Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,800 $672K 0.02% -13,765 13F-HR/A Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 8,789 $671K 0.08% +1,215 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,734 $667K 0.02% +1,007 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,651 $661K 0.13% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,500 $649K 0.2% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,383 $640K 0.03% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 8,307 $635K 0.11% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,267 $632K 0.47% +873 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,258 $631K <0.01% +4,051 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,235 $629K 0.01% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 8,192 $626K 0.21% -155 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,171 $623K 0.04% -4,056 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 8,222 $621K <0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,116 $620K 0.01% +599 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 8,113 $620K 0.01% 0 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,045 $615K 0.3% -81 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,037 $614K 0.13% -2,074 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,029 $613K 0.01% +2,228 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,009 $612K 0.02% +255 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,009 $612K 0.05% +60 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,005 $612K 0.02% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 7,993 $611K 0.41% 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,932 $606K 0.02% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,405 $603K 0.3% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,850 $600K 0.22% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,824 $598K 0.16% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,800 $596K 0.04% -12,500 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 7,793 $595K 0.05% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 7,750 $592K 0.25% -15,825 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,559 $578K 0.1% +9 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,476 $576K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,523 $575K 0.04% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 7,509 $574K 0.13% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,500 $573K <0.01% +2,400 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,484 $572K 0.29% -1,269 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,476 $571K 0.02% +1,226 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,351 $562K <0.01% +1,887 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,335 $560K 0.02% -184 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 7,300 $558K 0.24% +500 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,191 $549K 0.02% +177 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,179 $548K 0.06% +435 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,110 $543K 0.31% -24,813 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,413 $541K 0.01% -235 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,025 $537K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,000 $535K 0.01% -8,450 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 7,000 $535K 0.43% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,909 $528K 0.14% +700 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,841 $523K 0.01% +25 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,813 $521K 0.16% -150 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,770 $517K 0.01% +231 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,752 $516K 0.09% +415 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 6,717 $513K 0.35% -597 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,700 $512K 0.02% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,693 $511K 0.08% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,688 $511K <0.01% -2,662 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 6,685 $511K 0.24% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 6,647 $508K 0.3% +650 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,642 $507K 0.12% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,606 $505K <0.01% -394 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,578 $503K 0.04% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,564 $501K 0.11% -169 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,558 $501K 0.04% -500 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,529 $499K 0.21% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 6,518 $498K <0.01% 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,496 $496K 0.03% -85 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,471 $494K 0.19% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,453 $493K 0.09% -2,400 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,404 $489K 0.29% -500 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,382 $488K 0.02% -78,765 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,326 $483K 0.26% +77 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 6,327 $483K 0.2% -17,110 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,283 $480K <0.01% 0 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,200 $474K 0.15% -250 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,137 $469K <0.01% +1,000 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,130 $468K 0.05% +1,537 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,104 $466K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,044 $462K 0.02% +1,758 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 6,000 $458K 0.03% -2,000 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,898 $455K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,933 $453K 0.04% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,858 $452K 0.08% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,900 $451K 0.03% -100 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,896 $450K 0.24% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,906 $447K 0.05% +100 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,836 $446K 0.08% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,835 $446K 0.13% +1,365 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,540 $445K 0.07% -140 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,826 $445K 0.12% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,747 $439K 0.05% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,738 $438K 0.01% -15 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,628 $430K <0.01% -50 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,590 $427K 0.01% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,564 $425K 0.51% -1,302 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,564 $425K 0.01% +562 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,550 $424K 0.3% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,520 $422K 0.03% 0 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 6,668 $420K 0.38% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,468 $418K 0.02% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,416 $414K 0.07% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,408 $413K 0.04% +1,285 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,405 $413K 0.22% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,400 $413K 0.26% -39,050 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,365 $410K 0.16% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,365 $410K 0.02% 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 5,357 $409K 0.01% -1,718 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,300 $409K 0.04% -590 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,325 $407K <0.01% -148,979 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,300 $405K 0.03% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,299 $405K <0.01% -2,168 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,272 $403K 0.03% +1,285 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,155 $394K 0.04% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 5,133 $392K 0.05% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,115 $391K 0.17% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,112 $391K 0.01% -160 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,100 $390K 0.38% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,083 $388K 0.01% -1,517 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,075 $388K 0.01% +450 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,050 $386K 0.12% +103 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,023 $384K 0.02% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,009 $383K 0.01% +446 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 5,000 $382K 0.11% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 5,000 $382K 0.13% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,000 $382K 0.08% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,999 $381K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,950 $378K 0.17% +200 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,916 $376K 0.1% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,907 $375K <0.01% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,897 $374K 0.02% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,840 $370K 0.03% -230 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,826 $369K 0.1% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,818 $368K <0.01% +554 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,809 $367K 0.05% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,808 $367K 0.1% -109 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,785 $366K 0.24% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,772 $365K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,701 $359K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,700 $359K 0.01% +1,476 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,634 $354K 0.05% -152 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,615 $353K 0.02% +60 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,601 $351K 0.29% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,590 $351K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,574 $349K 0.03% +40 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,554 $348K 0.01% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,515 $345K 0.01% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,500 $344K 0.9% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,450 $340K 0.15% new 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,436 $339K 0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,431 $339K 0.01% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,424 $338K 0.07% -755 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,422 $338K 0.02% +1,484 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,413 $337K 0.13% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,397 $336K 0.04% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,385 $335K 0.14% +90 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,377 $334K <0.01% new 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,375 $334K 0.01% -14 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,365 $333K <0.01% -500 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,359 $333K 0.03% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,355 $333K 0.02% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,337 $331K 0.09% -481 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,287 $328K 0.14% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,282 $327K 0.04% +428 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,277 $327K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,259 $325K 0.01% -1,000 13F-HR/A Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 4,255 $325K 0.08% +200 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,232 $323K 0.2% -476 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,197 $321K 0.05% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,187 $320K 0.22% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,144 $317K 0.11% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,110 $314K 0.01% +55 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,102 $313K 0.05% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,077 $311K 0.03% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,064 $310K 0.08% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,043 $309K 0.03% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,034 $308K 0.26% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,000 $306K 0.02% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,000 $306K 0.09% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,987 $305K 0.14% -313 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,355 $304K 0.02% -500 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,965 $303K 0.01% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,959 $302K 0.08% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,922 $300K 0.01% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,907 $298K 0.05% new 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 3,906 $298K 0.01% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,896 $298K 0.04% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,884 $297K 0.15% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,859 $295K 0.03% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,850 $294K 0.03% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,837 $293K 0.07% -101 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,835 $293K 0.16% -195 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,831 $293K 0.01% -328 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,828 $292K <0.01% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,795 $290K 0.07% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,760 $287K 0.06% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,750 $286K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,743 $286K 0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,732 $285K 0.06% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,729 $285K 0.13% -1,843 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,726 $285K 0.05% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,720 $284K 0.22% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,720 $284K 0.01% new 13F-HR Timeline