D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 24,352 $883K 0.22% -8,268 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 24,235 $879K +68 Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 24,151 $875K 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 24,851 $875K 0.11% +933 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,123 $874K 0.04% +14,261 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 24,061 $872K 0.65% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 24,060 $872K 0.07% +1,709 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 24,045 $872K 0.02% -4,846 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 23,737 $860K 0.42% 0 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 23,670 $858K 0.87% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 23,658 $858K 0.08% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 23,426 $849K 0.06% +100 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 23,385 $848K 0.2% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 23,359 $847K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 23,345 $846K 0.11% -500 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,248 $843K 0.61% -30 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 23,160 $840K 0.11% +1,029 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 23,152 $839K 0.13% +14,045 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 23,106 $838K 1.62% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 22,081 $836K 0.23% +76 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 22,982 $833K 0.03% +990 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 22,973 $833K 0.74% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,898 $830K 0.03% -501 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,859 $829K 0.02% -1,111 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 22,800 $826K 0.1% -325 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 22,792 $826K 0.34% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22,759 $825K 0.08% -339 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22,745 $825K 0.09% -200 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 22,738 $824K 0.13% +385 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 22,699 $823K 0.14% +13,199 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 22,655 $821K 0.18% -81 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 22,641 $821K 0.19% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 22,630 $820K 0.11% +16,090 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 22,545 $817K 0.04% -4,900 13F-HR Timeline 111 Capital More: the full row for 111 Capital 22,427 $813K 0.18% -13,029 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 22,381 $811K 0.13% -350 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 22,356 $810K 0.33% +1,375 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 22,000 $808K 0.04% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 22,194 $805K 0.09% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 22,145 $803K 0.33% +705 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,064 $800K 0.02% -1,962 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 22,046 $799K 0.08% +961 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,950 $796K 0.02% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 22,002 $794K 0.14% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,887 $793K 0.03% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 21,791 $790K 0.83% -334 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,734 $788K 0.01% +487 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,707 $787K 0.03% +251 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,688 $786K 0.05% +220 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 21,674 $786K 0 Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 21,650 $785K 0.16% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 21,600 $783K 0.5% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 21,600 $783K +9,250 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,431 $777K 0.06% +206 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 21,238 $770K 0.49% -237 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 21,124 $766K 0.04% +2,737 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,113 $765K 0.32% -30 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,073 $764K 0.04% +3,093 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 21,000 $761K 0.5% -1,250 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 20,973 $760K 0.09% +3 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 20,952 $760K 0.01% 0 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 20,894 $757K 0.25% -1,214 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 20,893 $757K 0.25% +263 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 20,822 $755K 0.12% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 20,754 $752K <0.01% +5,919 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,681 $750K 0.18% +155 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,595 $747K 0.01% -1,166 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 20,570 $746K 0.05% +2,344 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,575 $746K 0.08% -357 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 20,492 $743K 0.05% +12,014 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,488 $743K 0.03% +1,652 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,396 $739K 0.01% +2,072 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 20,394 $739K 2.5% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 20,360 $738K 0.16% -1,000 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 20,272 $735K 0.43% -5,400 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 20,228 $733K 0.15% +10,801 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 20,173 $731K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 20,121 $729K 0.2% -230 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20,108 $729K 0.04% +228 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 20,031 $726K 0.11% -2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,957 $723K 0.02% -18,207 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 19,939 $723K <0.01% -100,571 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 19,878 $721K 0.12% +137 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 19,829 $719K 0.01% +2,119 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 19,763 $716K 0.03% +216 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 19,563 $709K 0.11% +338 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,552 $709K 0.02% -141,747 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 19,542 $708K 0.02% -163 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,526 $708K 0.15% 0 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 19,510 $707K 0.33% -150 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 19,501 $707K 0.03% -6,385 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,475 $706K 0.04% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 19,246 $698K 0.24% -750 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,218 $697K 0.07% +98 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,197 $696K 0.14% 0 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 19,184 $695K 0.06% 0 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 19,181 $695K 0.04% -2,297 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 18,977 $688K 0.34% +35 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 18,946 $687K 0.09% +198 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 