FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,300 $673K <0.01% new 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 15,136 $666K 0.09% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,910 $656K -778 Timeline Balefire, LLC More: the full row for Balefire, LLC 14,808 $652K 0.13% -3,142 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,624 $643K <0.01% +12 13F-HR/A Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,448 $636K 0.14% -356 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 14,439 $635K 0.37% +1,859 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,318 $630K 0.02% +2,920 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 14,232 $626K 0.12% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 14,108 $621K 0.02% +37 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,533 $595K 0.01% +1,740 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,430 $591K <0.01% -61,094 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,238 $582K 0.01% +595 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,078 $575K 0.01% +742 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,927 $569K 0.01% +1 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,820 $564K 0.11% -1,680 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 12,521 $551K 0.17% -7,274 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,343 $543K 0.11% +2 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 12,287 $541K 0.06% -64 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 12,046 $530K 0.36% +31 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 11,962 $526K 0.09% new 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,910 $524K 0.3% -5,050 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,794 $519K 0.16% +518 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,725 $516K 0.03% +91 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,658 $513K 0.04% +17 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,630 $512K 0.01% +271 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 11,583 $510K 0.26% +135 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,230 $494K 0.07% +297 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,194 $493K 0.06% +124 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,182 $492K 0.07% +492 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,168 $491K 0.02% -1,032 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,158 $491K 0.04% -3,986 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 10,972 $483K 0.09% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,885 $479K 0.09% +771 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,866 $478K 0.01% +10,177 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,910 $476K 0.01% -288 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,672 $470K <0.01% +5,257 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,553 $464K 0.02% -1,359 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 10,501 $462K 0.24% +88 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 10,500 $462K 0.14% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,354 $456K 0.09% +251 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,330 $455K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,318 $454K 0.01% -314 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 10,192 $448K 0.03% -2,049 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,185 $448K 0.02% +95 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,184 $448K <0.01% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 9,996 $440K 0.08% -527 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 9,937 $437K 0.19% +110 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,922 $437K 0.59% -302 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,905 $436K 0.1% -392 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,848 $433K 0.01% +764 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,829 $432K 0.04% +1 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,794 $431K <0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 9,759 $429K 0.07% 0 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 9,620 $423K 0.23% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9,522 $419K 0.12% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 9,385 $413K 0.04% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 9,083 $400K 0.16% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,081 $400K 0.06% new 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 8,960 $394K 0.25% +212 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,902 $392K 0.01% +30 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,800 $387K 0.04% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,777 $386K <0.01% 0 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,702 $383K 0.1% +602 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 8,612 $379K 0.46% +360 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,578 $377K 0.04% -440 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 8,468 $373K 0.1% +12 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,442 $371K 0.03% +94 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,392 $369K 0.02% +62 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,297 $363K 0.04% -2,716 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,227 $362K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,178 $360K 0.01% -332 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,130 $358K 0.27% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,072 $355K <0.01% +3,314 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,920 $348K 0.05% +2,107 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,918 $348K <0.01% +500 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,911 $348K 0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,895 $347K <0.01% -3,060 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,895 $347K 0.14% +2,334 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,920 $347K 0.01% -522 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,838 $345K 0.04% -609 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,790 $343K 0.01% +500 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,665 $337K 0.01% -1,255 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,544 $334K 0.02% +2,719 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,583 $334K 0.04% +103 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,548 $332K 0.02% +1,034 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,539 $332K 0.26% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,475 $329K 0.04% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 7,450 $328K 0.18% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,536 $325K 0.03% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7,285 $321K 0.13% +221 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,284 $320K 0.23% -325 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,250 $319K 0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,222 $318K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7,222 $318K 0.02% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,118 $313K 0.11% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,090 $312K 0.05% +1,100 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,046 $310K 0.01% +255 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,747 $297K 0.09% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,745 $297K 0.01% -3,982 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,597 $290K 0.02% +21 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,573 $289K <0.01% -28,381 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,448 $284K 0.05% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,440 $283K 0.01% +1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,440 $283K 0.01% +1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,360 $280K 0.01% +805 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,102 $279K 0.04% new 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,476 $279K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,183 $272K 0.14% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,154 $271K 0.01% +308 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,119 $269K <0.01% -51 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,024 $265K 0.01% -730 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 5,977 $263K 0.15% -224 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,969 $263K <0.01% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,950 $262K 0.03% +714 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,888 $259K 0.18% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,821 $256K 0.03% 0 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 5,818 $256K 0.44% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,799 $255K 0.01% -1,256 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,783 $254K 0.13% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,772 $254K 0.02% 0 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 5,700 $251K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,639 $248K 0.03% +51 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,620 $247K <0.01% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,611 $247K 0.02% +22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,500 $242K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,365 $236K 0.02% -4,285 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,348 $235K 0.01% +15 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,333 $235K 0.01% -83 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,292 $233K 0.05% -1 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,235 $230K 0.18% +92 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,074 $225K <0.01% +2,497 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,097 $224K <0.01% +17 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,084 $224K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,039 $223K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,017 $221K 0.01% -436 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,902 $216K 0.02% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,836 $213K 0.06% +21 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,809 $212K 0.01% -2,435 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,734 $208K 0.08% -9 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,717 $208K 0.12% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,659 $205K 0.08% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,637 $204K 0.01% -2,180 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,634 $204K <0.01% -387 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,605 $203K <0.01% -6,998 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,600 $202K <0.01% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,600 $202K 0.12% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,581 $202K <0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,558 $201K 0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,072 $179K 0.24% +40 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,919 $172K <0.01% +543 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,800 $167K 0.13% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,460 $152K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,427 $151K <0.01% -179 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,143 $138K <0.01% +273 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,948 $130K 0.09% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,947 $129K 0.02% +502 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,639 $116K 0.05% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,532 $111K <0.01% -418 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,345 $103K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,314 $102K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,303 $101K 0.01% +381 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,288 $101K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,093 $92.1K 0.03% +23 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,591 $91.6K 0.03% +2,523 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,039 $90K <0.01% +300 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,000 $88K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,950 $85.8K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,709 $75.2K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,674 $73.7K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,585 $69.7K 0.01% -635 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,500 $66K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,480 $65.1K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,337 $58.8K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,317 $57.9K <0.01% +484 13F-HR/A Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,495 $55.7K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,248 $54.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,171 $51.5K 0.02% +13 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,160 $51K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,150 $50.6K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,125 $49.5K 0.04% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,100 $48.4K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,094 $48.2K 0.02% +112 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,080 $47.5K 0.01% +774 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,055 $46.4K <0.01% +11 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,042 $45.8K <0.01% -450 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,011 $44.7K 0.02% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,001 $44K 0.01% +44 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 1,000 $44K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 985 $43.3K <0.01% +430 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 931 $40.9K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 895 $39.4K <0.01% -363 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 880 $38.7K <0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 868 $38.2K 0.01% +114 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 863 $38K <0.01% +668 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 821 $36.1K 0.01% +33 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 800 $35.2K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 717 $31.5K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 717 $31.5K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 711 $31.3K <0.01% new 13F-HR Timeline Group