Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,708 $940K 0.67% -5,871 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,692 $937K 0.96% -13 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,657 $931K 0.05% 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,635 $928K 0.64% -273 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,608 $923K 0.01% -3 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,549 $913K 0.01% +1,208 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,514 $908K 0.08% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,466 $900K 0.09% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,458 $898K 0.29% +102 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,442 $896K 0.01% -5,548 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,437 $895K 0.24% -954 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,400 $889K <0.01% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,367 $883K 0.24% +17 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,350 $881K 0.18% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,337 $878K 0.13% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,307 $874K 0.08% -291 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,245 $863K 0.08% -186 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,162 $850K 0.04% -17,011 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,158 $849K 0.02% +1,588 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,156 $849K 0.02% +347 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,799 $847K 0.01% -268 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,136 $845K 0.19% -46 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,132 $845K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,120 $843K 0.03% -175 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,095 $839K 0.01% -157 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,038 $830K 0.02% +432 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,040 $830K 0.02% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,953 $825K 0.16% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,004 $824K 0.02% +153 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,002 $823K 0.16% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 5,002 $823K 0.16% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,999 $823K 0.03% -134 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,991 $822K 0.06% -85 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,942 $813K 0.05% +1,244 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,904 $807K 0.15% +66 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,889 $805K 0.65% +25 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,838 $796K 0.07% 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,788 $788K 0.01% 0 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,770 $785K 0.04% -293 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,688 $785K +2,708 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,743 $781K <0.01% -111,712 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,723 $777K 0.03% -11 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,666 $768K 0.05% -1,606 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,617 $760K 0.16% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,615 $760K 0.51% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,465 $746K 0.2% -250 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,530 $746K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,482 $738K 0.03% -316 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,426 $729K 0.05% -13 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,415 $727K 0.02% +7 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,391 $723K 0.03% +2,981 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,377 $720K 0.02% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,376 $720K 0.02% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,326 $712K 0.28% -94,289 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,323 $712K 0.06% +12 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,295 $707K 0.44% +6 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,294 $707K 0.32% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 4,288 $706K 0.08% -17 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 4,261 $701K 0.38% +176 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,258 $701K 0.03% +9 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,232 $697K 1.24% +334 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,226 $696K 0.01% +4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,195 $690K 0.18% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,184 $689K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,177 $688K 0.01% -6 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 4,170 $686K 0.24% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,156 $684K <0.01% new 13F-HR/A Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,156 $684K 0.03% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,110 $677K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,105 $676K 0.02% +49 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,044 $672K 0.1% -78 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,072 $670K 0.01% +1,619 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 4,067 $669K 0.47% -442 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,052 $667K 0.03% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,038 $665K 0.21% +8 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 4,030 $663K 0.44% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,000 $663K 0.01% -192 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 4,005 $659K 0.19% -1,276 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,004 $659K 0.41% -48 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,502 $656K 0.03% +657 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 5,868 $647K 0.41% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,932 $647K 0.22% -376 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,931 $647K 0.08% -44 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,931 $647K 0.08% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 3,929 $647K 0.38% -332 13F-HR Timeline American Trust More: the full row for American Trust 3,927 $646K 0.05% -711 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,914 $644K 0.01% +17 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,902 $642K 0.02% +1 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,863 $636K 0.2% +52 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,815 $628K 0.02% -1,046 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,814 $628K 0.04% +46 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,813 $628K 0.01% +441 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,800 $625K 0.37% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,776 $622K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,762 $619K 0.03% -139 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,837 $616K 0.01% +250 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,711 $611K 0.02% +76 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,700 $609K 0.03% 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,675 $605K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,674 $605K 0.16% +156 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,671 $604K 0.02% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,662 $603K 0.3% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,652 $601K 0.03% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 3,649 $601K 0.45% -54 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,645 $600K 0.19% -184 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,635 $598K 0.11% -85 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,614 $595K 0.01% +1,554 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,611 $594K 0.13% +11 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,592 $591K 0.27% -342 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,589 $591K 0.03% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 3,565 $587K 0.24% 0 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 3,559 $586K 0.7% -414 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,545 $584K 0.08% +457 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,541 $583K 0.01% -1,003 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3,540 $583K 0.01% +1,490 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,517 $579K 0.06% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,515 $579K -66 Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,503 $577K 0.05% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,480 $573K 0.09% +136 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 3,478 $572K 0.2% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,454 $568K <0.01% -40 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 3,427 $564K 0.15% -285 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 3,422 $563K 0.48% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,410 $561K 0.03% -261 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,405 $560K 0.02% +21 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,395 $559K <0.01% -4,546 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,391 $558K 0.08% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,373 $555K <0.01% 0 13F-HR Timeline Group Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,362 $553K 0.37% +6 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,354 $552K 0.03% -3,116 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,316 $546K 0.02% +2,831 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,287 $541K 0.01% -268 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,268 $538K 0.02% -173 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,245 $534K 0.01% 0 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,229 $532K 0.02% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,211 $529K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,168 $521K 0.03% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,165 $521K 0.03% +2 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,162 $520K 0.03% +13 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,141 $517K 0.05% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,139 $517K 0.08% -205 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,103 $511K 0.04% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 3,100 $510K 0.04% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,100 $510K 0.16% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,084 $508K 0.06% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,478 $507K 0.09% 0 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 3,065 $504K 0.69% +83 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,060 $504K 0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,051 $502K 0.03% +688 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,039 $500K 0.06% -6 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,033 $499K 0.44% -119 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,022 $497K 0.03% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,010 $495K 0.2% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,010 $495K 0.09% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,000 $494K 0.02% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,000 $494K 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,984 $491K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,981 $491K 0.14% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,962 $490K 0.05% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,966 $488K 0.21% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 2,960 $487K 0.46% -16 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,960 $487K 0.09% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,958 $487K 0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,954 $486K 0.03% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,946 $485K 0.03% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,946 $485K <0.01% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,920 $481K 0.19% +110 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,919 $480K 0.07% +3 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,910 $479K 0.02% +3 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,875 $473K 0.1% -2,725 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,866 $472K 0.09% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,851 $469K <0.01% +163 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,839 $467K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,839 $467K 0.01% -650 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,821 $464K 0.03% +60 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,742 $463K 0.03% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,791 $459K 0.21% +79 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,777 $457K 0.09% -141 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,775 $457K 0.35% +194 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,771 $456K 0.1% +63 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,761 $454K 0.01% +2 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,752 $453K 0.01% -123 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,752 $453K 0.1% -266 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,749 $452K 0.01% +359 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,746 $452K 0.04% +260 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,616 $443K 0.03% +291 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,692 $443K 0.01% new 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 2,688 $442K 0.33% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,685 $442K 0.49% -112 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,676 $441K 0.08% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,667 $439K 0.15% -7 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,662 $438K 0.1% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,646 $436K 0.05% +44 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,614 $433K 0.1% +451 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,626 $432K 0.04% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,619 $431K 0.03% 0 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,616 $431K 0.02% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,614 $430K 0.01% +339 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,531 $427K 0.03% -2,663 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,585 $425K 0.12% 0 13F-HR Timeline