Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,423 $926K 0.32% -100 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,394 $920K <0.01% +337 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,383 $918K 0.07% -1,143 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aries Wealth Management More: the full row for Aries Wealth Management 4,369 $915K 0.22% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,364 $914K 0.01% -67 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,335 $907K 0.01% -97 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,302 $901K 0.01% +2 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,300 $900K 0.17% -199 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,260 $895K 0.15% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,271 $894K 0.03% +293 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,267 $893K 0.15% +9 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,235 $887K 0.03% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,212 $882K 0.64% -628 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,207 $881K 0.08% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,145 $868K 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,141 $867K 0.08% +44 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,138 $866K 0.02% +2,124 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,136 $866K 0.06% -94 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,080 $854K 0.36% +4,080 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,080 $854K 0.14% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,079 $854K 0.2% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,049 $848K 0.07% -35 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,001 $838K 0.61% -1 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,953 $828K 0.13% -250 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,935 $823K 0.29% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,911 $819K 0.21% +25 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,894 $815K <0.01% -7,322 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,894 $815K 0.14% +21 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,849 $806K 0.12% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,790 $793K 0.01% -211 13F-HR/A Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,771 $789K 0.05% -26 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,727 $780K 0.02% +66 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,722 $779K 0.36% +21 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,702 $775K 0.14% -30 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,778 $774K 0.46% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,695 $774K 0.12% +445 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,669 $768K 0.01% -64 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,595 $760K 0.02% +452 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,621 $758K 0.18% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,621 $758K 0.07% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,605 $755K 0.18% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,564 $746K 0.02% +594 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,561 $745K 0.06% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,537 $740K 0.08% +1 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,535 $740K 0.33% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,532 $739K 0.05% -474 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,521 $737K 0.09% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,518 $736K 0.04% +130 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,493 $731K 0.2% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,482 $729K 0.12% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,479 $728K 0.06% -236 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,461 $725K 0.57% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,446 $721K 0.04% -951 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,445 $721K 0.28% +65 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,430 $718K 0.01% +30 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 3,430 $718K 0.17% -514 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,397 $711K 0.31% +9 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,394 $711K 0.75% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,365 $704K 0.02% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,365 $704K 0.17% +118 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,359 $703K 0.54% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,318 $695K 0.02% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,289 $688K 0.03% -240 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,275 $686K 0.01% +198 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,271 $685K 0.08% -165 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,266 $684K 0.03% +9 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,239 $678K 0.01% +675 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,157 $661K 0.45% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,124 $654K 0.02% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,106 $650K 0.35% +4 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,086 $646K 0.44% -1,221 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,062 $641K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,059 $640K 0.01% +1,138 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,028 $634K 0.01% -296 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,025 $633K <0.01% +589 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,269 $633K 0.05% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 $628K 0.1% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,999 $628K 0.28% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,997 $627K 0.03% +218 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,986 $626K 0.01% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,980 $624K 0.05% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,979 $624K 0.25% -103 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,975 $623K 0.04% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,957 $619K 0.08% +5 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,954 $618K 0.01% +818 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,949 $617K 0.05% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,947 $617K 0.09% +1,038 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,913 $610K 0.03% -13,048 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,900 $607K 0.09% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,899 $607K <0.01% +1,677 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 113 $603K 0.45% -18,298 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,877 $602K 0.19% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,838 $594K 0.05% +45 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,812 $589K 0.43% -1,866 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,776 $581K 0.07% -630 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,770 $580K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,766 $577K 0.04% +1,114 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,746 $575K 0.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,703 $566K 0.06% -23 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,669 $559K 0.04% -3 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,659 $557K 0.12% -254 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,617 $553K 0.07% +1,115 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,633 $551K 0.04% -92 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,625 $550K 0.13% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,622 $549K 0.08% +412 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,608 $546K 0.08% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,594 $543K 0.06% -22 13F-HR/A Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 2,590 $542K 0.16% +2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,583 $541K 0.01% +269 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,543 $532K 0.09% -270 13F-HR/A Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,537 $531K 0.11% -161 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,532 $530K 0.29% +303 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,518 $527K 0.33% +6 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,512 $526K 0.14% -235 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,461 $515K 0.09% -40 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,451 $513K 0.03% +2 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,434 $510K 0.01% +108 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,428 $509K 0.03% +602 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,432 $509K <0.01% +132 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,410 $505K 0.06% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,405 $503K 0.07% -88 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,403 $503K 0.02% -500 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,403 $503K 0.29% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,396 $502K 0.01% -137 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,389 $500K 0.07% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,371 $496K 0.01% +7 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,361 $494K 0.02% +28 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,349 $492K 0.14% +4 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,312 $484K 0.14% -294 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,308 $483K 0.05% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,302 $482K 0.17% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,299 $481K 0.25% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,272 $476K 0.37% +6 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,272 $476K 0.01% -343 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,271 $475K 0.05% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,270 $475K 0.01% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,268 $475K 0.14% +1 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,237 $468K 0.02% +177 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,236 $468K <0.01% -9 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,228 $466K 0.1% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,209 $462K 0.01% +2 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,201 $461K 0.01% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,194 $459K 0.05% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,191 $458K 0.43% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,184 $457K <0.01% -1 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 2,119 $451K 0.13% +6 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,154 $451K 0.23% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,125 $445K 0.02% -136 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,123 $444K 0.17% -2 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,123 $444K 0.01% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,122 $444K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,113 $442K 0.01% -191 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,051 $429K 0.23% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,050 $429K 0.01% +97 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,047 $429K <0.01% +67 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,036 $426K 0.01% +67 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,034 $426K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,033 $425K 0.01% +96 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,010 $421K 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,000 $419K 0.02% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,000 $419K 0.28% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,999 $418K 0.07% +225 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,993 $417K 0.01% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,962 $411K 0.01% +44 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,951 $408K 0.12% -2 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,948 $408K 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,943 $407K 0.01% -27 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,958 $403K 0.16% -3 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,919 $402K 0.17% +151 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,907 $399K 0.02% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,900 $398K 0.03% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,900 $398K 0.02% -6 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,893 $396K 0.05% -68 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,889 $395K 0.13% +3 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,886 $395K 0.01% +15 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,859 $389K 0.08% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,850 $387K 0.03% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,846 $386K 0.19% -176 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,827 $382K 0.18% +9 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,811 $379K 0.06% +183 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,800 $377K 0.04% -5 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,776 $372K 0.02% +157 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,775 $372K 0.01% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,771 $371K 0.03% +1,771 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,760 $370K 0.11% +1 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,760 $368K 0.24% -197 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,758 $368K 0.09% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,755 $367K 0.01% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,753 $367K 0.09% +226 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,745 $365K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,743 $365K 0.02% +63 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,723 $362K 0.08% +3 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,725 $362K 0.13% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,734 $362K 0.12% +363 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,725 $361K 0.05% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,723 $361K 0.04% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,713 $359K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,706 $357K 0.02% +278 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,701 $356K 0.05% +248 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,700 $356K 0.16% 0 13F-HR Timeline