FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,818 $7.82M 0.45% -106 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 10,781 $7.79M 1.23% +5,971 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,734 $7.76M 0.44% +1,048 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,723 $7.75M 0.2% +3,918 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 10,697 $7.73M 0.48% -655 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 10,632 $7.69M 4.43% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,632 $7.69M 2.92% -99 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,626 $7.68M 0.22% +4,846 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,544 $7.62M 0.31% -700 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,543 $7.62M 0.16% -931 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 10,528 $7.61M 5.86% -310 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,507 $7.6M 0.32% +44 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,549 $7.58M 2.46% -454 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,484 $7.58M 1.95% -240 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,469 $7.57M 0.47% -1,335 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 10,434 $7.54M 0.84% -5,304 13F-HR Timeline Group Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 10,400 $7.52M 1.06% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,397 $7.52M 0.16% -3,193 13F-HR Timeline Group Tenere Capital LLC More: the full row for Tenere Capital LLC 10,332 $7.47M 5.93% -6,085 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 10,328 $7.47M 6.11% -50 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,303 $7.45M 0.47% -547 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,297 $7.44M 0.12% +2,521 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 10,198 $7.37M 2.99% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,195 $7.37M 0.65% -286 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,155 $7.34M 0.22% -2,876 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 10,136 $7.33M 1% -6,908 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,129 $7.32M 0.47% -10,410 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,084 $7.29M 0.47% -847 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,061 $7.27M 0.53% -1,103 13F-HR Timeline Arini Capital Management Ltd More: the full row for Arini Capital Management Ltd 10,000 $7.23M 0.74% new 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,974 $7.21M 0.04% -571 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,933 $7.18M 1.62% +179 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,887 $7.15M 0.07% +680 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,822 $7.1M 0.1% -22,899 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,790 $7.08M 2.25% +230 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 9,720 $7.03M 4.73% -100 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,715 $7.02M 0.62% -9,537 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,702 $7.01M 0.08% +1,102 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 9,654 $6.98M 0.16% +2,576 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,644 $6.97M 0.37% -220 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 9,641 $6.97M 0.45% -62 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 9,600 $6.94M 0.2% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,588 $6.93M 1.75% +998 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,579 $6.93M 1.95% -691 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,549 $6.9M 0.23% -2,386 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 9,539 $6.9M 0.21% -2,354 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,526 $6.89M 2.25% -1,121 13F-HR Timeline KR Capital LP More: the full row for KR Capital LP 9,510 $6.88M 0.68% -12,247 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 9,507 $6.87M 5.5% -178 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,473 $6.85M 1.01% -1,897 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,461 $6.84M 0.7% +5,591 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 9,442 $6.83M 0.63% -23,980 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,422 $6.81M 0.64% +5 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 9,405 $6.8M 3.28% -1,650 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 9,389 $6.79M 1.02% -541 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,365 $6.77M 1.61% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,361 $6.77M 1.55% -896 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,314 $6.73M 2.73% +79 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,025 $6.73M 1.18% +352 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,510 $6.73M 2.6% -399 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,265 $6.7M 3.05% -1,565 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 9,200 $6.65M 0.7% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 9,195 $6.65M 4.35% +21 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,183 $6.64M 0.69% +33 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,148 $6.61M 2.07% -5,233 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,144 $6.61M 0.87% -19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,138 $6.61M 0.08% -322 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,105 $6.58M 0.32% -225 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,098 $6.58M 1.65% -193 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,094 $6.57M 0.09% +94 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,074 $6.56M 0.27% +269 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,035 $6.53M 0.38% -1,063 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,025 $6.53M 0.27% +6,759 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,016 $6.52M 0.02% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,984 $6.5M 0.05% +1,476 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8,938 $6.46M 0.89% +3,413 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 8,931 $6.46M 0.42% -4,003 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,880 $6.42M 0.4% -279 13F-HR/A Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,814 $6.37M +2,910 Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 8,813 $6.37M 3.52% +3,241 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,811 $6.37M 0.4% +2,173 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,798 $6.36M 0.65% -10,956 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 8,793 $6.36M 0.86% -11,207 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 8,786 $6.35M 0.73% -834 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 8,753 $6.33M 2.62% +177 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 8,736 $6.32M 0.81% -5,452 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,710 $6.3M 0.28% -838 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,705 $6.29M 0.31% +231 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,697 $6.29M 0.43% -406 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,678 $6.27M 0.84% -512 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,677 $6.27M 0.6% -483 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,674 $6.27M 0.1% -88 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 8,600 $6.22M 2.23% -29 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 8,600 $6.22M 1.45% 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 8,510 $6.15M 0.3% -54,403 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,494 $6.14M 0.68% -368 13F-HR/A Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,450 $6.11M 3.71% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,446 $6.11M 0.1% -524 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,418 $6.09M 0.62% +694 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 8,400 $6.07M 5.54% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,397 $6.07M 0.15% +74 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,385 $6.06M 0.53% 0 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 8,381 $6.06M 0.47% -11,285 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,330 $6.02M 0.26% -644 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,328 $6.02M 0.17% +2,190 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,320 $6.02M 0.34% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,275 $5.98M 0.85% -515 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 8,250 $5.96M 0.18% 0 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 8,198 $5.93M 2.06% new 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 8,192 $5.92M 3.23% -2,780 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,827 $5.92M 0.56% +720 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,188 $5.92M 0.4% +684 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,097 $5.85M 0.23% -395 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,090 $5.85M 0.17% +19 13F-HR/A Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 8,073 $5.84M 0.66% +262 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,000 $5.78M 2.58% +3 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,999 $5.78M 0.19% +3,596 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,567 $5.76M 0.18% -27 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 7,940 $5.74M 1.54% -1,159 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,925 $5.73M 0.34% -210 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,895 $5.71M 0.67% -1,286 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,881 $5.7M 0.18% +135 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 7,880 $5.7M 2.74% -100 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,816 $5.65M 3.17% -715 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,787 $5.63M 0.16% -529 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 7,780 $5.62M 1.77% new 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 7,650 $5.53M 4.27% +936 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,649 $5.53M 0.35% -73 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,642 $5.53M 0.08% +64 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,631 $5.52M 0.55% +8 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 7,628 $5.52M 0.23% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,628 $5.51M 0.16% +246 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,623 $5.51M 0.33% +20 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,600 $5.49M 1.17% +3,421 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 7,600 $5.49M 0.1% 0 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,580 $5.48M 5.93% +80 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,575 $5.48M 0.12% -261 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,546 $5.46M 0.97% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,504 $5.43M 1.25% -693 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 15,869 $5.42M 0.68% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,476 $5.41M 0.71% -84 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,460 $5.39M 1.29% +22 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 7,451 $5.39M 3.91% -1,971 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 7,434 $5.37M 0.17% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,426 $5.37M 1.04% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,423 $5.37M 1.46% -9,834 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,403 $5.35M 2.19% -142 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,403 $5.35M 1.59% -178 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,400 $5.35M 0.16% +1,238 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,378 $5.33M 0.34% -160 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,372 $5.33M 3.74% -906 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,366 $5.33M 1.12% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,364 $5.32M 0.32% -822 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,348 $5.31M 0.38% -526 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,290 $5.27M 1.75% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,283 $5.27M 0.13% +133 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,223 $5.22M 0.74% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,200 $5.21M 0.35% +546 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,198 $5.2M 0.6% +607 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,186 $5.2M 0.47% +791 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,186 $5.2M 0.33% -394 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,182 $5.19M 0.13% -1,817 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,219 $5.19M 0.1% +317 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,156 $5.17M 0.1% +6,426 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,145 $5.17M 1.89% -1,904 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,123 $5.15M 0.17% +2,063 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,121 $5.15M 0.41% -259 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 7,119 $5.15M 1.55% -7 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,115 $5.14M 0.32% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,113 $5.14M 0.68% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,110 $5.14M 2.47% -3,405 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 7,084 $5.12M 0.14% -9,419 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,070 $5.11M 0.08% -317 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 7,070 $5.11M 0.17% -592 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,064 $5.11M 3.67% +241 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,064 $5.11M 0.11% -1,167 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,050 $5.1M 1.52% -864 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 14,895 $5.09M 0.31% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,031 $5.08M 0.17% -161 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,025 $5.08M 0.23% +250 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,988 $5.05M 0.16% +812 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,951 $5.03M 0.59% +80 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,948 $5.02M 0.86% -2,096 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,947 $5.02M 0.48% -711 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,945 $5.02M 1.85% -479 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 6,941 $5.02M 0.77% +3,828 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 6,930 $5.01M 0.76% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,913 $5M 0.98% -37 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,939 $4.97M 0.59% +2,288 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,873 $4.97M 0.17% -791 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,870 $4.97M 0.3% +4,438 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,864 $4.96M 1.43% +104 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 8,550 $4.95M 4.35% -428 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 6,846 $4.95M 4.24% -803 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,836 $4.94M 0.06% +100 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,825 $4.93M 0.6% +116 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,817 $4.93M 0.55% +662 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 6,802 $4.92M 0.27% +875 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,801 $4.92M 1.28% +95 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,790 $4.91M 0.08% -981 13F-HR Timeline Group