NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,873 $4.33M 0.5% -308 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 13,838 $4.32M 2.31% +12,354 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 13,826 $4.31M 1.91% 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 13,815 $4.31M 1.33% +349 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,766 $4.3M 0.06% -4,105 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 13,681 $4.28M 0.07% +320 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 13,660 $4.26M 0.79% -3,670 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,563 $4.23M 0.42% -880 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,539 $4.22M 0.16% +6,320 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 13,458 $4.22M 1.69% +2,585 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,405 $4.18M 0.16% -32 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 13,400 $4.18M 0.03% 0 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 13,382 $4.18M 1.49% +492 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 13,377 $4.17M 1.12% +468 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 13,296 $4.15M 1.16% -419 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 13,285 $4.15M 0.74% +298 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13,210 $4.12M 0.01% -65,706 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,174 $4.11M 0.19% 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 13,157 $4.11M 1.94% -112 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 13,153 $4.1M 1.25% -117 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,146 $4.1M 0.07% -915 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 13,108 $4.09M 0.08% -4,952 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,094 $4.09M 0.1% -350 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 13,093 $4.09M 0.16% -2,633 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 13,034 $4.07M 4.42% -718 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 13,001 $4.06M 0.49% -105 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 12,939 $4.04M 1.35% +565 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 12,920 $4.03M 1.78% -23 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 12,916 $4.03M 0.34% +2,786 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 12,705 $4.02M 0.2% +704 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 12,852 $4.01M 3.09% -110 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 12,846 $4.01M 0.27% +11,851 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,726 $3.97M 0.28% +49 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 12,723 $3.97M 0.1% +3,536 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 12,512 $3.9M -1,050 Timeline AXS Investments LLC More: the full row for AXS Investments LLC 12,479 $3.89M 1.08% -4,684 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 12,470 $3.89M 0.74% -900 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,461 $3.89M 0.1% -5,692 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 12,418 $3.87M 0.52% -14,646 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 12,395 $3.87M 0.8% +137 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 12,395 $3.87M 1.83% -177 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,389 $3.87M 0.16% -266 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,353 $3.85M 1% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,302 $3.84M 0.24% -1,513 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 12,257 $3.82M 0.45% -345 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 12,187 $3.8M 0.11% +374 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 12,180 $3.8M 2.02% +557 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 12,469 $3.79M 0.15% -29 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 12,127 $3.78M 0.35% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,116 $3.78M 0.12% +2,362 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 12,083 $3.77M 1.01% +72 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,020 $3.75M 0.63% +2,404 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,014 $3.75M 0.07% +4,956 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,004 $3.75M 0.74% -235 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 11,965 $3.73M 5.58% -2,010 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11,889 $3.71M 0.57% +8 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 11,777 $3.67M 1.63% +35 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,748 $3.67M +72 Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 11,713 $3.65M 1.26% -844 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,699 $3.65M 0.26% -82 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,675 $3.64M 0.09% -106 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 11,669 $3.64M 0.33% +2,172 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,654 $3.64M 0.12% +8,758 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 11,628 $3.63M 2.64% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,614 $3.62M 0.32% -5,563 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,578 $3.61M 0.03% -266 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,569 $3.61M 0.25% +1,597 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 11,550 $3.6M 0.7% +835 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,492 $3.59M 0.26% +243 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 11,450 $3.57M 0.3% -3,550 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,435 $3.57M 0.18% +438 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 11,430 $3.57M 2.01% -540 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,377 $3.55M 1.4% -322 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 11,271 $3.52M 2.63% +183 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,270 $3.52M 0.21% -465 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,721 $3.5M 0.2% -547 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,186 $3.49M 0.11% +266 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,183 $3.49M 0.19% +603 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,089 $3.46M 0.25% -475 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 11,072 $3.45M 0.4% +1,847 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,965 $3.42M 0.26% -306 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,948 $3.42M 0.33% -3 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 10,915 $3.41M 0.46% +317 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 10,910 $3.4M +475 Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 10,893 $3.4M 2.58% +492 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10,881 $3.4M 0.97% +353 13F-HR/A Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 10,850 $3.39M 5.23% +181 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 10,847 $3.38M 0.52% -340 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,837 $3.38M 0.89% -345 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 10,814 $3.37M 0.05% -537 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 10,786 $3.37M 0.41% -990 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,754 $3.36M 0.03% +702 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 10,694 $3.34M 0.02% +498 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 10,690 $3.34M 0.98% -404 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,671 $3.33M 0.14% +42 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,564 $3.31M 0.86% +228 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,529 $3.29M 0.44% +226 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,502 $3.28M 0.8% -85 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,459 $3.26M 0.26% -3,116 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 