CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,551 $82.3K <0.01% +938 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,545 $80.3K 0.02% +1,258 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,502 $79.7K <0.01% +1,252 13F-HR Timeline MOTCO More: the full row for MOTCO 1,500 $79.6K 0.01% +1,200 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,478 $78.4K <0.01% +1,192 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,435 $76.1K 0.01% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,435 $76.1K 0.07% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,392 $73.9K <0.01% -873 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,398 $73K <0.01% +1,389 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,365 $72.4K 0.01% +1,092 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,348 $72K 0.05% +1,094 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,345 $71.4K <0.01% +1,140 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,325 $70.3K 0.01% +1,060 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,288 $68.3K 0.08% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,255 $66.6K <0.01% +1,004 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,240 $65.8K 0.01% +992 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,233 $65.4K <0.01% +941 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,215 $64.5K 0.03% +972 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,210 $64.2K 0.02% +1,118 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,213 $64K 0.02% +972 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,158 $61.5K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,145 $60.8K 0.04% +910 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,110 $58.9K 0.02% +888 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,100 $58.4K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,098 $58.3K <0.01% +949 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 1,095 $58K 0.01% +893 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,088 $57.7K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,060 $56.2K 0.02% +860 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,045 $55K <0.01% +836 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,030 $54.7K 0.03% +824 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,000 $54.4K 0.04% +800 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,032 $54K 0.01% +803 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,015 $53.9K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $53.1K <0.01% +800 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,000 $53.1K 0.03% +800 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $53.1K 0.03% +800 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,000 $53.1K 0.03% +800 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $53.1K 0.01% +292 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 998 $53K <0.01% +819 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 991 $52.6K <0.01% +838 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 970 $51.5K <0.01% +776 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 875 $46.4K 0.01% 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 865 $45.9K 0.02% 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 860 $45.6K 0.01% +667 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 850 $45.1K 0.01% +681 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 845 $44.8K 0.01% +745 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 795 $42.2K 0.01% +636 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 755 $40.1K 0.01% +604 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 753 $40K 0.01% +602 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 750 $39.8K <0.01% +600 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 750 $39.8K 0.03% +572 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $39.8K 0.01% +670 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 746 $39.6K 0.02% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 740 $39.3K 0.01% +576 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 712 $38K 0.02% +570 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 715 $37.9K 0.01% +572 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 707 $37.5K <0.01% +566 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 730 $37.4K <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 695 $36.9K 0.02% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 670 $35.5K 0.02% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 660 $35K <0.01% +528 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 640 $34K <0.01% +510 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 625 $33.2K <0.01% +500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 615 $32.6K <0.01% +492 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 615 $32.6K <0.01% +492 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 605 $32.1K 0.01% +484 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 600 $31.8K 0.01% +478 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 570 $30.2K 0.02% +456 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 565 $30K 0.01% +452 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 563 $29.9K 0.01% +451 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 555 $29.4K <0.01% +444 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 550 $29.2K 0.01% +440 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 535 $28.4K 0.02% 13F-HR Timeline OSSIAM More: the full row for OSSIAM 530 $28.1K <0.01% -4,994 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 521 $27.7K 0.02% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 511 $27.1K 0.01% +391 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 500 $26.5K <0.01% +400 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $26.5K 0.02% +400 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $26.5K 0.01% +400 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 500 $26.5K 0.02% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 500 $26.5K <0.01% +400 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 500 $26K <0.01% +400 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 475 $25K <0.01% +352 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 470 $24.7K <0.01% +425 13F-HR Timeline Quarry LP More: the full row for Quarry LP 461 $24.5K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 387 $22K 0.01% +310 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 415 $22K <0.01% +332 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 403 $21.4K 0.01% +323 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 375 $19.9K <0.01% +300 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 375 $19.9K 0.01% +278 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 370 $19.6K <0.01% +354 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 360 $19.1K 0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 355 $18.8K <0.01% +283 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 355 $18.8K 0.01% +284 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 351 $18.6K 0.01% +263 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 350 $18.6K 0.01% +280 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 350 $18.6K <0.01% +302 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 340 $18.1K <0.01% +272 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 335 $17.8K <0.01% +268 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 330 $17.5K 0.02% +264 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 329 $17.5K 0.02% 13F-HR/A Timeline City State Bank More: the full row for City State Bank 320 $17K 0.01% +256 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 320 $17K 0.02% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 315 $16.7K 0.01% +255 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 300 $15.9K <0.01% +240 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 300 $15.9K <0.01% +240 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 290 $15.4K <0.01% +232 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 285 $15.1K 0.01% +228 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 275 $14.6K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 265 $14.1K 0.01% +212 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 260 $14K <0.01% +208 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 250 $13.3K 0.01% +200 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 250 $13.3K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 247 $13.1K <0.01% +199 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 253 $13K <0.01% +208 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 250 $13K <0.01% +200 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 240 $12.7K <0.01% +192 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 235 $12.5K 0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 225 $11.9K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 220 $11.7K <0.01% +176 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 215 $11.4K <0.01% +172 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 215 $11.4K <0.01% +171 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 223 $11K <0.01% +180 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 200 $10.6K <0.01% +160 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 194 $10.3K <0.01% +169 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 175 $9.29K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 175 $9.29K 0.01% +173 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 169 $8.98K 0.01% +135 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 165 $8.76K <0.01% +132 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 150 $7.97K <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 15,005 $7.96K 0.28% +12,004 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 150 $7.96K <0.01% +125 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 150 $7.96K <0.01% +120 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 150 $7.96K <0.01% +120 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 140 $7.43K <0.01% +112 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 135 $7.16K <0.01% +130 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 130 $6.9K <0.01% +104 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 129 $6.85K <0.01% +104 13F-HR Timeline CNB Bank More: the full row for CNB Bank 125 $6.63K <0.01% +100 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 125 $6.63K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 125 $6.63K <0.01% +100 13F-HR Timeline Ranger Investment Management, L.P. More: the full row for Ranger Investment Management, L.P. 120 $6.37K <0.01% +86 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 110 $5.98K <0.01% +60 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 110 $5.84K <0.01% +88 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 105 $5.57K <0.01% +84 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 100 $5.31K <0.01% +80 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 90 $4.78K <0.01% +72 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 87 $4.63K <0.01% +70 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 86 $4.54K <0.01% +74 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 85 $4.51K <0.01% +68 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 85 $4.51K <0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 80 $4.25K <0.01% +64 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 75 $3.98K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 75 $3.98K <0.01% +35 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 75 $3.98K <0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 75 $3.98K <0.01% +60 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 65 $3.77K <0.01% +51 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 70 $3K <0.01% -1,468 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 55 $2.92K <0.01% +44 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 55 $2.92K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 51 $2.73K <0.01% +41 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 51 $2.71K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 50 $2.66K <0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 50 $2.65K <0.01% +40 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $2.65K <0.01% +40 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $2.65K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 40 $2.12K <0.01% +32 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $1.86K <0.01% +28 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 35 $1.86K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 25 $1.33K <0.01% +20 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 25 $1.33K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 20 $1.06K <0.01% +16 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 20 $1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $1K <0.01% +4 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $849 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $797 <0.01% +12 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 15 $796 <0.01% +12 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 15 $796 <0.01% +12 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 15 $796 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $796 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $796 <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $584 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $533 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $531 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 10 $531 <0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8 $416 <0.01% +3 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6 $318 <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 5 $269 <0.01% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $267 <0.01% +4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5 $266 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5 $266 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $265 <0.01% +4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $265 <0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $265 <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5 $265 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $100 0.01% -394 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 0 $0 0% -29 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.