OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,662 $967K 0.62% -261 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,650 $965K 0.21% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,639 $963K 0.63% +82 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,629 $961K 0.37% +23 13F-HR Timeline City State Bank More: the full row for City State Bank 5,606 $958K 0.32% +130 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,530 $945K 0.36% +128 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,241 $895K 0.03% -184 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,233 $894K 0.81% -35 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,233 $894K 0.13% +33 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,207 $889K 0.03% +3,821 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,130 $876K 0.05% +178 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,093 $870K 0.15% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,057 $864K 0.15% -18 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,014 $856K <0.01% +3,503 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,005 $855K 0.18% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,000 $854K 0.84% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,884 $834K 0.03% -566 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,875 $833K <0.01% -470 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,800 $820K 0.53% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,800 $820K 0.81% +15 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,799 $820K 0.2% +3 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,768 $814K 0.01% -174 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,766 $814K 0.06% -34 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,686 $800K 0.39% +300 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 4,626 $790K 1.04% -2,562 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,795 $784K 0.02% 0 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for Maltin Wealth Management, Inc. 4,436 $758K 0.36% +188 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,382 $748K 0.02% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,310 $736K <0.01% +1,699 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,631 $733K 0.32% 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,290 $733K 0.44% +48 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,288 $732K 0.17% new 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,261 $728K 0.02% +436 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,254 $727K 0.05% -75 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,238 $724K 0.36% +44 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,197 $717K 0.02% +82 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,181 $714K 0.02% +2,792 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,180 $714K 0.01% -502 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,140 $707K 0.01% +11 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $702K 0.25% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,106 $701K 0.01% +454 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,092 $699K <0.01% -365 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,051 $692K 0.01% +44 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,038 $690K 0.03% +135 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,907 $668K 0.01% +78 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,877 $662K 0.53% -79 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,803 $650K 0.08% -215 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,778 $645K 0.03% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,774 $645K 0.17% -38 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,769 $644K 0.34% +2 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,716 $635K 0.42% -329 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,655 $627K 0.12% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,661 $625K 0.05% -475 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,715 $619K 0.29% +11 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,583 $612K 0.29% -121 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,567 $609K 0.02% +1,482 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,560 $608K <0.01% +2,621 13F-HR/A Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,556 $607K 0.41% +126 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,540 $605K 0.04% -432 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,516 $601K 0.24% +15 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,502 $598K <0.01% new 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,452 $596K 0.14% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,434 $587K 0.14% 0 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,469 $586K 0.04% -538 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,359 $574K 0.03% +348 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,350 $572K <0.01% 0 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,327 $568K <0.01% +1,070 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,302 $564K 0.07% -350 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,274 $559K 0.04% -69 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,251 $555K 0.02% +1,240 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,244 $554K 0.01% +612 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,232 $552K 0.42% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,229 $552K 0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,143 $537K 0.13% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,129 $535K 0.44% +1 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,092 $528K <0.01% +515 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,050 $521K 0.15% +1,471 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,020 $516K 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,994 $511K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,968 $507K <0.01% +29 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,966 $507K 0.38% -55 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $506K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,937 $502K <0.01% +623 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,856 $488K 0.03% +775 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,846 $486K <0.01% +1,318 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,794 $477K 0.04% +57 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,781 $475K 0.02% +259 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,761 $472K 0.01% -355 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,731 $466K 0.33% +319 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,723 $465K 0.09% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,700 $461K 0.03% -300 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,682 $458K <0.01% -58 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,672 $456K 0.23% +1 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,650 $453K 0.23% -442 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,651 $453K 0.06% +20 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $449K 0.17% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,624 $448K 0.07% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,619 $447K 0.05% -26 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,601 $444K <0.01% -166 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,584 $441K 0.21% -104 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,571 $439K 0.01% +16 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,590 $437K 0.02% +29 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,521 $431K 0.29% -81 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,504 $428K <0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $427K 0.02% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,497 $427K 0.13% -277 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,496 $426K 0.01% -139 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,491 $426K 0.05% +81 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,462 $423K 0.03% -552 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 2,463 $421K 0.44% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,418 $413K 0.1% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,415 $413K 0.19% +5 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,404 $411K 0.17% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,397 $409K 0.02% +184 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,382 $407K 0.02% +152 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,433 $404K 0.18% +1,811 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,366 $404K 0.32% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,359 $404K <0.01% -1,968 13F-HR/A Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,344 $400K 0.05% +685 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,338 $399K 0.47% -337 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,332 $398K 0.21% -140 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,300 $393K 0.26% -400 13F-HR/A Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,931 $393K 0.44% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,286 $390K 0.02% -178 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,270 $388K 0.04% -150 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,245 $383K 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,208 $377K 0.02% -292 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,179 $372K 0.02% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,177 $372K 0.26% +41 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,150 $367K 0.02% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,134 $364K 0.15% +11 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,125 $363K 0.29% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,104 $359K 0.14% +405 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,080 $355K 0.03% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,067 $353K <0.01% -257 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $350K 0.08% 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 2,023 $346K <0.01% -19 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,022 $345K 0.03% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,011 $343K 0.14% -59 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,002 $342K 0.22% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,970 $336K 0.02% +62 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,967 $336K <0.01% +33 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,950 $333K 0.08% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,940 $331K 0.4% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,931 $330K 0.32% -1,545 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,931 $330K 0.02% -76 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,920 $328K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,920 $328K 0.02% -832 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,912 $327K 0.04% -200 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $324K 0.01% -325 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,880 $321K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,878 $321K <0.01% +2 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,833 $313K 0.01% +255 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,511 $313K 0.21% -311 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,823 $311K <0.01% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,815 $311K 0.04% new 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,805 $308K 0.15% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 1,767 $302K 0.13% -47 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,739 $297K 0.03% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,736 $297K 0.01% +1 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,725 $295K 0.06% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,715 $293K 0.01% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,714 $293K 0.25% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,709 $292K 0.06% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,700 $290K 0.15% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,697 $290K 0.24% +462 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,689 $288K 0.17% -308 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $288K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,683 $287K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,677 $286K 0.11% +10 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,666 $285K 0.14% +10 13F-HR/A Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,664 $284K 0.07% -57 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,657 $283K 0.03% -122 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,651 $282K 0.09% -9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,645 $281K 0.04% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,632 $279K 0.09% -47 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,632 $279K 0.01% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,628 $278K 0.19% +9 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,626 $278K <0.01% +108 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,609 $275K 0.02% +10 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,605 $274K 0.31% -12 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,603 $274K 0.07% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,601 $273K 0.09% +105 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,600 $273K 0.21% -600 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 1,593 $272K 0.07% +335 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,578 $270K 0.01% -53 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,555 $266K 0.02% +101 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,545 $264K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,534 $262K <0.01% +1,018 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,533 $262K <0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,528 $261K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,500 $256K 0.01% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,500 $256K 0.37% -10 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,491 $255K 0.04% +8 13F-HR Timeline