Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,338 $702K 0.2% -135 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,315 $698K 0.02% +583 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 4,305 $696K 0.06% -430 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,300 $695K 0.38% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,288 $693K 0.06% +528 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,282 $693K 0.03% +1,560 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,280 $692K 0.14% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,276 $692K 0.09% +800 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,259 $689K 0.03% +2,093 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,250 $687K 0.06% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,136 $669K 0.07% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,121 $666K 0.19% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,098 $663K 0.27% +68 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,829 $660K 0.14% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,069 $658K 0.15% +5 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,067 $658K 0.02% +413 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,065 $657K 0.01% -988 13F-HR/A Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,042 $654K 0.3% -362 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,839 $652K -853 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,823 $652K 0.02% +60 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,003 $647K 0.29% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,002 $647K 0.11% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,994 $646K 0.18% +315 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,983 $644K 0.03% new 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,981 $644K 0.18% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,959 $640K 0.63% -1,403 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,942 $638K <0.01% +402 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,647 $636K 0.11% +354 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,928 $635K 0.02% -109 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,845 $622K 0.23% +3,685 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,825 $619K 0.4% +127 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,819 $618K 0.51% +140 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,787 $612K 0.53% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,746 $606K 0.09% +1,058 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,720 $602K 0.02% +421 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,717 $601K 0.12% -276 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,705 $599K 0.26% -3 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 3,697 $598K 0.03% -7,457 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,684 $596K 0.02% +1,401 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,672 $594K 0.21% +213 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,670 $594K 0.15% -45 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,670 $594K 0.39% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,667 $593K 0.02% -40 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,664 $593K 0.15% -250 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,639 $589K 0.05% -24 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,625 $585K 0.18% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,610 $584K 0.06% +1 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,602 $583K 0.07% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,599 $582K 0.02% -142 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,597 $582K 0.09% +96 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,596 $582K 0.06% -120 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,592 $581K 0.38% +10 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,588 $580K 0.03% new 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,580 $579K 0.41% +10 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,574 $578K 0.01% -599 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,514 $578K 0.21% +894 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,561 $577K 0.02% -1,992 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,564 $576K 0.06% +1,444 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,562 $576K 0.05% -1 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,563 $576K <0.01% +1,574 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,556 $575K 0.36% +40 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,540 $573K 0.37% -1,129 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,642 $570K 0.64% -271 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,525 $570K 0.09% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,524 $570K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,507 $567K 0.04% -20 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,503 $567K 0.16% -506 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,500 $566K 0.29% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,498 $566K 0.13% -6 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,460 $560K 0.25% -18 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,445 $557K 0.01% -204 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,424 $554K 0.18% -15 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,556 $552K 0.05% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,377 $546K 0.14% +44 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,368 $545K 0.42% +122 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 3,368 $545K 0.43% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,364 $544K <0.01% +494 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,354 $542K 0.03% +6 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,346 $541K 0.01% +93 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,332 $539K 0.07% +6 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,319 $537K 0.24% +1,244 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,315 $536K 0.3% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,305 $535K 0.01% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,300 $534K 0.78% +500 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,297 $533K 0.06% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,286 $531K 0.01% +334 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,266 $528K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,265 $528K 0.01% new 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,260 $527K 0.11% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,257 $527K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,242 $524K 0.1% +648 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,235 $523K 0.31% +321 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,230 $522K 0.26% +197 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,229 $522K 0.33% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,225 $522K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,222 $521K 0.07% +1,334 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,220 $521K 0.09% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,216 $520K 0.11% -237 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,210 $519K 0.05% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,202 $518K 0.01% 0 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,200 $518K 0.34% +100 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,200 $518K 0.29% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,178 $514K 0.02% -92 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,158 $511K 0.02% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,155 $510K 0.21% +976 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,148 $509K 0.01% +1,285 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,145 $509K 0.04% -73 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,143 $508K 0.03% +559 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,140 $508K 0.08% +68 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,126 $506K 0.06% -5,233 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,126 $506K 0.18% -146 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,114 $504K 0.03% +679 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,116 $504K 0.21% -29 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,115 $504K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,107 $502K 0.07% -295 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,106 $502K 0.08% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,095 $501K 0.37% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,090 $500K 0.03% -75 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 3,109 $498K 0.02% +674 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,065 $496K 0.06% -127 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,064 $496K 0.05% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,061 $495K 0.02% -144 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,061 $495K 0.06% +326 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,037 $491K 0.07% +136 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,030 $490K 0.1% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,013 $487K 0.23% +8 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,010 $487K 0.5% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,007 $486K 1% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,001 $485K 0.11% -220 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,837 $485K 0.01% -19 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 3,000 $485K 0.34% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,998 $485K 0.07% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,986 $483K <0.01% +441 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,982 $482K 0.05% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,973 $481K 0.21% +529 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,951 $477K 0.03% -7,608 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 2,938 $475K 0.02% -1,066 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,937 $475K 0.16% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,935 $475K 0.01% new 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,935 $475K 0.27% +55 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,913 $471K <0.01% +203 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,912 $471K 0.2% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,911 $471K 0.03% -5,769 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,905 $470K 0.34% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,899 $469K <0.01% +1,372 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,884 $467K 0.11% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,879 $466K 0.01% +614 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,870 $464K 0.16% +20 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,868 $464K 0.03% +1,752 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,861 $463K 0.08% +1 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,857 $462K <0.01% +916 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,854 $462K 0.06% +65 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 2,841 $460K 0.51% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,840 $459K 0.07% +157 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,835 $459K 0.02% +500 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,818 $456K 0.07% -137 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,670 $455K 0.13% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,810 $454K 0.28% -5 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,802 $453K 0.12% +5 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,777 $449K 0.05% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,757 $446K 0.15% -73 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,750 $445K 0.03% -4 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,750 $445K 0.27% -46 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,744 $444K 0.06% +66 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,735 $442K 0.05% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,709 $438K 0.03% +72 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,695 $436K 0.02% -35 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,690 $435K 0.04% -80 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,690 $435K 0.03% -333 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,673 $432K <0.01% -1,224 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,656 $430K 0.29% -105 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 2,650 $429K 0.25% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,647 $428K 0.06% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,645 $428K 0.04% -74 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,643 $428K 0.08% +137 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,636 $426K 0.09% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,632 $426K 0.24% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,614 $424K 0.06% +100 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,609 $422K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,567 $421K 0.03% -194 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,606 $421K 0.26% new 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,595 $420K 0.06% +105 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,418 $416K 0.06% +57 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,574 $416K 0.13% -5,432 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,568 $415K 0.03% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,404 $415K 0.18% -19 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,559 $414K 0.01% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,547 $412K 0.1% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,547 $412K 0.04% -245 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,539 $411K 0.06% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,537 $410K 0.08% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,531 $409K 0.07% +7 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,486 $402K 0.2% -16 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,474 $400K 0.02% -1,392 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,473 $400K 0.09% -315 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,312 $399K 0.09% -30 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,452 $397K 0.01% -4 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 2,450 $396K 0.31% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,450 $396K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,428 $393K 0.05% +2 13F-HR Timeline