First Growth Capital LLC More: the full row for First Growth Capital LLC 3,266 $395K 0.36% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,265 $394K 0.02% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,248 $392K 0.15% +25 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,242 $392K 0.13% -30 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,195 $386K -20 Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,189 $385K 0.02% +46 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,175 $384K 0.24% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,163 $382K 0.03% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,154 $381K 0.13% +14 13F-HR/A Timeline Creekside Partners More: the full row for Creekside Partners 3,138 $379K 0.16% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,126 $378K <0.01% +893 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,124 $377K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,104 $375K <0.01% -1,678 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,098 $374K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,061 $370K 0.01% 0 13F-HR Timeline Group Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 3,000 $362K 0.26% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,859 $362K 0.17% -78 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,979 $360K 0.01% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,948 $356K 0.09% -508 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,934 $355K 0.15% -279 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,925 $353K 0.03% -330 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,924 $353K 0.05% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,923 $353K 0.13% -30 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,755 $353K 0.02% -855 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,900 $350K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,956 $350K 0.02% -544 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,857 $345K 0.04% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,720 $343K 0.01% +245 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,837 $343K 0.25% -420 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,835 $342K 0.09% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,826 $341K 0.05% +7 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,800 $338K 0.2% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,789 $337K <0.01% -91 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,761 $334K 0.06% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,752 $332K <0.01% -5,698 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,743 $331K 0.03% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,728 $330K 0.16% -884 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,709 $327K 0.02% +3 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,706 $327K 0.13% +6 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,700 $326K 0.04% -6 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,693 $325K 0.02% +8 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,716 $324K 0.1% +294 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,679 $324K 0.01% +112 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,668 $322K 0.01% -10 13F-HR/A Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,658 $321K 0.15% -22 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,641 $319K 0.02% +901 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,635 $318K 0.18% -150 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,631 $318K <0.01% new 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,559 $309K 0.18% +210 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,550 $308K <0.01% -1,174 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,531 $306K 0.04% +6 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,504 $303K 0.01% +93 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,456 $297K 0.02% -23 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,436 $294K 0.01% +643 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,430 $294K 0.27% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,418 $292K 0.02% +1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,393 $289K <0.01% -406 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,380 $288K 0.01% -194 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,381 $288K <0.01% -7 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,357 $285K 0.01% +110 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,342 $283K <0.01% -280 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,320 $280K 0.04% -446 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,296 $277K 0.12% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,262 $273K 0.07% +8 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 2,260 $273K 0.05% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,144 $270K 0.02% -577 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,225 $269K 0.22% -55 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,211 $267K <0.01% +670 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,171 $262K 0.09% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,127 $257K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,114 $255K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,101 $254K 0.03% -1,352 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,076 $251K 0.01% -300 13F-HR/A Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 2,068 $250K 0.07% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,065 $249K 0.01% +539 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,064 $249K 0.03% +26 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,060 $249K 0.2% -945 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,046 $247K 0.02% -39 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,039 $246K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,034 $246K <0.01% +508 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,034 $246K <0.01% -483 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,012 $243K 0.04% -223 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,009 $243K 0.01% +27 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,006 $242K 0.08% -59 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,006 $242K 0.01% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,000 $242K 0.02% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,997 $241K 0.06% +21 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,980 $239K 0.16% +1 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,968 $238K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,967 $238K 0.01% -357 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,945 $235K 0.05% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,941 $234K 0.01% +2 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,940 $234K 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,940 $234K <0.01% +26 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,936 $234K 0.06% -41 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,934 $234K 0.17% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,930 $233K 0.01% -77 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,959 $232K 0.01% +6 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,916 $232K 0.01% +5 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,910 $231K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,906 $230K 0.07% -231 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,905 $230K 0.04% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,905 $230K 0.15% -1,205 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,904 $230K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,900 $230K 0.02% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,882 $227K 0.13% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,877 $227K 0.01% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,863 $225K 0.03% -1,719 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,859 $225K 0.03% -562 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,853 $224K 0.04% -75,049 13F-HR/A Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,850 $223K 0.03% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,840 $222K 0.06% -25 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,839 $222K 0.06% +56 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,836 $222K <0.01% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,834 $222K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,832 $221K <0.01% -416 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,828 $221K 0.03% -12 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,821 $220K 0.02% +52 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,818 $220K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,810 $219K 0.01% -8,156 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,803 $218K <0.01% 0 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,793 $217K 0.05% +1 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,790 $216K 0.01% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,787 $216K 0.02% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,782 $215K 0.06% -444 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,757 $212K 0.33% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,750 $211K 0.09% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,745 $211K 0.2% +155 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,740 $210K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,734 $209K 0.01% +76 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,729 $209K 0.03% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,722 $208K 0.16% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,698 $207K <0.01% -1,250 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,713 $207K 0.01% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,712 $207K 0.1% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,690 $204K <0.01% -432 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,689 $204K 0.09% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,672 $202K 0.01% -276 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,670 $202K 0.02% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,668 $202K 0.02% +2 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,555 $201K <0.01% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,530 $185K 0.03% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,516 $183K 0.08% +5 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,480 $179K 0.15% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,439 $174K 0.07% -111 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,392 $168K <0.01% -183 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,363 $165K 0.03% +73 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,324 $160K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,316 $159K <0.01% -16,814 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 1,300 $157K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,286 $155K 0.01% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,268 $153K <0.01% +50 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,241 $150K 0.12% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,217 $147K 0.07% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,205 $146K <0.01% -88 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,184 $143K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,179 $142K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,158 $140K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,151 $139K <0.01% +4 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,148 $139K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,150 $139K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,150 $139K 0.02% -50 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,065 $129K 0.07% +3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,060 $128K 0.02% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,058 $128K 0.05% -400 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,043 $126K 0.01% +938 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,018 $123K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 950 $115K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 948 $115K 0.02% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 925 $112K <0.01% 0 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 882 $107K 0.03% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 873 $105K 0.08% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 853 $103K 0.09% +83 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 848 $102K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 836 $101K <0.01% +546 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 834 $101K 0.06% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 808 $98K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 787 $95.1K <0.01% +384 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 784 $94.8K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 781 $94.4K 0.02% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 760 $91.8K <0.01% -30 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 758 $91.6K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 731 $88.3K 0.03% -180 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 726 $87.7K 0.01% -2,762 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 725 $87.6K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 715 $86.4K 0.01% +10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 715 $86.4K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 713 $86.1K <0.01% -16 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 711 $85.9K <0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 686 $82.9K 0.03% -645 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 686 $82.9K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 682 $82.4K 0.01% -33 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 672 $81.2K 0.02% -7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 663 $80.1K 0.02% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 666 $80K 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 645 $77.9K <0.01% +95 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 633 $77.3K <0.01% -737 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 632 $76.4K 0.05% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 619 $74.8K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 598 $72.2K <0.01% 0 13F-HR Timeline Group