Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,162 $406K 0.01% 0 13F-HR Timeline Group Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,160 $405K 0.28% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,158 $405K 0.07% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 1,155 $404K 0.12% -60 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,153 $403K 0.03% -159 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,150 $402K 0.22% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,149 $401K 0.14% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,148 $401K 0.01% +236 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,145 $400K <0.01% +496 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,144 $400K 0.03% -71 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,139 $398K <0.01% +38 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,134 $396K 0.26% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,131 $395K 0.06% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,127 $394K 0.22% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,123 $393K 0.05% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,120 $391K 0.27% +40 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 1,120 $391K 0.16% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,112 $389K 0.02% -1,419 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,105 $386K 0.05% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,100 $384K 0.05% +9 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,165 $384K 0.05% -49 13F-HR/A Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,040 $383K 0.17% -1,040 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,096 $383K 0.05% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,129 $382K 0.03% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,090 $381K 0.15% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,081 $378K 0.02% -2 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,079 $377K 0.02% +13 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,076 $376K 0.03% +4 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,075 $376K 0.16% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,066 $373K 0.02% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,062 $371K 0.02% +300 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,062 $371K 0.09% +229 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,056 $369K 0.05% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,056 $369K 0.01% -432 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,053 $368K 0.1% -29 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,049 $367K <0.01% -8,127 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,048 $366K 0.14% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,044 $365K 0.04% -219 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,043 $365K 0.01% -2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,042 $364K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,040 $364K 0.01% +104 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,040 $364K 0.01% +257 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,038 $363K 0.02% -1,377 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,032 $361K <0.01% 0 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 1,029 $360K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,022 $357K 0.02% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,018 $356K 0.13% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,017 $355K 0.03% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,016 $355K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,015 $355K 0.01% +32 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,014 $354K 0.11% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,008 $352K 0.03% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,016 $352K 0.08% +1 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,003 $351K 0.15% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,000 $350K 0.02% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,000 $350K 0.08% -3 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 994 $349K 0.02% -390 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 999 $349K 0.05% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 994 $347K 0.06% +183 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 993 $347K 0.07% +13 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 990 $346K 0.01% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 990 $346K 0.07% +4 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 988 $345K 0.08% new 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 984 $344K 0.04% +18 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 982 $343K 0.01% -287 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 982 $343K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 971 $339K 0.01% +172 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 949 $332K 0.05% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 940 $329K 0.04% -134 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 937 $328K 0.01% +101 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 934 $326K 0.05% -25 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 933 $326K 0.17% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 929 $324K 0.27% +290 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 922 $322K 0.14% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 918 $321K <0.01% +215 13F-HR Timeline Group Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 918 $321K 0.11% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 917 $321K 0.01% 0 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 916 $320K 0.07% +3 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 914 $320K 0.05% +1 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 912 $319K 0.1% +8 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 911 $319K 0.01% -382 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 911 $318K 0.09% +3 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 905 $316K 0.04% +166 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 902 $315K 0.03% -60 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 902 $315K 0.02% +31 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 900 $315K 0.01% -126 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 900 $315K 0.1% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 894 $313K <0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 898 $312K 0.03% -629 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 891 $311K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 886 $310K 0.06% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 885 $309K 0.02% -79 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 883 $309K 0.02% -3 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 879 $307K 0.05% +177 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 872 $305K <0.01% -2 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 868 $303K 0.09% -989 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 867 $303K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 866 $303K 0.06% -3 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 865 $302K -24 Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 861 $301K 0.06% -7 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 857 $300K 0.02% -4 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 856 $299K 0.01% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 852 $298K 0.07% -23 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 850 $297K 0.02% +94 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 850 $297K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 848 $296K 0.05% +112 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 840 $294K 0.01% -246 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 740 $292K 0.05% -72 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 834 $291K 0.03% -1 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 831 $290K 0.24% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 800 $290K 0.01% +62 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 824 $288K <0.01% +58 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 824 $288K 0.02% +7 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 826 $288K 0.09% +679 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 812 $286K 0.04% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 817 $286K 0.19% -86 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 808 $282K 0.02% -539 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 805 $281K 0.01% +14 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 803 $281K 0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 800 $280K 0.01% -8 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 801 $280K 0.02% -13 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 791 $276K 0.03% -79 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 790 $276K 0.16% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 790 $276K 0.02% -59 13F-HR Timeline Busey Bank More: the full row for Busey Bank 789 $276K 0.01% +4 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 787 $275K 0.02% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 786 $275K 0.05% +40 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 777 $271K <0.01% new 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 776 $271K 0.04% +85 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 773 $270K 0.44% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 770 $269K 0.02% +54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 770 $269K 0.05% -7 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 767 $268K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 759 $265K 0.02% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 757 $265K 0.02% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 751 $262K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 751 $262K 0.04% 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 750 $262K 0.02% -3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 747 $261K 0.04% 0 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 745 $260K 0.02% -16 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 740 $259K 0.02% +3 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 732 $256K 0.01% -223 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 728 $255K 0.01% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 722 $252K 0.12% -228 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 722 $252K 0.07% -166 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 721 $252K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 720 $252K 0.05% +40 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 719 $251K 0.06% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 719 $251K 0.01% -11 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 719 $251K 0.18% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 715 $250K 0.03% +2 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 722 $249K <0.01% +17 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 707 $247K 0.01% -1,331 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 702 $246K 0.01% +1 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 702 $245K 0.1% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 700 $245K 0.05% 0 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 696 $243K 0.05% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 695 $243K 0.11% +74 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 688 $240K 0.09% +1 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 688 $240K 0.15% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 686 $240K 0.08% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 685 $240K 0.02% +5 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 683 $239K 0.02% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 682 $238K 0.1% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 682 $238K 0.05% +14 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 678 $237K 0.15% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 678 $237K 0.02% -4 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 674 $236K 0.04% +3 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 674 $236K 0.06% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 672 $235K 0.01% +2 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 668 $233K <0.01% -3 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 668 $233K 0.06% -248 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 667 $233K 0.03% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 667 $233K 0.02% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 666 $233K 0.06% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 666 $233K 0.01% +25 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 664 $232K 0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 660 $231K 0.05% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 659 $230K 0.02% -11,569 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 656 $229K 0.09% +1 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 653 $228K 0.02% +42 13F-HR Timeline 111 Capital More: the full row for 111 Capital 651 $228K 0.04% -912 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 650 $227K <0.01% +15 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 649 $227K 0.01% +19 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 647 $226K 0.13% -191 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 640 $224K 0.03% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 607 $224K 0.05% +5 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 635 $222K 0.05% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 634 $222K 0.03% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 633 $221K 0.08% -1 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 631 $221K 0.06% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 628 $220K <0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 627 $219K 0.01% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 627 $219K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 628 $219K <0.01% +7 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 623 $218K 0.07% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 630 $218K 0.03% -94 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 623 $218K 0.02% -4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 621 $217K 0.02% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 621 $217K 0.02% +3 13F-HR Timeline