PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,453 $742K 0.03% -2,093 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,413 $740K 0.07% +2,071 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,350 $737K 0.02% -1,768 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,331 $736K 0.04% +534 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,331 $736K 0.01% -2,803 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,296 $734K <0.01% +2,058 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,175 $727K 0.07% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 13,157 $726K 0.13% -2,242 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,144 $725K 0.25% +143 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,121 $724K 0.04% +25 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,106 $723K 0.08% +1,464 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,947 $712K 0.11% -618 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 12,902 $712K 0.51% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,884 $711K 0.01% -9,508 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,847 $711K 0.03% -13 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,815 $707K 0.01% -208 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 12,752 $704K 0.48% -443 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,735 $703K 0.01% -1,709 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 12,724 $702K 0.33% +1,096 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,710 $701K 0.01% -58,077 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,559 $693K 0.01% -881 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,510 $690K 0.08% +430 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 12,441 $687K 0.29% -2,358 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,388 $684K 0.17% +365 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 12,329 $680K 0.11% -80 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 12,111 $668K 0.48% -640 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,094 $667K <0.01% +4,276 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,950 $660K 0.05% +130 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,929 $658K 0.13% -5,101 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 11,923 $658K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,863 $655K 0.09% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,772 $650K 0.09% -21 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 11,688 $645K 0.23% -400 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,660 $644K 0.01% +1,410 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,642 $643K 0.02% +717 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,017 $637K 0.04% -599 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,492 $634K 0.01% -1,180 13F-HR/A Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,481 $634K 0.13% +699 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 11,142 $632K 0.86% -500 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 11,417 $630K +6,748 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,363 $627K <0.01% -11,905 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 11,358 $627K 0.36% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,147 $615K 0.03% +50 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 11,110 $613K 0.01% -22,787 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 11,000 $607K <0.01% new 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,934 $603K 0.23% -4,244 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,836 $598K 0.01% -1,218 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,814 $597K 0.03% +1,134 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,809 $597K 0.02% -1,657 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 10,737 $593K 0.16% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,572 $588K 0.01% -10,646 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,638 $587K 0.03% +158 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 10,630 $586K <0.01% -3,690 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,510 $580K 0.02% +6,415 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,490 $579K 0.03% +792 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,446 $577K 0.07% -613 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,443 $576K <0.01% -10,533 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 9,760 $570K 0.32% -4 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 10,307 $569K 0.34% -1,923 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 10,238 $565K 0.05% -802 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,028 $553K 0.01% -1,002 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,946 $549K 0.02% +78 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,944 $549K 0.14% +1,764 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,933 $548K 0.03% +471 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,758 $539K 0.21% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,751 $538K 0.03% -258 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,617 $531K 0.01% -5,315 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 9,600 $530K 0.03% -20,000 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,553 $527K 0.01% +637 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,533 $526K 0.17% +1,969 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,443 $521K 0.03% +9 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,261 $521K 0.04% -451 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,360 $521K 0.23% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,424 $520K 0.01% +1,405 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,358 $516K 0.07% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,343 $516K 0.3% +678 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,334 $515K 0.08% +327 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,307 $514K 0.02% -337 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,280 $512K 0.03% +1,637 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,237 $510K 0.02% +280 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,234 $510K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,155 $505K +67 Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 9,073 $501K 0.24% -302 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,051 $500K 0.02% +969 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,049 $499K 0.09% +1,463 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,997 $497K 0.22% +322 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,905 $491K 0.04% -3,738 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,885 $490K <0.01% -1,602 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 8,799 $490K 0.17% -1,907 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,801 $486K 0.01% +1,464 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,750 $483K 0.47% -870 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,655 $478K 0.14% -5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,583 $474K <0.01% +1,236 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,530 $471K 0.13% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 8,526 $471K 0.11% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,494 $469K 0.01% +309 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,483 $468K 0.01% +695 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 8,471 $468K 0.28% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,449 $466K <0.01% -1,660 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,443 $466K 0.08% -568 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,425 $465K 0.01% -87,904 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 8,406 $464K 0.01% -44 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,363 $462K 0.05% -201 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,351 $461K 0.1% +240 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,881 $456K +2,236 Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,222 $454K 0.03% +942 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,212 $453K 0.1% -5,754 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,206 $453K 0.03% -871 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,189 $452K 0.18% -67 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,183 $452K 0.01% +1,820 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,108 $447K 0.02% -20 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,053 $444K 0.16% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,015 $442K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,000 $442K 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,988 $441K 0.1% -357 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,110 $440K 0.03% -5,577 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,917 $437K 0.01% -1,620 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 7,845 $433K 0.24% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 7,790 $430K 0.19% -600 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 7,751 $428K 0.28% +184 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 7,716 $426K 0.24% -139 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,685 $424K <0.01% +83 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,680 $424K 0.01% +866 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,671 $423K 0.02% +767 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 7,635 $421K -46 Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,582 $418K 0.01% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,571 $418K 0.05% -3,046 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,562 $417K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,555 $417K 0.01% +302 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 7,465 $416K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,506 $414K 0.01% new 13F-HR/A Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,504 $414K 0.21% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,515 $414K 0.1% -91 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,468 $412K 0.13% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 7,288 $406K 0.4% +195 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,318 $404K 0.01% -421 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,319 $404K 0.14% -1,327 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,301 $400K <0.01% +1,626 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,241 $400K <0.01% -175 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,241 $400K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,227 $399K 0.02% -1,311 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,201 $397K 0.01% +1,199 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,173 $396K 0.01% -1,053 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,149 $395K 0.07% +246 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,103 $392K 0.02% +1,073 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,083 $391K 0.04% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,017 $387K 0.26% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,940 $383K 0.18% -1,011 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,920 $382K 0.09% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,838 $377K 0.01% -382 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,800 $375K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,684 $374K 0.01% -4,053 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 6,760 $373K <0.01% 0 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,735 $372K 0.21% -1 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 6,688 $369K 0.07% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 6,673 $368K 0.01% -51 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,646 $367K 0.03% -10,215 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,597 $364K 0.05% +50 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,546 $361K 0.13% -3,643 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,520 $360K 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,499 $359K 0.01% +79 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,475 $357K 0.06% +78 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,461 $357K 0.01% -168,623 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,445 $356K 0.01% -955 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,442 $356K 0.02% -23,046 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,432 $355K 0.02% +21 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,408 $354K 0.16% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,376 $352K 0.25% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,309 $348K 0.04% 0 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. 6,281 $347K 0.01% +1,893 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 6,261 $346K 0.12% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,260 $345K 0.01% -60 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,228 $344K 0.22% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,131 $340K 0.02% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,161 $340K 0.05% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,150 $339K 0.18% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,142 $339K 0.07% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,092 $336K 0.01% +2,457 13F-HR/A Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,088 $336K 0.03% +48 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 6,084 $336K 0.09% +1,432 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 6,080 $336K 0.23% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 6,062 $335K 0.01% -351,755 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,055 $334K 0.05% -4,040 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,031 $333K 0.05% -412 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,962 $329K 0.03% 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,943 $328K 0.18% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,939 $328K 0.26% -300 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,933 $327K 0.03% -571 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,892 $325K 0.1% +859 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,889 $323K <0.01% 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,853 $323K <0.01% -800 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,849 $323K 0.01% +69 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,845 $323K 0.01% -250 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,793 $322K 0.02% -17 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,791 $320K <0.01% +3,487 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,725 $316K 0.12% -673 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,816 $315K 0.26% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 5,692 $314K 0.09% -1,562 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,222 $314K 0.01% -584 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,671 $313K 0.06% -3,973 13F-HR Timeline