18,905 $686K 0.27% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 18,845 $683K 0.12% -727 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 18,778 $681K 0 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,749 $680K 0.02% -20,658 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 18,733 $679K 0.08% -489 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 18,715 $678K 0.34% -63 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 18,700 $678K 0.3% -800 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,677 $677K 0.06% -328 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 18,568 $673K 0.28% -47 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 18,543 $672K 0.42% +15 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 19,044 $670K 0.16% +1,650 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,483 $670K 0.24% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,454 $668K 0.02% +73 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 18,341 $665K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,279 $663K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18,240 $661K 0.37% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 18,000 $652K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,990 $652K 0.04% +636 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 17,972 $651K 0.16% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 17,951 $651K 0.04% +1,057 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 17,939 $650K 0.04% +226 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,907 $649K 0.05% +153 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,912 $649K 0.09% -483 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 17,875 $648K 0.17% +11,611 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 17,838 $647K 0.03% +10,010 13F-HR Timeline InvesTrust More: the full row for InvesTrust 17,835 $647K 0.25% -168 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 17,562 $645K 0.04% -95 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 17,754 $644K 0.19% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,730 $643K 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,715 $642K 0.05% +281 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 17,661 $640K 0.08% +1,615 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,639 $639K 0.06% -190 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 17,600 $638K 0.04% 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. 17,592 $637K 0.01% -2,462 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,514 $635K 0.03% -368 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 17,482 $634K 0.06% -2,298 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 17,399 $631K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,367 $630K 0.03% +144 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 17,315 $628K <0.01% -1,000 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,100 $620K 0.04% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 17,003 $616K 0.03% +900 13F-HR Timeline XXEC, Inc. More: the full row for XXEC, Inc. 16,988 $616K 0.62% -2,012 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 16,968 $615K 0.28% +122 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,821 $610K 0.03% +948 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 16,785 $608K 0.08% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,784 $608K 0.02% +7,845 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 16,764 $608K 0.02% -1,496 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,759 $608K 0.18% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 16,612 $602K 0.09% -6,283 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,604 $602K 0.03% -181 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 16,521 $599K 0.14% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,480 $597K 0.04% +3,758 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 16,464 $597K 0.06% +713 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 16,454 $596K 0.01% +607 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 16,433 $596K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,441 $596K 0.06% -368 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 16,725 $589K 0.11% +703 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,087 $583K 0.04% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,066 $582K 0.23% -65 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 16,030 $581K 0.34% +416 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 15,967 $579K 0.03% +404 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,472 $577K 0.02% +616 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 15,893 $576K 0.02% +14 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 15,885 $576K 0.17% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15,875 $575K 0.08% -1,350 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,840 $574K 0.08% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,816 $573K 0.1% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 15,805 $573K 0.02% 0 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 15,797 $573K 0.01% +213 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,721 $570K 0.04% +187 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,676 $568K 0.02% -1,677 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,113 $568K 0.03% -183 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 15,503 $562K 0.53% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,490 $562K 0.06% -4 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 15,400 $558K 0.05% -300 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 15,332 $556K 0.23% +1,017 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 15,325 $556K 0.01% +6,965 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,321 $555K 0.03% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 15,297 $555K 0.03% +129 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 15,211 $551K 0.1% +23 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 15,147 $549K 0.06% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,112 $548K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,036 $545K 0.02% +369 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 14,964 $542K 0.06% -737 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 14,945 $542K 0.01% +2,462 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,924 $541K 0.07% -206 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 14,895 $540K 0.4% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,394 $539K 0.02% +2,462 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 14,838 $538K 0.18% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,800 $536K 0.02% -8 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,733 $534K 0.02% +15 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 14,722 $534K 0.2% -4,102 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 14,654 $531K 0.08% +31 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 14,565 $528K 0.08% -3,832 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 14,514 $526K 0.07% -1,252 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,498 $526K 0.01% -42 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,488 $525K 0.01% -1,679 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,416 $523K 0.06% -341 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 14,413 $522K 0.48% -1,301 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 14,400 $522K 0.54% -200 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 14,372 $521K 0.03% -35,490 13F-HR Timeline