Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,502 $576K 0.02% +1,540 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,494 $575K 0.04% +269 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,491 $574K 0.16% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,483 $573K 0.13% -47 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,450 $570K 0.02% -175 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,444 $566K 0.27% -37 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,403 $560K 0.29% -230 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,382 $556K 0.46% -7 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,377 $555K 0.04% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,338 $549K 0.1% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,322 $549K 0.01% +1,675 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,333 $548K 0.34% +5 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,317 $545K 0.02% -2,354 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,312 $545K 0.21% -33 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,308 $544K 0.02% +412 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,217 $540K 0.2% -58 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,286 $540K 0.15% -29 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,276 $539K 0.4% -273 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,219 $539K 0.39% -58 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,265 $537K 0.09% +1,140 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,240 $533K 0.04% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,216 $529K <0.01% -151 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,201 $526K 0.22% -277 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,150 $526K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,151 $518K 0.06% -784 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,136 $516K 0.02% +2,714 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,137 $516K 0.16% -878 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,131 $515K 0.18% -54 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,122 $513K 0.05% +50 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,100 $510K 0.16% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,057 $509K 0.09% +106 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,079 $506K 0.06% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,074 $506K 0.13% +38 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,069 $505K 0.1% -6,330 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,001 $501K 0.19% -218 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,028 $498K 0.01% -725 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,009 $495K 0.01% -20 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,008 $495K 0.23% -116 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,008 $495K 0.24% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,000 $493K 0.28% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,995 $493K 0.05% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,982 $490K 0.02% -753 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,977 $490K 0.4% +117 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,964 $487K 0.08% +379 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,915 $487K 0.23% -1,501 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,950 $485K 0.01% -25 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,944 $484K 0.06% -5,150 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,852 $483K 0.02% -345 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,932 $482K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,910 $479K 0.14% -3 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,907 $478K 0.25% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,902 $477K 0.03% +50 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,895 $476K 0.05% -271 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,891 $475K 0.01% -185 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,889 $475K <0.01% -315 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,876 $473K 0.01% +685 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,875 $473K 0.11% +120 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,873 $472K 0.04% -76 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,865 $471K 0.11% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,837 $467K 0.11% +31 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,830 $465K 0.1% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,801 $463K 0.05% -421 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 2,807 $462K 0.27% +8 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,805 $461K 0.03% -859 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,801 $461K 0.37% -558 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,795 $460K 0.03% +21 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,792 $459K 0.13% -389 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,768 $455K 0.01% +1,298 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,758 $454K 0.02% +156 13F-HR/A Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,756 $453K 0.05% -191 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,750 $452K 0.21% +149 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,737 $450K 0.01% -1,106 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,706 $447K 0.01% 0 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,711 $446K 0.24% +14 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,709 $446K 0.02% -186 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,696 $443K 0.04% +427 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,692 $443K 0.08% +969 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,674 $440K 0.05% +162 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,672 $439K 0.18% -902 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,663 $438K 0.09% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,632 $433K +1,099 Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,603 $428K 0.01% +49 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,600 $428K <0.01% -2,811 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,573 $423K 0.07% -13 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,541 $418K 0.05% -1,066 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,536 $417K 0.01% +63 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,521 $415K 0.16% -425 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,503 $414K 0.34% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,511 $413K 0.31% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,507 $412K 0.05% -32 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,503 $412K 0.13% -24 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,496 $410K 0.11% -250 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,477 $409K 0.02% +6 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,482 $408K 0.03% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,459 $404K 0.16% +59 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,452 $403K 0.24% +33 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,437 $401K 0.03% +22 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,424 $399K 0.03% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,422 $398K 0.08% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,420 $398K 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,414 $397K 0.06% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,414 $397K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,411 $396K 0.08% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,388 $393K 0.26% -357 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,389 $393K 0.23% +782 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,378 $391K 0.04% -60 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,369 $390K 0.04% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,354 $387K <0.01% +690 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,331 $383K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,327 $383K 0.01% -396 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,323 $382K 0.01% -197 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,282 $382K 0.01% -422 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,319 $381K 0.09% +18 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,298 $378K 0.22% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,290 $377K 0.08% -100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,269 $373K 0.03% -146 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,265 $373K 0.02% -52 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,250 $370K 0.01% new 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,213 $370K 0.06% +801 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,245 $369K 0.01% -13,805 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,245 $369K 0.11% -150 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,239 $368K <0.01% +760 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,229 $367K 0.01% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,228 $366K 0.11% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 2,226 $366K 0.14% +7 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,226 $366K <0.01% 0 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,222 $365K 0.05% +670 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,219 $365K 0.26% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,201 $362K 0.07% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,198 $361K 0.03% -228 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,195 $361K 0.31% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 2,190 $360K 0.25% -1,186 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,182 $359K 0.04% -27 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,163 $357K 0.08% +2 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,151 $354K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,139 $352K 0.05% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,127 $350K 0.27% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,120 $349K 0.06% -2 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,120 $349K 0.1% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,118 $348K 0.14% +100 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,114 $348K 0.11% +1 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,097 $345K 0.07% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,092 $344K 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,087 $343K <0.01% new 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,087 $343K 0.13% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,078 $342K 0.05% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,075 $341K 0.1% +423 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,066 $340K 0.09% -21 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,066 $340K 0.24% -4,550 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,060 $339K 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 2,042 $336K <0.01% 0 13F-HR Timeline Group MAS Advisors LLC More: the full row for MAS Advisors LLC 2,032 $334K 0.55% +98 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,027 $333K 0.02% -160 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,005 $330K 0.16% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,000 $329K 0.28% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,999 $329K 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,989 $327K <0.01% -59 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,984 $326K 0.29% -22 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,979 $325K 0.01% -33 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,975 $325K <0.01% -288 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,968 $324K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,967 $324K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,943 $324K 0.22% -732 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,885 $322K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,949 $321K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,925 $317K <0.01% 0 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,925 $317K 0.15% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,925 $317K 0.09% +378 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,919 $316K 0.01% +118 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,865 $316K 0.18% -22 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,915 $315K 0.11% -235 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,909 $314K 0.14% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,899 $314K 0.05% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,897 $312K 0.05% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,896 $312K 0.3% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,858 $311K 0.06% -39 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 1,886 $310K 0.2% -305 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,882 $310K 0.36% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,878 $309K 0.07% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,872 $308K 0.04% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,865 $307K 0.23% -250 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,862 $306K 0.02% +353 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,854 $305K 0.16% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,851 $304K 0.06% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,844 $303K 0.29% -17 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,842 $303K 0.05% -753 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,837 $302K 0.24% -30 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,825 $300K 0.07% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,823 $300K <0.01% +144 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,816 $299K 0.04% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 1,797 $296K 0.13% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,796 $295K 0.02% -60 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,796 $295K 0.02% -663 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,793 $295K 0.04% +154 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,786 $294K 0.06% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,768 $292K 0.07% -100 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,764 $292K 0.03% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,768 $291K 0.07% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,750 $288K 0.01% -2 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,750 $288K 0.1% 0 13F-HR Timeline