Roundview Capital LLC More: the full row for Roundview Capital LLC 10,552 $3.61M 0.22% -51 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,545 $3.6M 0.03% -2,490 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 10,515 $3.59M 1.64% -225 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,902 $3.59M 0.08% +887 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,495 $3.59M 0.25% +579 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,481 $3.58M 0.37% -439 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,463 $3.58M 0.17% +71 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 10,378 $3.55M 3.39% +3 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,270 $3.51M 1.1% -480 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 10,257 $3.51M 1.05% +3,299 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 10,198 $3.49M 1.45% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,098 $3.48M 0.02% +2,201 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 10,158 $3.47M 2.27% -660 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 10,142 $3.47M 5.16% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,098 $3.45M 0.14% +1,382 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,081 $3.45M 0.12% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,903 $3.44M 0.1% -3,454 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 10,000 $3.42M 0.98% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 9,992 $3.42M 0.58% -17,837 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,891 $3.41M 0.2% -808 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 9,930 $3.39M 0.53% -54 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,909 $3.39M 1.47% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,864 $3.37M 0.2% -635 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,837 $3.36M 0.55% +564 13F-HR Timeline Group Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 9,820 $3.36M 2.53% -38 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,805 $3.35M 0.93% +382 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 9,804 $3.35M 0.18% -624 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,797 $3.35M 0.05% -13,374 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,754 $3.33M 0.85% +230 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 9,703 $3.32M 0.25% -13,550 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,686 $3.31M 0.22% +3,544 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 9,685 $3.31M 3% -390 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,630 $3.29M 0.23% +243 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 9,620 $3.29M 0.42% +4 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 9,611 $3.28M 0.4% -5,400 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 9,600 $3.28M 0.11% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,560 $3.27M 1.2% -161 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,550 $3.26M 1.68% -6,900 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9,548 $3.26M 0.16% -2,478 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 9,475 $3.24M 0.17% -2,501 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,460 $3.23M 0.05% -897 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Karani Asset Management LLC More: the full row for Karani Asset Management LLC 9,422 $3.22M 2.82% -6,008 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,417 $3.22M 0.34% -288 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,330 $3.19M 0.16% -50 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,305 $3.18M 0.04% -387 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,304 $3.18M 0.09% +3,321 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,291 $3.18M 0.97% -1,123 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,274 $3.17M 0.4% +6,853 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,235 $3.16M 1.52% +50 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,224 $3.15M 0.41% +884 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 9,222 $3.15M 2.99% +353 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 9,220 $3.15M 1.6% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,207 $3.15M 0.03% -1,735 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 9,200 $3.14M 0.34% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,190 $3.14M 0.43% -637 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,181 $3.14M 0.43% +10 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 9,174 $3.14M 2.28% +10 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,163 $3.13M 0.45% -51 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,160 $3.13M 0.36% -70 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,159 $3.13M 0.22% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,150 $3.13M 0.36% +25 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,103 $3.11M 0.23% +4,061 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,099 $3.11M 0.94% -54 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,085 $3.1M 0.08% -913 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 9,053 $3.09M 0.07% -980 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 9,062 $3.09M 0.24% -2,362 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,049 $3.09M 1.27% +167 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,044 $3.09M 0.76% +1,541 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,016 $3.08M 0.01% 0 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,005 $3.08M 0.5% +5,225 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,000 $3.08M 0.04% -1,300 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 9,000 $3.08M 0.18% -12,000 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,999 $3.08M 0.08% +100 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 8,978 $3.07M 3.02% -126 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,974 $3.07M 0.15% +752 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,970 $3.07M 0.07% +3,209 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,673 $3.06M 0.61% +2,323 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 8,947 $3.06M 0.03% +8,033 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,862 $3.03M 0.37% +3,123 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,805 $3.01M 0.14% -943 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,790 $3M 0.47% -71 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,762 $2.99M 0.06% -493 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,733 $2.98M 0.29% -1,117 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,594 $2.98M 0.11% +7,694 13F-HR Timeline Group Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 9,214 $2.98M 2.05% -837 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 8,688 $2.97M 0.89% -2,830 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,664 $2.96M 0.33% +167 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,661 $2.96M 0.09% -493 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 8,629 $2.95M 1.45% +45 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 8,617 $2.95M 0.47% -1,116 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,600 $2.94M 0.03% +2,136 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,590 $2.94M 0.61% -138 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 8,576 $2.93M 1.45% +77 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,531 $2.92M 1.7% -157 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 8,500 $2.91M 3.01% +6,838 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,492 $2.9M 0.14% +135 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,474 $2.9M 0.16% +258 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,450 $2.89M 1.92% -175 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,382 $2.88M 0.09% +889 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,385 $2.87M 0.32% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 8,378 $2.86M 1.03% -2,453 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,323 $2.84M 0.08% -352 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,316 $2.84M 0.09% +528 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 8,278 $2.83M 2.15% -967 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 8,250 $2.82M 0.14% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,231 $2.81M 0.07% -2,079 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 8,197 $2.8M 0.74% -441 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,186 $2.8M 0.19% +54 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,146 $2.78M 0.76% +62 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,135 $2.78M 0.19% +188 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 8,124 $2.78M 0.31% +6,752 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 8,100 $2.77M 1.56% -9,050 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,071 $2.76M 0.09% +23 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,061 $2.76M 0.44% -3 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,018 $2.74M 1.05% -368 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,997 $2.73M 1.4% +40 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 7,980 $2.73M 1.43% -385 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,599 $2.72M 0.13% -79 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,914 $2.7M 0.76% +695 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,874 $2.69M 0.21% +57 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,836 $2.68M 0.06% +150 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,823 $2.67M 0.35% +6,283 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 7,811 $2.67M 0.35% +6,521 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 6,186 $2.67M 2.32% -1,336 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 7,803 $2.67M 0.14% +23 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,776 $2.66M 0.05% -7,022 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,771 $2.66M 0.05% -5,850 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,746 $2.65M 0.1% -70 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,724 $2.64M 0.3% +608 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,722 $2.64M 0.18% +485 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,702 $2.63M 0.18% +5,444 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,654 $2.62M 0.16% +438 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,664 $2.62M 0.1% -604 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,662 $2.62M 0.09% -4 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,658 $2.62M 0.3% -262 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,649 $2.61M 2.57% +37 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 7,649 $2.61M 1.03% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 7,628 $2.61M 0.11% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,623 $2.61M 0.31% +1,334 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,603 $2.6M 0.17% -2,011 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 7,600 $2.6M 0.05% -2,820 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,581 $2.59M 0.87% -665 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,580 $2.59M 1.18% -28 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,580 $2.59M 0.18% -869 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,578 $2.59M 0.04% +403 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,566 $2.59M 0.05% -3,953 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,560 $2.58M 0.4% -205 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,546 $2.58M 0.5% +18 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,545 $2.58M 1.31% +3,107 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 7,538 $2.58M 0.19% +7 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 7,525 $2.57M 0.98% +5,770 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,508 $2.57M 0.02% -115 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,504 $2.56M 0.26% +20 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,500 $2.56M 3.02% +4,400 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,498 $2.56M 1.35% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 7,480 $2.56M 1.03% -9,260 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,438 $2.54M 0.75% -181 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,426 $2.54M 0.58% +22 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 7,424 $2.54M 0.99% +195 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. 7,387 $2.53M 0.05% +467 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,380 $2.52M 0.23% +1,813 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,366 $2.52M 0.59% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,770 $2.51M 0.05% +202 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,316 $2.5M 0.32% -4,549 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,290 $2.49M 0.9% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 7,274 $2.49M 0.9% -298 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 7,273 $2.49M 0.45% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,297 $2.48M 0.19% +400 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,230 $2.47M 0.61% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,223 $2.47M 0.39% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,192 $2.46M 0.09% +830 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,150 $2.44M 0.07% -169 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,138 $2.44M 0.1% -79 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,133 $2.44M 0.83% -2,625 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 7,126 $2.44M 0.97% -321 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,113 $2.43M 0.37% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,115 $2.43M 0.17% -314 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 6,283 $2.42M 1.79% -505 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,078 $2.42M 0.06% -87 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 7,054 $2.41M 1.18% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,049 $2.41M 0.1% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,043 $2.41M 0.82% +557 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6,953 $2.38M 3.97% -35 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,950 $2.38M 0.55% +2,779 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 6,195 $2.36M 1.45% +5,134 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 6,914 $2.36M 1.57% -200 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,911 $2.36M 0.92% 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,875 $2.35M 0.1% -36 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,871 $2.35M 0.31% +223 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 6,856 $2.34M 0.68% -2,785 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,823 $2.33M 2.01% +347 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,805 $2.33M 0.06% -480 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,775 $2.32M 0.12% +273 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,760 $2.31M 0.84% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,736 $2.3M 0.03% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,728 $2.3M 0.23% +354 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,714 $2.29M 0.52% -434 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,709 $2.29M 0.32% +1,104 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,706 $2.29M 0.72% +213 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,683 $2.28M 0.13% -157 13F-HR Timeline Group