Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,000 $553K 0.27% -1,500 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,000 $553K 0.31% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,993 $552K 0.03% +3 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,935 $547K 0.02% +2,390 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,932 $546K 0.03% -322 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,893 $543K 0.03% -768 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 6,335 $541K 0.3% +265 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,868 $540K 0.08% 0 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 5,859 $540K 0.03% +2,541 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,820 $536K 0.01% -15 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 5,813 $535K 0.36% -126 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,810 $535K 0.04% -305 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,810 $535K 0.04% -393 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,790 $533K 0.14% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,775 $532K 0.08% -1,225 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,750 $529K 0.09% +112 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,745 $529K 0.03% -45 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 5,854 $528K 0.02% +3,397 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 5,700 $525K 0.76% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,698 $525K 0.14% -156 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $523K 0.12% new 13F-HR Timeline Amount filed as zero, left out of ratios. HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,584 $514K 0.04% +2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,567 $513K <0.01% -1,573 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,424 $507K 0.01% -454 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,491 $506K 0.04% -1,437 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 5,460 $503K 0.32% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,415 $499K 0.04% -1,489 13F-HR Timeline FUNDSMITH INVESTMENT SERVICES LTD. More: the full row for FUNDSMITH INVESTMENT SERVICES LTD. 5,410 $498K 0.01% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,394 $497K 0.06% -90 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 5,376 $495K 0.13% -300 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,315 $489K 0.13% -400 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 5,300 $488K 0.06% 0 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 5,280 $486K 0.39% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,254 $484K <0.01% +23 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,250 $483K 0.19% 0 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,235 $482K 0.07% -30 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,220 $481K 0.25% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,219 $481K 0.06% +111 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,549 $479K 0.05% -306 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,196 $478K 0.11% +124 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,175 $477K 0.11% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,167 $476K 0.03% +9 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,324 $476K 0.06% -38 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,136 $473K 0.05% -101 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,113 $471K 0.21% -687 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5,100 $470K 0.36% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,075 $467K 0.12% -925 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,069 $467K 0.03% -3,308 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,047 $465K 0.01% -2,150 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,045 $465K <0.01% -48,882 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,370 $462K 0.18% -15 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,015 $462K 0.01% -584 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 5,008 $461K 0.1% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,000 $460K 0.04% -1,500 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,995 $460K 0.08% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,993 $460K 0.03% -466 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,965 $457K 0.09% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,082 $456K 0.03% +202 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,947 $456K 0.11% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,912 $451K <0.01% +74 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,894 $451K 0.06% -90 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,865 $448K 0.02% -453 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,806 $443K 0.06% -18 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,784 $441K 0.05% -224 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,770 $439K 0.13% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,753 $438K 0.15% +1,072 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,749 $437K 0.05% +221 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,745 $437K 0.06% -41 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,735 $436K 0.02% +195 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,725 $435K 0.02% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,712 $434K 0.03% -4,153 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,712 $434K 0.01% +1,105 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,699 $433K 0.02% -53 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,668 $430K 0.01% -2,069 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,665 $430K 0.01% +563 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,610 $425K 0.01% +5 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,599 $424K 0.02% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,593 $423K 0.03% +1,370 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,577 $421K 0.03% -272,339 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,575 $421K 0.15% +904 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,574 $421K 0.05% -515 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,570 $421K 0.11% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,568 $421K 0.08% +3,920 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,545 $419K 0.06% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,542 $418K +2,366 Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,500 $414K 0.17% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 4,500 $414K 0.1% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,479 $412K 0.02% -2,046 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,476 $412K 0.08% -708 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,461 $411K 0.03% +42 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,456 $410K 0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,426 $408K 0.02% +501 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,419 $407K <0.01% +112 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 4,411 $406K 0.11% -29 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,410 $406K 0.03% -638 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,395 $405K 0.03% -180 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 4,366 $402K 0.04% -374 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. 4,365 $402K 0.01% -137 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,332 $399K 0.03% 0 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,329 $399K 0.05% +22 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,307 $397K 0.04% -10,510 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,297 $396K 0.12% -17,451 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,291 $395K 0.32% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,288 $395K 0.07% -117 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,282 $394K 0.21% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 4,275 $394K 0.09% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,278 $394K 0.02% -5 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,252 $392K 0.01% -4,702 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,240 $390K 0.02% -224 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 4,275 $390K 0.02% -5,683 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,227 $389K 0.03% +265 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,225 $389K 0.04% -90 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,173 $384K 0.11% -42 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,167 $384K 0.2% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,138 $381K 0.13% -95 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,106 $378K 0.02% +749 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,100 $378K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,081 $376K <0.01% 0 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,080 $376K 0.02% -83 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 4,077 $375K 0.08% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,054 $373K 0.04% -819 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,050 $373K 0.28% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,044 $372K 0.02% +455 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,975 $366K 0.06% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,970 $366K 0.01% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,930 $362K 0.01% -594 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,923 $361K 0.15% -186 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,922 $361K 0.01% -307 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,921 $361K 0.06% +1,005 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,890 $358K 0.02% -249 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,886 $358K 0.01% -1,841 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 3,855 $355K 0.24% -335 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,851 $355K 0.3% -11 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,848 $354K 0.01% -2,145 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,815 $351K 0.01% -213 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,801 $350K 0.03% -28 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,794 $349K 0.38% -45 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,786 $349K 0.03% -21 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,769 $347K 0.04% +349 13F-HR/A Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,765 $347K 0.11% +38 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,750 $345K 0.07% -5 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,742 $345K 0.03% -725 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,723 $343K 0.06% -352 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,711 $342K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,702 $341K 0.02% -81 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,697 $340K 0.03% new 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,689 $340K 0.03% +646 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,675 $338K 0.1% -559 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,673 $338K 0.29% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 3,668 $338K 0.19% +3,668 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,653 $336K 0.01% -3,055 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,645 $336K 0.07% -169 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,643 $335K 0.05% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,641 $335K <0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,614 $333K 0.02% +597 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,597 $331K 0.01% +10 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,586 $330K 0.01% -20 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,573 $329K 0.02% +340 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,570 $329K 0.15% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,566 $328K 0.02% +197 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,566 $328K 0.1% -5,131 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,525 $325K 0.03% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,515 $324K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,499 $322K 0.01% +228 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,496 $322K <0.01% -97 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,452 $318K 0.02% +379 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,450 $318K 0.01% +282 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,450 $318K 0.06% -6 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,441 $317K 0.05% -115 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,435 $316K 0.04% +210 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,391 $314K <0.01% +628 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,405 $314K 0.01% -1,609 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,386 $312K 0.06% -90 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,374 $311K 0.04% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,367 $310K 0.04% -300 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,345 $308K 0.13% -196 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,341 $308K <0.01% +764 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,320 $306K 0.07% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,305 $304K 0.01% +402 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,302 $304K 0.03% -38 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,295 $303K 0.16% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 3,281 $302K 0.04% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,261 $300K 0.16% +54 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,252 $299K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,242 $299K 0.02% +22 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,234 $298K 0.04% -56 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,233 $298K 0.03% +30 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,197 $294K 0.04% +484 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,195 $294K 0.07% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,195 $294K 0.04% 0 13F-HR/A Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,194 $294K 0.03% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,196 $294K 0.1% -243 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,161 $291K 0.03% +177 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,157 $291K <0.01% -16,161 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 3,150 $290K 0.18% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,145 $290K 0.08% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,116 $287K 0.05% +398 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,179 $287K 0.02% -440 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,286 $285K 0.09% +12 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,081 $284K 0.02% +6 13F-HR Timeline