XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,157 $597K 0.03% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,132 $595K 0.09% +93 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,029 $587K 0.19% +409 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,028 $587K 0.09% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,026 $586K 0.03% -1,215 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,023 $586K 0.02% -731 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,986 $583K 0.04% -870 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,979 $583K 0.31% +273 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,956 $581K 0.03% -131 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,932 $579K 0.01% +307 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,905 $576K 0.04% +5,640 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,898 $576K 0.03% +495 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,881 $574K 0.11% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,873 $574K <0.01% +462 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,870 $573K 0.06% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,857 $572K 0.03% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 6,820 $569K 0.33% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,796 $567K 0.13% -7,004 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,781 $566K 0.08% +306 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,768 $565K 0.06% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,768 $565K 0.07% -180 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,706 $560K 0.38% +442 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 6,700 $559K 0.24% +15 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,660 $556K 0.02% -2,612 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,650 $555K 0.05% +89 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,646 $555K 0.03% -76 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,645 $548K 0.07% +481 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 6,542 $546K 0.01% +1,642 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 6,538 $546K 0.23% +347 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,491 $542K <0.01% +345 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,483 $541K 0.01% -4 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,483 $541K 0.03% -87 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,455 $539K 0.03% -340 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,403 $534K 0.01% +657 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,399 $534K 0.03% -111 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 6,389 $533K 0.41% +152 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,374 $532K 0.02% +3,173 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,274 $524K 0.24% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,396 $523K 0.06% -162 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,200 $517K 0.08% -8,660 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,221 $517K <0.01% +250 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 6,140 $512K 0.04% -1,695 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,188 $509K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,100 $509K 0.01% +814 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,312 $508K 0.02% +21 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6,066 $506K <0.01% +164 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,013 $502K 0.07% -1 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,000 $501K 0.06% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,000 $501K 0.04% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,990 $500K 0.02% -147 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,973 $498K <0.01% +1,118 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,126 $498K 0.01% +116 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,945 $496K 0.02% +2,063 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,828 $486K 0.05% -9 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,827 $486K 0.14% -100 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,820 $486K 0.09% -600 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,819 $486K <0.01% -262 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,814 $485K 0.23% +46 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,768 $481K <0.01% -3,416 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,730 $478K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,696 $476K <0.01% -4,130 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,648 $471K 0.04% -19 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 5,640 $471K 0.38% 0 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,617 $469K 0.1% -298 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,608 $468K 0.01% -365 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,590 $467K 0.01% -291 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,565 $464K 0.03% +160 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,548 $463K 0.02% +149 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,528 $461K 0.06% +321 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,518 $461K 0.05% +901 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 5,515 $460K 0.56% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,510 $460K 0.07% -334 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,701 $457K 0.15% +26 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,476 $457K 0.05% -26,588 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,444 $454K 0.01% -261 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,444 $454K 0.05% +462 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,437 $454K 0.01% +16 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,435 $454K 0.01% +2,919 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,347 $451K 0.01% +64 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 5,350 $447K 0.27% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,330 $445K <0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,321 $444K 0.19% +16 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,297 $442K 0.03% +40 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,298 $442K 0.12% +258 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,277 $440K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,276 $440K 0.01% -154 13F-HR Timeline 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 5,268 $440K 0.02% -727 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 5,261 $439K 0.08% -50,392 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,250 $438K 0.15% -125 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 5,239 $437K 0.13% -294 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,238 $437K 0.01% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,225 $436K 0.22% +100 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 5,204 $434K 0.3% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,179 $432K 0.03% +199 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,137 $429K 0.01% +260 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,108 $426K 0.12% +5 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,101 $426K 0.08% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,088 $425K <0.01% +1,114 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,072 $422K <0.01% new 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,043 $421K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,088 $420K 0.08% +2,625 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,024 $419K <0.01% +95 13F-HR/A Timeline Group Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 5,016 $419K 0.2% -5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,011 $418K 0.03% +2,334 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,004 $418K 0.05% +5 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,001 $417K 0.13% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,988 $416K 0.09% +42 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,985 $416K 0.17% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,959 $414K 0.02% +215 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,994 $414K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,932 $412K 0.02% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,927 $411K 0.01% -140 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,916 $410K 0.03% +125 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,905 $409K 0.1% +15 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,871 $406K 0.06% 0 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,809 $401K 0.08% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,762 $397K 0.06% -850 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,745 $396K 0.02% -2,146 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,737 $395K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,705 $393K 0.01% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,695 $392K 0.06% -206 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,671 $390K 0.06% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,795 $389K 0.03% -871 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,624 $386K 0.03% +18 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,622 $386K 0.05% +27 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,600 $384K 0.17% 0 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,553 $380K 0.07% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,553 $380K 0.31% -49 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,552 $380K 0.15% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,538 $379K 0.01% -1,674 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,535 $379K 0.02% +33 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 4,532 $378K 0.19% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,525 $378K 0.01% +134 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,516 $377K <0.01% +549 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,496 $375K 0.03% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,494 $375K 0.16% -840 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,480 $374K 0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,462 $372K 0.1% +29 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,450 $371K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,403 $367K 0.01% +656 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,395 $367K 0.02% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,380 $366K 0.05% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,322 $361K 0.16% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,322 $361K 0.07% -150 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,312 $360K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,284 $358K 0.03% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,282 $357K 0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,273 $357K 0.06% +17 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,258 $355K <0.01% -569 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,250 $355K <0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,248 $355K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,303 $353K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,205 $351K 0.01% +1,742 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,193 $350K <0.01% +12 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,189 $350K 0.01% +12 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,177 $349K 0.05% -64 13F-HR/A Timeline Versor Investments LP More: the full row for Versor Investments LP 4,177 $349K 0.06% +1,598 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,176 $349K 0.03% -227 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,159 $347K 0.06% +4 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,149 $346K 0.05% -1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,148 $346K 0.01% +615 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,253 $346K 0.01% -390 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,131 $345K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,111 $343K 0.05% -122 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,103 $342K 0.11% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,089 $341K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,074 $340K <0.01% +66 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,033 $337K 0.11% +6 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,000 $334K 0.16% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,000 $334K 0.05% -187 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,999 $334K 0.02% +579 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,994 $333K 0.03% +367 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,991 $333K 0.01% +3,220 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3,989 $333K 0.13% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,963 $331K 0.2% -4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,945 $330K 0.12% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,870 $323K 0.04% +27 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,861 $322K 0.02% -2,023 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,860 $322K 0.01% -300 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,896 $321K 0.13% +307 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,822 $319K 0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,795 $317K 0.01% +20 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,791 $316K 0.01% -30 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,786 $316K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,781 $316K +390 Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,771 $315K 0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,769 $315K <0.01% +44 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,755 $313K <0.01% +120 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,744 $312K 0.07% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,701 $309K 0.12% 0 13F-HR/A Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,685 $308K 0.03% -90 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,683 $307K 0.02% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,668 $306K 0.02% +325 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,652 $305K 0.05% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 3,645 $304K 0.06% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,645 $304K 0.04% +1,210 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,638 $304K 0.05% -67 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,634 $303K 0.02% +27 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,629 $303K 0.01% +506 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,625 $303K <0.01% 0 13F-HR Timeline