B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,612 $904K 0.04% +1,334 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,031 $903K 0.02% +881 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,269 $891K 0.15% -528 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,311 $873K 0.04% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,125 $853K 0.14% -196 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,114 $852K 0.02% +6,622 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 8,114 $852K 0.73% 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 8,000 $840K 0.31% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,971 $837K 0.03% +13 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 7,907 $830K 0.79% 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,840 $823K 0.25% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,774 $816K 0.03% +179 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,813 $807K <0.01% +169 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,644 $803K 0.97% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,494 $787K 0.02% +2,312 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,406 $778K 0.29% -685 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,384 $775K <0.01% -319 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,306 $767K 0.01% -619 13F-HR Timeline Group ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 7,286 $765K 0.61% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,179 $754K <0.01% +770 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,172 $753K 0.02% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,167 $753K 0.11% +186 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,032 $738K 0.42% -18 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,000 $735K 0.36% -2,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,882 $722K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,656 $699K 0.01% +329 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 6,650 $698K 0.16% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,497 $682K <0.01% -433 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,426 $675K <0.01% 0 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,300 $662K 0.18% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,158 $647K 0.02% -338 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 6,000 $630K 0.01% 0 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,983 $628K 0.07% -163 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,981 $628K 0.01% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,937 $623K 0.09% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for SBI Securities Co., Ltd. 5,447 $572K 0.01% -412 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,430 $570K 0.2% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,383 $565K <0.01% +518 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,379 $565K 0.01% -169 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,362 $563K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,323 $559K <0.01% +523 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,190 $545K 0.25% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,141 $540K 0.01% -13 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,045 $538K 0.01% +275 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,088 $534K 0.01% +98 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 5,085 $534K <0.01% -915 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,067 $532K 0.14% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,980 $523K 0.2% -780 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,939 $519K 0.06% +1 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 4,846 $509K 0.12% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,761 $500K 0.35% -4,761 13F-HR/A Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 4,641 $498K 0.08% +124 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,716 $495K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,684 $492K <0.01% +2,402 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,680 $491K 0.01% -2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,678 $491K 0.14% -430 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 4,668 $490K 0.21% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,604 $483K 0.02% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,596 $483K 0.32% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,550 $478K <0.01% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,544 $477K 0.01% +39 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,456 $468K <0.01% -41 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,414 $463K 0.01% 0 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 4,410 $463K 0.46% 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 4,395 $461K <0.01% -12,460 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,381 $460K 0.43% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,270 $448K 0.01% +405 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,248 $446K 0.01% -41 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,209 $442K 0.04% +94 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,139 $435K <0.01% 0 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,084 $429K 0.04% +1,804 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 4,068 $427K 0.33% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,056 $426K <0.01% -1,415 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,020 $422K 0.37% 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 3,961 $416K 0.07% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,943 $414K 0.03% -58 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,903 $410K 0.01% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,865 $406K 0.05% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,857 $405K 0.15% -936 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,839 $403K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,801 $399K <0.01% -124 13F-HR Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,746 $393K 0.08% -830 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,715 $390K 0.02% -36 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,708 $389K <0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,706 $389K 0.01% -5,496 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,689 $387K 0.07% +6 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,629 $381K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,623 $380K 0.06% -300 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,617 $380K 0.05% +220 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,600 $378K 0.09% 0 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,600 $378K 0.01% -308 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,600 $378K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,600 $378K 0.01% +5 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,597 $378K 0.02% -970 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,576 $375K <0.01% new 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 3,533 $371K 0.24% 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,512 $369K <0.01% +200 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,500 $368K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,450 $362K 0.33% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,376 $362K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,442 $361K 0.03% -422 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,419 $359K 0.01% +346 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,384 $355K 0.24% -7 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,313 $348K <0.01% -335 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,300 $346K <0.01% 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,233 $339K <0.01% +700 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,227 $339K 0.07% -629 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,148 $337K 0.04% -94 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,200 $336K 0.04% +416 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,150 $331K <0.01% -2,432 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,143 $330K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,132 $329K 0.02% -65 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,124 $324K <0.01% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,079 $323K 0.17% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,076 $323K 0.05% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,066 $322K 0.09% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,052 $320K 0.03% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 3,044 $320K 0.18% -53 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,040 $319K 0.03% +27 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,033 $318K 0.01% -817 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,000 $318K 0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,000 $315K 0.08% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,000 $315K 0.01% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,000 $315K 0.03% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,000 $315K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,968 $312K 0.01% +126 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,955 $310K 0.05% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,944 $309K 0.06% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,930 $308K 0.03% -26,200 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,918 $306K 0.01% -217 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,913 $306K <0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,889 $303K <0.01% +553 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,875 $302K <0.01% +355 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,852 $299K 0.08% -46 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,835 $298K 0.02% -174 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,813 $295K 0.11% +2 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,791 $293K <0.01% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,749 $289K 0.06% -58 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,647 $284K 0.02% +7 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,700 $284K <0.01% -220 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,700 $284K 0.03% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,700 $284K 0.04% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,699 $283K 0.01% +6 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,688 $282K 0.01% +271 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,679 $281K 0.1% +19 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,622 $275K 0.05% +8 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,600 $273K 0.02% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,500 $272K 0.08% +16 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,527 $265K 0.07% +22 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,522 $265K 0.16% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,508 $263K 0.05% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,500 $262K 0.02% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,476 $260K 0.02% -92 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,466 $259K 0.14% +281 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,453 $258K 0.08% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,445 $257K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,423 $254K <0.01% +390 13F-HR Timeline Group PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,400 $252K 0.15% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,373 $249K 0.01% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 2,364 $248K 0.14% -212 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,337 $245K 0.04% +3 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,329 $245K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,312 $243K <0.01% -443 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,309 $242K 0.02% -197 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,280 $239K 0.01% -100 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,272 $239K 0.04% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,263 $238K 0.13% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,253 $237K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,247 $236K 0.01% +3 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,227 $234K 0.02% +20 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,208 $232K 0.04% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,195 $231K 0.17% +16 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,160 $227K 0.04% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,160 $227K 0.14% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,157 $226K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,094 $220K 0.03% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,087 $219K 0.05% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,055 $218K 0.2% 0 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 2,071 $217K new Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,058 $216K 0.01% +18 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,050 $215K <0.01% 0 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 2,049 $215K 0.15% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,017 $212K 0.04% +18 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,002 $210K 0.01% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1,974 $207K 0.1% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,959 $206K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,955 $205K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,950 $205K 0.1% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 1,950 $205K 0.13% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,920 $202K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,918 $201K <0.01% +8 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,914 $201K 0.04% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,828 $192K 0.08% -25 13F-HR Timeline