DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,468 $597K 0.03% -729 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,450 $595K 0.09% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,434 $594K 0.11% -81 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,432 $594K 0.04% +2,565 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,403 $594K 0.02% +3,161 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,349 $586K 0.1% -1,444 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,261 $578K 0.2% +2,424 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for Cauble & Harre Wealth Management, Inc. 5,280 $485K 0.39% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,250 $485K 0.24% 0 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,237 $483K 0.05% +102 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,231 $483K 0.01% +94 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,220 $482K 0.29% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,184 $479K 0.1% -140 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,175 $478K 0.13% 0 13F-HR/A Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,162 $477K 0.02% new 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 5,161 $476K 0.06% -10,395 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,158 $476K 0.04% +2,222 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 5,153 $476K 0.12% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,108 $472K 0.07% +167 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5,100 $471K 0.44% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,089 $470K 0.07% -196 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,086 $469K 0.18% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,072 $468K 0.14% +47 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Frec Markets, Inc. 4,573 $422K 0.07% +756 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,570 $422K 0.13% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,560 $421K 0.51% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,545 $420K 0.07% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,540 $419K 0.03% -15 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,528 $418K 0.04% +284 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,524 $418K 0.01% -45 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,518 $417K 0.01% +1,155 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. 4,502 $416K 0.01% -138 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 4,500 $415K 0.28% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 4,500 $415K 0.1% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,467 $412K 0.04% +32 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,464 $412K 0.02% +680 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 4,440 $410K 0.13% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,427 $409K 0.04% +534 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,419 $408K 0.1% +65 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,419 $408K 0.03% +191 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,405 $407K 0.09% +2 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,332 $400K 0.04% new 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,315 $398K 0.05% -16 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,307 $398K <0.01% +38 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,681 $340K 0.15% +762 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,671 $339K 0.14% +156 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $339K 0.2% -3,668 13F-HR Timeline Amount filed as zero, left out of ratios. CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,667 $338K 0.05% +1,117 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,641 $336K <0.01% -70,911 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,622 $334K 0.01% +529 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,619 $333K 0.02% -678 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,607 $333K <0.01% +839 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,606 $333K 0.01% -4,678 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,598 $332K 0.01% -1,145 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,593 $332K <0.01% +43 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,594 $332K 0.03% +576 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,592 $332K <0.01% +405 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,589 $331K 0.02% -611 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,587 $331K 0.01% +40 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,570 $330K 0.16% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,556 $328K 0.06% +98 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,545 $327K 0.01% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,541 $327K 0.2% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,525 $325K 0.03% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,518 $325K 0.02% -157 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,515 $324K 0.03% -50 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,684 $322K 0.09% -724 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,485 $322K 0.06% -18,400 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,476 $321K 0.07% -149 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,464 $320K <0.01% -4,548 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,456 $319K 0.07% +1 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,436 $317K 0.14% -17,004 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,439 $317K 0.1% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,420 $316K 0.04% -318 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,410 $315K <0.01% new 13F-HR Timeline Group Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,393 $313K 0.35% -472 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,340 $312K 0.04% -964 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,374 $311K 0.05% -275 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,369 $311K 0.03% -11,321 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,357 $310K 0.02% -1,129 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,330 $307K 0.02% +800 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,320 $306K 0.11% 0 13F-HR Timeline Group HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 3,318 $306K 0.02% -4,335 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,295 $304K 0.18% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,290 $304K 0.04% +60 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,271 $302K 0.01% +609 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,260 $301K 0.05% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,252 $300K <0.01% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,243 $299K 0.17% +128 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,274 $299K 0.1% +889 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,233 $298K 0.02% +463 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,225 $298K 0.05% -767 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,223 $298K 0.02% -1,587 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,220 $297K 0.02% +380 13F-HR Timeline