Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,098 $686K 0.01% -15,118 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,051 $683K 0.04% -507 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,041 $682K 0.05% -3,272 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 9,037 $682K 0.05% +115 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,019 $680K 0.04% +112 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,009 $680K 0.07% -83,697 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,988 $678K 0.01% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,976 $677K 0.08% -100 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,961 $676K 0.03% -885 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,897 $671K 0.02% -6,005 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 8,789 $663K 0.07% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,700 $656K 0.03% -300 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,665 $654K 0.04% -48 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,590 $648K 0.04% -118 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,548 $645K 0.16% +344 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,522 $643K 0.17% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 8,500 $641K 0.43% +1,000 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,500 $641K 0.29% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,500 $641K 0.16% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,481 $640K 0.14% -60 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 8,445 $637K 0.05% -4,818 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,407 $634K 0.28% -5 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 8,372 $632K 0.25% +1,117 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,370 $632K 0.09% 0 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 8,325 $628K 0.47% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 8,247 $622K 0.43% +1,446 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 8,207 $619K 0.5% +752 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 8,169 $616K 0.19% -24,635 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,146 $615K 0.21% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,098 $611K 0.01% -1,377 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8,045 $607K 0.42% -215 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 8,043 $607K 0.43% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 8,030 $606K 0.17% -162 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,985 $602K 0.21% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,951 $600K 0.19% +492 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 7,903 $596K 0.13% -307 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,896 $596K <0.01% +536 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 7,893 $596K 0.52% -285 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,862 $593K 0.06% -43,875 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,770 $586K 0.02% -498 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 7,706 $581K 0.07% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,681 $580K 0.01% -228 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,674 $579K <0.01% -11,627 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,684 $579K 0.02% -1,171 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 7,340 $576K 0.3% -407 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,606 $574K 0.13% -900 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,558 $570K 0.08% +8 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,557 $570K 0.01% -2,215 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 7,542 $569K 0.5% +4,220 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 7,530 $568K 0.13% 0 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 7,500 $566K 0.21% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,452 $562K 0.02% -3,500 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,443 $562K 0.04% +488 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,404 $559K 0.17% -1,266 13F-HR Timeline Group Ketron Financial More: the full row for Ketron Financial 7,396 $558K 0.17% +100 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,376 $557K 0.03% -937 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 7,227 $545K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,219 $545K 0.01% +2,432 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,210 $544K 0.01% -6,433 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,182 $542K <0.01% -2,737 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,181 $542K 0.12% -1,302 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,170 $541K 0.01% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,160 $540K 0.32% 0 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 7,152 $540K <0.01% 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 7,100 $536K 0.09% 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,098 $536K <0.01% -13,886 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 7,047 $532K 0.4% +580 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 7,000 $528K 0.43% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,995 $528K 0.04% -4,080 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,936 $523K 0.03% -11 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,916 $522K <0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,907 $521K 0.02% -45,826 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,894 $520K 0.02% +1,786 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 6,868 $518K 0.42% +8 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 6,857 $517K 0.27% +1,230 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,846 $517K 0.03% -3,639 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 6,825 $515K 0.22% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,815 $514K 0.03% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 6,796 $513K 0.23% -238 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,792 $512K 0.11% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,789 $512K 0.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,747 $509K <0.01% -760 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,723 $507K 0.05% -500 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,720 $507K 0.01% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,713 $506K 0.05% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,678 $504K 0.01% -5,452 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 6,650 $502K 0.07% +1,090 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,623 $500K 0.04% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 6,612 $499K 0.3% -49 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,606 $498K -1 Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,511 $491K 0.18% -65 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,484 $489K 0.08% +198 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,432 $487K 0.01% -400 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,457 $487K 0.18% +27 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,369 $481K 0.04% -943 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,317 $477K 0.02% +3,070 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,288 $474K 0.1% +561 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,257 $472K <0.01% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,262 $472K <0.01% -2,774 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,216 $469K 0.04% +240 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,207 $468K 0.23% +230 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,166 $467K 0.22% +135 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,172 $466K 0.01% -303 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,162 $465K 0.28% -50 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 6,099 $460K 0.42% -150 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,078 $459K 0.02% -264 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,018 $454K 0.22% -406 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,985 $452K 0.03% +2,812 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,939 $448K 0.33% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,064 $446K 0.01% -652 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,893 $445K 0.06% +75 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,826 $440K 0.1% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,823 $439K 0.01% -109 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,735 $435K 0.07% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 5,750 $434K 0.01% 0 13F-HR Timeline Group SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 5,735 $433K 0.15% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,724 $432K 0.13% -326 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,722 $432K <0.01% -287 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,700 $430K 0.02% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,700 $430K 0.03% -200 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,674 $428K 0.02% +624 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 5,607 $423K 0.31% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,588 $422K 0.21% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 5,564 $420K 0.17% +2,209 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 5,540 $418K 0.11% -467 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,549 $417K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,479 $413K 0.01% +1,903 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,450 $411K 0.35% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,446 $411K 0.01% -22 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,429 $410K 0.18% -525 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,416 $409K 0.07% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,879 $407K <0.01% +2,328 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,391 $407K 0.13% -44 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,390 $407K 0.1% +282 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 5,365 $405K 0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,365 $405K 0.02% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 5,512 $404K 0.16% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,350 $404K 0.01% +891 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,349 $404K 0.05% +540 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 5,325 $402K 0.08% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,318 $401K 0.01% -827 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,278 $398K 0.01% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,232 $395K 0.01% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,224 $394K 0.05% +695 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,215 $393K 0.06% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,204 $393K 0.08% +3 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,178 $391K <0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,132 $387K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,100 $385K 0.04% -30,835 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,095 $384K 0.03% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,065 $382K 0.12% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,004 $378K 0.04% +190 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,000 $377K 0.02% -50,000 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 5,000 $377K 0.11% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,000 $377K 0.02% 0 13F-HR Timeline Mitsubishi UFJ Asset Management (UK) Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management (UK) Ltd. 5,000 $377K 0.18% -5,000 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,103 $375K 0.03% -175 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,975 $375K 0.07% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 4,975 $375K 0.07% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,941 $373K 0.03% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,934 $372K 0.1% +163 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 4,924 $372K 0.32% +133 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,917 $371K 0.17% +152 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,817 $363K 0.01% -1,855 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,799 $362K 0.21% +281 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,785 $361K 0.21% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,781 $361K 0.04% -429 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,764 $359K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,729 $357K 0.06% -19,779 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 5,000 $357K 0.12% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,710 $355K <0.01% +4,010 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,829 $355K 0.03% +2,064 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,658 $351K 0.02% -1,920 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,647 $351K 0.03% -800 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,635 $350K 0.01% -764 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,602 $347K 0.13% +3,445 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,600 $347K 0.03% +755 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,329 $340K 0.04% -4,530 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,474 $338K 0.21% +912 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 11,655 $337K 0.04% -2,800 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,430 $334K 0.08% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,423 $334K 0.2% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,397 $332K 0.02% -177 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,336 $327K <0.01% -675 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 5,330 $325K 0.12% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,287 $323K 0.01% +2 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,284 $323K <0.01% -5,474 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,280 $323K 0.02% 0 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 4,277 $323K 0.15% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,275 $323K 0.12% +275 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,268 $322K 0.1% -141 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 4,200 $317K 0.09% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,187 $316K 0.18% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,001 $315K 0.1% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,150 $313K 0.03% -700 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,134 $312K 0.01% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,095 $309K 0.07% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,061 $306K 0.03% +123 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,033 $304K <0.01% +492 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,031 $304K 0.04% +938 13F-HR Timeline