MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,884 $905K 0.01% +184 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,869 $902K 0.22% -14 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,854 $899K 0.13% -5 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,843 $897K 0.12% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,831 $895K 0.06% -5,093 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,828 $894K 0.49% +148 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,813 $892K 0.04% +1,945 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,807 $890K 0.37% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,805 $890K 0.1% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,797 $889K 0.09% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,828 $885K 0.35% +3,476 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,772 $884K <0.01% +1,209 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,766 $883K 0.27% +1,094 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,759 $882K 0.02% -29 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,754 $881K 0.02% -37,889 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,750 $880K 0.46% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,726 $875K 0.3% +235 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,715 $873K 0.07% -7 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,713 $873K 0.03% +76 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,699 $870K 0.09% -6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,675 $866K 0.02% +2,603 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,671 $865K 0.26% -896 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,662 $864K 0.05% -196 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,628 $857K 0.12% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,621 $856K 0.12% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,618 $855K 0.05% -127 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,617 $855K 0.09% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,593 $851K 0.01% +42 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,574 $847K 0.01% +1,349 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,559 $844K <0.01% +1,573 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,556 $844K 0.21% +62 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,546 $842K 0.45% +65 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,540 $841K 0.04% +258 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,530 $839K 0.12% -7 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,528 $839K 0.64% -350 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,520 $837K 0.47% -6,845 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,512 $836K 0.02% -27,360 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,445 $823K 0.08% +60 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,439 $822K 0.01% +1,582 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,424 $819K 0.03% -119 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,414 $818K 0.02% +99 13F-HR/A Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,330 $802K 0.24% -426 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,320 $800K 0.42% -250 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,305 $797K 0.01% -74 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,300 $796K 0.37% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,288 $794K 0.06% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4,275 $792K 0.65% -100 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,274 $792K 0.11% -145 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,290 $789K 0.17% -48 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,259 $789K 0.19% +265 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 4,239 $785K 0.29% -3,457 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,231 $784K 0.2% +250 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,230 $784K 0.45% +405 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,181 $774K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,144 $768K 0.02% +77 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,193 $766K 0.02% -1,425 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,136 $766K 0.07% 0 13F-HR/A Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,121 $763K 0.18% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,117 $763K 0.09% +1,056 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,098 $759K 0.26% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,083 $756K 0.03% -381 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 4,069 $754K 0.06% -236 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,030 $747K 0.15% -39 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,023 $745K 0.05% +1,887 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,000 $741K 0.04% new 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,000 $741K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,996 $740K 0.12% +279 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,971 $736K 0.01% +397 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,947 $731K 0.01% -118 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,946 $731K 0.02% +18 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 4,503 $730K 0.84% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,938 $729K 0.31% -104 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,904 $723K 0.22% -6,394 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,898 $722K <0.01% -586 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,000 $718K 0.28% -3 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,872 $717K <0.01% +508 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,868 $716K 0.03% +148 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,819 $707K 0.49% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,813 $706K 0.15% -16 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,801 $704K 0.1% +276 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 3,800 $704K 0.44% 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,787 $701K 0.42% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,785 $701K 0.11% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,763 $697K 0.19% +1,674 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,827 $696K 0.02% +4 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,751 $695K 0.09% +5 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,739 $693K 0.03% +1,502 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,736 $692K -1,709 Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,705 $686K 0.25% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,717 $685K 0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,694 $684K 0.02% +1,242 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 3,692 $684K 0.46% -1,061 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,684 $682K 0.01% -1,059 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,674 $680K <0.01% -268 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,670 $680K 0.34% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,665 $679K 0.09% +68 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,657 $677K 0.02% -10 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,640 $674K 0.07% +30 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,639 $674K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,625 $673K 0.18% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,622 $671K 0.1% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,616 $670K 0.13% +586 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,613 $669K 0.31% +298 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,613 $668K 0.02% +504 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,596 $666K 0.06% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,596 $666K 0.37% +40 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,592 $665K 0.38% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,589 $665K 0.43% +9 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,565 $660K 0.22% new 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,564 $660K 0.15% -100 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,562 $660K 0.05% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,559 $659K 0.18% +135 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,549 $657K 0.03% -900 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,543 $656K 0.19% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,526 $653K 0.01% +647 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,524 $653K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,507 $650K 0.04% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,502 $649K 0.08% -774 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,500 $648K 0.39% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,487 $646K 0.01% +42 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 3,487 $646K 0.11% +1,382 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,480 $645K 0.04% +645 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,451 $639K 0.3% +221 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,451 $639K 0.44% +83 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,448 $639K 0.05% +2,148 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,447 $638K 0.3% -13 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,443 $638K 0.18% -60 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,397 $629K 0.03% +1,019 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,366 $624K 0.01% +101 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,354 $621K 0.03% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,341 $619K 0.13% -329 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,338 $618K 0.07% +6 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,305 $612K 0.01% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,347 $612K 0.66% -295 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,297 $611K 0.06% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,271 $606K 0.33% -269 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,248 $602K 0.17% -129 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,229 $598K 0.33% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,228 $598K 0.05% +164 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,212 $595K 0.11% +1,221 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,210 $595K 0.05% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,208 $594K 0.09% -12 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,202 $593K 0.01% 0 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,186 $590K 0.11% -30 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,181 $589K 0.03% +38 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,164 $586K 0.11% +1,077 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,158 $585K 0.03% -17,569 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,152 $584K 0.01% -114 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 3,156 $583K 0.31% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,599 $582K 0.02% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,129 $580K 0.07% +22 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,126 $579K 0.13% -14 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,119 $578K 0.04% -26 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,116 $577K 0.18% -10 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,116 $577K 0.2% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,108 $576K 0.02% -149 13F-HR/A Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,100 $574K 0.44% +90 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,095 $573K 0.37% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,090 $572K 0.03% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,069 $568K 0.06% +4 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,061 $567K 0.03% -18,044 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,060 $567K 0.1% -200 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,055 $566K 0.01% -231 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,035 $562K 0.28% -165 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,025 $560K 0.06% -531 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,023 $560K 0.01% -125 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,020 $559K 0.24% +7 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,998 $555K 0.07% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,990 $554K 0.09% +453 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,989 $554K 0.39% +84 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,986 $553K 0.19% +13 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,982 $552K 0.05% 0 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 2,964 $549K 0.01% -1,971 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,955 $547K 0.01% -160 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 2,950 $546K 0.67% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,940 $545K 0.11% -61 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,937 $544K 0.15% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,929 $543K 0.03% +179 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,972 $541K 0.01% +135 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,938 $539K 0.03% +371 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,891 $536K 0.01% -287 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,888 $535K 0.03% -226 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,885 $534K 0.01% -50 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,884 $534K 0.25% -351 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,840 $526K 0.16% -30 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,838 $526K 0.08% -23 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 2,833 $525K 0.47% -1,126 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 2,812 $521K 0.01% +631 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,810 $520K 0.29% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,809 $520K 0.11% -75 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,789 $517K 0.02% -272 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,777 $514K 0.06% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,777 $514K 0.3% +121 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,775 $514K 0.05% -79 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,775 $514K 0.03% +85 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,765 $512K 0.02% -173 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,760 $511K 0.09% -482 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,753 $510K 0.05% +9 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,750 $509K 0.27% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,713 $502K 0.03% +4 13F-HR Timeline