Summit Financial, LLC More: the full row for Summit Financial, LLC 14,426 $812K 0.01% +408 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 14,420 $812K 0.09% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,377 $810K 0.05% +1,522 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,318 $806K 0.01% -241 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 14,300 $805K 0.16% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 14,295 $805K 0.42% +2 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 14,274 $804K 0.09% -25 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,259 $803K 0.16% +5,847 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 15,150 $801K 0.48% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 14,138 $796K 0.01% +986 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,077 $793K 0.03% -16,944 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 14,075 $793K 0.1% +497 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,046 $791K 0.02% +1,289 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,044 $791K 0.01% +346 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 13,972 $787K 0.31% -509 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 13,618 $767K 0.51% +500 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,578 $765K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,497 $760K 0.07% -75 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13,492 $760K 0.01% +8,546 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,370 $753K +251 Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 13,365 $752K 0.01% -600 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,347 $752K 0.01% +2,379 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,344 $751K 0.02% -4,982 13F-HR/A Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 13,211 $744K 0.08% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,195 $743K 0.01% -45 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 13,176 $742K 0.28% +175 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,172 $742K 0.01% +1,095 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13,108 $738K 0.06% +101 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 13,090 $737K 0.47% +5 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,009 $733K 0.26% +4,955 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,007 $732K 0.01% +629 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 13,000 $732K 0.11% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 12,944 $729K 0.06% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,937 $728K 0.2% -1,940 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 13,381 $727K 0.23% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,871 $725K 0.01% -519 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,855 $724K <0.01% +2,869 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,837 $723K 0.05% -8,640 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 12,837 $723K 0.11% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 12,787 $720K 0.02% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,783 $720K 0.24% -54 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,705 $715K 0.01% -3,217 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 12,676 $714K 0.51% +203 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,651 $712K 0.04% -265 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 12,610 $710K 0.06% +2 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,603 $710K 0.03% +2,569 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,600 $710K 0.02% -53 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 12,586 $709K 0.25% -50 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 12,584 $709K 0.39% -2,774 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,805 $708K 0.02% +2,172 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,558 $707K 0.15% -10 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 12,514 $705K 0.34% -416 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12,443 $701K <0.01% -10,258 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,427 $700K 0.02% +3,985 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,280 $691K 0.01% +2,991 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,278 $691K 0.01% -1,504 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 12,229 $689K 0.23% +44 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,124 $683K 0.04% +5,877 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,047 $678K 0.02% +1,152 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 12,046 $678K 0.17% -500 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 12,030 $677K 0.2% -16,065 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 12,010 $676K 0.18% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 12,000 $676K 0.17% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,965 $674K 0.04% +390 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,951 $673K 0.05% +1,181 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,878 $669K 0.02% +145 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,868 $668K 0.06% +208 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 10,856 $667K 0.33% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,828 $666K 0.02% -1,350 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,815 $665K 0.02% -398 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,727 $660K <0.01% -6,943 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,669 $657K <0.01% -4,518 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,663 $657K 0.02% -37 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,607 $654K 0.03% -335 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,725 $650K 0.06% -35 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 11,520 $649K 0.33% -33,209 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,506 $648K 0.24% +5 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,454 $645K <0.01% -865 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,452 $645K 0.3% +9 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,362 $640K <0.01% +1,967 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,345 $639K 0.08% +4,275 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 11,333 $638K 0.06% +3,945 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,256 $634K 0.26% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,226 $632K 0.12% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,179 $629K 0.02% -1,605 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,159 $629K 0.04% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,050 $622K 0.16% -19 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 10,999 $619K 0.08% +2,128 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,940 $616K 0.07% -100 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,941 $616K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,896 $614K 0.12% -96 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,782 $607K 0.35% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,720 $604K <0.01% +2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,704 $603K 0.01% -19,520 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10,654 $600K 0.05% +6 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,576 $596K 0.03% +523 13F-HR Timeline OSSIAM More: the full row for OSSIAM 10,547 $594K 0.01% +9,475 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10,441 $588K 0.09% +306 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,394 $585K 0.01% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,359 $583K 0.06% -1,175 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,355 $583K 0.02% -257 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,301 $580K 0.29% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 10,280 $579K 0.09% -1,083 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,275 $579K 0.01% -4,373 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,264 $578K 0.06% -5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,244 $577K 0.03% +3,389 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,192 $574K 0.01% +1,095 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,190 $574K 0.01% -266 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,182 $573K 0.05% -299 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,125 $570K 0.07% -721 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,473 $569K 0.02% +1,498 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,279 $569K 0.01% +2,517 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,090 $568K 0.04% -321 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,071 $567K 0.03% -4,734 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,022 $564K 0.01% +601 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,946 $560K 0.01% +645 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9,909 $558K 0.17% -1,205 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,898 $557K 0.03% +1,406 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,892 $557K 0.02% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,869 $556K 0.12% +36 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,790 $551K 0.01% -167 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,737 $548K 0.17% -553 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 9,680 $545K 0.09% +3,372 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 9,633 $542K 0.07% -13 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,606 $541K 0.02% -3,599 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 9,500 $541K 0.4% -800 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 9,591 $540K 0.05% -465 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,577 $539K 0.01% +1,790 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,575 $539K 0.04% -556 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,567 $539K 0.04% -450 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,564 $539K 0.03% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,536 $537K 0.01% +169 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,469 $533K 0.05% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,433 $531K 0.01% -50 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 9,386 $529K 0.18% -2,867 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,362 $527K 0.01% -32,462 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,302 $524K 0.06% -140 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,196 $518K 0.05% +2,365 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,125 $514K 0.04% +194 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,106 $513K 0.01% +3,781 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,030 $509K 0.01% +215 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,981 $506K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,975 $505K 0.01% +1,435 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,974 $505K 0.03% -275 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 8,930 $503K 0.09% -2,712 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,268 $501K 0.01% +624 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,872 $500K 0.04% -205 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,867 $499K -781 Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 9,177 $499K <0.01% 0 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,857 $499K 0.05% -250 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,803 $496K 0.03% +2,397 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,655 $495K <0.01% +1,479 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,659 $485K <0.01% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,583 $483K 0.13% +14 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 8,578 $483K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,562 $482K 0.03% +1,329 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,554 $482K 0.08% -286 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 8,525 $480K 0.21% -17,292 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,518 $480K 0.06% -439 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,514 $479K 0.06% -6,840 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 8,491 $478K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,471 $477K 0.01% +2,157 13F-HR/A Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,467 $477K 0.02% +66 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,465 $477K 0.01% +440 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,430 $475K 0.01% +318 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,430 $475K 0.33% +1,191 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,402 $473K 0.01% +1,893 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,399 $473K 0.02% -119 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 8,325 $469K 0.27% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,300 $467K 0.01% +617 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 8,285 $467K 0.11% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,251 $465K 0.04% +1,920 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,223 $463K 0.23% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 8,508 $462K 0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,213 $462K 0.03% +1,840 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. 8,183 $461K 0.01% +838 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,044 $453K 0.07% +7 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,993 $450K 0.02% -100 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,925 $446K 0.19% -350 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,920 $446K 0.06% +790 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,905 $445K 0.13% +2,614 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,888 $444K 0.01% -2,281 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,828 $441K 0.12% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,781 $438K 0.04% +850 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,773 $438K 0.01% +2,332 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,752 $437K <0.01% -2,316 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,712 $434K 0.01% -248 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,690 $433K 0.04% -245 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,688 $433K 0.02% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,684 $433K 0.02% +52 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,607 $428K 0.02% 0 13F-HR Timeline Strategic Planning, Inc. 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