JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,901 $1.04M 0.03% +1,776 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,894 $1.04M 0.07% +223 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,894 $1.04M 0.03% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,891 $1.04M 0.08% -41 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,886 $1.04M 0.08% +358 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,886 $1.03M 0.33% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,866 $1.03M 0.02% +273 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 3,851 $1.03M 0.49% +67 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,833 $1.02M 0.62% -59 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,831 $1.02M 0.56% +176 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,828 $1.02M 0.07% +4 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,824 $1.02M 0.15% -302 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,790 $1.01M 0.75% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,787 $1.01M 0.16% +168 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,776 $1.01M 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,777 $1.01M 0.06% -320 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,776 $1.01M 0.76% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,018 $1M 0.03% +35 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,758 $1M 0.04% +2,905 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,735 $997K 0.03% +566 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,732 $996K 0.15% -80 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,730 $995K 0.24% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,710 $990K 0.03% -5,086 13F-HR/A Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 3,709 $990K 0.12% -203 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,704 $988K 0.13% -203 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,992 $988K 0.09% -119 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,696 $986K 0.29% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,687 $984K 0.1% +28 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,685 $983K 0.04% -123 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,658 $976K 0.49% -447 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,650 $974K 0.01% +750 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,643 $972K 0.51% -682 13F-HR Timeline Index Fund Advisors, Inc. 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More: the full row for Bridgewater Advisors Inc. 3,932 $950K 0.07% +7 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,625 $949K 0.06% -59 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,556 $949K 0.08% +570 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,555 $949K 0.59% +23 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,553 $948K 0.3% +462 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,552 $948K 0.34% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,534 $943K 0.94% -518 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 3,533 $943K 0.03% -240 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,524 $940K 0.15% -95 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,522 $940K 0.31% -159 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,513 $937K 0.29% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,506 $936K 0.1% -778 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,491 $932K 0.77% 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,482 $929K 0.14% -11,546 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,475 $927K 0.03% +161 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 3,449 $920K 0.14% +1,400 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,446 $920K 0.1% -31 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 3,445 $919K 0.83% +37 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,437 $917K 0.68% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,433 $916K 0.02% +95 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 3,410 $910K 0.53% -10 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,400 $907K 0.1% -4 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,386 $904K 0.04% +7 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,422 $903K 0.08% -1,001 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,367 $899K 0.04% +757 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,326 $888K 0.66% -686 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,324 $887K 0.04% -66 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,307 $883K 0.03% -1,898 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,291 $878K 0.06% +17 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,284 $876K 0.23% +1,557 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. 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More: the full row for Center for Financial Planning, Inc. 3,171 $846K 0.1% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,166 $845K 0.03% -1,647 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,158 $843K 0.05% +996 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,153 $841K 0.27% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,145 $839K 0.15% +461 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,121 $833K 0.29% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,911 $826K 0.11% +1,262 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,088 $824K 0.06% -95 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 3,072 $820K 0.18% new 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,069 $819K 0.1% +656 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,064 $818K 0.24% +647 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,046 $813K 0.13% +300 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,036 $810K 0.29% 0 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,012 $804K 0.05% +518 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,010 $803K 0.01% +13 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,008 $803K 0.02% +90 13F-HR Timeline Northwest Bancshares, Inc. 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More: the full row for Symphony Financial Services, Inc. 2,871 $766K 0.46% +165 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,852 $762K 0.07% -413 13F-HR/A Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,849 $760K 0.35% -54 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,836 $757K 0.29% -550 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,836 $757K 0.14% -153 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,829 $755K 0.09% +75 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,028 $749K 0.1% +17 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,787 $744K 0.13% +39 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,777 $741K 0.09% -13,433 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,776 $741K 0.27% +30 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,756 $736K 0.01% -2,468 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,754 $735K 0.03% +359 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,732 $729K 0.39% -165 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,730 $729K 0.1% +434 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,728 $728K 0.1% -25 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,728 $728K 0.25% -16 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,721 $726K 0.45% 0 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,698 $720K 0.13% -125 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,691 $718K 0.03% -294 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,689 $718K 0.28% +199 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,687 $717K 0.12% -1,457 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,686 $717K 0.01% +681 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,681 $715K 0.09% +539 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,679 $715K 0.54% +13 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,678 $715K 0.21% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,675 $714K 0.22% -349 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,669 $712K 0.14% -28 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,665 $711K 0.33% -93 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,657 $709K 0.05% +2,350 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,644 $706K 0.06% +431 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,906 $703K 0.34% +45 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,634 $703K 0.01% +147 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,631 $702K 0.11% +137 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,627 $701K 0.32% +1,289 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,608 $696K 0.13% +4 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,605 $695K 0.03% -82 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,869 $694K 0.3% -143 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,591 $691K 0.02% +1,180 13F-HR Timeline Pandora Wealth, Inc. 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More: the full row for TRUST POINT INC. 2,470 $659K 0.06% +1,014 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,469 $659K 0.12% -75 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,451 $654K 0.4% -155 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,450 $654K 0.06% +1,225 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,449 $654K 0.06% -185 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,447 $653K 0.37% +460 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,442 $652K 0.03% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 2,433 $649K 0.02% 0 13F-HR Timeline Aviso Financial Inc. 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More: the full row for First Horizon Advisors, Inc. 2,388 $637K 0.02% +162 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,225 $634K 0.03% -262 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,359 $630K 0.02% +159 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,549 $628K 0.3% +519 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,344 $626K 0.02% -111 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,320 $619K 0.03% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,317 $618K 0.06% -9,377 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,312 $617K 0.19% -31 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,298 $613K 0.1% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,296 $613K 0.02% -544 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,295 $612K 0.04% -258 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,285 $610K 0.14% +91 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,282 $609K 0.02% +166 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,280 $608K 0.38% +26 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,272 $606K 0.14% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,254 $602K 0.02% -1,083 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,244 $599K 0.06% +126 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,242 $598K <0.01% +655 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,229 $598K 0.3% +118 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,238 $597K 0.21% 0 13F-HR Timeline Stockman Wealth Management, Inc. 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Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,200 $587K 0.13% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,198 $587K 0.54% +315 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,190 $584K 0.01% -7 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,187 $584K 0.04% +17 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,186 $583K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,176 $581K 0.03% -1,123 13F-HR Timeline First Heartland Consultants, Inc. 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