Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,335 $556K 0.04% -5 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,332 $555K 0.12% +1 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,310 $550K 0.15% +23 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,306 $549K 0.06% +310 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,299 $547K 0.06% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,297 $547K 0.03% +755 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,266 $539K 0.06% +258 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,265 $539K 0.01% +43 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,263 $539K 0.13% -98 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,256 $537K 0.19% -7 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 2,256 $537K 0.13% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,242 $534K 0.07% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,238 $533K 0.19% +2 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,229 $530K 0.12% +511 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,220 $528K 0.01% -102 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,213 $527K 0.01% -3,929 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 2,204 $525K +58 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,200 $524K 0.03% +118 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,160 $523K 0.03% -35 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,177 $518K 0.01% -2,831 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,075 $518K 0.06% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,170 $516K 0.39% +12 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,149 $511K 0.11% +35 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,135 $508K 0.07% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,118 $504K 0.02% +145 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,112 $503K 0.01% -679 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,110 $502K 0.01% +789 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,103 $501K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,099 $500K 0.01% +91 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,088 $497K 0.08% +2 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,080 $495K 0.34% -11,868 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,061 $491K 0.06% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,058 $490K 0.01% +12 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,057 $490K 0.04% -3 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,047 $487K 0.05% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,045 $487K 0.1% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,031 $483K 0.02% +114 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,024 $482K 0.12% +1,012 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,011 $479K 0.12% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 2,000 $476K 0.02% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,000 $476K 0.07% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,000 $476K 0.21% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,989 $476K <0.01% +1,989 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 1,996 $475K 0.03% +9 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,958 $475K 0.01% -499 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,979 $471K 0.05% -154 13F-HR/A Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,975 $470K 0.01% -54 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,966 $468K 0.1% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,959 $466K 0.01% -259 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,942 $462K 0.01% 0 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,933 $460K 0.15% +31 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,928 $459K 0.03% +4 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,916 $456K 0.03% +1,200 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,911 $455K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,905 $453K <0.01% +795 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,897 $452K <0.01% -5 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,865 $444K 0.03% +103 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,859 $442K 0.03% -55 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,815 $439K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,845 $439K 0.03% +675 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,839 $438K 0.02% +579 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,838 $437K 0.44% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,809 $431K <0.01% +125 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,807 $430K 0.04% -122 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 1,800 $428K 0.1% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,800 $428K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,795 $427K 0.1% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,784 $425K 0.04% -107 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,781 $424K 0.09% -503 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,778 $423K 0.12% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,770 $421K 0.06% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,758 $418K 0.13% +2 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,725 $413K 0.02% +23 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,732 $412K 0.03% -112 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,724 $410K 0.03% -29 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,703 $405K 0.1% +23 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,702 $405K 0.19% +7 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,700 $405K <0.01% -259 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,695 $403K <0.01% -794 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 1,693 $403K 0.09% +1 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,677 $399K <0.01% -10 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,676 $399K 0.01% -109 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,671 $398K 0.04% +16 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,585 $397K 0.06% -44 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,667 $397K 0.01% +81 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,665 $396K 0.02% -667 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,650 $393K 0.01% +54 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,649 $392K <0.01% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,643 $391K 0.01% +542 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,638 $390K 0.05% +67 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,634 $389K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,618 $385K +242 Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,608 $383K 0.03% -182 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,608 $383K 0.02% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,602 $381K 0.01% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,600 $381K 0.21% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,511 $381K 0.23% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,585 $377K 0.02% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,578 $376K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,548 $369K <0.01% +146 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,558 $368K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,541 $367K 0.01% +225 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,539 $366K 0.16% -23 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,523 $362K 0.16% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,515 $361K 0.02% -20 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,510 $359K 0.01% 0 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,502 $357K 0.07% -100 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,494 $356K <0.01% -103 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,487 $354K 0.01% -87 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,483 $353K 0.01% -13 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,481 $353K 0.12% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,480 $352K 0.26% -4 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,477 $351K 0.19% -15 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,476 $351K <0.01% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,474 $351K <0.01% +17 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,465 $349K 0.08% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,460 $347K 0.01% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,393 $347K 0.05% -319 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,454 $346K 0.01% -3,716 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 1,440 $343K 0.21% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,437 $342K 0.03% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,437 $342K 0.1% -291 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,425 $339K 0.11% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,339 $339K 0.18% +9 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,423 $339K 0.02% -362 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,419 $338K 0.01% +17 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,403 $334K 0.14% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,395 $332K 0.02% -23 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,392 $331K 0.13% -72 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,384 $329K 0.03% +203 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,381 $329K 0.05% +8 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,380 $328K 0.04% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,366 $325K 0.02% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,353 $322K 0.1% +10 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,350 $322K 0.04% -113 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,350 $321K 0.01% 0 13F-HR/A Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,350 $321K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,347 $320K 0.06% -22 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,345 $320K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,333 $317K 0.01% +10 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,320 $314K 0.03% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,319 $314K 0.01% -338 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,313 $313K 0.12% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,301 $310K 0.01% +27 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,293 $309K <0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,292 $308K 0.01% +251 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,282 $307K <0.01% +804 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,283 $305K 0.06% +37 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,281 $305K 0.12% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,270 $302K 0.11% +21 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,268 $302K 0.09% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,264 $301K 0.02% -6 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,250 $298K 0.2% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,248 $297K <0.01% new 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,246 $297K 0.14% -9 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 1,239 $295K 0.22% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,236 $294K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,234 $294K <0.01% -428 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,233 $293K 0.12% +166 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,230 $293K 0.03% +11 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,228 $292K 0.09% +98 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,226 $292K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,223 $291K 0.03% +197 13F-HR/A Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,222 $291K <0.01% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,222 $291K 0.03% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,221 $291K 0.07% -191 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,219 $290K 0.12% +5 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,204 $289K 0.13% -1 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,208 $288K <0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,203 $286K <0.01% -645 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,201 $286K 0.01% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,200 $286K 0.14% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,199 $285K <0.01% -32 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,196 $285K 0.01% +61 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,187 $283K <0.01% -144 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,181 $281K 0.01% -133 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,180 $281K 0.21% 0 13F-HR/A Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,176 $280K 0.21% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,175 $280K 0.19% 0 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 1,175 $280K 0.32% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,174 $279K 0.01% +1,109 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,173 $279K 0.02% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,172 $279K 0.02% +51 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,169 $278K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,167 $278K <0.01% -1 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,164 $277K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,155 $275K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,138 $271K <0.01% -70 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,137 $271K 0.04% -336 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,136 $270K 0.04% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,119 $266K 0.02% +136 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,119 $266K 0.02% -2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,115 $265K 0.01% -22 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 1,115 $265K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,112 $265K <0.01% -88 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,101 $264K <0.01% +29 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,104 $263K 0.02% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,100 $262K 0.18% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,246 $260K <0.01% -450 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,093 $260K 0.01% -28 13F-HR Timeline