TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,697 $2.09M 0.04% -2,930 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 11,684 $2.09M 0.39% +17 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,653 $2.08M 0.22% -85 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,537 $2.06M <0.01% +1,260 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 11,485 $2.05M 0.52% -129 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,410 $2.04M 0.04% -36 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 11,804 $2.04M 0.32% -128 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 11,353 $2.03M 0.79% +2,912 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,176 $2M <0.01% +2,502 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,116 $1.99M 0.02% -769 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,020 $1.97M 0.08% +57 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,901 $1.95M 0.36% -442 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 13,259 $1.92M <0.01% -63 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,774 $1.91M 0.02% +926 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,631 $1.9M 0.05% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,614 $1.9M 0.01% -65 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 10,608 $1.89M 0.69% +16 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 10,311 $1.84M 0.3% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,303 $1.84M <0.01% -160 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,258 $1.83M 0.01% +1,196 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,251 $1.83M +1,064 Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,230 $1.83M 0.04% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 10,174 $1.82M 0.23% -323 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,132 $1.81M 0.28% -332 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 10,129 $1.81M 0.16% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,092 $1.8M 0.02% +1,736 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,944 $1.78M 0.69% -71 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,733 $1.74M 0.12% -36,882 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,690 $1.73M 0.01% -929 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,845 $1.72M 0.03% +1 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,469 $1.69M 0.03% +1,060 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,442 $1.69M 0.08% -632 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,311 $1.66M 0.02% -611 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 9,279 $1.66M 0.39% -2,093 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,159 $1.64M 0.1% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,059 $1.62M 0.11% -126 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,057 $1.62M 0.78% -1,423 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,982 $1.6M 1% +14 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,860 $1.58M 0.03% +2,068 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 8,745 $1.56M 0.02% +96 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,700 $1.55M 0.01% +575 13F-HR/A Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 8,679 $1.55M 0.75% -3,108 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,680 $1.55M 0.03% -1,231 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,635 $1.54M 0.08% -35 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,506 $1.52M 0.04% +1,960 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,407 $1.5M 0.74% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,349 $1.49M 0.01% -60 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,340 $1.49M 0.03% +8 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,293 $1.48M 0.01% -584 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,283 $1.48M 0.04% -28 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 8,222 $1.47M 0.09% -1,283 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 8,212 $1.47M 0.53% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,099 $1.45M 0.31% -39 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,972 $1.42M 0.22% +449 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,898 $1.41M <0.01% new 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,802 $1.39M 0.01% +2,410 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,691 $1.37M 0.11% +707 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,653 $1.37M 0.33% -474 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 7,631 $1.36M +148 Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 7,465 $1.33M 0.23% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,411 $1.32M 0.69% -6 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,256 $1.3M 0.08% -65 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,208 $1.29M 0.05% -225 13F-HR/A Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 7,198 $1.29M +486 Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,180 $1.28M 0.26% -290 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,035 $1.26M 0.01% +1 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,966 $1.24M 0.01% +506 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,959 $1.24M 0.39% -312 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,955 $1.24M 0.01% +1,515 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 6,896 $1.23M 0.2% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 6,877 $1.23M 0.52% +1,628 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,853 $1.22M 0.12% -746 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,831 $1.22M 0.04% -172 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,830 $1.22M 0.03% +6,321 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,804 $1.22M 0.03% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,738 $1.2M 0.01% -284 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,643 $1.19M 0.09% -469 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,635 $1.18M 0.04% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,589 $1.18M 0.02% +52 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,513 $1.16M 0.19% +973 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,511 $1.16M 0.01% +1,049 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6,489 $1.16M 0.53% +286 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,404 $1.14M 0.14% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,371 $1.14M 0.01% -1,354 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 6,350 $1.13M 0.03% 0 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,329 $1.13M -1,568 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,181 $1.1M 0.01% +367 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,172 $1.1M 0.08% -325 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,091 $1.09M 0.25% +310 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,088 $1.09M 0.21% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,055 $1.08M 0.44% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 6,053 $1.08M 0.55% +26 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,244 $1.08M 0.15% +29 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,814 $1.04M 0.58% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,690 $1.02M 0.17% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,690 $1.02M 0.18% -95 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,659 $1.01M 0.4% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,653 $1.01M 