Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 5,178 $229K 0.09% +116 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,318 $229K 0.2% -20 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,312 $228K 0.01% -4,580 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,301 $228K 0.07% -4,510 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,278 $227K 0.01% -236 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,275 $227K 0.01% +17 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,274 $227K 0.04% -1,916 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 5,274 $227K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,274 $227K 0.01% +9 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,256 $226K 0.08% +315 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,218 $224K 0.06% -621 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 5,210 $224K 0.05% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,206 $224K 0.02% -1,442 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 5,203 $224K 0.11% +54 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,204 $224K <0.01% -428 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,200 $224K 0.06% -1,026 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,183 $223K 0.04% -150 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,146 $221K 0.01% +776 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,100 $219K 0.09% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,084 $219K 0.07% -2 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,084 $219K 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,071 $218K 0.02% +5 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,061 $218K 0.05% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 5,051 $217K 0.17% -4,941 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,044 $217K 0.11% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,043 $217K 0.1% -226 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,042 $217K 0.09% -21 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,001 $215K 0.02% -15,611 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,000 $215K 0.05% -2,193 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 5,000 $215K 0.08% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,960 $213K 0.06% -517 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,958 $213K 0.06% -9 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,954 $213K 0.06% -21 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,952 $213K 0.01% -228 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,951 $213K 0.07% -273 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,950 $213K 0.23% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,917 $211K 0.02% -290 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,871 $210K 0.09% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,861 $209K <0.01% -3,474 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,855 $209K 0.02% -334 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,854 $209K 0.03% -51 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,848 $208K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,848 $208K <0.01% -597 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,846 $208K 0.07% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,792 $206K <0.01% +1,906 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,792 $206K 0.17% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,775 $205K 0.04% -300 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,766 $205K 0.01% -77,611 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,762 $205K 0.01% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,740 $204K 0.14% -463 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,700 $202K 0.14% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,704 $202K <0.01% +282 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,694 $202K 0.06% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,387 $199K 0.11% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,599 $198K 0.09% +4,363 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,580 $197K 0.03% +1,040 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,506 $194K 0.1% +30 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,359 $187K <0.01% -500 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,357 $187K 0.09% -1,183 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 4,299 $185K 0.14% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,299 $185K 0.14% +4,258 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,255 $183K 0.03% +273 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,184 $180K 0.01% -3,204 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,179 $180K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,112 $177K 0.02% -212 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,108 $177K 0.11% 0 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4,048 $174K <0.01% -99,680 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,912 $168K 0.02% +496 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,877 $167K 0.01% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,869 $166K 0.02% -29 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,780 $163K 0.12% +47 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,711 $160K 0.01% +2,112 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,696 $159K 0.09% -47 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,493 $154K <0.01% +379 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,503 $153K 0.11% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,487 $150K 0.11% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 3,459 $149K 0.13% +141 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,449 $148K 0.04% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,403 $146K 0.66% -142 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,401 $146K 0.08% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,234 $139K 0.07% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,182 $137K 0.09% +138 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 3,137 $135K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,131 $135K 0.01% new 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3,022 $130K 0.06% +3,020 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,000 $129K 0.03% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 3,000 $129K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,999 $129K 0.04% +146 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,924 $126K 0.06% -129 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,861 $123K 0.02% +1,015 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,712 $117K 0.15% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 74,770 $113K 0.06% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,587 $111K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,565 $110K 0.02% +149 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,491 $107K <0.01% -14 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,483 $107K 0.07% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,443 $105K 0.1% 0 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,430 $104K 0.02% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,360 $101K 0.13% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,315 $99.5K 0.07% +270 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,282 $98.1K 0.01% -29 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,254 $96.9K 0.02% -38 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,246 $96.6K 0.03% -575 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,208 $95.8K 0.01% -261 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,175 $93.5K 0.04% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,171 $93.3K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,117 $91K 0.01% -51 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,088 $90K 0.01% +129 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,089 $89.8K 0.03% +1,199 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,079 $89.4K 0.02% -779 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,043 $88K 0.01% +215 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,018 $86.8K 0.01% -847 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,991 $86K <0.01% +632 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,961 $84.3K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,929 $84.3K 0.04% +500 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,970 $84K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,925 $82.8K 0.01% -705 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,868 $80.3K 0.03% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,819 $78K <0.01% -1,008 13F-HR/A Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,790 $77K 0.03% -312 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,695 $74.9K 0.05% -50 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,709 $73.5K 0.01% -1,499 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,643 $70.6K 0.03% +216 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,632 $70.1K 0.02% +1,100 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,605 $69K 0.04% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,584 $68.1K 0.02% +29 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,563 $67.2K 0.01% +119 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,542 $66.3K 0.02% -217 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,500 $64.5K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,450 $62.3K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,388 $59.7K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,375 $59.1K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,360 $58.5K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,358 $58.4K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,353 $58.2K 0.01% +7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,340 $57.6K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,310 $56.3K 0.04% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,305 $56K 0.03% -2,718 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,241 $53.3K 0.02% -4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,235 $53.1K 0.02% +9 13F-HR Timeline City State Bank More: the full row for City State Bank 1,169 $50.3K 0.02% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,153 $49.6K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,144 $49.2K 0.03% -223 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,094 $47K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,092 $47K <0.01% +955 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,083 $46.6K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,066 $45.8K <0.01% -163 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,023 $44K <0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,018 $43.8K 0.01% +670 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,069 $43K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 961 $41.3K 0.02% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 942 $40.5K 0.01% -223 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 931 $40K <0.01% -865 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 929 $39K 0.01% -50 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 914 $39K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 882 $37.9K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 861 $37K <0.01% -501 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 859 $36.9K 0.01% -1,200 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 854 $36.7K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 853 $36.7K 0.03% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 815 $35.9K 0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 800 $34.4K 0.01% +300 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 791 $34K 0.01% +9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 784 $33.7K 0.01% +35 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 780 $33.5K <0.01% +521 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 747 $32.1K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 743 $31.9K 0.01% -387 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 715 $30.7K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 697 $29.9K 0.01% +10 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 696 $29.9K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 675 $29K 0.02% -1,378 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 668 $28.7K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 643 $27.6K 0.01% +268 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 641 $27.6K 0.02% +32 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 637 $27.4K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 735 $27.1K 0.3% +678 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 612 $26.3K <0.01% -14,361 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 610 $26.2K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 594 $26K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 591 $25.8K <0.01% -207 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 600 $25.8K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 600 $25K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 574 $24.7K 0.01% -5 13F-HR/A Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 570 $24.5K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 568 $24.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 524 $22.5K 0.01% -1,316 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 513 $22.1K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 508 $21.9K 0.02% -391 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 500 $21.5K <0.01% +57 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 498 $21.4K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 479 $20.6K 0.01% -14 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 485 $20K 0.01% -113 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 456 $19.6K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 427 $18.4K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 424 $18.2K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 424 $18.2K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 418 $18K 0.01% +73 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 417 $17.9K 0.01% +4 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 403 $17.3K <0.01% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 388 $16.7K <0.01% 0 13F-HR Timeline