FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,621 $1.87M 0.35% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,550 $1.85M 1.4% -650 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,530 $1.85M 0.39% -46 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,511 $1.84M 0.06% +1,795 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,448 $1.82M 0.19% +1,114 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,399 $1.82M 0.05% +871 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,370 $1.8M 0.13% +117 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,361 $1.8M 0.08% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,248 $1.77M 0.12% -131 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 6,234 $1.76M 0.02% 0 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 6,164 $1.74M 1.41% -177 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,108 $1.73M 0.08% -816 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,105 $1.73M 0.29% +3,165 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,100 $1.73M 0.15% +795 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,078 $1.72M 0.51% +17 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,075 $1.72M 0.06% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,053 $1.71M 0.02% +63 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,019 $1.7M 0.01% -563 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,005 $1.7M 0.08% -632 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 6,000 $1.7M 1.89% 0 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,989 $1.69M 0.92% -40 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,965 $1.69M 0.37% -40 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,895 $1.67M 0.29% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,892 $1.67M 0.04% -184 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,889 $1.67M 0.31% -97 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,878 $1.66M 0.02% +1,703 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,874 $1.66M 0.82% +2 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,843 $1.65M 0.11% -2,334 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,843 $1.65M 0.31% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,778 $1.64M 0.79% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,826 $1.63M 0.32% +4,239 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,745 $1.63M 0.13% -135 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,734 $1.62M 0.1% +681 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,728 $1.62M 0.01% +793 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,672 $1.61M 0.09% +1,689 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,617 $1.59M 0.83% +296 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,570 $1.58M 0.49% +45 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,548 $1.57M 0.41% new 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,499 $1.56M 0.05% -1,092 13F-HR/A Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 5,441 $1.54M 0.64% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,426 $1.54M 0.2% -34 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,422 $1.53M 0.07% +333 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 5,610 $1.53M 0.15% +697 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,693 $1.53M 0.03% -167 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,375 $1.52M 0.03% +57 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,370 $1.52M 0.11% -6,977 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,362 $1.52M 0.06% +302 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,348 $1.51M 0.81% +5 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,388 $1.5M 0.18% +149 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,304 $1.5M 0.27% +78 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,301 $1.5M 0.41% +187 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,288 $1.5M 0.16% -336 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,235 $1.48M 0.02% +276 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,228 $1.48M 0.05% +146 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,224 $1.48M 0.02% +3,165 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,205 $1.47M 0.06% -778 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,199 $1.47M 0.14% +234 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,186 $1.47M 0.15% -50,320 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,180 $1.47M 0.03% -7 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,170 $1.46M 0.17% -753 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,158 $1.46M 0.06% -11,143 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 5,143 $1.46M 1.24% -9,261 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,112 $1.45M 0.74% -71 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,108 $1.45M 0.15% +1,182 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,084 $1.44M 0.02% -243 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,084 $1.44M 0.18% +69 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,069 $1.43M 0.24% -170 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 5,057 $1.43M 0.04% +4,212 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5,017 $1.42M 0.52% +14 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,001 $1.42M 0.07% +3,312 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,000 $1.42M 0.14% -9,150 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,000 $1.42M 0.55% -1,800 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 5,000 $1.42M 0.56% -500 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $1.42M 0.35% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,948 $1.4M 0.05% +1,924 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,904 $1.39M 0.1% -8,767 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 4,896 $1.39M 0.04% +224 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,885 $1.38M 0.01% -185 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,863 $1.38M 0.03% +3,311 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,822 $1.36M 0.04% +14 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,813 $1.36M 0.06% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,812 $1.36M 0.56% +488 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,809 $1.36M 0.11% -767 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,877 $1.36M 0.13% +1,062 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,798 $1.36M 0.04% -9,209 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,790 $1.36M 0.37% +1,645 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,789 $1.36M 0.16% -204 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,783 $1.35M 1.19% -613 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,770 $1.35M 0.15% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,764 $1.35M 1.11% -52 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,727 $1.34M 0.25% +52 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,715 $1.33M 0.44% +197 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,696 $1.33M 0.03% +193 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,686 $1.33M 0.27% +4,500 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,687 $1.33M 0.37% -439 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,680 $1.32M 0.48% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,667 $1.32M 0.05% -46 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,651 $1.32M 0.07% +349 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,641 $1.31M 0.68% -10 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,630 $1.31M 0.08% -50 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,588 $1.3M 0.01% -1,566 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,562 $1.29M 0.02% 0 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,546 $1.29M 0.26% +2,142 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,498 $1.27M 0.13% +9 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,439 $1.26M 0.35% +1,518 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,429 $1.25M 1.42% +2,294 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,376 $1.24M 0.04% -650 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,423 $1.23M 0.12% +56 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,343 $1.23M 0.32% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,330 $1.23M 0.05% -200 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,325 $1.22M 0.59% +700 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,319 $1.22M 0.02% -196 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,284 $1.21M 0.16% +344 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,283 $1.21M 0.08% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,267 $1.21M 0.05% -403 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. 4,264 $1.21M 0.03% +1,017 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,242 $1.2M 0.11% +901 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,239 $1.2M 0.74% -57 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,232 $1.2M 0.32% +433 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,226 $1.2M 0.03% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,190 $1.19M 0.03% +2,643 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,190 $1.19M 1.25% +1,537 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,169 $1.18M 0.02% +928 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,166 $1.18M 0.01% +3,190 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,163 $1.18M 0.26% -39 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,160 $1.18M 0.22% +465 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,144 $1.17M 0.2% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,140 $1.17M 0.04% -2,607 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,126 $1.17M 0.21% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,105 $1.16M 0.66% +259 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,097 $1.16M 0.07% -134 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,096 $1.16M 0.01% +1,821 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,079 $1.15M -1,338 Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,056 $1.15M 0.89% -107 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,055 $1.15M 0.03% -25 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,052 $1.15M 1.28% -396 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,034 $1.14M 1.08% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,012 $1.14M 0.84% +28 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,000 $1.13M 0.08% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,000 $1.13M 0.46% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,968 $1.12M 0.1% -17 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,965 $1.12M 0.04% +573 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,957 $1.12M 0.15% +411 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,932 $1.11M 0.09% +176 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,922 $1.11M 0.03% +286 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,914 $1.11M 0.31% -388 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,912 $1.11M 0.15% -634 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,907 $1.11M 0.17% -35 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,903 $1.1M 0.04% +327 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,892 $1.1M 0.69% +1,442 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,886 $1.1M 0.17% -19 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,873 $1.09M 0.02% -1,476 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,111 $1.09M 0.12% -78 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,925 $1.08M 0.09% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,824 $1.08M 0.08% +42 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,812 $1.08M 0.19% -676 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,808 $1.08M 0.05% +36 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,784 $1.07M 0.54% -603 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,776 $1.07M 0.07% -198 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,773 $1.07M 0.04% -10 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,759 $1.06M 0.15% -179 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,730 $1.06M 0.29% +1,515 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,983 $1.06M 0.03% +670 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,684 $1.04M 0.09% +23 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,681 $1.04M 0.38% -112 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,671 $1.04M 0.07% +314 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,659 $1.04M 0.11% +39 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,655 $1.03M 0.59% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,649 $1.03M 0.22% +337 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,623 $1.03M 0.08% +512 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,619 $1.02M 0.17% +74 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,619 $1.02M 0.07% -28 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 3,594 $1.02M 0.52% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,593 $1.02M 0.02% -531 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,583 $1.01M 0.07% +358 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,532 $1000K 0.67% +3 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,528 $998K 0.14% +688 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,489 $987K 0.08% +266 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 3,487 $987K 0.42% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,477 $984K 0.11% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,460 $979K 0.69% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,453 $973K 0.19% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,437 $973K 0.79% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,429 $970K 0.63% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 3,420 $968K 0.67% -300 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 3,408 $964K 1.07% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,404 $963K 0.11% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,397 $961K 0.03% +536 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,390 $959K 0.05% -467 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,386 $958K 0.42% -152 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,379 $956K 0.05% -17 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,359 $951K 0.21% +1,063 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,350 $948K 0.03% +2,297 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,338 $945K 0.02% +176 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,337 $944K 0.04% +157 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,314 $938K 0.03% -161 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,308 $936K 0.08% +51 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,299 $934K 0.04% -3,782 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,280 $928K 0.33% -19 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,280 $928K 0.06% +304 13F-HR Timeline Group