OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,069 $620K 0.1% +3,652 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,068 $620K 0.06% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 6,020 $615K 0.21% +180 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,020 $615K 0.36% +588 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,994 $612K 0.24% -156 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5,990 $612K 0.09% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,941 $607K 0.48% +233 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,942 $607K <0.01% -311 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 5,916 $605K 0.13% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,815 $594K 0.02% -461 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,814 $594K 0.11% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,806 $593K 0.38% -619 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,777 $590K 0.27% +486 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,718 $584K 0.02% -62 13F-HR/A Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,687 $581K 0.23% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,678 $580K 0.01% +1,500 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,673 $580K <0.01% -690 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,672 $580K 0.03% +64 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,662 $579K 0.48% -14 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 5,597 $572K 0.18% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,578 $570K 0.19% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,569 $569K 0.01% -145 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,687 $566K 0.37% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,429 $557K 0.04% -740 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,444 $556K 0.01% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,443 $556K 0.25% -156 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,437 $556K 0.06% +89 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 5,404 $552K 0.29% -81 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,396 $551K 0.27% -198 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,377 $549K 0.02% -772 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,352 $547K <0.01% -61,328 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,339 $546K 0.04% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,241 $536K 0.22% -161 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 5,235 $535K 0.37% +700 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,178 $529K 0.08% -195 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,164 $528K 0.06% +73 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,092 $520K 0.02% +665 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,065 $518K 0.01% +550 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,067 $517K 0.12% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,058 $517K 0.05% -87 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,041 $515K 0.11% +122 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,030 $514K 0.32% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,000 $511K 0.46% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,936 $504K 0.06% +990 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 4,910 $502K 0.42% +2,272 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,910 $502K 0.02% +854 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,906 $501K 0.13% +464 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,898 $500K 0.31% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,855 $496K 0.01% +1,738 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,822 $493K 0.54% -22,296 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,761 $489K 0.06% +847 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,762 $487K 0.32% -586 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,735 $486K 0.41% -33 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,733 $484K 0.02% -508 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,714 $482K 0.01% +2,687 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,692 $479K 0.25% +126 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,625 $473K 0.28% -150 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,625 $473K 0.05% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,574 $470K 0.05% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,513 $461K 0.21% -542 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,500 $460K 0.4% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,390 $449K 0.05% -231 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,385 $448K <0.01% -2,088 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,369 $446K 0.01% -2 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,587 $446K 0.04% +2,513 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,321 $441K 0.1% +60 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,321 $441K 0.08% -21,267 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,541 $441K 0.15% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,307 $440K 0.12% +1,253 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,301 $439K 0.07% -55 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,345 $433K 0.15% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,161 $425K <0.01% +1,584 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,157 $425K 0.02% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,119 $421K 0.16% -128 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,112 $420K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,099 $419K 0.01% -14 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 4,078 $417K 0.16% +1,456 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,037 $412K 0.02% -423 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,032 $412K 0.3% -4 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,031 $412K 0.12% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,027 $411K 0.01% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,026 $411K 0.13% +145 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,973 $406K 0.02% -58 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,960 $405K 0.4% -101 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,952 $404K 0.05% +10 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,947 $403K 0.33% -192 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,937 $402K 0.02% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,936 $402K 0.03% -137 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,926 $401K 0.01% -22 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,901 $399K 0.04% -234 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,891 $398K 0.04% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,875 $396K <0.01% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,875 $396K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,852 $394K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,850 $393K <0.01% +675 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,835 $392K 0.02% new 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,829 $391K 0.05% -189 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,790 $387K 0.06% +2 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,780 $386K 0.01% -1,214 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,755 $384K 0.22% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,725 $382K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,731 $381K 0.01% +498 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,718 $380K 0.02% -233 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,697 $378K 0.21% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,672 $375K 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,652 $375K 0.02% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,641 $372K 0.08% -962 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,637 $372K 0.2% -10 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,634 $371K 0.09% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,626 $371K 0.07% -440 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,850 $370K 0.28% +18 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,608 $369K 0.04% +55 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,605 $368K 0.02% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,593 $367K 0.34% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,595 $367K 0.02% 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,579 $366K 0.03% +1,164 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,555 $363K 0.15% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,539 $362K <0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,533 $361K 0.02% +245 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,503 $358K 0.09% -923 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 3,500 $358K 0.03% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,414 $349K 0.05% -2,291 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,405 $348K 0.03% new 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,399 $347K 0.02% -27 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,309 $338K 0.11% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,306 $338K 0.06% -5,947 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,304 $338K 0.17% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,280 $335K 0.19% -600 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,275 $335K <0.01% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,300 $333K 0.03% -102 13F-HR/A Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,249 $332K 0.12% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,206 $328K 0.01% -900 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,200 $327K 0.01% -390 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,180 $325K 0.17% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,178 $325K 0.08% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,110 $318K <0.01% -2,008 13F-HR/A Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,109 $318K 0.34% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,102 $317K 0.1% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,130 $316K 0.05% +122 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,089 $316K <0.01% -2,313 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,083 $315K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,070 $314K <0.01% 0 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,051 $312K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,037 $310K 0.01% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,033 $310K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,013 $308K 0.01% -3,053 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,000 $307K 0.06% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,987 $305K 0.03% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,934 $300K 0.04% +20 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 2,866 $293K 0.09% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,841 $290K 0.13% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,771 $283K 0.02% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,756 $282K 0.04% -1,443 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,755 $282K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,745 $277K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,708 $277K 0.01% -42 13F-HR/A Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,707 $277K 0.14% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,699 $276K 0.03% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,700 $276K <0.01% -110 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,692 $275K 0.23% -859 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,690 $275K <0.01% -1,375 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,685 $274K 0.13% +221 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,678 $274K 0.09% -857 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,673 $273K 0.03% -2,554 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,527 $270K <0.01% 0 13F-HR/A Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,639 $270K 0.17% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,631 $269K 0.17% +267 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,629 $269K 0.07% +457 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,625 $268K 0.01% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 2,610 $267K <0.01% -1,043 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,613 $267K 0.02% -100 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,600 $266K 0.32% -850 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,594 $265K 0.09% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,572 $263K 0.16% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,570 $263K 0.12% -325 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,565 $262K <0.01% -682 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,561 $262K 0.02% +20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,537 $259K 0.05% -320 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,513 $257K <0.01% +485 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,503 $256K 0.02% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,485 $254K 0.03% -238 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,484 $254K 0.02% -3 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 2,471 $252K 0.22% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,470 $252K 0.06% +114 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,467 $252K 0.02% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,463 $252K 0.16% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,450 $250K 0.1% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,423 $248K 0.04% 0 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,420 $247K 0.07% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,405 $246K 0.17% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,384 $244K 0.05% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,382 $243K 0.07% -25 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,374 $243K 0.12% -30 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,372 $242K 0.05% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,370 $242K 0.06% +542 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,368 $242K 0.02% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,358 $241K 0.01% -500 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,354 $241K 0.01% 0 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,349 $240K 0.03% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,341 $239K 0.01% -17 13F-HR Timeline