CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,022 $291K <0.01% 0 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,996 $289K 0.13% -46 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,962 $285K 0.02% -50 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,952 $284K 0.2% -25 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,867 $276K 0.05% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,848 $274K 0.05% -52 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,819 $271K 0.02% +160 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,761 $268K <0.01% +210 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,783 $268K 0.01% +1 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,780 $268K <0.01% -345 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,767 $266K 0.06% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,741 $264K 0.02% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,689 $259K <0.01% -87 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,680 $258K 0.04% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,663 $257K <0.01% new 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,641 $254K <0.01% -74 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,640 $254K <0.01% -70,190 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 2,610 $251K 0.01% -1,581 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2,601 $250K 0.59% +38 13F-HR/A Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,600 $250K 0.16% -450 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,583 $249K 0.01% -454 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,540 $245K 0.11% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,528 $243K <0.01% +250 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,525 $243K 0.05% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,504 $241K 0.02% -25 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,500 $241K 0.01% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,444 $235K 0.06% -1,289 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,443 $235K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,360 $227K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,358 $227K 0.01% -259 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,355 $227K <0.01% 13F-HR/A Timeline Group Breachway Investments LLC More: the full row for Breachway Investments LLC 2,334 $225K 0.24% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,322 $224K 0.07% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,308 $222K 0.02% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,285 $220K 0.07% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,151 $219K 0.03% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,229 $215K 0.02% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,229 $215K 0.12% -144 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,200 $212K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,192 $211K 0.01% -184 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,187 $211K <0.01% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,164 $208K <0.01% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,150 $207K 0.02% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,094 $202K <0.01% -2,073 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,091 $201K 0.02% -174 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 2,072 $200K 0.02% -79 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2,015 $194K 0.19% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,996 $192K 0.06% -201 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,967 $189K 0.01% +158 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,930 $186K 0.08% +3 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,778 $171K 0.13% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,757 $169K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,714 $165K 0.07% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,715 $165K <0.01% +918 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,644 $158K 0.03% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,587 $153K 0.02% -76 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,508 $145K <0.01% +761 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,300 $125K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,255 $121K 0.06% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,244 $120K 0.01% -29 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,128 $109K <0.01% -54 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,097 $106K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,077 $104K 0.03% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,024 $98.6K <0.01% +839 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,020 $98.2K 0.06% +84 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,000 $96.3K <0.01% 0 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,000 $96.3K 0.13% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,000 $96.3K 0.04% new 13F-HR/A Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,000 $96.3K 0.08% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 825 $79.4K <0.01% 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 781 $75K <0.01% -155 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 719 $69.2K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 716 $68.9K <0.01% -12 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 712 $68.6K <0.01% -5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 619 $59.6K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 540 $58.3K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 565 $54.4K <0.01% -551 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 519 $49.9K 0.02% +1 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 500 $48.1K 0.04% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 485 $47K 0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 477 $45.9K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 470 $45.3K 0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 440 $44.9K 0.04% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 423 $40.7K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 395 $38K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 391 $37.7K 0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 365 $35.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 359 $34.6K <0.01% -147 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 350 $33.7K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 348 $33.5K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 345 $33K 0.01% -396 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 341 $32.8K 0.02% -39 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 330 $31.8K <0.01% +20 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 314 $30.3K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 305 $29.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 283 $28K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 282 $27.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 273 $26.3K <0.01% +1 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 270 $26K <0.01% +45 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 260 $25K 0.02% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 246 $23.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 241 $23.2K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 240 $23.2K <0.01% +155 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 196 $21.3K 0.03% +50 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 218 $21K <0.01% -49 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 216 $20.8K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $19.3K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 180 $17.3K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 150 $14.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 145 $14K <0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 137 $13.2K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 130 $12.5K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 125 $12.1K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 118 $11.3K <0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 106 $10.2K 0.01% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 100 $9.63K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100 $9.63K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 100 $9.63K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 97 $9.37K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 88 $8.47K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 70 $6.78K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 64 $6.16K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 63 $6.07K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 63 $6.03K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 60 $6K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 62 $5.97K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 61 $5.87K <0.01% -13 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 59 $5.68K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 58 $5.59K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $4.83K <0.01% -1,301 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 42 $4.04K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 38 $3.66K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 30 $2.89K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 28 $2.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 26 $2.49K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $2.12K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20 $1.93K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $1.93K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 20 $1.93K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 18 $1.73K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 17 $1.64K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 16 $1.54K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16 $1.54K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16 $1.54K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 15 $1.45K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15 $1.44K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14 $1.35K <0.01% new 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 8 $1K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $963 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $963 <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9 $867 <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7 $689 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7 $674 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $674 <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $490 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $481 <0.01% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2 $193 <0.01% 0 13F-HR Timeline