AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,578 $351K 0.23% -719 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,498 $349K 0.15% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,569 $349K 0.02% +20 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,564 $348K 0.03% new 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,552 $346K 0.05% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,552 $346K 0.09% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,552 $346K 0.1% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,541 $343K 0.05% -200 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,540 $343K 0.03% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,527 $340K <0.01% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,516 $338K 0.08% -25 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,515 $337K 0.06% +29 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,507 $336K <0.01% +145 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,504 $335K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,500 $334K 0.07% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,500 $334K 0.07% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,499 $334K 0.21% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,496 $333K 0.13% -9 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,495 $333K 0.08% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,492 $332K 0.08% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,484 $331K 0.03% -99 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,480 $330K 0.03% -4 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,473 $328K <0.01% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,470 $327K 0.25% -820 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,463 $326K 0.04% -815 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,461 $325K 0.08% -89 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,455 $324K 0.01% -28 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,455 $324K 0.09% +92 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,447 $322K 0.03% +49 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,446 $322K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,440 $321K 0.01% -624 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,432 $319K 0.07% -240 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,425 $318K 0.04% +497 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,426 $318K <0.01% +106 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,417 $316K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,417 $316K 0.01% +49 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,409 $315K 0.05% +4 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,408 $314K 0.07% -24 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,408 $314K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,406 $313K 0.01% -73 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,401 $312K 0.14% -93 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,400 $312K 0.04% -4,200 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,395 $312K 0.01% -2,122 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,396 $311K 0.07% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,396 $311K 0.03% +62 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,389 $310K 0.06% -419 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,390 $310K 0.01% +40 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,200 $309K 0.06% 0 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 1,386 $309K <0.01% -13,341 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,383 $308K 0.01% -193 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,374 $308K <0.01% +44 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,378 $307K 0.08% -10 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,377 $307K 0.01% +32 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,171 $306K 0.02% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,369 $305K 0.16% +127 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,368 $305K 0.02% -500 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,366 $304K <0.01% -20 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,364 $304K 0.02% -48 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,364 $304K 0.02% -121 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,358 $303K 0.01% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,359 $303K 0.06% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,357 $302K <0.01% +60 13F-HR/A Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,347 $300K 0.05% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,345 $300K 0.01% -8 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,340 $298K 0.1% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,340 $298K 0.16% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,339 $298K 0.1% +2 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,330 $296K 0.05% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,352 $296K 0.04% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,324 $295K 0.02% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,315 $293K 0.03% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,315 $293K 0.02% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,314 $293K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,313 $292K 0.02% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,310 $292K 0.02% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,305 $291K 0.03% -148 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,304 $290K 0.22% -167 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,300 $290K 0.05% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,089 $289K 0.02% -24 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,298 $289K 0.07% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,293 $288K 0.03% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,292 $288K 0.03% +27 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,290 $287K 0.03% -204 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,290 $287K 0.12% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,290 $287K <0.01% +5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,287 $287K 0.05% +1,227 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,283 $286K 0.01% -4 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,275 $285K 0.04% -212 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,266 $282K 0.1% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,264 $282K 0.01% -176 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,181 $280K 0.03% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,251 $279K 0.04% -787 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,250 $278K 0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,250 $278K 0.03% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,245 $277K 0.06% -90 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 1,241 $276K 0.03% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,238 $276K 0.08% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,238 $276K 0.24% -18 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,234 $275K 0.01% 0 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 1,200 $274K 0.01% new 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 1,230 $274K 0.06% +28 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,225 $273K 0.01% -28 13F-HR Timeline Group PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 1,225 $273K 0.19% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,200 $272K 0.03% -497 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,217 $271K 0.01% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,215 $271K 0.06% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,214 $270K 0.02% +24 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,213 $270K 0.02% -125 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,206 $269K <0.01% +399 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,206 $269K 0.03% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,204 $268K 0.1% -4 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,204 $268K 0.06% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,203 $268K <0.01% -15 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,201 $268K 0.01% -90 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,200 $267K 0.11% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,200 $267K 0.02% -300 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,200 $267K 0.01% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,195 $266K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,192 $266K 0.02% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,190 $265K <0.01% -16,760 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,176 $263K 0.14% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,174 $262K 0.1% new 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,167 $260K 0.08% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,156 $258K 0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,155 $257K 0.06% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,152 $257K 0.15% -795 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,150 $256K 0.04% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,150 $256K 0.03% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,150 $256K 0.06% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,148 $256K 0.07% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,148 $256K 0.03% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,139 $254K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,133 $252K 0.01% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,130 $252K 0.03% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,130 $252K 0.12% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,130 $252K 0.01% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,127 $251K 0.19% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,126 $251K 0.04% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,125 $251K 0.02% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,124 $250K 0.06% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,116 $249K 0.01% -74 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,118 $249K 0.01% 0 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,117 $249K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,116 $249K 0.07% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,115 $248K 0.13% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,108 $247K 0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,108 $247K 0.09% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,105 $247K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,108 $247K 0.06% -135 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,107 $247K 0.01% new 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 1,105 $246K 0.11% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,103 $246K 0.01% -11 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,100 $245K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,099 $245K 0.02% +373 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,092 $243K 0.1% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,086 $242K 0.06% -85 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,085 $242K 0.09% -750 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,083 $241K 0.03% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,083 $241K 0.16% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,082 $241K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,070 $238K <0.01% -190 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,403 $237K 0.04% -200 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,000 $237K 0.08% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,059 $236K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,052 $235K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,054 $235K 0.01% +42 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,049 $234K 0.1% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,045 $233K 0.03% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 939 $233K 0.17% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,043 $232K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,039 $231K 0.01% +2 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,039 $231K 0.04% -412 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,037 $231K 0.01% +2 13F-HR Timeline Group Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,034 $230K 0.12% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,032 $230K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,027 $229K 0.04% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,018 $227K 0.07% 0 13F-HR Timeline Group M. Kraus & Co More: the full row for M. Kraus & Co 1,015 $226K 0.06% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,011 $225K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,010 $225K 0.05% new 13F-HR Timeline Group CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,010 $225K 0.06% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,009 $225K 0.02% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,006 $224K 0.06% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,004 $224K 0.07% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,000 $223K 0.11% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,002 $223K 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,000 $223K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 998 $222K 0.02% +1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 996 $222K 0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 995 $222K 0.09% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 991 $221K 0.01% new 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 942 $219K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,001 $219K 0.01% -140 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 979 $218K 0.13% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 976 $217K <0.01% +476 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 974 $217K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 968 $216K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 967 $215K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 966 $215K 0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 965 $215K <0.01% new 13F-HR Timeline