EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,407 $1.96M 0.03% +1,606 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,379 $1.95M 0.06% +944 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,371 $1.95M 0.34% -676 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,360 $1.94M 0.12% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,350 $1.94M 0.19% -149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NWAM LLC More: the full row for NWAM LLC 6,329 $1.93M 0.17% -11 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 6,300 $1.92M 1.45% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,300 $1.92M 0.73% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,298 $1.92M 0.08% +3,306 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,281 $1.92M 0.48% -1,265 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 6,215 $1.9M 1.89% -728 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,201 $1.89M 0.25% -125 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,200 $1.89M 0.14% +292 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,135 $1.88M 0.05% +235 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,162 $1.88M 0.16% +1,041 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,152 $1.88M 0.54% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,145 $1.88M 0.72% -245 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,141 $1.88M 1.22% +139 13F-HR Timeline STF Management LP More: the full row for STF Management LP 6,139 $1.88M 0.9% -19 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,137 $1.87M 0.05% -286 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,112 $1.87M 0.2% -61 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,109 $1.87M 0.01% -503 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,088 $1.86M 0.52% +1,079 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 6,075 $1.86M 1.35% +392 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,074 $1.86M 0.24% -1,938 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,046 $1.85M 0.13% -206 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,029 $1.84M 0.9% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,027 $1.84M 0.13% +94 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,026 $1.84M 0.4% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,115 $1.84M 0.18% +285 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,005 $1.83M 0.06% -9,884 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,995 $1.83M 0.36% -15 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,993 $1.83M 0.29% 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,986 $1.83M 0.56% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,984 $1.83M 0.03% -2 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,980 $1.83M 0.06% -61 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,979 $1.83M 0.2% -650 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 5,975 $1.83M 1.23% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,970 $1.82M 0.09% +11 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,951 $1.82M 1.54% -261 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,951 $1.82M 0.21% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,944 $1.82M 0.28% +30 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,914 $1.81M 0.04% -847 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,836 $1.78M 0.73% +690 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,835 $1.78M 0.49% -65 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 5,810 $1.78M 1.43% +76 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,805 $1.77M 1.39% -30 13F-HR/A Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,760 $1.76M 0.51% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,751 $1.76M 0.07% +748 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,572 $1.76M 1.72% -114 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,732 $1.75M 0.26% +1,357 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,709 $1.74M 0.42% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,704 $1.74M 0.52% +553 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,703 $1.74M 0.12% -14 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,700 $1.74M 0.28% +44 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,669 $1.73M 0.19% +5,337 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,658 $1.73M 0.08% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,627 $1.73M 0.37% +24 13F-HR/A Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,646 $1.73M 1.13% +197 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,625 $1.72M 0.05% -315 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,591 $1.72M 0.06% -1,215 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,593 $1.71M 0.63% +701 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,676 $1.71M 0.11% -35 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,587 $1.71M 0.79% +477 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,570 $1.7M 0.41% -430 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,566 $1.7M 0.14% +708 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,546 $1.69M 0.7% -499 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,537 $1.69M 1.19% 0 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,500 $1.68M 0.01% -500 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,497 $1.68M 0.11% -910 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 5,494 $1.68M 0.19% -582 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 5,480 $1.67M 0.79% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,425 $1.66M 0.45% 0 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,423 $1.66M 0.9% -15 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,420 $1.66M 0.08% +372 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,407 $1.65M 0.76% +292 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 5,381 $1.64M 0.01% -158,481 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 5,367 $1.64M 0.17% +200 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,353 $1.64M 0.16% -65 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 5,350 $1.63M 1.04% +135 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,279 $1.63M 0.32% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,344 $1.63M 0.02% -434 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,343 $1.63M 0.11% -205 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,336 $1.63M 0.23% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,321 $1.63M 0.34% +521 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,309 $1.62M 0.03% -7 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,298 $1.62M 0.2% +3,500 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,294 $1.62M 0.22% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,285 $1.61M 0.6% +249 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,269 $1.61M 0.2% +163 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,264 $1.61M 0.34% +98 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,260 $1.61M 1.16% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,257 $1.61M 0.11% -63 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,251 $1.6M 0.64% -34 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,244 $1.6M 0.65% +141 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,234 $1.6M 0.36% +41 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,223 $1.6M 1.26% +24 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,220 $1.59M +4,761 Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,218 $1.59M 0.21% -88 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,211 $1.59M 0.09% +389 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,173 $1.58M 0.54% -26,810 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,157 $1.58M 0.41% -193 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,156 $1.57M 0.09% +3,983 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,142 $1.57M 0.03% +2,201 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,138 $1.57M 0.08% -571 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,131 $1.57M 0.18% -85 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,125 $1.57M 0.87% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,122 $1.56M 0.12% -92 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,107 $1.56M 0.03% new 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,095 $1.56M 0.02% 0 13F-HR Timeline Group Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 5,084 $1.55M 0.85% -15 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,068 $1.55M 0.56% -31 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,061 $1.55M 0.65% +13 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,042 $1.54M 0.16% -98 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,036 $1.54M 0.14% +160 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,025 $1.54M 0.02% -750 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,020 $1.53M 0.18% -293 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,097 $1.53M 0.23% +14 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,005 $1.53M 1.2% -26 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $1.53M 0.62% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,995 $1.53M 0.43% +14 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,993 $1.53M 0.11% +378 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,967 $1.53M 0.05% +46 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,952 $1.52M 0.08% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,950 $1.52M 1.23% +100 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,964 $1.52M 0.25% +238 13F-HR/A Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,934 $1.51M 0.27% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,917 $1.5M 0.08% -209 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,902 $1.5M 1.43% -15 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,894 $1.5M 0.61% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,881 $1.49M 1.2% -25 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,873 $1.49M 0.14% -354 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,868 $1.49M 0.06% +16 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,867 $1.49M 0.06% -38 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,863 $1.49M 0.1% -349 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,068 $1.48M 0.19% -112 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,836 $1.48M 0.84% +295 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,829 $1.48M 0.82% +404 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,812 $1.47M 0.79% +795 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,851 $1.46M 0.14% +3,587 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 4,751 $1.45M 3.65% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,745 $1.45M 0.09% +1,348 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,743 $1.45M 0.11% -13,065 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,720 $1.44M 0.01% -282 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 4,700 $1.44M 0.18% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,658 $1.42M 0.12% +4,654 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,654 $1.42M 0.03% +140 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,642 $1.42M 0.06% +831 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,670 $1.42M 0.2% +20 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,576 $1.4M 0.53% -105 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,570 $1.4M 0.03% +226 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 4,568 $1.4M 0.04% -1,250 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,567 $1.4M 0.12% -220 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,540 $1.39M 0.82% +7 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 4,535 $1.39M 0.09% +48 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,530 $1.38M 0.12% +164 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,503 $1.38M 0.13% +973 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,513 $1.38M 0.66% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,505 $1.38M 0.02% +967 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,493 $1.37M 0.13% -15 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,644 $1.37M 0.05% +389 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,475 $1.37M 0.09% -16 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,464 $1.36M 0.06% -2,608 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,462 $1.36M 0.21% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,452 $1.36M 0.03% +97 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,430 $1.35M 0.06% +27 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 4,420 $1.35M 0.2% -539 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,416 $1.35M 0.05% +2,498 13F-HR/A Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 4,413 $1.35M 0.02% +461 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,411 $1.35M 1.25% -243 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,570 $1.34M 0.14% -140 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,333 $1.34M 0.35% -138 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,830 $1.34M 0.27% -19 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,336 $1.34M 0.7% -50 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,372 $1.34M 0.11% +13 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,356 $1.33M 0.1% +53 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,336 $1.33M +2,877 Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,338 $1.33M 0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,336 $1.32M 0.1% +1 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,333 $1.32M 0.07% +204 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,332 $1.32M 0.08% +271 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,324 $1.32M 0.18% -18 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,300 $1.32M 0.5% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,308 $1.32M 0.13% -318 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,295 $1.31M 0.58% +276 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,280 $1.31M 0.01% +264 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,269 $1.3M 0.36% +193 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,265 $1.3M 0.12% +30 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,264 $1.3M 1.06% 0 13F-HR Timeline 360 Financial, Inc. 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