Dentgroup LLC More: the full row for Dentgroup LLC 4,873 $1.39M 0.96% +20 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,797 $1.36M 0.99% +611 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,777 $1.36M 0.96% -8 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,770 $1.36M 0.1% -804 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,730 $1.35M 0.54% -467 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,679 $1.33M 0.75% -114 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 4,635 $1.32M 0.42% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,625 $1.32M 0.01% +2,165 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,623 $1.31M 0.18% -47 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,623 $1.31M 0.16% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,614 $1.31M 0.34% -418 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,591 $1.31M 0.08% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,584 $1.3M 0.12% -60 13F-HR/A Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,577 $1.3M 1.11% +98 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,532 $1.29M <0.01% +43 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,399 $1.28M 0.93% -79 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,487 $1.28M 0.41% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,430 $1.26M 0.03% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,430 $1.26M 0.16% -19 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,407 $1.25M 0.16% -9,540 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,381 $1.25M 0.06% -597 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 4,339 $1.23M 0.07% -5 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,289 $1.22M 0.16% +692 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,263 $1.21M 0.02% -372 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,252 $1.21M 0.44% +262 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,232 $1.2M 0.41% +772 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,137 $1.18M 0.02% -49 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,102 $1.17M 0.48% +3 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,063 $1.16M 0.04% +149 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,042 $1.15M 0.05% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,022 $1.14M 0.22% -45 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,005 $1.14M 0.12% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 3,990 $1.13M 0.63% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,943 $1.12M 1.31% 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,924 $1.12M 0.13% -1,560 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,918 $1.11M 0.27% +80 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,889 $1.11M 0.09% +147 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,888 $1.11M 0.71% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,845 $1.09M 0.32% +386 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,842 $1.09M 0.11% -2 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 3,842 $1.09M 0.02% -33 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,842 $1.09M 0.09% +84 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,832 $1.09M 0.01% +939 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,831 $1.09M 0.1% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,825 $1.09M 0.86% +10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,814 $1.09M 0.05% -92 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,821 $1.09M 0.42% +68 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,820 $1.09M 0.01% +1,008 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,756 $1.08M 0.2% +922 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,774 $1.07M 0.08% -2,045 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,761 $1.07M 0.26% +900 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,751 $1.07M 0.27% +472 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,682 $1.05M 0.04% +126 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,676 $1.05M 0.12% -502 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,651 $1.04M 0.08% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,636 $1.03M 0.15% -3,703 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,632 $1.03M 0.06% -35 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,632 $1.03M 0.06% -539 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,611 $1.03M 0.06% +89 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,571 $1.02M 0.17% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,561 $1.01M 0.28% -316 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,548 $1.01M 0.11% -3,398 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 22,119 $1.01M 0.26% +18,967 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,475 $988K 0.06% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,428 $975K 0.5% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,410 $970K 0.14% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,381 $962K 0.01% +92 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,379 $961K 0.04% +77 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,374 $960K 0.19% +535 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,360 $956K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,348 $952K 0.1% +231 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,336 $949K 0.21% -70 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,330 $947K 0.12% +634 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,328 $946K 0.08% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,287 $946K 0.19% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,320 $944K 0.02% +360 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,302 $939K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,264 $928K 0.03% -181 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,287 $928K 0.08% -1,598 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,262 $928K 0.03% +224 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,219 $915K 0.28% -119 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,188 $907K 0.02% +800 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,178 $904K 0.53% -2,600 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,170 $902K 0.04% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,155 $897K 0.03% -387 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,148 $895K 0.02% +507 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,121 $889K 0.03% -390 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,092 $879K 0.21% +111 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,072 $874K 0.02% -61 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,055 $870K <0.01% -6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,052 $868K 0.11% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,033 $863K 0.42% -86 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,032 $862K 0.01% -967 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,020 $859K 0.22% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,010 $856K 0.4% -78 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,996 $852K 0.53% +34 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,980 $847K 0.01% -3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,962 $842K 0.06% +1,091 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,938 $835K 0.18% +1,405 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,916 $829K -1,103 Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,910 $829K 0.39% -1,148 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,912 $828K 0.07% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,909 $827K 0.02% -899 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,900 $825K 0.21% -136 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,880 $819K <0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,874 $817K 0.02% 0 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,859 $813K <0.01% -322 13F-HR/A Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,835 $806K 0.18% +4 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,833 $806K 0.18% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,811 $799K 0.35% -129 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,806 $798K 0.29% +10 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,714 $795K 0.23% -7 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,779 $790K 0.21% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,777 $790K 0.37% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,767 $787K 0.06% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,676 $782K 0.06% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,729 $776K 0.02% -106 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,723 $774K 0.02% -65 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,722 $774K 0.06% -430 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,720 $774K 0.17% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,696 $767K 0.05% +110 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,670 $759K 0.61% -3,008 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,656 $755K 0.12% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,645 $752K 0.09% +134 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,618 $745K 0.06% -990 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,601 $740K 0.01% +119 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,594 $738K 0.15% +1,318 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,592 $737K 0.37% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Friday Financial More: the full row for Friday Financial 2,559 $728K 0.37% +572 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 2,548 $725K 0.25% -11,825 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,544 $723K <0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,500 $711K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,500 $711K 0.06% -4 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,480 $705K 0.24% +33 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,480 $705K 0.17% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,475 $704K 0.23% -175 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,467 $702K 0.18% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,466 $701K 0.22% -56 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 2,465 $701K 0.17% -9 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,447 $696K 0.15% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,414 $686K 0.11% -666 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,805 $686K 0.15% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,411 $686K <0.01% +594 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,398 $682K 0.02% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,393 $681K 0.23% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,389 $680K 0.33% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,372 $675K 0.03% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,367 $673K 0.51% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,362 $672K 0.04% -123 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,355 $670K 0.38% -873 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,354 $669K 0.02% +222 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,309 $657K 0.13% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,280 $648K 0.36% -157 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,259 $642K 0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,229 $634K <0.01% -133 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,226 $633K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,215 $630K 0.01% +940 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,219 $629K 0.13% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,202 $626K 0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,202 $626K 0.04% -400 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,200 $626K 0.07% +9 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,200 $626K 0.01% +1,149 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,176 $620K 0.02% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,165 $616K 0.03% +33 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,164 $616K 0.03% +245 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,153 $612K 0.03% -368 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,138 $608K 0.46% -69 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,136 $607K 0.15% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,132 $606K 0.01% +6 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,109 $601K 0.23% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,104 $598K 0.07% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,103 $598K 0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,100 $597K 0.19% -84 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,098 $597K 0.07% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,097 $596K 0.16% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,093 $595K <0.01% -6 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,084 $593K 0.04% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,083 $592K 0.13% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,077 $591K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,073 $590K 0.02% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,072 $589K 0.03% -4,814 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,071 $589K <0.01% +452 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,062 $586K 0.41% -3,293 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,050 $583K 0.01% +299 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,039 $580K 0.05% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,038 $580K 0.06% +182 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,035 $579K 0.05% +69 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,030 $577K 0.11% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,021 $575K 0.42% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,007 $572K 0.01% 0 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,004 $570K 0.04% +84 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,995 $568K 0.22% 0 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,984 $564K 0.01% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,981 $563K 0.14% -1 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,980 $563K 0.03% -490 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,963 $558K 0.47% 0 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 1,952 $555K 0.2% +644 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,948 $554K 0.14% -197 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,937 $551K 0.21% -41 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,881 $546K 0.23% 13F-HR Timeline