Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,413 $1.01M 0.35% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,286 $998K 0.02% -1,159 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,151 $988K <0.01% -734 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,108 $984K 0.03% +556 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 13,080 $982K 0.2% -395 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,002 $976K 0.08% -332 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 12,993 $976K 0.58% +11,326 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 12,968 $974K 0.18% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,964 $974K 0.07% -3,632 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,807 $962K 0.04% -19,097 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 13,159 $958K <0.01% -25,205 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 12,721 $955K 0.47% -2,192 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 12,649 $950K 0.08% -81 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,530 $941K 0.05% +9 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,519 $940K 0.02% +2,050 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 12,517 $940K 0.18% +2,430 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,500 $939K 0.28% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,396 $931K 0.01% +2,421 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,328 $926K 0.02% +816 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 12,231 $919K 0.01% +238 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11,513 $912K 0.01% +1,943 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,137 $911K <0.01% +1,565 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 12,080 $907K 0.46% +4,020 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,933 $907K 0.05% +162 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 12,073 $907K 0.54% -156 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 12,062 $906K 0.24% +97 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,044 $905K 0.14% +1 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 6,185 $902K 1.13% -195 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 12,000 $901K 0.01% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,996 $901K 0.02% -55 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 11,986 $900K 0.56% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,953 $898K 0.05% -1 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,859 $891K 0.11% +600 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,820 $888K 0.31% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 11,705 $879K 1.4% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,610 $872K 0.07% -3 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,597 $871K 0.24% +330 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Probity Advisors, Inc. 11,138 $836K 0.13% -1,224 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 11,114 $835K 0.63% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,066 $831K 0.06% -3,042 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 11,061 $831K 0.61% -2,967 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,048 $830K 0.07% -50 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,021 $828K 0.06% -1,340 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,003 $826K 0.01% +3,399 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 11,000 $826K 0.74% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,997 $826K 0.07% -50 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,996 $826K 0.01% +2,535 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 10,968 $824K 0.19% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,838 $814K 0.04% 0 13F-HR Timeline Slow Capital, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,452 $785K 0.09% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,446 $784K 0.39% +140 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,432 $783K 0.02% -878 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,423 $783K 0.01% +16 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,335 $776K <0.01% -2,251 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,318 $775K 0.2% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,210 $767K 0.06% +3,407 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,197 $766K 0.08% +14 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,141 $762K 0.54% +471 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,140 $761K 0.06% -202 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9,504 $760K 0.27% +14 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,966 $748K 0.04% 0 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,162 $748K 0.07% 0 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,953 $747K 0.08% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9,915 $745K 0.06% -2,386 13F-HR Timeline RTD Financial Advisors, Inc. 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Riley Wealth Advisors, Inc. 9,964 $725K 0.05% +475 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,636 $724K 0.02% 0 13F-HR/A Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 9,631 $723K 0.68% +192 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,621 $723K 0.09% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,621 $723K 0.14% -52 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,456 $710K 0.01% -1,832 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,410 $707K 0.01% -752 13F-HR/A Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,394 $706K 0.54% -1,519 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,888 $698K 0.6% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,215 $692K 0.35% +1,501 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 9,200 $691K 0.72% +150 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,189 $690K 0.1% -47 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 9,151 $687K 0.03% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 9,147 $687K 0.11% +3,331 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 9,130 $686K 0.47% -51 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 9,082 $682K 0.17% -12 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,070 $681K 0.29% +449 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 9,037 $679K 0.12% -253 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 9,012 $677K 0.42% -2,771 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 8,935 $671K 0.09% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,934 $671K 0.12% +1,513 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,925 $670K 0.02% -398 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,893 $668K 0.43% +676 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,861 $665K 0.23% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,824 $663K 0.03% +3,477 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 8,754 $657K 0.21% +13 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 8,747 $657K 0.46% +115 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,700 $653K 0.09% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 8,685 $652K 0.06% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 8,678 $652K 0.26% -608 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,667 $651K 0.35% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,228 $650K 0.05% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,645 $649K 0.18% +13 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 7,866 $648K 0.3% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8,580 $644K 0.46% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,514 $639K 0.03% +2,352 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,511 $639K 0.12% -298 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 8,737 $636K 0.3% +6,685 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,463 $636K 0.01% +36 13F-HR Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 8,461 $635K 0.63% +34 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,460 $635K 0.14% -500 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,417 $632K 0.12% +1,601 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 8,356 $628K 0.11% +13 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,352 $627K 0.1% -899 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,293 $623K 0.45% -16 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 8,271 $621K 0.18% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,264 $621K 0.02% +1,361 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,263 $621K 0.04% +273 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 8,236 $619K 0.65% +4,692 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,231 $618K 0.19% +6 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8,232 $618K 0.06% +62 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,205 $616K <0.01% new 13F-HR/A Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,198 $616K 0.08% -759 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 8,151 $612K 0.39% +550 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,150 $612K 0.12% +1,775 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,128 $610K 0.04% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,098 $608K 0.04% -13 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,078 $607K 0.06% -386 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,076 $607K 0.1% -90 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,076 $607K 0.01% +500 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,055 $605K 0.01% -5,274 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,055 $605K 0.01% +1,162 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,036 $604K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,018 $602K 0.01% +132 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 8,013 $602K 0.14% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,992 $600K 0.06% -694 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,961 $598K 0.01% new 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,926 $595K 0.21% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,882 $592K 0.06% +11 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,868 $591K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,800 $586K <0.01% +1,759 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 7,797 $586K 0.37% -51 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,778 $584K <0.01% -1,404 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,775 $584K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,757 $583K 0.03% -298 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,748 $582K 0.02% -259 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 7,746 $582K 0.31% -394 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,712 $579K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,700 $578K 0.2% +47 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,691 $578K 0.03% -559 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,674 $576K 0.04% -726 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 7,672 $576K 0.15% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,654 $575K 0.18% -3,216 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,651 $575K 0.38% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,606 $571K 0.09% +1 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,051 $570K 0.37% +31 13F-HR Timeline Passive Capital Management, LLC. 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