CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 15,073 $2.15M <0.01% +3,150 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 15,052 $2.15M 0.21% -710 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,814 $2.11M 0.05% +685 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,214 $2.03M 0.01% +5,721 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,958 $1.99M 0.14% -123 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,933 $1.99M 0.49% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13,835 $1.97M 0.08% +35 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 13,799 $1.97M 1.68% +188 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,732 $1.96M 0.61% +445 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,453 $1.92M 0.11% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,449 $1.92M 0.02% -399 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 13,438 $1.92M 1.5% +780 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,365 $1.89M 0.16% -160 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 13,118 $1.87M 1.22% +4,436 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,029 $1.86M 0.03% +794 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,656 $1.8M 0.07% +293 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 12,425 $1.77M 0.32% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 12,414 $1.77M 0.01% -589 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 12,278 $1.75M 0.56% +3,151 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,247 $1.75M 0.02% -550 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 12,162 $1.73M 0.61% +231 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,098 $1.73M 0.01% +295 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,948 $1.7M 0.02% -37 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,908 $1.7M <0.01% -693 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 11,880 $1.69M 1.23% -210 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,781 $1.68M <0.01% -1,271 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,687 $1.67M <0.01% 0 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 11,603 $1.65M 0.51% -128 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,600 $1.65M 0.02% -320 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,575 $1.65M 0.87% -59 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,474 $1.64M 0.35% new 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 11,293 $1.61M 0.32% -588 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,285 $1.61M 0.02% +1,878 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,008 $1.57M <0.01% -526 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,005 $1.57M 0.34% -208 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10,976 $1.56M 0.26% -25 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 10,962 $1.56M 0.31% -2,698 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 10,598 $1.51M 0.31% +385 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,334 $1.47M 0.02% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,298 $1.47M 0.13% -158 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,204 $1.45M 0.05% -202 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,072 $1.44M 0.12% +271 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,055 $1.43M 0.09% -400 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,813 $1.4M 0.02% +220 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 9,816 $1.4M 0.07% -7,647 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,645 $1.37M 0.05% -3,154 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,593 $1.37M 0.11% -50 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 9,586 $1.37M 1.19% -82 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,496 $1.35M 0.12% -1,677 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,463 $1.35M 0.09% +1,907 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,295 $1.32M 0.02% -455 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 9,285 $1.32M 0.51% -1,376 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,238 $1.32M 0.05% -6,961 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,204 $1.31M <0.01% -155 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,138 $1.3M 0.32% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,100 $1.3M 0.7% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,082 $1.29M 0.1% -33 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,028 $1.29M 0.26% -380 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 8,986 $1.28M <0.01% +128 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,909 $1.27M 1.15% -94 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,819 $1.26M 0.75% -165 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 17,450 $1.25M 2.07% +9,048 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,716 $1.24M <0.01% +114 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,700 $1.24M 0.02% -61 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,658 $1.23M 0.23% -2,007 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 8,584 $1.22M 0.19% -550 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,423 $1.21M 0.25% -1,799 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 8,491 $1.21M 0.88% -140 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,457 $1.21M 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,170 $1.16M 0.04% +205 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,137 $1.16M 0.12% -1,920 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,123 $1.16M 0.1% -15,218 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 8,114 $1.16M 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,025 $1.14M 0.06% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 8,013 $1.14M 2.5% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 7,978 $1.14M 0.33% -7 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,951 $1.13M 0.8% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,900 $1.13M 0.04% -211 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,692 $1.1M 0.02% +2,367 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,636 $1.09M 0.01% +4,437 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,529 $1.07M 0.21% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,310 $1.05M <0.01% +63 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,330 $1.04M 0.05% -203 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,201 $1.03M 0.09% -200 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,934 $988K 0.34% +198 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,845 $976K 0.17% +5,699 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,838 $975K 0.01% 0 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,770 $965K 0.14% -1,291 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,768 $960K 0.59% -973 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,671 $951K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,487 $925K 0.04% +196 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,271 $901K 0.09% -91 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,307 $899K 0.07% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,196 $883K 0.01% -867 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,123 $873K 0.01% +191 13F-HR/A Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,044 $862K +3,270 Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,022 $858K 0.02% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,832 $831K 0.31% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,820 $830K <0.01% -545 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,815 $829K 0.02% -12 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,764 $820K 0.05% +1,033 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,684 $810K 0.04% -560 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,608 $799K 0.28% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,581 $796K 0.02% -27 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,570 $794K 0.1% -277 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,521 $787K 0.01% -206 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,497 $784K 0.28% -188 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 5,487 $782K 0.02% -149 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,419 $772K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,403 $770K 0.05% +2,392 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,383 $767K 0.08% -75 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,324 $759K 0.13% +1 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,264 $750K 0.14% -20 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,214 $743K 0.14% +312 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,212 $743K 0.97% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,167 $737K 0.02% -1,266 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,145 $733K 0.02% +137 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,139 $733K 0.43% -1 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 5,135 $732K 0.22% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,064 $722K <0.01% -16 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,018 $715K 0.52% -119 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,984 $711K 0.06% -2 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,972 $709K 0.02% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,902 $699K 0.13% +10 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,856 $692K 0.11% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 4,827 $688K 0.37% +18 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,827 $688K 0.1% -24 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,824 $688K 0.1% +679 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,797 $684K 0.09% -774 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,783 $682K 0.21% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,698 $677K 0.01% +65 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,707 $671K 0.03% +229 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,684 $668K 0.35% -50 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,664 $665K <0.01% -81 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,630 $660K 0.05% -74 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,629 $660K 0.03% +1,240 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,623 $659K 0.4% -25 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,541 $647K 0.05% +234 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,513 $643K <0.01% -298 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,515 $643K 0.27% +750 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,420 $630K 0.02% -1,121 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,409 $629K <0.01% -611 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,360 $622K 0.28% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,331 $617K <0.01% +128 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,311 $615K 0.07% -135 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,299 $613K 0.38% -70 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,276 $610K 0.01% -139 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 4,270 $609K 0.1% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,256 $607K 0.03% -397 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,225 $602K 0.25% +525 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,139 $590K 0.2% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10,305 $569K 0.09% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,972 $566K 0.31% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,945 $562K 0.2% +14 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,938 $561K 0.01% -3 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,920 $559K 0.44% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,920 $559K 0.44% -644 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,872 $552K 0.02% +21 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,865 $551K 0.07% +22 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,847 $548K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,841 $548K <0.01% +1,163 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,835 $547K <0.01% +21 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,772 $538K 0.21% +20 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,765 $537K 0.04% -605 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,748 $534K 0.1% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,743 $534K 0.04% -185 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,738 $533K <0.01% +122 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,722 $531K 0.24% +10 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,713 $529K 0.02% +2,139 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,706 $528K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,667 $523K 0.14% +45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,634 $517K 0.03% +654 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,611 $515K 0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,524 $502K 0.07% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,520 $502K 0.03% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,517 $501K 0.35% +22 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,512 $501K 0.13% +260 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 3,507 $500K 0.37% -117 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,500 $499K 0.04% -3,793 13F-HR Timeline AMARA FINANCIAL, LLC. 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