Essex LLC More: the full row for Essex LLC 17,493 $1.54M 0.3% +492 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 17,378 $1.53M 0.28% -968 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 17,146 $1.51M 0.62% -510 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 16,915 $1.49M 0.12% 0 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 16,909 $1.48M 0.93% +729 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,902 $1.48M 0.02% +2,744 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 16,892 $1.48M 0.03% -517 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 16,779 $1.47M 0.4% +79 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 16,659 $1.46M 0.76% -1,570 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 16,611 $1.46M 0.27% -1,411 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 16,475 $1.45M 0.43% +3,284 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,463 $1.45M 0.1% -1,152 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 15,910 $1.4M 0.22% -305 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,704 $1.38M 0.03% +1,154 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 15,624 $1.37M <0.01% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,617 $1.37M 0.96% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,526 $1.36M 0.01% -600 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 15,375 $1.35M 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,387 $1.35M 0.05% -4,254 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 15,250 $1.34M 0.14% +853 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 15,132 $1.33M 0.04% +63 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,125 $1.33M 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 14,960 $1.31M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Csenge Advisory Group More: the full row for Csenge Advisory Group 15,031 $1.3M 0.07% +578 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 14,759 $1.3M 0.01% +11,889 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,199 $1.25M 0.04% +4,621 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14,150 $1.24M 0.01% -56,718 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT ⦠More: the full row for OPPENHEIMER & CO INC 14,050 $1.23M 0.02% +2,614 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 14,030 $1.23M 0.85% -207 13F-HR Timeline Blue Door Asset Management, LLC More: the full row for Blue Door Asset Management, LLC 14,000 $1.23M 0.7% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13,963 $1.23M 0.65% +3,517 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 13,934 $1.22M 0.09% +99 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,911 $1.22M <0.01% -1,375 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 13,683 $1.2M 0.56% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 13,662 $1.2M 0.28% -23 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,621 $1.2M <0.01% +5,418 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,515 $1.19M 0.01% +106 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,363 $1.17M 0.03% +637 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,208 $1.16M 0.07% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 13,198 $1.16M 0.15% -18 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 13,118 $1.15M 1% +21 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 13,108 $1.15M 0.22% -12,391 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 13,009 $1.14M 0.15% +38 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,995 $1.14M <0.01% -1,469 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,911 $1.13M 0.02% -242 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 12,887 $1.13M 0.12% -389 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,777 $1.12M <0.01% -831 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,644 $1.11M 0.04% +497 13F-HR Timeline Astor Investment Management LLC More: the full row for Astor Investment Management LLC 12,564 $1.1M 0.6% -5,241 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 12,548 $1.1M 0.11% +295 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/⦠More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,421 $1.09M 0.02% -292 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 12,333 $1.08M 0.15% +378 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 12,253 $1.08M 0.51% -306 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 12,138 $1.07M 0.46% +345 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor⦠More: the full row for Concurrent Investment Advisors, LLC 12,112 $1.06M 0.02% -913 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 12,065 $1.06M 0.17% +548 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,058 $1.06M 0.02% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,023 $1.06M 0.3% -812 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,977 $1.05M 0.15% -858 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,922 $1.05M 0.54% +347 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,803 $1.04M 0.07% -1,216 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 11,736 $1.03M 0.04% +88 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,728 $1.03M 0.01% -3,084 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 11,724 $1.03M 0.47% -35 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 11,296 $1.02M 0.69% +8,894 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO⦠More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,653 $1.02M <0.01% -890,582 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,624 $1.02M 0.02% -951 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,619 $1.02M 0.05% +1,690 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,602 $1.02M 0.02% -3,974 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 11,326 $995K 0.26% +500 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 11,307 $993K 0.25% -194 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 11,305 $993K 0.09% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,297 $992K -580 Timeline &PARTNERS More: the full row for &PARTNERS 11,279 $990K 0.01% -454 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,235 $987K 0.04% -604 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/ 11,093 $974K <0.01% +402 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 11,012 $967K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 10,980 $964K 0.12% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,950 $962K 0.46% +45 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,900 $956K 0.02% -3,072 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,750 $944K 0.03% -124 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 10,730 $942K 0.71% +5,723 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 10,705 $940K 0.12% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,684 $938K 0.01% -7,967 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 10,609 $932K <0.01% -15,466 13F-HR Timeline Group PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 10,586 $930K 0.8% -257 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L⦠group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,572 $928K -459 Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 10,410 $914K 0.23% -1,500 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,358 $910K <0.01% +124 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 10,350 $909K 0.73% +1,877 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 10,310 $905K 0.82% +33 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,196 $895K <0.01% +1,382 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 10,185 $894K 0.19% +1,444 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,154 $892K 0.02% -2,256 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,069 $884K 0.59% -153 