GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,555 $1.02M 0.01% +655 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 12,379 $1.01M 0.35% +1,763 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,359 $1M 0.37% -190 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,997 $975K 0.04% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,279 $916K 0.03% -1,342 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 11,008 $894K 0.03% -1,750 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 10,916 $887K 0.02% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 10,597 $861K 0.11% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,596 $861K 0.29% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,467 $850K 0.03% +56 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,326 $839K <0.01% -58,394 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,321 $839K <0.01% -4,000 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,232 $831K <0.01% -234 13F-HR/A Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,151 $825K 0.07% +20 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,099 $821K 0.32% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 10,000 $812K 0.11% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,946 $808K 0.02% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,642 $782K 0.02% +7,182 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 9,157 $744K 0.37% +186 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,129 $742K 0.43% -307 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,119 $741K 0.1% +3,185 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 9,065 $737K 0.53% -15 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 9,027 $733K 0.57% +376 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,904 $723K 0.09% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,834 $718K 0.03% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,808 $716K 0.01% +4,488 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,762 $712K <0.01% +1,108 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,596 $704K 0.15% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,644 $702K 0.09% -78 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,563 $696K <0.01% +8,348 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 8,548 $695K 0.14% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,427 $685K 0.05% -627 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,420 $684K 0.29% -201 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 8,376 $681K 0.12% -36 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,288 $673K 0.02% +3,866 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,147 $662K 0.05% +3,157 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 8,104 $658K 0.54% -723 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 7,952 $646K 0.03% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,874 $640K 0.06% new 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,825 $636K 0.24% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,780 $632K 0.01% 0 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,735 $628K 0.01% +2,486 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,306 $622K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,646 $621K <0.01% +2,195 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,596 $617K 0.16% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,590 $617K 0.02% +788 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,570 $615K 0.15% -35 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,450 $605K 0.06% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,417 $603K 0.21% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,338 $596K <0.01% +25 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,246 $589K 0.02% +53 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,206 $585K 0.17% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 7,192 $584K 0.36% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,974 $567K 0.13% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,683 $543K 0.01% +1 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,623 $538K 0.14% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,603 $536K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,529 $530K 0.01% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 6,447 $524K 0.02% +1,620 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,372 $518K <0.01% +2,726 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,364 $517K 0.01% -793 13F-HR/A Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 6,286 $511K 0.4% -1,133 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,281 $510K 0.02% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,270 $509K <0.01% +616 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,231 $506K 0.21% +28 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 6,159 $500K 0.12% +75 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,019 $489K 0.03% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 5,990 $487K 0.25% +24 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,978 $486K 0.05% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,956 $484K 0.38% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,895 $479K 0.03% -531 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,871 $477K 0.03% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 5,710 $464K 0.14% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 5,691 $462K 0.43% 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,630 $457K 0.05% +365 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,559 $452K 0.05% +29 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,555 $451K <0.01% -2,841 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,562 $451K 0.01% +996 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,404 $439K 0.19% +136 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 5,315 $431K 0.05% -413 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,285 $429K 0.02% -134 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,274 $429K 0.04% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,200 $422K 0.05% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,171 $420K 0.01% -1,556 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,171 $420K 0.04% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,075 $412K 0.16% +2 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,066 $412K 0.34% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,970 $404K 0.11% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,929 $400K 0.02% +2,266 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,919 $400K <0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,912 $399K 0.18% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,703 $382K <0.01% +1,144 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,698 $382K 0.21% -3,464 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,615 $375K 0.01% -132 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,588 $373K 0.04% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,387 $357K 0.12% -1,504 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,365 $355K <0.01% +81 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,309 $350K 0.01% +1,068 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 4,284 $348K 0.19% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,255 $346K 0.02% +23 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,247 $345K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,055 $329K 0.06% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 160 $318K 0.63% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,850 $318K 0.02% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,892 $316K 0.21% -269 13F-HR Timeline Coho Partners, Ltd. More: the full row for Coho Partners, Ltd. 3,879 $315K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,878 $315K 0.01% -11 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,870 $314K 0.33% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,846 $313K 0.05% -2,360 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,833 $311K 0.06% -292 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,797 $309K 0.02% -11 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,781 $307K 0.1% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,700 $301K 0.03% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,693 $300K 0.01% +15 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3,655 $297K 0.25% 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,630 $295K 0.22% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,622 $294K 0.03% +32 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,614 $294K 0.02% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,544 $288K 0.07% -11 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,529 $287K <0.01% +1,124 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,442 $280K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,407 $277K 0.02% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,404 $277K 0.02% -15,222 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,195 $273K <0.01% -350 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,357 $273K <0.01% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,356 $273K 0.05% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,312 $269K 0.05% +1,830 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,260 $265K 0.1% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,253 $264K 0.04% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,165 $257K 0.02% -75 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,154 $256K <0.01% +526 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,134 $255K 0.01% +176 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,078 $250K 0.01% -1,367 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,055 $248K 0.02% +9 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,018 $245K 0.07% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,000 $244K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,963 $241K 0.25% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,938 $239K <0.01% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,916 $237K 0.2% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,772 $234K 0.01% -142 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 2,877 $234K 0.02% -196 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 2,728 $233K 0.21% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,842 $231K 0.1% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,807 $228K <0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,779 $226K 0.04% +15 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,728 $222K 0.06% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,725 $221K 0.05% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,724 $221K 0.08% +14 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,714 $221K <0.01% -20,874 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 2,624 $213K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,574 $209K <0.01% +117 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,454 $206K 0.04% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,531 $206K 0.13% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,500 $203K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,500 $203K <0.01% new 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,478 $201K 0.19% -351 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,400 $195K 0.09% -1,361 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,234 $182K <0.01% +2,130 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,206 $179K <0.01% +522 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,137 $174K <0.01% -282 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,110 $171K 0.09% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,026 $165K 0.01% +7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,928 $157K <0.01% +100 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,871 $152K 0.06% +20 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,690 $137K 0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 1,553 $126K <0.01% +1,163 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,537 $125K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,263 $103K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,242 $101K 0.03% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,228 $99.8K 0.17% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,189 $96.6K 0.01% -240 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,093 $88.8K <0.01% +36 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,064 $86.5K <0.01% new 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 902 $76.6K 0.06% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 798 $64.9K <0.01% +249 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 772 $62.7K <0.01% +211 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 729 $59.2K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 632 $51.4K 0.02% +57 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 630 $51.2K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 575 $48.8K 0.03% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 575 $48.8K 0.03% new 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 590 $47.8K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 586 $47.6K 0.02% -50 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 574 $46.6K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 565 $45.9K 0.01% 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 560 $45.5K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 547 $44.4K 0.01% +3 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 484 $39.4K 0.01% -102 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 467 $38K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 440 $35.8K <0.01% -111 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 415 $33.8K <0.01% -46 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 371 $30.1K <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 350 $28.4K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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