Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 15,504 $836K 0.14% +657 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 15,465 $834K 0.11% -8,286 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 15,455 $834K 0.03% +521 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 15,452 $833K 0.04% -20,349 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 15,449 $833K 0.42% -1,349 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 15,390 $830K 0.07% -27,160 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 15,389 $830K 0.37% +638 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 15,350 $828K 0.45% -13,757 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 15,328 $827K 0.14% +5,070 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 15,279 $824K 0.15% +4,045 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 15,138 $817K 0.17% +973 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,115 $815K 0.27% +1,196 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 15,115 $815K 0.42% +200 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 15,116 $815K 0.32% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 14,955 $807K 0.35% -11,706 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,944 $806K 0.01% +2,627 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 14,848 $801K 0.04% -258 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,848 $801K 0.05% +1,106 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 14,795 $798K 0.01% +10,941 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Accredited Investors Inc. More: the full row for Accredited Investors Inc. 14,766 $796K 0.04% +3 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 14,742 $795K 0.56% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,588 $795K 0.04% +2,595 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 14,736 $795K 0.08% -1,536 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 14,670 $791K 0.33% +1,150 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 14,634 $789K 0.78% 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 14,620 $789K 0.05% -95 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,619 $789K 0.01% -127 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 14,578 $786K 0.06% -500 13F-HR Timeline QVR LLC More: the full row for QVR LLC 14,520 $783K 0.55% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,517 $783K 0.18% +282 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 14,461 $780K 0.2% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 14,457 $780K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,431 $778K 0.09% +4,027 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 14,420 $778K 0.03% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 14,400 $777K 0.18% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 14,350 $774K 0.12% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 14,350 $774K 0.5% +300 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 14,233 $768K 0.32% -1,000 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14,262 $767K 0.1% +168 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 14,215 $767K 0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 14,194 $766K 0.1% 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 14,122 $762K 0.12% -4,987 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 14,117 $761K 0.36% +1,767 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 14,061 $758K 0.01% +276 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 14,041 $757K 0.14% +2,690 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 14,037 $757K 0.19% -8 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 13,987 $755K 0.28% -98,165 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,972 $754K 0.22% -337 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,910 $750K 0.04% +7,978 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 13,876 $749K 0.35% +2,919 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 13,872 $748K 0.04% +150 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,811 $745K 0.32% +180 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,763 $742K 0.05% -2,650 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,636 $736K 0.1% +88 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,550 $731K <0.01% -1,539 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 13,532 $730K 0.48% -130 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,508 $729K 0.06% -2,628 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,474 $727K 0.22% -2,689 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,431 $724K 0.07% -600 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,416 $724K 0.01% +502 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 12,947 $723K 0.17% -2,059 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,405 $723K 0.1% -636 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 13,383 $722K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,347 $720K 0.09% -1,727 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 13,344 $720K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 13,321 $719K 0.04% +2,004 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,313 $718K 0.05% +878 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,310 $718K 0.04% +2,072 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,301 $717K 0.05% +8,401 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13,296 $717K 0.26% -1,587 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,225 $713K 0.05% -43 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 13,205 $712K 0.24% 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 13,202 $712K 0.17% +595 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 13,139 $709K 0.06% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 13,134 $708K 0.3% +179 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 13,123 $708K 0.01% 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 13,120 $708K 0.35% +229 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 13,053 $704K 0.04% +875 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 13,011 $703K 0.18% -10,588 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 13,030 $703K 0.04% -5,511 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 13,022 $702K 0.14% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 13,000 $701K 0.21% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,905 $696K 0.16% -2,500 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,869 $694K 0.05% -158 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,867 $694K 0.12% +236 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,866 $694K 0.41% -3,166 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,807 $691K 0.02% -109 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,803 $691K 0.07% +915 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 12,778 $689K 0.11% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 12,753 $688K 0.49% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 12,804 $684K 0.24% -137 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,628 $683K 0.09% +6,102 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 11,007 $682K 0.49% -880 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,621 $681K 0.17% +2,124 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,613 $680K 0.16% +520 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 12,612 $680K 0.03% -5,018 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 12,602 $680K 0.72% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,601 $680K 0.08% +90 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,567 $678K 0.18% -339 