Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,088 $828K 0.34% -496 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,054 $824K 0.18% +999 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,012 $819K 0.04% +16 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,984 $816K 0.02% -1,730 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,868 $802K 0.01% +455 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,859 $801K 0.12% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,852 $800K 0.31% -6,301 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 6,852 $800K 0.31% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,784 $792K 0.05% -993 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,737 $787K 0.32% -3 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,697 $782K 0.01% +147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,688 $781K 0.09% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,657 $777K 0.01% +264 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,569 $767K 0.01% +967 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,515 $761K <0.01% -2,790 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,444 $752K 0.01% +212 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,430 $751K 0.4% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,382 $745K 0.24% -7,921 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,362 $743K 0.01% +187 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,360 $743K 0.02% +1,429 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,359 $743K 0.06% +195 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,359 $743K -62,025 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,308 $737K 0.01% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,297 $735K 0.01% +1,064 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,287 $734K 0.02% +253 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,271 $732K 0.03% +663 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,246 $729K 0.06% +89 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,244 $729K 0.03% +74 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,188 $723K 0.16% +466 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,180 $722K 0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,137 $717K 0.01% -100 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,125 $715K 0.11% +662 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,104 $713K 0.01% +27 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,085 $711K 0.16% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,043 $706K 0.09% +627 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 6,024 $703K 0.12% +18 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,016 $703K 0.01% +187 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,006 $701K 0.01% -25 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,997 $700K 0.02% +310 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,995 $700K 0.07% -87 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 5,990 $699K 0.36% -125 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,921 $691K 0.01% -12 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,916 $691K 0.01% +638 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,918 $690K 0.03% +1,841 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,872 $686K 0.02% -1,356 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,867 $685K 0.13% +33 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,830 $681K -315 Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,817 $679K 0.53% -496 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,802 $678K 0.01% +843 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 5,792 $676K 0.01% -50 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,774 $674K 0.13% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 5,774 $674K 0.13% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,751 $672K 0.01% -238 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,715 $667K 0.11% -40 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,675 $663K 0.05% +1 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,667 $662K 0.02% -1,977 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,663 $661K 0.07% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,657 $661K 0.02% +435 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,619 $656K 0.01% +1,115 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,597 $654K 0.01% +2,926 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,597 $654K 0.06% +367 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,572 $651K 0.13% +2,154 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,547 $648K <0.01% +57 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,530 $646K 0.1% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,527 $645K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,497 $642K 0.01% +141 13F-HR Timeline City State Bank More: the full row for City State Bank 5,492 $641K 0.15% -88 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,469 $639K <0.01% +278 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,409 $632K 0.08% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,409 $632K 0.05% +230 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,401 $631K 0.03% +852 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,337 $623K 0.01% +1,249 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,336 $623K 0.25% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,326 $622K 0.03% +1,797 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,294 $618K 0.12% -9,560 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,289 $618K 0.07% -4,557 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,229 $611K <0.01% -150 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,211 $608K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,205 $608K 0.08% +37 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,197 $607K 0.01% -225 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,183 $605K 0.15% -138 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,179 $604K 0.01% -88 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 5,171 $604K 0.85% -235 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,100 $600K 0.44% +276 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 5,134 $600K 0.18% +1,091 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,131 $599K 0.16% -48 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 5,032 $588K 0.47% -130 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,021 $586K 0.01% -91 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,015 $586K 0.06% +761 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,000 $584K 0.11% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,946 $578K 0.01% -210 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,938 $577K 0.03% +1,049 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,929 $576K 0.24% +104 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,923 $575K 0.05% +180 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,922 $575K 0.13% -323 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,900 $572K 0.01% -37,768 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,900 $572K 0.39% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,893 $571K 0.06% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,846 $566K 0.25% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,824 $563K 0.04% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,792 $560K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 4,784 $559K 0.23% +303 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,771 $557K -23 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,145 $557K 0.01% +197 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,758 $556K <0.01% +2,394 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,724 $552K 0.02% +70 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,718 $551K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,715 $551K 0.02% +1,081 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,665 $545K 0.04% +2 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 4,665 $545K 0.09% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,650 $543K 0.02% +890 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,609 $538K 0.03% +457 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,590 $536K 0.01% -32 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,569 $534K 0.09% +27 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,544 $531K 0.01% -356 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,528 $529K 0.13% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,521 $528K 0.04% -196 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,517 $527K 0.02% -194 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,513 $527K 0.07% 0 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 4,507 $526K 0.14% -211 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,499 $525K 0.07% -54,600 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,494 $525K 0.04% +115 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,492 $525K 0.01% -431 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,475 $522K 0.01% -381 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,460 $521K 0.02% -22 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,435 $518K <0.01% +453 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,413 $515K 0.19% +63 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,368 $510K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,359 $509K 0.04% -543 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,425 $508K 0.01% +877 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,326 $505K 0.07% -9 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,322 $505K 0.01% 0 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,286 $500K 0.27% +109 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,277 $499K 0.1% -3,133 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 4,255 $497K 0.22% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,252 $497K 0.27% +1,029 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,250 $496K 0.12% -50 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,235 $495K 0.08% +177 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,203 $491K 0.01% -10 13F-HR/A Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,200 $490K 0.04% +200 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,196 $490K 0.09% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,186 $489K 0.2% -63 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,160 $486K 0.01% -8 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,150 $485K 0.02% +37 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,146 $482K 0.21% +48 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,066 $475K 0.02% +1,258 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,057 $474K 0.01% +333 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,050 $473K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,045 $472K 0.02% -58 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,033 $471K 0.01% +1,209 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,032 $471K 0.02% +3 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,993 $466K 0.03% -3,418 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,986 $465K 0.24% +11 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,984 $465K 0.06% -1,065 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,980 $465K 0.02% -1,660 13F-HR Timeline Bruce & Co., Inc. More: the full row for Bruce & Co., Inc. 3,945 $461K 0.12% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,928 $459K 0.01% -3 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,918 $458K 0.07% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,904 $456K 0.1% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,878 $453K 0.35% +908 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,864 $451K 0.13% +11 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,911 $450K 0.01% +591 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,841 $448K 0.03% -348 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,819 $446K 0.07% -14,934 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,802 $444K 0.04% +32 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,806 $443K 0.02% -50 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,793 $443K 0.35% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,791 $443K 0.03% -33 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 3,788 $442K 0.22% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,782 $442K 0.03% -24 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,781 $442K 0.08% +427 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,755 $439K 0.02% +16 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,749 $438K 0.03% +131 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,745 $437K 0.08% +26 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,741 $437K 0.18% +1,097 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,739 $437K 0.01% +20 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,669 $435K 0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,701 $432K <0.01% -4,345 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,700 $432K 0.16% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,685 $430K 0.01% +131 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,679 $430K 0.01% +1,394 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,668 $428K 0.03% +205 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,666 $428K 0.1% 0 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,665 $428K 0.2% +141 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,659 $427K 0.04% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,654 $427K 0.07% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,619 $423K 0.03% -18 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,581 $418K 0.12% +318 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,580 $418K 0.01% +405 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,554 $416K 0.02% +880 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,545 $414K 0.04% -696 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,543 $414K 0.03% +14 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,540 $413K 0.09% +1,414 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,523 $411K 0.12% +1 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,507 $410K 0.02% +448 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,487 $407K 0.07% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,479 $406K 0.02% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,463 $404K 0.32% -99 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,457 $404K 0.01% -205 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,455 $403K 0.02% 0 13F-HR Timeline