Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,729 $595K 0.01% +167 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,725 $594K 0.05% +4 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 1,725 $594K 0.25% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,717 $591K 0.02% +1,071 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,715 $591K 0.1% -178 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,715 $591K 0.08% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,705 $587K 0.01% +101 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,694 $583K 0.02% -55 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,682 $579K 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,681 $579K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,676 $577K 0.14% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,660 $572K 0.06% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,644 $566K 0.11% +108 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,640 $565K 0.06% -1,164 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,639 $564K 0.05% -502 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,600 $564K 0.09% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,633 $562K 0.01% +51 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,632 $562K 0.01% +128 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,631 $562K 0.07% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,606 $553K 0.16% -4 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,599 $551K 0.02% -307 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,598 $550K 0.01% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,592 $548K 0.19% +2 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,591 $548K 0.02% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,566 $547K 0.02% +185 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,587 $546K 0.03% -23 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,585 $546K 0.22% +125 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,575 $542K 0.02% -84 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,570 $541K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,569 $540K -9 Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,567 $540K 0.01% -449 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,554 $535K 0.02% -219 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,545 $532K 0.03% -142 13F-HR Timeline Clark Capital Management Group, Inc. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,503 $518K 0.03% -598 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,500 $516K 0.02% 0 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,497 $515K 0.13% -131 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,495 $515K 0.04% -127 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,492 $514K 0.01% +145 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,480 $510K 0.13% -10 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,471 $506K 0.13% -90 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,468 $505K 0.01% -318 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,465 $504K 0.42% -106 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,462 $503K 0.04% -1,159 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,458 $502K 0.12% -1 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,457 $502K 0.03% -308 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,437 $495K 0.04% +214 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,434 $494K 0.11% -55 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,421 $489K 0.01% +650 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,416 $487K 0.01% +285 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,411 $486K 0.19% -177 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,408 $485K 0.01% -5,589 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,408 $485K 0.04% +13 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,407 $485K 0.03% -74 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,407 $485K 0.03% +3 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,405 $484K 0.19% -175 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Legacy Private Trust Co. 1,395 $480K 0.03% -39 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,386 $477K <0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,383 $476K 0.03% -1,412 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,375 $473K <0.01% -37 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,365 $470K 0.06% -69 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,363 $469K 0.01% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,362 $469K 0.12% new 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,362 $469K 0.05% -103 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,356 $467K 0.06% +406 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. 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More: the full row for RD Lewis Holdings, Inc. 1,248 $455K 0.34% -54 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,319 $454K 0.14% +2 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,465 $453K 0.05% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,310 $451K 0.05% +65 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,310 $451K 0.06% +35 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,308 $450K 0.02% +38 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 1,288 $444K 0.03% -76 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,275 $439K 0.03% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,281 $439K 0.02% -765 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,274 $439K 0.07% -246 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,270 $437K 0.19% +12 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,262 $435K 0.15% -65 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,256 $433K 0.05% +94 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,256 $432K 0.09% +82 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,222 $421K 0.07% +79 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,222 $420K 0.08% +242 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,218 $420K 0.02% +28 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,213 $418K 0.16% -53 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,213 $418K 0.07% +3 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,212 $417K 0.01% -2 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,211 $417K 0.15% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,208 $416K 0.07% +23 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,203 $414K 0.19% +2 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,202 $414K 0.01% -1,326 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,200 $413K 0.04% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,199 $413K 0.03% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,197 $412K 0.01% -281 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,209 $412K 0.22% 0 13F-HR Timeline Armbruster Capital Management, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 1,137 $392K 0.04% -17 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,137 $391K 0.01% -627 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,136 $391K 0.09% -13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,134 $390K 0.01% -225 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,129 $389K 0.03% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,125 $387K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,124 $387K 0.03% -563 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,125 $387K 0.04% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,120 $386K 0.14% +3 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,119 $385K 0.02% -585 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for CTC Alternative Strategies, Ltd. 1,040 $358K 0.52% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,035 $356K 0.04% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,029 $354K <0.01% -49 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,029 $354K <0.01% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,027 $354K 0.08% -8,850 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,027 $354K 0.01% 0 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,026 $353K 0.15% -52 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,120 $353K 0.01% +150 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,011 $348K 0.2% +200 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 1,007 $347K 0.19% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,007 $347K 0.02% +361 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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