Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,262 $1.45M 0.43% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,251 $1.45M 0.04% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,150 $1.4M 0.1% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,100 $1.38M 0.63% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,085 $1.37M 0.04% -31 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,079 $1.37M 0.2% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,029 $1.35M 0.19% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,028 $1.35M 0.08% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,990 $1.33M 0.1% -127 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,948 $1.31M 0.01% -6,886 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,946 $1.29M 0.49% +484 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,910 $1.29M 0.28% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,907 $1.29M 0.48% -9,630 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 2,906 $1.29M 1.27% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,902 $1.29M 0.04% +167 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,901 $1.29M 0.07% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,808 $1.25M <0.01% -381 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,793 $1.24M 0.32% -5 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,761 $1.23M 0.02% +312 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,748 $1.22M 0.03% +100 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,746 $1.22M 0.05% +559 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,746 $1.22M 0.11% -40 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,737 $1.22M 0.33% -309 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,706 $1.2M <0.01% -29 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,697 $1.2M 0.75% +3 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,687 $1.19M 0.02% new 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 2,663 $1.18M 0.53% -74 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,627 $1.17M <0.01% +102 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,585 $1.15M 0.04% -720 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,553 $1.13M 0.01% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,541 $1.13M 0.66% -308 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,488 $1.11M 0.02% +503 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,484 $1.1M 0.02% 0 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,475 $1.1M 0.06% +507 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,467 $1.1M 0.17% -223 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,405 $1.07M 0.02% +1,091 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,389 $1.06M 0.32% +4 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 2,384 $1.06M <0.01% -300 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,272 $1.01M <0.01% +93 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,270 $1.01M 0.27% +35 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,259 $1M 0.01% -1,540 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,241 $996K 0.05% -46 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,240 $996K 0.01% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,227 $995K 0.15% -52 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,193 $975K 0.22% -536 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 2,191 $974K 0.67% 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 2,185 $971K 0.44% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,170 $965K 0.05% -185 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,090 $929K 0.02% +798 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,037 $912K 0.06% -1,912 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,051 $912K 0.02% +12 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,042 $908K 0.58% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,036 $905K <0.01% +782 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 2,035 $905K 0.23% +2 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,018 $897K 0.12% +18 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,004 $891K 0.2% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,993 $886K 0.07% +30 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,985 $883K 0.49% -115 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,977 $879K 0.21% 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 1,967 $875K 0.55% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,955 $869K 0.09% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,949 $867K 0.01% 13F-HR/A Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,940 $863K 0.53% -111 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,921 $854K 0.01% -277 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,907 $848K 0.07% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,870 $831K 0.09% +116 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,867 $830K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,856 $825K 0.02% -35 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,830 $813K 0.04% -48 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,822 $810K 0.07% +20 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,800 $800K 0.15% +1,799 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,789 $795K 0.04% +1 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,778 $790K 0.02% +8 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,773 $788K 0.03% -34 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,756 $781K 0.02% +474 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,717 $763K 0.15% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,712 $761K 0.06% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,701 $756K 0.07% +412 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,692 $752K 0.37% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,675 $745K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,673 $744K 0.11% -205 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,666 $741K 0.02% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,663 $739K 0.05% 0 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,646 $732K 0.02% -141 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,639 $729K <0.01% +298 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,639 $729K 0.01% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,639 $728K 0.02% -472 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,613 $717K 0.11% -14 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,593 $708K 0.01% +153 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,572 $699K 0.46% +47 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,566 $696K 0.1% +207 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,536 $683K 0.2% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,533 $682K 0.14% +133 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,519 $676K 0.2% +2 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,545 $666K 0.11% -439 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,495 $665K 0.01% +113 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,484 $660K 0.11% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,480 $658K 0.13% +64 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,459 $649K <0.01% -39 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,444 $642K 0.08% +50 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,442 $641K 0.03% +164 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,435 $638K 0.34% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,434 $638K 0.54% -826 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,427 $634K 0.08% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,424 $633K 0.06% -18 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,423 $633K 0.15% +21 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,434 $625K <0.01% -1 13F-HR Timeline Group MWA Asset Management More: the full row for MWA Asset Management 1,376 $612K 0.34% -63 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,376 $612K 0.36% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,366 $607K 0.04% new 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,356 $603K 0.04% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,348 $599K <0.01% -9 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,325 $589K 0.01% +9 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,324 $589K 0.03% -162 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,322 $588K 0.08% +1 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,319 $586K 0.12% +81 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,308 $581K 0.01% +145 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,303 $579K 0.05% +596 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,295 $576K 0.01% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,289 $574K 0.13% +87 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,287 $572K 0.35% +258 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,272 $566K 0.02% +1 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,268 $564K 0.01% +76 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,263 $562K 0.06% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,258 $559K <0.01% 0 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,240 $551K 0.04% +29 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,239 $551K 0.01% +50 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,206 $536K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,203 $535K 0.01% -185 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,200 $534K 0.03% -71 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,198 $533K 0.02% +93 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,195 $531K 0.09% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,195 $531K 0.44% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,192 $530K 0.15% +985 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,190 $529K <0.01% +411 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,184 $526K 0.23% -294 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,169 $520K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,153 $513K <0.01% 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,149 $511K 0.36% -50 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,141 $507K 0.02% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,124 $502K 0.26% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,126 $501K <0.01% +400 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,119 $497K 0.01% 0 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,110 $493K <0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,107 $492K 0.06% -502 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,106 $492K 0.03% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,103 $490K 0.01% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,097 $488K 0.21% -9 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,091 $485K 0.03% +1 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,080 $480K <0.01% +18 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,077 $479K 0.05% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,066 $474K 0.03% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,062 $472K 0.02% +249 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,061 $472K 0.1% -12 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,060 $472K 0.01% +427 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,060 $471K 0.02% -49 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,068 $471K 0.14% +87 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,057 $470K 0.01% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,057 $470K 0.24% +30 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 1,055 $469K 0.39% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,050 $467K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,049 $466K 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,048 $466K 0.02% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,048 $466K 0.41% +257 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,047 $465K 0.25% +57 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,045 $465K <0.01% +43 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,045 $465K <0.01% +60 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,040 $462K 0.14% -136 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,025 $456K 0.06% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,024 $455K 0.02% -113 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,021 $454K 0.01% -102 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,019 $453K 0.05% -65 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,008 $448K <0.01% +415 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,006 $447K <0.01% +213 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 986 $438K 0.01% -1 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 975 $437K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 982 $436K <0.01% +53 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 976 $434K 0.01% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 974 $433K 0.25% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 966 $429K 0.06% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 950 $422K 0.09% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 949 $422K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 945 $420K <0.01% +72 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 929 $413K 0.08% -337 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 928 $413K 0.02% -2 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 925 $411K 0.04% +2 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 918 $408K 0.08% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 912 $405K 0.01% +64 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 900 $400K 0.02% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 900 $400K 0.04% 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 895 $398K <0.01% -6 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 894 $398K 0.12% +22 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 893 $397K 0.12% +752 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 889 $395K 0.01% +129 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 887 $394K 0.01% -97 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 872 $388K 0.01% +20 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 853 $379K 0.05% -242 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 853 $379K <0.01% +226 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 848 $377K <0.01% +515 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 842 $377K 0.21% 13F-HR Timeline