K 0.22% -15,750 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14,756 $620K 0.01% +7,378 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,601 $613K 0.19% +7,742 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 14,576 $612K 0.21% +7,288 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 14,454 $607K 0.13% +7,227 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 14,400 $605K 0.05% +7,200 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 14,378 $604K 0.08% +7,023 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,072 $591K 0.01% +6,655 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 14,033 $589K 0.04% +6,897 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 14,025 $589K 0.08% +9,647 13F-HR/A Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 14,000 $588K 0.02% +7,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,967 $587K <0.01% +8,122 13F-HR/A Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 13,884 $583K 0.22% +6,903 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 13,816 $580K 0.2% +6,904 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13,800 $579K 0.03% +6,900 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,772 $578K 0.02% +7,980 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,751 $578K 0.02% +7,140 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 13,712 $576K 0.11% +6,863 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 13,664 $574K 0.03% +6,832 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,646 $573K 0.01% +6,691 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 13,600 $571K 0.04% +6,750 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,557 $569K 0.04% +6,603 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 13,509 $567K 0.09% +6,518 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,491 $567K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,469 $566K 0.01% +8,301 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,539 $563K 0.03% +494 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 13,360 $561K 0.04% +5,670 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 13,300 $559K 0.13% +5,700 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,254 $557K 0.58% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,148 $552K 0.01% +6,554 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,128 $551K 0.04% +6,926 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,074 $549K 0.05% +6,537 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,979 $545K 0.07% +5,631 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 12,902 $542K 0.04% +3,954 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,898 $542K 0.01% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,890 $541K 0.04% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,834 $539K 0.02% +7,017 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,827 $539K 0.08% +6,661 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,812 $538K 0.02% +6,383 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,812 $538K 0.07% +6,496 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 12,742 $535K 0.02% +8,207 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 12,694 $533K 0.28% +6,331 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,667 $532K 0.03% +6,520 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,655 $532K 0.01% +6,527 13F-HR/A Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 12,504 $525K 0.08% +8,144 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,404 $521K 0.19% +5,890 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,335 $518K 0.04% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,334 $518K 0.03% +6,642 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 12,298 $517K 0.01% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,224 $513K 0.11% +6,155 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,206 $513K 0.16% +6,129 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 12,190 $512K 0.02% +2,158 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 12,148 $510K 0.15% +6,107 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,114 $509K 0.01% +6,143 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 12,000 $504K 0.12% +6,000 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,927 $501K 0.04% +5,603 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 11,922 $501K 0.3% +8,395 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 11,912 $500K 0.25% +5,956 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,732 $493K 0.07% +5,866 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,655 $490K 0.01% +3,765 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,648 $489K 0.05% +5,826 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,542 $485K 0.11% +5,355 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,086 $483K 0.01% +2,423 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,472 $482K 0.21% +5,687 13F-HR Timeline