Callan Family Office, LLC More: the full row for Callan Family Office, LLC 29,756 $345K 0.01% -18,246 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 29,354 $341K 0.01% -10,436 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 29,373 $340K 0.09% -75 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,139 $338K 0.01% +17,520 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,965 $336K 0.01% +3,664 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 28,857 $335K 0.3% -1,100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28,695 $333K <0.01% -490 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,692 $333K 0.01% +518 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,032 $314K 0.02% -1,498 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 26,952 $313K <0.01% +432 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 26,501 $307K 0.01% +3,146 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 26,029 $302K 0.04% -8,936 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,883 $300K <0.01% -274 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 25,850 $300K 0.17% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,771 $299K <0.01% +3,023 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25,606 $297K 0.05% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 23,585 $293K 0.13% -717 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 25,202 $292K 0.13% -51 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,473 $284K 0.02% +1,971 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 23,993 $278K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,725 $275K <0.01% +249 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,633 $274K <0.01% -6,699 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 23,436 $272K <0.01% -141 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 23,099 $268K <0.01% -6,420 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 23,018 $267K 0.23% -449 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 22,871 $265K 0.45% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 22,731 $264K <0.01% +3,237 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 22,501 $261K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 22,403 $260K <0.01% -1,083 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 22,330 $259K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 22,318 $259K 0.04% +817 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 21,919 $254K 0.09% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,574 $250K <0.01% +522 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,572 $250K 0.01% +7,909 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 21,439 $249K <0.01% +3,469 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 21,228 $246K 0.04% +3 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 21,191 $246K <0.01% +10,635 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,072 $244K <0.01% -819 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,880 $243K <0.01% +1,602 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 20,912 $243K 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,484 $238K <0.01% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,413 $237K 0.01% +2,168 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 20,412 $237K 0.01% +985 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,365 $236K 0.01% +613 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,201 $234K <0.01% +12,634 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 19,914 $231K 0.01% -2,670 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,891 $231K 0.01% +326 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,758 $229K <0.01% +675 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 18,995 $229K 0.13% +4,497 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,638 $228K <0.01% +101 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 19,349 $224K 0.01% +3,231 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 19,200 $223K 0.02% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 19,142 $222K 0.01% -43,809 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,205 $211K <0.01% -1,008 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,965 $208K 0.01% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 17,872 $207K 0.14% +537 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 17,742 $206K 0.04% -5,632 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,680 $205K <0.01% +1,966 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 17,576 $204K 0.03% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 16,521 $202K 0.13% -3,450 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 17,222 $200K 0.15% -473 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 17,164 $199K <0.01% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 16,979 $197K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,890 $196K <0.01% +1,194 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 16,420 $190K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,970 $185K <0.01% +12,207 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 15,813 $183K 0.02% -459 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,788 $183K <0.01% +452 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,684 $182K <0.01% -983 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 15,750 $182K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,280 $177K <0.01% -759 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,377 $174K <0.01% +412 13F-HR Timeline Group Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 15,000 $174K 0.02% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,650 $170K 0.01% 0 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 14,528 $169K <0.01% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,394 $167K 0.02% 0 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,378 $167K 0.11% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,000 $162K 0.01% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,884 $161K 0.03% +88 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,729 $159K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,679 $159K <0.01% +656 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,660 $158K <0.01% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,554 $157K 0.01% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 13,415 $157K 0.02% -476 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,262 $154K 0.02% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,194 $153K 0.01% +155 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,982 $151K <0.01% +2,970 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 12,662 $147K <0.01% +51 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,630 $147K 0.03% -4,952 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,181 $141K 0.01% +626 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,132 $141K 0.01% +5,500 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,040 $140K 0.03% +200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,939 $138K 0.01% -494 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,625 $138K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,748 $135K 0.01% +4,376 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,580 $134K <0.01% -10,579 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,318 $131K 0.03% -109 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 11,280 $131K <0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,203 $130K 0.04% -3,675 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,096 $129K <0.01% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,881 $126K 0.03% -1 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 10,628 $123K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,587 $123K <0.01% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 10,507 $122K 0.04% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,467 $121K <0.01% -4,928 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,430 $121K <0.01% new 13F-HR Timeline Group Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 10,221 $119K 0.04% +25 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,210 $118K <0.01% -2,888 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,067 $117K <0.01% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,000 $116K 0.03% new 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,998 $115K <0.01% -1,849 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,989 $104K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,640 $100K <0.01% +1,059 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,488 $98.5K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,355 $96.9K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,193 $95K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,841 $91K <0.01% +333 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,413 $86K 0.02% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,280 $84.4K <0.01% new 13F-HR/A Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,262 $84.2K <0.01% -563 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 6,560 $76.1K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,389 $74.1K <0.01% +1,698 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,768 $66.9K <0.01% +21 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,753 $66.7K <0.01% +35 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 6,103 $61.2K 0.03% +321 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,528 $52.5K <0.01% 0 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,435 $39.8K <0.01% +946 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,378 $39.2K <0.01% -38 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,449 $38.9K <0.01% +3,352 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,210 $37.2K <0.01% +76 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,144 $36.5K <0.01% -79 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,746 $31.8K <0.01% +100 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,500 $29K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,364 $27.4K <0.01% +148 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,344 $27.2K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,257 $26.2K <0.01% -894 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,251 $26.1K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,171 $25.2K <0.01% +232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,072 $24K 0.02% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,056 $23.9K <0.01% -587 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,909 $22K 0.01% -1,250 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,834 $21.3K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,705 $19.8K <0.01% -666 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,704 $19.8K 0.01% +485 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,649 $19.1K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,600 $18.6K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,574 $18.3K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,458 $16.9K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,457 $16.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,455 $16.9K <0.01% -22 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,431 $16.6K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,383 $16K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,242 $14.4K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,200 $13.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,150 $13.3K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,067 $12.4K <0.01% +951 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,050 $12.2K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,002 $11.6K <0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,000 $11.6K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 981 $11.4K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $11K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 930 $10.8K <0.01% +400 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 887 $10.3K <0.01% +94 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 886 $10.3K <0.01% +673 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 807 $9.36K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 768 $8.91K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 746 $8.66K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 732 $8.49K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 699 $8K <0.01% +108 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 664 $7.71K <0.01% +11 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 644 $7.47K <0.01% -91 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 646 $7.34K <0.01% +432 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 631 $7.32K <0.01% +477 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 628 $7.29K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 622 $7.22K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 609 $7.06K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 608 $7.05K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 600 $6.96K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 597 $6.93K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 589 $6.83K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 551 $6.39K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 545 $6.32K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 525 $6.09K <0.01% -1,929 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 520 $6.03K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 517 $6K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 505 $5.86K <0.01% +257 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 505 $5.86K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 500 $5.8K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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