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,542 $677K 0.22% +53 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 12,487 $674K 0.06% +1,407 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,485 $673K 0.04% +600 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 12,472 $673K 0.24% -513 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 12,378 $668K 0.11% +4,283 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,374 $667K 0.07% -1,161 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,368 $667K 0.07% -742 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,304 $664K 0.2% +12,202 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,274 $662K 0.04% +6,192 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,256 $661K 0.11% -309 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 12,243 $660K 0.37% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,242 $660K 0.11% 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 12,224 $659K 0.06% -550 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,208 $659K 0.02% -2,064 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 12,190 $658K 0.06% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 12,164 $656K 0.08% +3,768 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 12,154 $656K 0.01% -200 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 12,138 $655K 0.15% -14,322 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,129 $654K 0.07% +4,591 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 12,100 $653K 0.18% +5,680 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,096 $652K 0.04% +4,933 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 12,085 $652K 0.19% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,036 $649K 0.14% +2,901 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,902 $642K 0.11% -529 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,891 $641K 0.27% -1,695 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,851 $639K 0.18% -1,900 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,850 $639K -721 Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,803 $637K 0.18% -501 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,795 $636K 0.03% -148 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,774 $635K 0.37% +10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,754 $634K 0.07% -621 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 11,739 $633K 0.08% -20,813 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 11,732 $633K 0.39% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 11,728 $633K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,711 $632K 0.02% +720 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 11,702 $631K 0.44% -6,373 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 11,700 $631K 0.57% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 11,700 $631K 0.62% 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 11,653 $629K 0.33% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 11,642 $628K 0.06% +430 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,600 $626K 0.17% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,575 $624K 0.19% -695 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,570 $624K 0.02% +405 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,510 $621K 0.04% -1,027 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,506 $621K 0.25% -69 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,501 $620K 0.09% +444 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,478 $619K 0.16% -2,334 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,465 $619K 0.02% -1,363 13F-HR/A Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,474 $619K 0.22% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 11,357 $613K 0.08% +1,160 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,317 $610K 0.05% +371 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,298 $609K 0.25% +744 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,293 $609K 0.08% -349 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,286 $609K 0.24% +2,567 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 11,265 $608K 0.11% new 13F-HR/A Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 11,248 $607K 0.45% +190 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 11,232 $606K 0.16% +1,903 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 11,229 $606K 0.48% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 11,224 $605K 0.34% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,183 $603K 0.14% -26 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 11,181 $603K 0.06% +3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,161 $602K 0.02% -318 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 11,160 $602K 0.43% +400 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 11,107 $599K 0.05% -33 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,103 $599K 0.04% -42 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 11,010 $597K 0.17% -326 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,034 $595K 0.02% +1,036 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,082 $593K 0.05% +1,229 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 10,984 $592K 0.41% +2,501 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,941 $590K 0.08% +3,525 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,938 $590K 0.07% -349 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,938 $590K 0.17% +200 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,907 $588K 0.06% +759 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 10,900 $588K 0.59% 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,894 $588K 0.37% +1,375 13F-HR/A Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 10,881 $587K 0.11% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,864 $586K 0.03% -884 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 10,827 $584K 0.62% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,813 $583K 0.01% -3,000 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,809 $583K 0.11% +5,695 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 10,808 $583K 0.62% 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10,806 $583K 0.09% new 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 10,803 $583K 0.13% -280 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,776 $581K 0.06% +2,212 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,768 $581K 0.05% +1,500 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,764 $581K 0.08% +2,194 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 10,762 $581K 0.13% 0 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. 10,748 $580K 0.01% +551 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,740 $579K 0.32% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 10,716 $578K 0.02% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,712 $578K 0.04% -699 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,664 $575K 0.17% +3,725 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,655 $575K 0.02% -239 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 10,652 $575K 0.03% +1,486 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 10,626 $573K 0.23% -1,400 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,557 $569K 0.02% -374 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 10,528 $568K 0.12% -706 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 10,500 $566K 0.03% 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,494 $566K 0.23% -10 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 10,490 $566K 0.05% +134 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 10,475 $565K 0.06% new 13F-HR Timeline