0.02% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,629 $1.01M 0.11% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 5,621 $1M 0.72% +150 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,590 $998K 0.05% +10 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,440 $972K 0.05% -213 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,330 $952K 0.3% -135 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,327 $951K 0.1% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,252 $938K +985 Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 5,232 $934K 0.44% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,178 $925K 0.05% -30 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,132 $917K 0.29% -88 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,122 $915K <0.01% +75 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 5,118 $914K -55 Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,043 $901K 0.34% +727 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,000 $893K 0.01% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,999 $893K <0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,994 $892K 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,114 $883K +2,255 Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,940 $882K 0.41% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,930 $880K 0.23% -73 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,925 $880K 0.11% -1,707 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,917 $878K 0.02% +147 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,878 $871K 0.01% -332 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,860 $868K 0.06% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,802 $858K 0.01% +1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,779 $854K 0.13% -684 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,718 $843K 0.07% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,707 $841K 0.16% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,638 $828K 0.13% -326 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 4,636 $828K 0.24% +81 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,622 $825K 0.02% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,595 $821K -126,075 Timeline NWAM LLC More: the full row for NWAM LLC 4,586 $819K 0.04% +80 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 4,541 $811K 0.57% -1,078 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,528 $809K 0.39% +39 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,503 $804K 0.22% -59 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,488 $802K 0.05% +264 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,464 $797K 0.48% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,490 $792K 0.23% -184 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 4,430 $791K 0.52% -397 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,426 $790K 0.01% new 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,414 $788K 0.02% 0 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 4,374 $781K 0.51% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 4,366 $780K 0.2% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,352 $777K 0.04% -16 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,339 $775K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,306 $769K 0.05% +1,456 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 4,301 $768K 0.36% -1,011 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,292 $767K 0.02% -70 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,259 $761K 0.02% +1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,200 $750K 0.2% -86 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,147 $741K <0.01% +297 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,101 $732K 0.04% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,099 $732K 0.03% +4,059 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 4,080 $729K 0.39% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,044 $722K 0.02% +101 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,025 $719K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,967 $708K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,953 $706K 0.02% +245 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,952 $706K 0.02% 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. 3,933 $702K 0.01% -216 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,929 $702K 0.29% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,911 $699K 0.53% -40 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,888 $695K 0.27% +5 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,877 $692K 0.33% -122 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,863 $690K 0.02% -90 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 3,848 $687K 0.13% -41 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,848 $687K 0.03% -218 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,837 $685K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,811 $681K <0.01% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,799 $679K 0.18% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,795 $678K 0.01% +834 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,723 $665K 0.18% +338 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,700 $654K 0.71% -3,583 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,659 $654K 0.05% +86 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,627 $648K 0.02% -51 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,626 $648K 0.14% -360 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,613 $645K 0.05% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 3,605 $644K 0.18% +345 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,550 $634K 0.05% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,530 $630K 0.07% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,525 $630K 0.3% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,510 $627K 0.04% -506 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,500 $625K 0.02% 0 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,500 $625K 0.07% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,492 $624K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,466 $619K 0.03% +25 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,446 $615K 0.06% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,395 $606K 0.41% -69 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,340 $596K 0.01% -40 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,324 $594K 0.04% +77 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,316 $592K 0.21% +4 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,314 $592K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,271 $584K 0.01% +1,383 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,266 $583K 0.02% new 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,255 $581K 0.22% -17 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,254 $581K 0.07% -60 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,221 $575K 0.12% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,189 $570K 0.37% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,190 $556K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,102 $554K 0.01% +835 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,084 $551K 0.1% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,077 $550K 0.11% 0 13F-HR Timeline