Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,579 $377K 0.01% +934 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,565 $376K 0.06% +682 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,539 $375K +845 Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,526 $374K 0.02% -47 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,529 $374K <0.01% +1,626 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,466 $370K 0.05% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,464 $370K 0.13% +6 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,458 $369K 0.09% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,439 $368K 0.02% -3,417 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 5,427 $367K 0.09% -406 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,406 $366K 0.02% -173 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,353 $362K 0.01% +48 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,730 $362K 0.04% -446 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,340 $361K 0.24% +400 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,311 $359K 0.02% -12 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 5,298 $358K 0.02% -1,471 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 5,266 $356K 0.24% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,265 $356K <0.01% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,231 $354K 0.02% +453 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,206 $352K 0.21% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,197 $351K <0.01% -44 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,192 $351K 0.1% -988 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,348 $351K 0.01% +524 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 5,133 $347K 0.25% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,128 $347K 0.1% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,121 $346K 0.03% +45 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,110 $346K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,105 $345K 0.01% -148 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,090 $344K 0.05% -185 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for Phoenix Financial Ltd. 5,023 $340K <0.01% +1,556 13F-HR/A Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,011 $339K 0.01% -257 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,988 $337K 0.01% -619 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,987 $337K 0.15% +354 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,966 $336K 0.02% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,963 $336K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,888 $331K 0.03% +9 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,879 $330K 0.01% -100 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,869 $329K 0.08% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,848 $328K 0.01% +90 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,844 $328K 0.06% +44 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,832 $327K 0.06% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,802 $325K <0.01% -645 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,767 $322K 0.03% +551 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,761 $322K 0.05% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,738 $320K <0.01% -11 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,719 $319K 0.1% +265 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,670 $316K 0.15% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,671 $316K 0.02% -7 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,652 $315K 0.07% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,641 $314K 0.02% +61 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,620 $312K 0.01% -4 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,594 $311K 0.08% +170 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,580 $310K 0.01% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,566 $309K 0.1% +118 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,551 $308K 0.11% +636 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,517 $305K 0.01% -430 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,513 $305K 0.01% +1,454 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,511 $305K 0.05% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,493 $304K 0.05% +39 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 4,478 $303K 0.14% -1,410 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 4,472 $302K 0.01% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,455 $301K 0.15% +4 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,383 $296K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,370 $296K 0.01% +255 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,353 $294K 0.02% +274 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,347 $294K 0.03% +49 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,345 $294K -560 Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,331 $293K 0.16% -6 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,330 $293K 0.16% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,277 $289K 0.24% -18 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,267 $289K 0.03% +137 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,250 $287K 0.19% +35 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,243 $287K 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,221 $285K 0.01% +1,149 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,221 $285K 0.05% +575 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,200 $284K 0.02% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,195 $284K 0.01% -57 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,194 $284K 0.01% -1,136 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,464 $283K 0.01% -2,516 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,185 $283K 0.02% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,183 $283K 0.09% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,176 $282K 0.05% -20 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4,154 $281K 0.48% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,134 $280K 0.01% +247 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,110 $278K 0.01% +1,208 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,106 $278K 0.14% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,103 $277K 0.06% -23 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,094 $277K 0.02% -213 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,094 $277K 0.02% -3,962 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,079 $276K <0.01% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,070 $275K 0.21% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,060 $275K 0.04% +770 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,039 $273K <0.01% -1,126 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,034 $273K 0.22% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,029 $272K 0.01% -1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,019 $272K <0.01% -286 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,019 $272K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,012 $271K 0.01% +77 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,008 $271K 0.01% +2 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,005 $271K 0.02% +154 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,973 $269K <0.01% -70 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,960 $268K 0.09% -275 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,957 $268K 0.01% +141 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,957 $268K 0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,953 $267K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,941 $267K 0.08% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,941 $267K 0.01% -152 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,937 $266K 0.01% -151 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,928 $266K 0.01% +382 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,925 $265K 0.09% -9 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,902 $264K <0.01% +156 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,839 $260K 0.18% +213 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,824 $259K 0.08% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,819 $258K 0.02% -500 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,814 $258K 0.15% +385 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,801 $257K 0.01% -114 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,766 $255K 0.03% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 3,760 $254K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,749 $254K 0.01% +621 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,740 $253K 0.02% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,737 $253K 0.07% -26 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,742 $252K 0.01% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,697 $250K 0.13% -20 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,692 $250K 0.03% -124 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,688 $249K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,685 $249K 0.08% 0 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,680 $249K 0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,678 $249K 0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,671 $248K 0.02% -6 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,666 $248K 0.06% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,663 $248K 0.01% -434 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,656 $247K 0.03% +69 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,649 $247K 0.01% -122 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,647 $247K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,626 $245K 0.01% -3,398 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,623 $245K 0.03% +27 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,618 $245K 0.04% -1,141 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,587 $243K 0.02% -641 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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More: the full row for Tandem Investment Advisors, Inc. 3,559 $241K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,557 $241K 0.07% +86 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,543 $240K 0.15% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,536 $239K 0.11% -64 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,531 $239K <0.01% -4 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,514 $238K 0.12% -108 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,500 $237K 0.18% -200 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,486 $236K 0.05% -13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,483 $236K 0.01% -222 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,472 $235K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,463 $234K 0.01% -350 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,440 $233K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,437 $232K -16 Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,421 $231K 0.02% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,650 $231K 0.01% +21 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,419 $231K 0.07% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,390 $229K 0.1% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,379 $229K 0.03% -17 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,378 $228K 0.02% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,377 $228K 0.05% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,376 $228K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,376 $228K 0.18% -43 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,374 $228K 0.01% 0 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,365 $228K 0.01% +7 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,361 $227K 0.04% +164 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,347 $226K 0.01% +788 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,332 $225K 0.09% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,326 $225K 0.01% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,320 $225K <0.01% -1,140 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,314 $224K 0.03% +636 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,304 $223K 0.06% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,302 $223K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,299 $223K 0.01% +609 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,294 $223K <0.01% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,277 $222K 0.01% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,273 $221K 0.01% -81 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,278 $221K 0.07% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,265 $221K 0.11% -657 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 3,260 $220K 0.04% +2 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,252 $220K 0.13% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,570 $219K 0.04% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,242 $219K 0.01% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,235 $219K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,231 $219K 0.02% +123 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,553 $218K 0.04% -3,252 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,215 $217K <0.01% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,215 $217K 0.09% -258 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,213 $217K 0.02% -93 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,207 $217K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,204 $217K 0.02% +83 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,202 $217K 0.12% -100 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,198 $216K 0.09% +361 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,195 $216K 0.03% +145 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,191 $216K 0.01% +1,865 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,179 $215K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,166 $214K 0.03% 0 13F-HR Timeline