Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,153 $400K 0.02% +448 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,148 $400K 0.12% -31 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,145 $400K 0.29% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,141 $399K 0.07% -167 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,130 $398K 0.01% +417 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 4,110 $396K 0.27% -715 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,102 $396K 0.15% +521 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,102 $396K 0.2% +251 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,098 $395K -1,929 Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,095 $395K 0.07% -60 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,092 $395K 0.06% +1 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,088 $394K 0.01% -167 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,089 $394K 0.19% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,077 $393K 0.08% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,073 $393K 0.08% +375 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,070 $392K 0.19% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,050 $391K 0.05% -475 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,044 $390K 0.05% +310 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,037 $389K 0.06% -288 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,029 $388K 0.05% +213 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,024 $388K 0.06% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,009 $387K 0.06% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,000 $386K 0.23% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,990 $385K 0.03% +34 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,986 $384K 0.02% -2,420 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,978 $384K 0.03% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,017 $382K 0.1% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,943 $380K 0.02% -471 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,867 $380K 0.01% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,910 $377K 0.01% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 3,907 $377K 0.32% -217 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,893 $375K 0.28% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,876 $374K 0.01% +493 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 3,866 $373K 0.19% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,859 $372K 0.04% -166 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,862 $372K 0.09% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for StoneX Group Inc. 3,665 $353K 0.01% +149 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,649 $352K <0.01% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,635 $350K 0.1% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,628 $350K 0.27% -39 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,624 $350K 0.18% -26 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,621 $349K <0.01% +425 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,619 $349K 0.02% -214 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,601 $347K 0.27% +1,310 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,599 $347K 0.05% +3,265 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,596 $347K 0.49% +53 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,582 $345K 0.26% -59 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,568 $344K 0.01% +448 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,567 $344K 0.26% +31 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,559 $343K 0.05% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,546 $342K <0.01% -17 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,534 $341K 0.04% new 13F-HR Timeline Vawter Financial, Ltd. 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More: the full row for Linscomb Wealth, Inc. 3,467 $334K 0.01% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,453 $333K 0.03% +902 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,452 $333K 0.09% +42 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,449 $333K 0.02% +1 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,448 $332K 0.18% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,439 $332K 0.15% +15 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,436 $331K 0.08% +74 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,435 $331K 0.09% +1 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,433 $331K 0.02% -165 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,404 $328K 0.03% -5 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 3,387 $327K 0.07% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,382 $326K 0.1% +65 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,370 $325K 0.05% +510 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,359 $324K 0.01% +221 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,340 $322K 0.05% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,335 $322K 0.01% -259 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,332 $321K 0.06% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,330 $321K 0.13% -4,721 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,325 $321K <0.01% +1,737 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,324 $321K 0.01% -404 13F-HR/A Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 3,322 $320K 0.27% +42 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,319 $320K 0.12% -86 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,319 $320K 0.12% +225 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,307 $319K 0.11% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,304 $319K 0.07% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,272 $318K 0.14% -124 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,290 $317K <0.01% +725 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,291 $317K 0.09% -64 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,276 $316K 0.02% +1,439 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,270 $315K 0.15% +2 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,265 $315K 0.06% 0 13F-HR Timeline Peak Financial Management, Inc. 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More: the full row for Strategic Financial Partners, Ltd. 3,243 $313K 0.12% +11 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,234 $312K 0.22% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,203 $311K 0.04% -145 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,200 $311K 0.06% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,229 $311K 0.04% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,226 $311K 0.23% +1 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,226 $311K 0.08% +21 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,221 $311K 0.11% +11 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,093 $311K 0.03% +116 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 3,200 $310K 0.18% +900 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,200 $308K 0.12% +5 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,197 $308K 0.09% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,193 $308K 0.03% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,180 $307K 0.02% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,170 $306K 0.01% +334 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 3,168 $305K 0.05% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,167 $305K <0.01% +27 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,166 $305K 0.09% -300 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,165 $305K 0.03% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,150 $304K 0.02% -66 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,145 $303K 0.01% -117 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,145 $303K 0.02% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,144 $303K 0.02% +66 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,141 $303K 0.09% +1 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,136 $302K 0.13% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,125 $301K 0.03% +253 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,118 $301K 0.05% +1 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,115 $300K 0.01% new 13F-HR Timeline Castellan Group More: the full row for Castellan Group 3,105 $299K 0.03% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,100 $299K 0.01% -775 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,081 $297K <0.01% 0 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,080 $297K 0.15% +2 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 3,076 $297K 0.14% -64 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,075 $297K 0.06% -210 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,070 $296K 0.04% -3,882 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,053 $294K 0.07% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,037 $293K 0.05% -245 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,032 $292K 0.05% -16 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,024 $292K 0.07% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,020 $291K 0.19% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,017 $291K 0.05% -751 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,002 $289K 0.12% -120 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,000 $289K 0.05% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,000 $289K 0.01% 0 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 3,000 $289K 0.13% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,992 $288K 0.14% -78 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,989 $288K <0.01% new 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,984 $288K 0.14% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,971 $287K 0.03% +158 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,970 $286K 0.03% -105 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,966 $286K 0.16% -159 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,964 $286K 0.07% +16 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,962 $286K 0.11% +21 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,962 $286K 0.02% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,961 $285K 0.02% +12 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 2,836 $285K 0.21% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,950 $284K 0.02% -900 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,917 $284K 0.03% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,931 $283K 0.06% -190 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,926 $282K 0.06% +282 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,920 $282K 0.09% -700 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 2,910 $281K 0.21% -5,845 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,905 $280K 0.16% +52 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,895 $279K 0.16% +60 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,886 $278K 0.19% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,882 $278K <0.01% -7 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,876 $277K 0.06% -294 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,857 $276K 0.06% +2 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,863 $276K 0.06% +54 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,862 $276K 0.08% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,862 $276K 0.02% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,855 $275K 0.06% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,852 $275K 0.06% +5 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,845 $274K 0.13% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,092 $274K 0.03% 0 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 2,843 $274K 0.17% 13F-HR Timeline Group Abacus Planning Group, Inc. 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More: the full row for Ethic Inc. 2,796 $270K <0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,796 $269K 0.04% +15 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 2,792 $269K 0.16% +16 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,781 $268K 0.04% +8 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,778 $268K 0.02% -2,505 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2,773 $267K 0.09% +4 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,769 $267K 0.09% -37 13F-HR Timeline