ADE, LLC More: the full row for ADE, LLC 6,443 $891K 0.43% +177 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 6,402 $886K 0.12% -2,175 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,395 $885K 0.08% +3,700 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,353 $879K 0.04% +369 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,342 $877K 0.02% +431 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,331 $876K 0.12% -117 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,298 $871K 0.06% +15 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $871K 0.23% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 6,271 $867K 0.18% +5,177 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 6,231 $862K 0.66% +81 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,216 $860K 0.05% -14 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 6,200 $858K 0.04% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,197 $857K 0.02% +1,045 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,195 $857K <0.01% -1,285 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,191 $856K 0.01% -285 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 6,187 $856K <0.01% new 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,164 $853K 0.04% +709 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,083 $841K 0.07% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,040 $835K 0.06% -310 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 5,977 $827K 0.46% -1,655 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,971 $826K 0.19% -56 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,964 $825K 0.06% -329 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,947 $823K 0.06% +265 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,914 $818K 0.28% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,900 $816K 0.49% +15 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,597 $811K 0.02% +12 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,831 $807K 0.25% +1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,658 $783K 0.1% -31 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,622 $778K 0.19% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,601 $775K 0.02% +472 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 5,588 $773K 0.9% +802 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,553 $768K <0.01% -639,718 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,544 $767K 0.15% +2,125 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,519 $763K 0.02% -304 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,463 $756K 0.12% +2,120 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,461 $755K 0.06% +624 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,413 $749K 0.02% +2,164 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,389 $745K 0.01% +87 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,307 $734K 0.04% +1,611 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 5,298 $733K 0.18% +557 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,297 $733K 0.31% +340 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,200 $726K 0.01% -1,075 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,250 $726K 0.11% +11 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,244 $725K 0.01% +3,678 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,203 $720K 0.04% -2,709 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,190 $718K 0.26% +29 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,119 $708K 0.13% +420 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,110 $707K 0.11% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 5,046 $698K 0.28% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,035 $697K 0.05% +1,202 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,033 $696K <0.01% -1,409 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,019 $694K 0.04% +268 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 5,018 $694K 0.62% +174 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,018 $694K 0.01% +1,401 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,012 $693K 0.03% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,985 $690K 0.05% +200 13F-HR Timeline JMG Financial Group, Ltd. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 5,040 $676K 0.59% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,858 $672K 0.23% +92 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,855 $672K 0.72% -62 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,849 $671K 0.02% +2,032 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,784 $670K 0.04% +656 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 4,577 $670K 0.5% +3 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,833 $669K 0.07% 0 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 4,826 $667K 0.21% +617 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,791 $663K 0.17% +335 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,766 $659K 0.01% +398 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,759 $658K 0.06% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,721 $653K 0.2% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,718 $653K 0.23% +125 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,707 $651K 0.22% +2 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,687 $648K 0.41% -140 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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Co. 4,676 $647K 0.09% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,659 $644K 0.03% +707 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,648 $643K 0.1% -40 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,611 $638K 0.02% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,560 $631K 0.21% -3,828 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,534 $627K 0.05% -2 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,527 $626K 0.52% +126 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,525 $626K 0.03% +240 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,519 $625K 0.13% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,500 $622K 0.02% -47 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 4,494 $622K 0.01% -661 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,493 $621K 0.01% -546 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 4,464 $618K 0.29% +384 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,452 $616K <0.01% -239 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,447 $615K 0.03% +266 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,373 $605K <0.01% -340 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,367 $604K 0.45% +1,853 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,352 $602K 0.02% +1,707 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,335 $600K 0.05% +641 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,321 $598K 0.06% +40 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,316 $597K 0.03% 0 13F-HR Timeline Elmwood Wealth Management, Inc. 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More: the full row for Hudock, Inc. 4,270 $591K 0.09% -22 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 4,258 $589K 0.39% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,250 $588K 0.27% +50 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,246 $587K 0.1% +872 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,208 $582K 0.09% -146 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,192 $580K 0.24% +649 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,180 $578K 0.11% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,175 $577K 0.4% +10 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,169 $577K 0.24% +10 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 4,292 $576K 0.27% -639 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 4,147 $574K 0.29% +179 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,136 $572K 0.09% +1,670 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,132 $571K 0.28% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,113 $569K 0.01% +813 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,111 $569K 0.04% +1,141 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,111 $569K 0.02% +237 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,070 $563K 0.16% +705 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,067 $563K +101 Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,050 $560K 0.11% +33 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,006 $554K 0.16% +385 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,000 $553K 0.33% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,995 $553K 0.08% -207 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,984 $551K 0.03% -2,095 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,969 $549K 0.07% +3,867 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,959 $548K 0.06% +9 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,955 $547K 0.03% -14 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,936 $544K 0.1% +280 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,929 $543K <0.01% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,928 $543K 0.23% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,888 $538K <0.01% +1,444 13F-HR Timeline Group Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,854 $533K 0.36% +103 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,847 $532K 0.21% +2 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,845 $532K 0.26% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,816 $528K 0.08% +66 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,800 $526K 0.45% -6,486 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,770 $521K 0.28% -184,667 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,767 $521K 0.06% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,451 $517K 0.16% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,725 $515K 0.46% +1 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,709 $513K 0.03% +162 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,685 $510K 0.13% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,679 $509K 0.2% -286 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,663 $507K 0.05% +2,193 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,651 $505K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,651 $505K <0.01% -41 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,637 $503K 0.31% +1,157 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,617 $500K 0.51% +798 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,616 $500K 0.23% +8 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,607 $499K 0.01% +626 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,583 $496K 0.15% -234 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,577 $495K 0.02% -4,707 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,571 $494K 0.01% +20 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,571 $494K 0.05% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,500 $494K 0.08% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 3,564 $493K 0.26% +339 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,564 $493K 0.01% +70 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,562 $493K 0.05% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,562 $493K 0.14% -1,354 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,551 $491K 0.02% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. 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