EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,923 $509K 0.01% -288 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,905 $507K 0.2% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,898 $506K 0.08% +3,154 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,850 $499K 0.01% +299 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,760 $488K 0.16% +959 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,752 $487K 0.25% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,750 $486K 0.22% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,707 $481K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,692 $479K 0.01% +1,149 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,665 $475K 0.03% +1,602 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,642 $472K 0.03% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,571 $463K 0.05% +2,332 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,552 $461K 0.54% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,924 $456K 0.3% +179 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,506 $455K 0.02% +704 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,493 $452K 0.18% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,474 $451K 0.03% +77 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,467 $450K <0.01% -1,634 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 3,444 $447K 0.13% -25 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,411 $443K 0.02% +301 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,399 $441K 0.03% -98 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,371 $437K 0.01% -317 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,349 $434K 0.01% +844 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,333 $432K 0.04% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,259 $423K 0.01% +711 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,233 $419K 0.01% +464 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,229 $419K 0.19% -723 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,197 $415K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,190 $414K <0.01% -8,838 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,147 $408K 0.04% -453 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,127 $406K 0.04% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,117 $404K 0.14% +52 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,110 $404K 0.1% -422 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,100 $402K 0.19% new 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,090 $401K 0.4% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,086 $400K 0.01% +182 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,078 $399K <0.01% new 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,069 $398K 0.07% +1,114 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,062 $397K 0.01% +264 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,046 $395K 0.04% +123 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,041 $395K 0.2% +148 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,039 $394K 0.04% +114 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,934 $392K <0.01% +975 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,014 $391K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,003 $390K 0.01% +254 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,002 $389K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,988 $388K 0.05% +83 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,987 $387K 0.08% +1,309 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,968 $385K 0.01% +184 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,942 $382K <0.01% -2,183 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,937 $381K 0.01% -3,227 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,925 $379K 0.12% +380 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,923 $379K <0.01% -65 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,900 $376K <0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,897 $376K 0.04% +2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,885 $374K 0.23% +2,585 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,880 $374K 0.11% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,846 $369K 0.25% +12 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,841 $369K 0.02% +453 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,801 $363K 0.06% +63 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,795 $363K <0.01% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,780 $361K <0.01% -970 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,777 $360K 0.1% +37 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,771 $359K <0.01% +37 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,741 $356K 0.01% +475 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,702 $351K 0.1% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,702 $351K 0.05% +272 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,686 $348K 0.1% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,673 $347K 0.05% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,661 $345K 0.16% +82 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 2,656 $345K 0.01% -1,265 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,653 $344K 0.21% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,644 $343K 0.02% +414 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,639 $342K 0.02% -1,797 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,635 $342K 0.1% -274 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,633 $342K 0.14% +1 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,624 $340K 0.06% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,614 $339K 0.05% -17 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,598 $337K 0.14% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,593 $336K 0.03% +252 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,591 $336K 0.07% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,547 $330K 0.03% +278 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,544 $330K 0.21% +1,584 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,542 $330K 0.02% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,536 $329K 0.16% +3 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,518 $327K 0.06% +550 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,513 $326K 0.08% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,510 $326K 0.04% +99 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 2,500 $324K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,481 $322K 0.01% -98 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,470 $320K 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,467 $320K 0.03% -278 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,464 $320K 0.04% +118 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,543 $319K 0.06% +160 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,462 $319K 0.3% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,461 $319K 0.03% +93 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,421 $314K 0.09% -254 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,418 $314K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,406 $312K 0.03% +159 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,405 $312K 0.01% new 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,400 $311K 0.36% -8,000 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. 2,402 $311K 0.01% new 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,391 $310K 0.04% new 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,393 $310K 0.04% +2 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,389 $310K 0.05% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,386 $310K 0.07% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,359 $306K 0.22% +2 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,338 $303K 0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,333 $303K 0.06% -4,383 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,331 $302K 0.02% +290 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,309 $300K 0.07% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,294 $298K 0.03% -191 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,292 $297K <0.01% -4,587 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,286 $297K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,273 $295K 0.04% -290 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,264 $294K 0.01% -347 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,259 $293K <0.01% -562 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,256 $293K 0.02% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,157 $280K 0.04% -450 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,154 $279K 0.01% -268 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,135 $277K <0.01% +206 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,132 $277K 0.29% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,099 $272K 0.23% -562 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,077 $269K 0.02% +3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,051 $266K 0.02% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,041 $265K 0.01% -7,097 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,033 $264K +1,260 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,031 $263K 0.01% +541 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,029 $263K 0.05% -3,601 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,028 $263K 0.02% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,022 $262K 0.02% 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,008 $260K 0.09% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,001 $260K 0.01% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,004 $260K 0.11% new 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,000 $259K 0.22% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,999 $259K 0.07% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $259K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,982 $257K 0.02% -439 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,981 $257K 0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,978 $257K 0.01% +22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,971 $256K 0.01% +92 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,945 $252K 0.02% +101 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,943 $252K 0.02% +37 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,939 $252K <0.01% new 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,934 $251K 0.07% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,928 $250K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,918 $249K 0.01% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,911 $248K 0.03% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,900 $246K 0.03% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,892 $245K 0.05% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,877 $244K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,871 $243K 0.04% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,852 $240K <0.01% +108 13F-HR Timeline Group POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,850 $240K 0.12% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,834 $238K 0.2% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,822 $236K 0.09% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,818 $236K 0.08% -408 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,810 $235K 0.02% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,800 $234K 0.15% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,800 $234K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,798 $233K 0.11% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,797 $233K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,786 $232K 0.07% -159 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,785 $232K <0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,771 $230K <0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,747 $227K 0.02% -268 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,743 $226K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,721 $223K 0.02% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,710 $222K 0.02% -1,023 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,709 $222K 0.05% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,698 $220K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,693 $220K 0.02% -1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,690 $219K 0.02% -227 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,689 $219K <0.01% +1,647 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,687 $219K 0.01% +804 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,682 $218K 0.01% new 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,675 $217K 0.01% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,666 $216K 0.02% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,666 $216K 0.16% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,654 $215K 0.11% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,652 $214K <0.01% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,646 $214K 0.05% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,645 $213K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,644 $213K 0.01% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,354 $213K 0.19% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,629 $211K <0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,624 $211K 0.04% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,616 $210K 0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,610 $209K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,600 $208K 0.25% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,593 $207K 0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,583 $205K 0.11% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,583 $205K 0.02% +327 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,781 $204K 0.09% -490 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,572 $204K 0.02% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,624 $204K 0.12% -157 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,566 $203K <0.01% -652 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,567 $203K 0.02% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,566 $203K 0.15% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,561 $203K 0.02% -653 13F-HR Timeline