Midwest Trust Co More: the full row for Midwest Trust Co 3,064 $492K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,064 $492K 0.02% +532 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,034 $487K 0.03% +584 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,033 $487K 0.01% +61 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,000 $482K 0.01% new 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,000 $482K 0.24% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,946 $473K 0.08% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,944 $473K 0.02% +64 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,940 $472K 0.09% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,934 $471K 0.03% -685 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,929 $470K <0.01% -322 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,928 $470K 0.01% -32,732 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,927 $470K 0.23% +35 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,900 $466K 0.07% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,898 $465K 0.2% +1,776 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,871 $461K <0.01% +324 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,864 $460K 0.03% +506 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,961 $459K 0.04% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,850 $458K 0.08% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,826 $454K 0.07% +124 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,824 $453K <0.01% -2,927 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,809 $451K 0.01% -446 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 2,806 $451K 0.37% +444 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,773 $445K 0.02% -834 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 2,772 $445K 0.15% -903 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,771 $445K 0.05% -603 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,769 $445K 0.08% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,743 $440K 0.04% -11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,742 $440K 0.04% +1,260 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,904 $440K 0.19% -4,954 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,721 $437K 0.08% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,700 $434K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,671 $429K 0.01% +10 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,671 $429K 0.26% -18 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,657 $427K 0.01% -179 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,654 $426K 0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,653 $426K 0.01% +268 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,650 $426K <0.01% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,867 $426K 0.04% +258 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,650 $426K +676 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,638 $424K 0.01% -207 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,712 $423K 0.17% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,602 $418K 0.01% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,616 $417K 0.03% -461 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,593 $416K 0.11% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,587 $415K 0.07% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,541 $413K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,569 $413K 0.04% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,564 $412K 0.01% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,547 $409K 0.31% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,540 $408K <0.01% -1,183 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,540 $408K 0.02% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,527 $406K 0.01% -50,978 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,513 $403K 0.05% +10 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,498 $401K 0.13% -156 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,480 $398K 0.33% -106 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,478 $398K <0.01% -3,410 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,582 $398K 0.01% -1,809 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,471 $397K 0.35% +279 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,443 $392K 0.36% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,439 $392K 0.07% +2 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,429 $390K 0.01% +163 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,428 $390K 0.02% -404 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,411 $387K 0.13% -1,844 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,400 $385K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,395 $385K 0.01% +33 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,393 $384K 0.1% -4,335 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,384 $383K 0.01% -1,047 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,362 $379K 0.04% -1,078 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,357 $378K 0.11% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,345 $377K 0.31% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,344 $376K 0.02% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,300 $369K 0.01% -200 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,297 $369K 0.07% -2,308 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,354 $369K 0.01% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,295 $369K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,293 $368K 0.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,441 $367K 0.02% +151 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,262 $363K 0.35% -941 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,253 $362K 0.01% -13 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,217 $361K 0.01% +28 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,242 $360K 0.12% +11 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,229 $358K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,612 $354K 0.01% -1,625 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,202 $354K 0.02% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,176 $350K 0.27% -47 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,162 $347K 0.06% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,163 $347K 0.02% new 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,157 $346K 0.15% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,150 $345K 0.04% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,133 $343K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,130 $342K <0.01% new 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,126 $341K 0.02% -561 13F-HR/A Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,122 $341K 0.08% -3,237 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,117 $340K <0.01% -6,186 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,092 $336K 0.04% +976 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 2,083 $335K 0.01% +359 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,075 $333K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,043 $332K 0.03% -716 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,015 $324K 0.07% new 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,009 $323K 0.02% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,004 $322K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,063 $322K 0.02% -133 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $321K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,990 $320K 0.12% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,967 $316K 0.01% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,967 $316K 0.05% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,956 $314K 0.05% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,917 $308K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,910 $307K 0.01% +59 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,899 $305K 0.09% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,898 $305K 0.14% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,892 $304K 0.02% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,862 $299K 0.12% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,842 $296K 0.11% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,833 $294K 0.08% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,825 $293K 0.05% -300 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,819 $292K 0.04% -625 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,818 $292K 0.01% +300 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,822 $291K -814 Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,807 $290K 0.03% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,800 $289K 0.04% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,756 $282K <0.01% -1,313 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,749 $281K 0.16% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,726 $277K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,725 $277K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,724 $277K 0.1% -13 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,718 $276K 0.04% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,709 $274K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,708 $274K 0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,697 $273K 0.01% -529 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,697 $272K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,676 $269K 0.06% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,673 $269K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,665 $267K <0.01% new 13F-HR/A Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,654 $266K 0.11% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,646 $264K 0.01% -792 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,645 $264K <0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,642 $264K 0.01% -297,187 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,635 $263K 0.17% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,620 $260K 0.03% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,606 $258K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,602 $257K 0.01% new 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,600 $257K 0.36% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,600 $257K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,597 $256K 0.02% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,589 $255K 0.02% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,589 $255K 0.13% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,580 $254K <0.01% -1,806 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,569 $252K 0.01% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,561 $251K 0.08% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,554 $250K 0.03% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,551 $249K 0.04% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,549 $249K 0.05% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,547 $248K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,546 $248K <0.01% -26 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,543 $248K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,543 $248K 0.09% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,530 $246K 0.02% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,525 $245K 0.29% new 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,520 $244K 0.2% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,517 $244K 0.02% new 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,506 $242K 0.28% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,501 $241K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,500 $241K <0.01% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,490 $239K 0.11% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,488 $239K 0.02% -9,574 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,475 $237K 0.01% -1,129 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,470 $236K 0.03% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,468 $236K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,437 $231K 0.02% +84 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,435 $230K 0.01% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,411 $227K 0.07% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,401 $225K 0.14% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,395 $224K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,391 $223K <0.01% new 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,385 $222K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,373 $220K 0.01% +869 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,371 $220K 0.01% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,350 $217K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,343 $216K <0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,343 $216K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,337 $215K 0.03% -55 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,337 $215K 0.08% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,335 $214K 0.02% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,334 $214K 0.05% 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,325 $213K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,314 $211K 0.04% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,309 $210K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,309 $210K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,307 $210K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,301 $209K <0.01% -1,147 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,298 $208K <0.01% +138 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,287 $208K 0.11% +4 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,287 $207K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,283 $206K 0.09% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,278 $205K <0.01% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,265 $203K 0.12% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,262 $203K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,262 $203K 0.04% new 13F-HR Timeline