Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,000 $220K 0.03% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,850 $216K <0.01% 0 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 8,725 $213K 0.01% -700 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 8,520 $208K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,374 $204K <0.01% +3,504 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,312 $203K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 8,210 $200K 0.07% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,133 $199K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,144 $174K 0.01% +334 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,046 $172K 0.03% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,913 $169K 0.12% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,200 $151K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,056 $148K 0.11% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6,000 $146K 0.03% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,000 $146K 0.09% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,950 $145K 0.06% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,887 $144K <0.01% -5,800 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,600 $137K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,451 $133K <0.01% -3,719 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,400 $132K 0.02% -12,600 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,325 $130K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,095 $124K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,000 $122K 0.03% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,000 $122K 0.06% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,693 $114K 0.02% -9,000 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,078 $99.5K 0.02% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,700 $90.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,652 $89.1K <0.01% -500 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3,565 $87K 0.05% -4,875 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,530 $86.1K 0.01% -5,412 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,510 $85.6K 0.08% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,503 $85.4K <0.01% -8,711 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 3,500 $85.4K 0.05% -4,825 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,500 $85.4K 0.06% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,140 $76.6K 0.02% +1,570 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,000 $73.2K 0.03% +1,300 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,000 $73.2K <0.01% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,930 $71.5K 0.04% +1,480 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,912 $71K <0.01% -11,647 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,712 $66.1K 0.05% +107 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,629 $64.1K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,600 $63K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,500 $61K <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,500 $61K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,500 $61K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,229 $54.4K <0.01% +1,910 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 2,225 $54.3K 0.03% -450 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,366 $53.5K <0.01% +2,266 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,027 $49.5K <0.01% -927 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,005 $48.9K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $48K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,953 $47.6K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,750 $42.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,695 $41.3K <0.01% -2,700 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,600 $39K <0.01% -800 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,550 $37.8K <0.01% -150 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,504 $36.7K <0.01% -996 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,500 $36.6K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,445 $35.2K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,350 $32.9K <0.01% +150 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,250 $30.5K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,200 $29.3K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 1,200 $29.3K 0.04% -800 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,112 $27.1K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,000 $24.4K <0.01% new 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 862 $21K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 805 $19.6K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 750 $18.3K <0.01% -800 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 750 $18.3K 0.01% +250 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,386 $17K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 687 $16.8K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 678 $16.5K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 652 $15.9K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 643 $15.7K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 640 $15.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 600 $14.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 572 $13.9K <0.01% -11 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 530 $12.9K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 500 $12.2K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 500 $12.2K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 400 $9.76K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 333 $8.12K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 300 $7.32K <0.01% -68 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 288 $7.02K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 240 $5.85K <0.01% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 200 $4.88K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 170 $4.15K <0.01% +20 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 125 $3.05K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 100 $2.44K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 95 $2.32K <0.01% -132 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 60 $1.46K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 64 $1.45K <0.01% 0 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 100 $1.29K <0.01% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 51 $1.24K <0.01% -101 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $1.22K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $732 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 22 $537 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17 $415 <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 15 $366 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $49 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $49 <0.01% new 13F-HR Timeline Group