Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,869 $575K 0.06% -30 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,847 $572K 0.12% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,839 $571K 0.39% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 3,828 $569K 0.2% +259 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,810 $567K 0.01% -117 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,800 $565K <0.01% 0 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 3,790 $564K 0.24% -190 13F-HR Timeline EQ LLC More: the full row for EQ LLC 3,787 $563K 0.16% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,776 $561K 0.06% -400 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,767 $560K 0.08% -6 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 3,747 $557K 0.11% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,746 $557K 0.12% +308 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,735 $555K 0.37% +11 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,712 $552K <0.01% +507 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,695 $549K 0.08% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,694 $549K 0.06% -4 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,688 $548K -6,514 Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,680 $547K 0.03% -23 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 3,678 $547K 0.61% 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,674 $546K 0.15% +12 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,638 $541K 0.3% -265 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,627 $539K 0.04% +1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,611 $537K 0.01% -1,080 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,611 $537K 0.22% +10 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,600 $535K 0.01% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,600 $535K 0.14% +142 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,594 $534K 0.06% -1 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,591 $534K 0.35% 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,585 $533K 0.13% +2,175 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,580 $532K 0.07% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,570 $531K 0.02% -93 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,564 $530K 0.04% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,528 $525K 0.26% +1,290 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,527 $524K 0.01% +50 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,523 $524K 0.26% +1 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,512 $522K 0.05% 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,510 $522K 0.09% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,500 $520K 0.22% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,493 $519K 0.04% -1,368 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 3,481 $518K 0.2% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,473 $516K 0.31% -202 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,472 $516K 0.05% +132 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,312 $492K 0.29% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,280 $488K 0.03% -17 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 3,262 $485K 0.22% +1,175 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,249 $483K 0.17% -96 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,242 $482K 0.04% +43 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,237 $481K 0.13% -351 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 3,234 $481K 0.39% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,233 $481K 0.03% -55 13F-HR/A Timeline RIK SAYLOR FINANCIAL, INC. 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More: the full row for Woodward Financial Advisors, Inc. 2,953 $439K 0.16% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,952 $439K 0.11% -284 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,951 $439K 0.01% -85 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,949 $438K 0.06% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,944 $438K 0.03% +937 13F-HR Timeline Mengis Capital Management, Inc. 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More: the full row for Miller Capital Partners, Inc. 2,845 $423K 0.22% 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,844 $423K 0.32% -104 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,838 $422K 0.63% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,834 $421K 0.09% +5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,813 $418K <0.01% -1,719 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,805 $417K 0.12% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,796 $416K 0.3% -33 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 2,795 $416K 0.02% +548 13F-HR/A Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,772 $412K 0.2% -87 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,772 $412K 0.06% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,767 $411K 0.21% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,763 $411K 0.02% +684 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,761 $411K 0.04% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,758 $410K 0.12% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,737 $407K 0.3% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,736 $407K 0.05% +9 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,736 $407K 0.39% 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,724 $405K 0.17% +75 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 2,698 $401K 0.32% +2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,694 $401K 0.03% +284 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,693 $400K 0.03% -2,389 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,666 $396K 0.16% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,645 $393K 0.09% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,639 $392K 0.19% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,633 $392K 0.16% -152 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,623 $390K 0.14% -228 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 2,618 $389K 0.38% 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,616 $389K 0.09% +3 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,611 $388K 0.03% -50 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,604 $387K 0.09% +387 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,600 $387K 0.22% 0 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 2,593 $386K 0.19% +278 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,572 $382K 0.06% -306 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,563 $381K 0.04% -134 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,562 $381K 0.02% -761 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,559 $380K 0.09% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,553 $380K 0.13% -554 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,501 $379K 0.42% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,550 $379K 0.06% +95 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 2,534 $377K 0.42% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,527 $376K <0.01% +276 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,520 $375K 0.05% +815 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,508 $373K 0.06% -599,379 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,500 $372K 0.07% +212 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,500 $372K 0.04% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,500 $372K 0.04% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,495 $371K 0.12% -15 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,493 $371K 0.04% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,488 $370K 0.04% -510 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,481 $369K 0.09% +34 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,480 $369K 0.08% 0 13F-HR Timeline Carter Financial Group, INC. 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