10,449 $3.26M 1.09% +2,374 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 10,386 $3.24M 0.2% +767 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,377 $3.24M 0.14% -707 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,371 $3.24M 0.35% -596 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 10,361 $3.23M 1.09% -85 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,337 $3.23M 0.08% -160 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 10,234 $3.19M 1.34% +507 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 10,199 $3.18M 0.87% +268 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,193 $3.18M 0.08% +39 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,170 $3.17M 0.29% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,161 $3.17M 0.47% -211 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,156 $3.17M 1.04% +392 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,103 $3.15M 0.44% -128 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 10,211 $3.14M 2.18% +2,266 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 10,051 $3.14M 0.14% +8,232 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 10,034 $3.13M 0.64% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,018 $3.13M 0.17% +1,757 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,988 $3.12M 0.81% -793 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 10,227 $3.11M 0.06% -2,824 13F-HR Timeline BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 9,970 $3.11M -267 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,958 $3.11M 0.42% +40 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,952 $3.11M 0.15% -130 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,857 $3.08M 0.23% +699 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9,850 $3.07M 0.33% +290 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,227 $3.07M 0.11% +659 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 9,773 $3.05M 1.02% -623 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 9,762 $3.05M 0.58% +1,757 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,738 $3.04M 0.54% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,708 $3.03M 1.17% +864 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 9,691 $3.02M 1.67% +68 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 9,683 $3.02M 2.36% +1,226 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 9,664 $3.02M 0.44% -222 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 9,649 $3.01M 1.51% -2,000 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,625 $3M 0.04% -107,282 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 9,613 $3M 1.1% -90 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,610 $3M 0.92% -530 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,586 $2.99M 0.08% -1,503 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,547 $2.98M 0.25% +184 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 9,419 $2.94M 0.4% 0 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 9,656 $2.94M 1.54% +2,061 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,355 $2.92M 0.03% -383 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,099 $2.92M +134 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,316 $2.91M 0.25% +5,866 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 9,299 $2.9M 1.96% +10 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,279 $2.9M 1.34% -778 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,270 $2.89M 0.9% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,249 $2.89M 0.17% +84 13F-HR Timeline Group Verity & Verity, LLC More: the full row for Verity & Verity, LLC 9,233 $2.88M 0.25% +442 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,231 $2.88M 1.02% -183 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 9,179 $2.86M 0.65% -677 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,023 $2.82M 1.05% -500 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,997 $2.81M 0.18% -127 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,992 $2.81M 0.09% -3,255 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,985 $2.79M 0.76% +2,130 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,927 $2.79M 0.17% -653 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,910 $2.78M 0.61% -10 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,856 $2.76M 0.21% -17 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,830 $2.76M 0.08% +3,689 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,811 $2.75M 0.1% +294 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,802 $2.75M 1.08% +11 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,802 $2.75M 0.37% -531 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 8,767 $2.74M 0.95% +186 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,763 $2.73M 0.33% +271 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,753 $2.73M 1.12% +697 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 8,680 $2.71M 0.22% -1,081 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,663 $2.7M 0.08% +2,566 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 8,647 $2.7M 1.15% -725 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,626 $2.69M 0.48% -77 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 8,622 $2.69M 0.3% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,589 $2.68M 0.15% +404 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,576 $2.68M 0.08% -1,605 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,785 $2.67M 0.26% -340 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 8,496 $2.65M 0.34% -559 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 8,451 $2.64M 1.36% +1,237 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,450 $2.64M 0.15% -92 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,427 $2.63M 0.35% +114 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,582 $2.63M 0.43% 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 8,409 $2.62M 0.08% -104 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,353 $2.61M 0.22% +56 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,305 $2.59M 0.71% -612 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,298 $2.59M 0.2% +6,653 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 8,294 $2.59M 1.34% +459 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,246 $2.57M 0.6% -62 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,241 $2.57M 0.03% -393 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,234 $2.57M 0.18% -90 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,209 $2.56M 1.56% +335 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,195 $2.56M 0.8% -54 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,191 $2.56M 0.07% +154 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,181 $2.55M 1.08% +35 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,135 $2.54M 0.97% -210 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,134 $2.54M 0.19% -123 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 8,105 $2.53M 2.08% +40 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,094 $2.53M 0.18% -6,815 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,088 $2.52M 0.73% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,017 $2.5M 0.13% -33 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,997 $2.5M 0.22% -2,984 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,989 $2.49M 0.75% +192 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,954 $2.48M -59 Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,934 $2.48M 0.14% +273 13F-HR/A Timeline Delta Global Management LP More: the full row for Delta Global Management LP 7,913 $2.47M 0.18% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 7,861 $2.45M 0.26% +127 13F-HR Timeline