Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,976 $267K 0.02% +398 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,958 $265K <0.01% -92 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,957 $265K 0.02% -51 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,946 $263K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,938 $262K 0.01% +1 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,935 $262K 0.05% -58 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,934 $262K 0.01% -150 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,900 $257K 0.02% +193 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,888 $255K 0.07% new 13F-HR Timeline Northwest Bancshares, Inc. 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More: the full row for Verus Financial Partners, Inc. 1,782 $246K 0.02% +7 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,819 $246K 0.02% new 13F-HR Timeline Corecam AG More: the full row for Corecam AG 1,824 $245K 0.22% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,811 $245K 0.04% -7 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,809 $245K 0.07% +207 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,806 $244K 0.01% new 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 1,800 $243K 0.02% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,781 $241K 0.04% +8 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,812 $240K 0.02% -80 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,772 $240K 0.17% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,771 $240K 0.16% +1 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,771 $239K 0.08% +67 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,767 $239K 0.04% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,762 $238K 0.03% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,759 $238K 0.03% +42 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,758 $238K 0.04% -268 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,752 $237K 0.01% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,748 $236K 0.01% -111 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for Ellevest, Inc. 1,621 $219K 0.03% +76 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,620 $219K 0.01% +8 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,610 $218K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,606 $217K 0.01% +150 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,600 $216K 0.14% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,585 $214K 0.03% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,583 $214K 0.12% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,573 $213K 0.03% +547 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,568 $212K 0.02% +27 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,566 $212K 0.03% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,563 $211K 0.04% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,556 $211K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,559 $211K <0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,557 $211K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,543 $209K <0.01% +227 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,531 $207K <0.01% new 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,533 $207K 0.02% +7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,525 $206K <0.01% -91 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,524 $206K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,522 $206K 0.01% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,520 $206K 0.02% +1 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,516 $205K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,512 $205K <0.01% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,516 $204K 0.2% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,504 $203K 0.03% +13 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,500 $203K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,494 $202K <0.01% -751 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,486 $201K <0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,479 $200K 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,426 $193K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,407 $190K 0.02% +669 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,401 $189K 0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,357 $183K 0.04% +18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,356 $183K 0.02% +468 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,325 $179K 0.03% -58 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,301 $176K 0.01% -10 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,275 $172K <0.01% -306 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,220 $167K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,229 $166K 0.01% +715 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,183 $160K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,173 $159K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,171 $158K 0.04% -22 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,142 $154K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,127 $152K 0.04% -138 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,125 $152K <0.01% -349 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,048 $142K 0.01% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,037 $141K 0.08% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,028 $139K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,017 $138K <0.01% -1,478 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,014 $137K 0.13% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,000 $135K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,000 $135K 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 994 $134K <0.01% -23 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 973 $132K 0.13% -4 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 847 $115K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 795 $108K 0.04% +341 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 791 $107K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 787 $107K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 790 $107K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 787 $106K 0.01% +10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 782 $106K 0.12% -59 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 766 $103K 0.07% -90 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 761 $103K 0.04% +397 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 756 $102K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 750 $101K 0.01% +263 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 717 $97K 0.07% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 704 $95.2K 0.03% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 700 $94.7K 0.01% -199 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 690 $93.3K 0.03% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 679 $91.8K <0.01% +14 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 661 $89.4K 0.01% -25 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 657 $88.9K <0.01% +83 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 626 $84.7K <0.01% +11 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 624 $84.4K 0.03% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $81.5K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 594 $80.3K 0.02% -27 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 575 $77.8K 0.05% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 534 $72.2K 0.02% +151 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 533 $72.1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 527 $71.3K 0.05% -15 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 525 $71.2K 0.01% +24 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 506 $68.4K 0.02% -56 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $68K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $67.6K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 497 $67.2K 0.05% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 492 $66.5K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 488 $66K 0.01% +28 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 475 $65K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 482 $64.8K 0.01% +348 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $64.2K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 461 $62.3K 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 457 $61.8K 0.03% -434 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 450 $60.9K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 447 $60.4K 0.05% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 418 $56.5K 0.01% +85 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 410 $55.4K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 400 $54.1K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 400 $54.1K 0.05% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 398 $54K 0.01% +27 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 389 $52.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 382 $51.7K 0.04% -1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 365 $49.4K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 365 $49.4K 0.03% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 357 $48.3K 0.01% -5 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 357 $48.3K 0.03% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $47.3K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 346 $46.8K 0.01% 0 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 340 $46K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 337 $45.8K <0.01% 0 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 329 $44.5K 0.03% +17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 317 $42.9K <0.01% +87 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 332 $42.1K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 303 $41K <0.01% +35 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 300 $40.6K 0.02% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 300 $40.6K 0.69% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 272 $36.8K 0.01% +254 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 269 $36.6K 0.01% -22 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 266 $36K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 256 $34.5K <0.01% -23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 248 $33.5K <0.01% -10 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 247 $33.4K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 242 $33K <0.01% +137 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 224 $30.3K <0.01% +181 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 223 $30.2K 0.01% -116 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 221 $29.9K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 220 $29.8K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 218 $29.5K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 216 $29.3K 0.01% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 216 $29.2K 0.02% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 215 $29K 0.02% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 208 $28.1K 0.01% +127 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 204 $28K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. 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