IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,010 $736K 0.02% +188 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,883 $734K 0.03% +793 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,932 $732K 0.02% +854 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 14,910 $731K 0.17% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,822 $727K 0.01% -1,715 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 14,799 $726K 0.32% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 14,759 $724K 0.1% -4,067 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,713 $721K 0.01% +403 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,118 $716K 0.02% -442 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,571 $715K 0.01% +2,540 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,523 $712K 0.02% -370 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,444 $708K 0.01% -546 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,389 $706K 0.04% +221 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 14,320 $702K <0.01% -3,370 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 14,314 $702K 0.19% +139 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,565 $700K 0.11% -7,458 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,966 $685K 0.15% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,913 $682K 0.02% -1,131 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,858 $680K <0.01% -143 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,825 $678K 0.01% new 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 13,749 $674K 0.15% -4,344 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,687 $671K 0.03% -2,759 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,657 $670K 0.86% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,496 $662K 0.01% +4 13F-HR Timeline Group PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 13,444 $659K <0.01% +4,727 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,440 $659K 0.01% -2,011 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,215 $651K 0.01% -5,954 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 13,195 $647K 0.47% -431 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,175 $646K 0.07% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,797 $644K 0.04% +117 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,104 $643K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,096 $642K 0.04% -900 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 13,023 $639K 0.01% +985 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,001 $638K 0.21% -900 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,942 $635K 0.03% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 12,902 $633K 0.53% +6,371 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,860 $632K 0.03% +13 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,776 $631K 0.03% +5,839 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 12,751 $625K 0.46% +534 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,672 $621K 0.01% -148 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 12,643 $620K 0.05% +67 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,466 $611K 0.02% +461 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 12,573 $610K 0.16% -170 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,422 $609K 0.15% -75 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 12,409 $609K 0.09% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 12,230 $600K 0.39% +202 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 12,088 $593K 0.21% -40 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,080 $592K 0.07% +2,520 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,072 $592K <0.01% -1,315 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,054 $591K 0.01% +3,097 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,049 $591K 0.37% -2,082 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,023 $590K 0.15% -15 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 12,000 $588K 0.2% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 11,923 $585K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,917 $584K <0.01% +2,887 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,820 $580K 0.04% +234 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,793 $578K 0.08% +151 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,640 $571K 0.03% new 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,642 $571K 0.06% +2,145 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 11,642 $571K 0.72% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 11,628 $570K 0.26% +1,412 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,616 $570K 0.04% -425 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 11,567 $567K 0.13% 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 11,358 $557K 0.31% -336 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,342 $556K 0.07% +1,342 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,238 $551K <0.01% +1,865 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,097 $544K 0.03% -5 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,059 $542K 0.07% -158 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,040 $541K 0.05% +705 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,030 $541K 0.01% +716 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,925 $536K 0.02% -16,940 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,844 $532K 0.04% +17 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,737 $531K 0.01% -963 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 10,706 $529K 0.19% +582 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,782 $529K 0.11% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,712 $525K 0.04% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,617 $521K 0.07% +4,731 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,487 $514K <0.01% -550 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,480 $514K 0.03% -363 13F-HR Timeline Busey Bank More: the full row for Busey Bank 10,262 $503K 0.01% -343 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,250 $503K 0.01% +225 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,189 $500K 0.12% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,109 $496K <0.01% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,095 $495K 0.07% -90 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,015 $491K 0.08% -3,337 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,009 $491K 0.03% -258 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 9,764 $487K 0.27% +2 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,053 $485K 0.17% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,868 $484K 0.02% -821 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,698 $476K 0.02% +1,586 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,680 $475K 0.02% +396 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,644 $473K 0.1% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,644 $473K 0.02% -4,686 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,620 $472K 0.41% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,537 $468K 0.01% +83 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,462 $464K 0.02% -521 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,360 $463K 0.2% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 15,200 $463K 0.11% +11,877 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,434 $463K 0.03% +71 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 9,414 $462K 0.13% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 9,375 $460K 0.22% +61 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,234 $453K 0.01% -946 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 9,094 $446K 0.4% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,088 $446K -12 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,077 $445K 0.03% -11 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 9,011 $442K 0.08% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,007 $442K 0.07% +25 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,957 $439K 0.02% -1,126 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,916 $437K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,797 $431K 0.09% -1,527 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,675 $425K 0.19% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,665 $425K 0.25% +160 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,660 $425K 0.11% +107 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,646 $424K 0.15% -912 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,595 $421K <0.01% +2,000 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,564 $420K 0.05% -125 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,538 $419K 0.02% -1,205 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,530 $418K 0.12% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 8,526 $418K 0.1% -438 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,450 $414K 0.01% -82 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 8,390 $411K 0.17% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,806 $410K 0.01% -1,374 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 8,358 $410K 0.09% -2,257 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,345 $409K 0.1% -116 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,256 $405K 0.17% -46 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,226 $403K 0.01% +354 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8,204 $402K 0.3% -767 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,185 $401K 0.01% +185 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,180 $401K 0.11% +256 13F-HR/A Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,128 $399K 0.02% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,111 $398K 0.09% -774 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,093 $397K <0.01% -736 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,082 $396K 0.01% +1,312 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,019 $393K 0.01% +70 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,015 $393K 0.01% +728 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,000 $392K 0.05% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,976 $391K 0.02% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,951 $390K 0.2% -589 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,902 $387K 0.02% +101 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 7,855 $385K 0.22% -388 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 7,845 $385K 0.21% +450 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 7,836 $384K 0.21% -94 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,818 $383K <0.01% -773 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,788 $382K 0.01% -1,003 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,739 $380K 0.01% +572 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 7,567 $378K 0.25% -189 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,681 $377K -911 Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,643 $375K 0.03% +379 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,565 $374K 0.01% +368 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,602 $373K <0.01% +109 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,586 $372K 0.11% 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,606 $372K 0.09% +2,134 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,582 $372K 0.01% +369 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,564 $371K 0.11% +565 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,562 $371K 0.04% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,504 $368K 0.18% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,468 $366K 0.1% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,416 $364K <0.01% -73 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,400 $363K 0.01% -52 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,347 $360K <0.01% +4,751 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,337 $360K 0.01% +748 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,280 $357K 0.02% -42 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 7,254 $356K 0.11% -561 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,253 $356K 0.01% +1,047 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,241 $355K 0.04% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,220 $354K 0.01% +533 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 7,093 $351K 0.35% 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,083 $347K 0.03% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,017 $344K 0.23% -1,600 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,920 $339K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,911 $339K 0.03% -394 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,904 $339K 0.02% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,903 $339K 0.06% -2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,880 $337K 0.02% +751 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,814 $334K <0.01% +1,932 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,800 $333K 0.05% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 6,770 $332K 0.06% 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 6,760 $332K <0.01% 0 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,736 $330K 0.19% -836 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 6,724 $330K 0.01% -230 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,653 $326K <0.01% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,547 $321K 0.05% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,645 $320K 0.01% -136 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,512 $319K <0.01% -1,991 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,504 $319K 0.04% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,443 $316K 0.05% +295 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,420 $315K 0.01% -1,232 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,411 $314K 0.02% +333 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,408 $314K 0.16% -80 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,398 $314K 0.11% -39 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,397 $314K 0.06% +1 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,376 $313K 0.24% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,363 $312K 0.01% +201 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,320 $310K 0.01% +20 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,309 $309K 0.04% +118 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 6,261 $307K 0.11% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 6,239 $306K 0.24% -160 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,228 $305K 0.2% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,157 $302K 0.04% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,098 $302K 0.01% -4,575 13F-HR Timeline