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,033 $881K 0.01% -1,752 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,956 $874K <0.01% -329 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 9,951 $874K 0.29% -537 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,895 $869K 0.1% -2,545 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 9,815 $862K 0.08% -35,721 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,751 $856K 0.07% +187 13F-HR Timeline Pinnacle Wealth Management Advisory Gro⦠More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,682 $850K 0.07% new 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 9,628 $845K <0.01% -73 13F-HR Timeline Group Cabana LLC More: the full row for Cabana LLC 9,489 $833K 4.78% -18,917 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,461 $831K 0.11% +5,800 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 9,391 $825K 0.31% +133 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 9,305 $817K 0.34% +75 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,266 $813K 0.03% +1 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,998 $790K 0.04% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,824 $775K <0.01% +452 13F-HR Timeline Group Marathon Trading Investment Management ⦠in group Marathon Trading Investment M⦠More: the full row for Marathon Trading Investment Management LLC 8,799 $773K 0.46% -821 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,686 $763K 0.01% +8,648 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,624 $757K 0.03% -976 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,575 $753K 0.12% +5 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8,431 $740K 0.11% 0 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,413 $739K <0.01% -65 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,366 $735K 0.02% -1,133 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 8,352 $733K 0.13% +607 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,252 $725K <0.01% +3,018 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,252 $725K 0.36% -500 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,180 $718K 0.09% -2,818 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,152 $716K <0.01% -54,897 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,065 $708K 0.07% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,998 $702K 0.1% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,951 $698K 0.53% +39 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 7,911 $695K 0.49% -140 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,725 $678K 0.26% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,705 $677K 0.02% +1,944 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,570 $665K 0.02% +823 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 7,538 $662K 0.05% -718 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,255 $637K 0.01% +414 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,213 $634K <0.01% +2,509 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,200 $632K 0.03% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,195 $632K <0.01% -16,276 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,161 $629K <0.01% +380 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 7,079 $622K 0.15% +69 13F-HR Timeline Robertson Stephens Wealth Management, L⦠More: the full row for Robertson Stephens Wealth Management, LLC 7,068 $621K 0.02% -83 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,014 $616K -428 Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,006 $615K 0.26% +458 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,953 $611K 0.02% +2,782 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,906 $606K 0.02% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,875 $605K 0.01% -4,048 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM⦠More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,867 $603K 0.05% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT ⦠More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,860 $602K 0.01% +830 13F-HR Timeline Group Trust Co More: the full row for Trust Co 6,819 $599K 0.07% -2,113 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,757 $593K 0.03% -758 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,752 $593K 0.19% +441 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,741 $592K 0.15% -1,645 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,639 $583K 0.04% +535 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 6,451 $582K 0.35% -343 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,622 $581K 0.22% +119 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,600 $580K 0.14% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,597 $579K 0.01% -790 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,579 $578K 0.01% -1,464 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,577 $578K 0.03% -225 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 6,473 $568K 0.1% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,434 $565K 0.05% +535 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,356 $558K 0.02% -3,265 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,294 $553K 0.52% -500 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,238 $548K 0.27% +33 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,234 $547K 0.03% -742 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,219 $546K 0.04% -275 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,199 $544K 0.17% +20 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,059 $532K 0.44% +120 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,000 $527K 0.08% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,843 $526K 0.28% +112 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,959 $523K 0.34% -1,120 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,944 $522K 0.12% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,934 $521K 0.36% -14 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,916 $520K 0.01% +5,894 13F-HR Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 5,874 $516K 0.34% +355 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,830 $512K 0.03% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 5,815 $511K 0.18% +23 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,789 $508K 0.01% +38 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,789 $508K 0.15% +170 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,789 $508K 0.23% -476 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,779 $507K 0.01% -8,095 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 5,752 $505K 0.06% +312 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,430 $502K 0.01% +2,751 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 5,682 $499K 0.39% -3,864 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,673 $498K 0.05% -13 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,644 $496K 0.27% -185 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,643 $495K 0.03% -92 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,636 $495K <0.01% +400 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 5,620 $493K 0.45% -4,294 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,579 $490K 0.01% -753 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,560 $488K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,540 $486K 0.03% -16,618 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 5,384 $486K 0.19% -627 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,529 $486K 0.37% -50 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,503 $483K 0.03% -6,243 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,502 $483K <0.01% -189 13F-HR Timeline Group Institute for Wealth Management, LLC. 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