Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,554 $325K 0.02% +115 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,529 $323K 0.01% -1,259 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,511 $321K 0.13% +33 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,510 $321K 0.2% +865 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,508 $321K 0.04% -124 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,556 $320K 0.1% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,474 $320K 0.05% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,494 $319K 0.52% -186 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,482 $318K 0.03% +789 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,482 $318K 0.04% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,470 $317K 0.04% -407 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 3,467 $317K 0.03% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,448 $315K 0.11% +907 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,446 $315K 0.16% +16 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,422 $313K 0.13% -18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,412 $312K 0.06% -3,062 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,399 $311K 0.02% +171 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,359 $307K 0.1% +27 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,359 $307K 0.01% +15 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,349 $306K 0.01% -35 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,348 $306K 0.13% -90 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,345 $306K 0.21% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,332 $305K 0.06% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,325 $304K 0.04% +1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,320 $303K 0.02% -2,593 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,309 $303K 0.04% -1,363 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,307 $302K 0.06% +1 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,304 $302K 0.08% -55 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,285 $300K 0.13% +26 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,285 $300K 0.09% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,265 $298K 0.08% +101 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,265 $298K 0.19% +569 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,262 $298K 0.19% +3 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,260 $298K 0.05% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,255 $298K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,259 $298K <0.01% +449 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,255 $298K 0.14% -200 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,229 $295K 0.05% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,222 $295K 0.22% -436 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,204 $293K 0.02% -36 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,197 $292K 0.09% +54 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,190 $292K 0.15% -25 13F-HR Timeline Financial Insights, Inc. 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More: the full row for McNamara Financial Services, Inc. 3,135 $287K 0.05% +136 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,122 $285K 0.13% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,112 $285K 0.21% +21 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,098 $283K 0.07% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,091 $283K 0.05% +155 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,089 $282K 0.01% -33 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,087 $282K 0.13% +58 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,072 $281K 0.18% +21 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,147 $280K 0.11% -55 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,061 $280K 0.04% +7 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,052 $279K 0.08% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,047 $279K 0.15% -20 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 3,045 $278K 0.05% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,048 $278K 0.05% -788 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,037 $278K 0.02% +7 13F-HR/A Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,036 $278K 0.07% -1 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,021 $276K 0.11% +1 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,017 $276K 0.03% +65 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,008 $275K 0.02% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,005 $275K <0.01% -135 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,005 $275K 0.14% +162 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,004 $275K 0.1% +250 13F-HR Timeline Alexander Randolph Advisory, Inc. 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More: the full row for Hopwood Financial Services, Inc. 2,895 $265K 0.18% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,889 $264K 0.15% +24 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,886 $264K 0.19% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,885 $264K 0.06% -1,024 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,875 $263K 0.06% +19 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,874 $263K 0.12% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,872 $263K 0.1% +46 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for Elite Financial, Inc. 2,883 $260K 0.12% +56 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,834 $259K 0.13% -2 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,832 $259K 0.08% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,829 $259K 0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,827 $258K 0.03% -1,335 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,822 $258K 0.04% -95 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,814 $257K 0.01% +427 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 2,813 $257K 0.18% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,811 $257K 0.03% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,804 $256K 0.03% +5 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,802 $256K 0.04% +22 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,795 $255K 0.19% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,792 $255K 0.06% +54 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,792 $255K 0.05% -616 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,781 $254K 0.08% +164 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,779 $254K 0.04% -100 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,757 $252K 0.27% +43 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,755 $252K 0.06% -3,555 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,742 $251K 0.04% +13 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,738 $250K 0.01% +77 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,728 $249K 0.02% -585 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 2,695 $246K 0.13% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,683 $245K 0.06% new 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,683 $245K 0.04% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,661 $243K 0.03% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,660 $243K 0.19% -139 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,659 $243K <0.01% +120 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,646 $242K 0.03% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,630 $240K 0.04% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,629 $240K 0.04% -188 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,623 $240K 0.09% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,615 $239K 0.04% +25 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,570 $238K 0.08% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,601 $238K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,585 $236K 0.02% +130 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,584 $236K 0.05% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,579 $236K 0.08% +116 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 2,574 $235K 0.03% +31 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,573 $235K 0.04% -4 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,571 $235K 0.03% -38,405 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,570 $235K 0.05% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,563 $234K 0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,560 $234K 0.02% -551 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for TRUST POINT INC. 2,554 $233K 0.02% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,548 $233K 0.05% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,541 $232K 0.07% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,534 $232K 0.12% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,534 $232K 0.02% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,533 $232K 0.01% +23 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,528 $231K 0.06% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,525 $231K 0.11% -271 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,520 $230K 0.15% -730 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,107 $230K 0.08% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,504 $229K 0.12% +63 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,502 $229K <0.01% -55 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,489 $228K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,484 $227K 0.02% -187 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,483 $227K 0.08% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,482 $227K 0.15% +100 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,459 $225K 0.09% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,458 $225K 0.13% new 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,458 $225K 0.08% -873 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,452 $224K 0.03% -615 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2,449 $224K 0.09% +136 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,448 $224K 0.05% -554 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 2,446 $224K 0.16% -1,035 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,444 $223K 0.13% +10 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,444 $223K 0.06% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,442 $223K 0.08% -73 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,427 $222K 0.08% -445 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,423 $221K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,405 $220K 0.06% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,405 $220K 0.04% +93 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,379 $217K 0.02% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,369 $217K 0.02% -350 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,364 $216K 0.02% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 2,397 $216K 0.13% -107 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,358 $216K 0.15% -1,942 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,345 $214K 0.01% -128 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,339 $214K 0.02% +75 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,339 $214K 0.02% -18 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,336 $214K 0.02% +23 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,304 $211K 0.02% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,307 $211K 0.09% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,304 $211K 0.13% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,301 $210K 0.02% -2,256 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,297 $210K 0.02% +34 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2,289 $209K 0.14% +5 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,287 $209K 0.09% -10 13F-HR Timeline