Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,549 $426K 0.05% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,544 $425K 0.06% -450 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,542 $425K <0.01% +311 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,540 $424K 0.01% +1,040 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,540 $424K 0.13% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,537 $423K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,566 $423K <0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,535 $423K 0.01% +38 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $420K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,524 $419K 0.04% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,520 $418K 0.27% +62 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,511 $416K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,508 $415K 0.02% -6 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,507 $415K 0.09% +92 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,504 $414K 0.02% +389 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,500 $413K 0.01% -23 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,492 $411K 0.02% +731 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,484 $408K 0.1% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,481 $408K 0.01% -146 13F-HR Timeline Group Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 1,478 $407K 0.33% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,468 $404K 0.04% +95 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,466 $403K 0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,465 $403K 0.08% +163 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,464 $403K 0.02% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,463 $403K 0.05% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,462 $402K 0.17% +1 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,458 $401K 0.19% -210 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,457 $401K 0.01% +49 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,455 $400K 0.04% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,449 $398K <0.01% -37 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,439 $396K <0.01% -411 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,432 $394K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,431 $392K 0.05% +466 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,420 $391K 0.02% -643 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,418 $390K 0.03% +321 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,415 $389K 0.05% +841 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,415 $389K 0.27% -20 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,392 $389K 0.14% -73 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,411 $388K 0.2% +20 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,408 $388K 0.14% -22 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,399 $385K 0.02% -98 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,397 $384K 0.2% +45 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,394 $384K 0.02% -1,114 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,390 $383K 0.23% -26 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,383 $381K 0.01% -149 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,382 $380K 0.01% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,382 $380K 0.03% +121 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,665 $379K 0.01% +45 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,361 $375K 0.07% -13 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,358 $374K 0.02% -757 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,353 $372K 0.29% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,350 $372K 0.02% +24 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 1,349 $371K 0.32% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,347 $371K 0.01% -7,388 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,342 $369K 0.08% -371 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,331 $366K 0.02% +9 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,393 $366K 0.04% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,320 $363K 0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,316 $362K 0.09% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,313 $361K 0.24% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,310 $361K 0.01% -35 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,307 $360K 0.02% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,302 $358K 0.16% +209 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,298 $357K 0.04% -16 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,297 $357K 0.06% -205 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,275 $351K 0.04% +159 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,273 $350K <0.01% -129 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,270 $350K 0.07% -121 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,270 $350K 0.06% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,269 $349K 0.03% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,268 $349K 0.04% +273 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,268 $349K 0.13% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,266 $348K 0.01% -101 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,264 $348K 0.06% -290 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,261 $347K 0.05% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,257 $347K 0.08% -6 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,258 $346K 0.18% +291 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,256 $346K 0.26% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,255 $346K 0.02% +4 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,252 $345K <0.01% +4 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,249 $344K 0.05% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,241 $342K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,221 $336K 0.03% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,218 $335K 0.05% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,214 $334K 0.06% -700 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,209 $334K 0.02% -89 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,212 $334K 0.02% -47 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,210 $333K 0.04% 0 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,139 $333K 0.01% -138 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,208 $332K 0.03% -44 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,206 $332K 0.04% -65 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,203 $331K 0.05% +263 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,202 $331K <0.01% -54,379 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 1,200 $330K 0.2% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,200 $330K 0.01% -127 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 1,198 $330K 0.34% +131 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,195 $329K 0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,195 $329K 0.04% -347 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,194 $329K 0.13% -659 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,189 $327K 0.11% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,186 $326K 0.01% -2,667 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,183 $326K 0.09% -291 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,179 $324K 0.05% -11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,175 $323K 0.03% +212 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,175 $323K 0.02% -525 13F-HR Timeline Group WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,170 $322K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,168 $322K 0.02% -251 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,166 $321K 0.15% -39 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,163 $320K 0.05% -168 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,159 $319K 0.08% -10 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,158 $319K 0.01% -152 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,114 $317K 0.01% +16 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,148 $316K 0.02% -19 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,139 $313K 0.03% -26,614 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,138 $313K 0.02% -445 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,137 $313K 0.2% -1,380 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,134 $312K 0.01% +56 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,130 $311K 0.02% -130 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,117 $307K 0.01% +337 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,113 $307K 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,116 $307K 0.08% -205 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,114 $307K 0.02% -49 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,114 $307K 0.01% +16 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,113 $306K 0.02% -723 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,112 $306K 0.04% -1,384 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,109 $305K 0.01% +6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,107 $305K <0.01% -448 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,106 $304K 0.08% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,104 $304K 0.02% +187 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,104 $304K 0.01% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,101 $303K 0.12% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,099 $302K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,097 $301K 0.01% +217 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,093 $301K 0.07% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,092 $301K 0.03% -240 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,091 $300K 0.1% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,089 $300K 0.04% -357 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,084 $298K 0.13% -47 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,080 $297K 0.03% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,073 $295K 0.09% 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,071 $295K 0.08% -290 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,071 $295K 0.01% -3,069 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,070 $294K 0.03% +29 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,068 $294K 0.02% -15 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,063 $293K 0.05% -266 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,063 $292K 0.05% +194 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,060 $292K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,059 $291K 0.01% -165 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,059 $291K 0.01% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,051 $289K 0.05% -185 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,050 $289K 0.03% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,050 $289K 0.04% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,048 $288K 0.02% -83 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,044 $287K 0.1% -280 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,033 $284K 0.13% +17 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,032 $284K <0.01% +2 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,031 $284K <0.01% +37 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,030 $283K 0.18% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,029 $283K 0.03% -4 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,029 $283K <0.01% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,027 $283K 0.04% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,027 $283K 0.05% -97 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,024 $282K 0.1% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,023 $282K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,023 $282K 0.03% -234 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,023 $282K 0.01% +260 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,017 $280K <0.01% -6 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,017 $280K 0.07% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,013 $279K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,011 $278K 0.01% -618 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,008 $278K 0.02% +77 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,006 $277K 0.04% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,004 $276K 0.04% +99 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,003 $276K 0.07% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 997 $274K 0.02% -460 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 996 $274K 0.08% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 994 $274K 0.02% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 993 $273K 0.02% +13 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 991 $273K 0.02% -141 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,000 $272K 0.04% -225 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 989 $272K 0.01% +84 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 975 $272K 0.04% new 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 985 $271K 0.02% -29 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 976 $269K 0.07% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 975 $268K 0.04% -490 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 971 $267K 0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 970 $267K 0.02% +42 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 966 $266K 0.05% -163,349 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 963 $265K 0.01% +4 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 962 $265K 0.01% +120 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 957 $263K 0.06% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 937 $258K 0.38% 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 936 $258K 0.04% -77 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 933 $257K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 932 $257K 0.07% +9 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 924 $254K 0.02% +19 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 923 $254K 0.07% -50 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 922 $254K 0.05% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 922 $254K 0.06% -550 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 919 $253K 0.01% -226 13F-HR Timeline