Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,551 $1.2M 0.03% -174 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,484 $1.19M <0.01% +1,035 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,385 $1.18M 0.02% -8,074 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,355 $1.18M <0.01% +44 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 9,255 $1.17M 0.19% 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 9,255 $1.17M 0.02% +254 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,131 $1.15M 0.09% -174 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,033 $1.14M 0.01% -131 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,749 $1.1M 0.09% -252 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,611 $1.08M 0.16% +29 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,558 $1.08M 0.49% +100 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,553 $1.08M 0.74% -35 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,321 $1.05M 0.01% -160 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,314 $1.05M 0.38% +574 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,249 $1.04M 0.03% -1,225 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,245 $1.04M 0.04% -182 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,210 $1.03M 0.06% -46,401 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 8,158 $1.03M 0.15% -1,208 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,125 $1.02M 0.12% -3,560 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 8,000 $1.01M 0.27% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,936 $999K <0.01% +843 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,930 $999K <0.01% +642 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,863 $990K 0.07% 0 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,800 $982K 0.57% 0 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. 7,758 $977K 0.02% +107 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,734 $974K 0.05% -339 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,720 $972K 0.35% -320 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,641 $962K <0.01% +730 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,628 $961K 0.05% +114 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,579 $954K 0.06% -252 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,544 $950K 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,654 $939K 0.02% +26 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,418 $934K 0.02% +3,829 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,381 $929K 0.01% +975 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,212 $928K 0.15% -41 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,012 $923K <0.01% +2,033 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,282 $917K 0.1% +400 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,245 $912K 0.14% -1,050 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,199 $906K 0.06% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,179 $904K 0.34% -133 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 7,035 $886K 0.18% -22,540 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,950 $875K 0.11% +15 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,895 $868K 0.46% -80 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,198 $860K 0.03% +492 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,750 $850K 0.01% +302 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,645 $837K 0.06% -402 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,606 $832K 0.09% -1,213 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,598 $831K <0.01% +26 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,574 $828K 0.5% +288 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,528 $822K 0.04% +3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,505 $819K <0.01% +60 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,426 $809K <0.01% +1,405 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,384 $804K 0.01% +357 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,365 $801K <0.01% +200 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,269 $789K 0.14% +267 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,232 $785K 0.01% -290 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,223 $784K 0.21% -493 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,194 $780K 0.03% +2 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 6,193 $780K 0.06% +80 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,167 $777K 0.01% +144 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,058 $763K 0.01% -320 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,035 $760K 0.02% -131 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,025 $759K 0.08% -298 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6,000 $756K 0.67% -82 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,982 $753K <0.01% 0 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,698 $717K 0.04% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,690 $716K 0.14% -32 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,662 $713K <0.01% +776 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,642 $710K 0.23% +592 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,634 $709K 0.05% -1,987 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,632 $709K <0.01% -49 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 5,600 $705K 0.06% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,574 $702K 0.34% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,539 $697K 0.01% -1,434 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,494 $692K 0.07% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,469 $689K 0.01% -514 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,440 $685K 0.25% -12 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,374 $677K 0.11% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,372 $676K 0.01% +25 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,324 $670K 0.01% +921 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,324 $670K 0.09% +33 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 5,323 $670K 0.17% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 5,300 $667K 0.3% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,298 $667K 0.26% -180 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,290 $666K 0.04% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 5,240 $660K 0.12% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,235 $659K 0.06% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,220 $657K 0.01% -2,586 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,218 $657K 0.44% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,182 $653K 0.01% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,158 $649K 0.03% +1,069 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,140 $647K 0.62% 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,113 $644K 0.14% -3 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,981 $627K 0.21% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,969 $626K 0.01% -1,989 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 4,969 $626K 0.34% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,943 $622K <0.01% +111 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,867 $613K 0.01% +6 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,750 $598K <0.01% -151 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,742 $597K <0.01% +623 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,714 $595K 0.38% -1,064 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,707 $593K 0.31% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,707 $593K 0.03% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,650 $586K 0.47% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,600 $579K <0.01% -25,100 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,566 $575K <0.01% -338 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,564 $575K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,553 $573K 0.02% -3,371 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,470 $563K 0.01% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,446 $560K 0.27% +231 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,401 $554K 0.01% -45 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,399 $554K 0.03% +654 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,390 $553K 0.01% -50 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,680 $552K 0.2% -50 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,357 $549K 0.11% +159 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,330 $545K 0.04% -80 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,316 $543K 0.29% -1,034 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,278 $539K 0.04% +3 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,240 $534K 0.23% -320 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,229 $533K 0.23% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,163 $527K 0.04% +69 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,176 $526K 0.22% -134 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,158 $524K <0.01% +162 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,153 $523K 0.01% +858 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,961 $521K 0.01% -121 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,101 $516K <0.01% -130 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,096 $516K 0.06% -95 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,196 $514K 0.05% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,060 $511K 0.17% +33 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,054 $510K 0.01% 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,034 $508K <0.01% -524 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,947 $497K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,900 $491K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,893 $490K 0.01% -365 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,880 $489K 0.02% +1,977 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,874 $488K 0.03% +262 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,806 $484K 0.02% +20 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 3,808 $480K 0.26% -2,267 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,807 $479K 0.48% -391 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,796 $478K 0.15% -37 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,424 $475K 0.04% +28 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,740 $471K 0.03% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,734 $470K 0.05% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,104 $465K 0.07% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,671 $462K 0.41% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,615 $455K 0.21% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,596 $453K 0.09% -50 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,551 $447K 0.03% -139 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,510 $442K 0.04% +400 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,500 $441K 0.17% +27 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,492 $440K 0.03% +825 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,484 $439K 0.03% +23 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,436 $433K <0.01% -115 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 3,401 $428K 0.09% -1,134 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,395 $427K 0.06% -55 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,372 $427K 0.04% +291 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,328 $419K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,300 $416K 0.06% -3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,263 $411K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,260 $410K 0.08% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,203 $403K 0.4% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,200 $403K 0.12% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,131 $394K 0.05% -2,181 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,130 $394K 0.11% -9 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,120 $393K 0.32% +53 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,073 $387K 0.07% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,058 $385K 0.08% -343 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,042 $383K 0.17% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,035 $382K 0.05% -214 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,005 $378K 0.01% +151 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,004 $378K 0.1% +21 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,003 $378K 0.01% -304 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,996 $377K 0.01% +175 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,994 $377K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,970 $374K 0.01% -426 13F-HR/A Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,936 $370K 0.04% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,933 $369K 0.03% -539 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,918 $367K 0.13% new 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 2,894 $366K 0.38% 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 2,900 $365K 0.01% 0 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,896 $365K 0.01% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,891 $364K 0.2% +20 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,889 $364K 0.14% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,884 $363K 0.02% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,867 $361K <0.01% -492 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,860 $360K 0.06% +7 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,838 $357K 0.11% -1 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,793 $352K 0.08% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,790 $351K 0.1% -1,352 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,789 $351K 0.04% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,754 $347K 0.11% -612 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,745 $346K 0.04% -2 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,733 $344K 0.16% -16 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,733 $344K 0.02% +71 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,731 $344K 0.03% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,728 $344K 0.12% +128 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,712 $341K <0.01% -852 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,704 $340K 0.08% +25 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,700 $340K 0.1% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,699 $340K 0.06% 0 13F-HR Timeline