PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,341 $358K 0.01% -402 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,339 $358K 0.03% +218 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,330 $357K <0.01% +133 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,293 $355K 0.03% +405 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,279 $354K 0.05% +189 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,265 $353K <0.01% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,245 $352K 0.02% +478 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,206 $349K 0.19% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,192 $348K 0.02% -247 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,169 $346K 0.04% -297 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,167 $346K 0.02% -1,256 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 5,133 $344K 0.25% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,128 $344K 0.1% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,001 $343K 0.01% -347 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,107 $342K 0.03% -3 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,078 $340K 0.01% +1,452 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,061 $339K 0.01% +11 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,028 $337K 0.01% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,003 $335K 0.12% +452 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,929 $330K 0.01% -13,971 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,902 $329K 0.01% +54 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,869 $326K 0.08% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,843 $325K 0.06% -1 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,837 $324K 0.01% -42 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,833 $324K 0.02% +192 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,829 $324K 0.05% +336 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,815 $323K 0.01% -1,337 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,795 $321K 0.16% +125 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,773 $320K 0.03% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,760 $319K 0.01% -251 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,760 $319K -4,444 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,742 $318K 0.01% -334 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,740 $318K 0.06% -1,255 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,725 $317K 0.07% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,721 $316K 0.1% +2 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 4,674 $313K 0.26% 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,652 $312K 0.07% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,639 $311K 0.01% +126 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,633 $311K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,594 $308K 0.01% -26 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,594 $308K 0.07% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,593 $308K 0.02% +1,508 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,562 $306K 0.1% -4 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,561 $306K 0.01% -110 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,537 $304K 0.01% +73 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,505 $302K 0.05% -327 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,514 $302K 0.01% +404 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,480 $300K 0.01% -926 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,440 $298K 0.28% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,389 $294K 0.01% +19 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,374 $293K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,345 $291K 0 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,339 $291K 0.01% -2,900 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,334 $291K 0.01% -654 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,332 $290K <0.01% +313 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,331 $290K 0.16% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,330 $290K 0.15% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,328 $290K -1,211 Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,302 $288K 0.09% +377 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,301 $288K 0.22% +24 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,290 $288K 0.02% +337 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,273 $286K 0.02% 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 4,266 $286K 0.13% -212 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,259 $285K 0.06% +156 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,241 $284K 0.01% +236 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,224 $283K 0.08% 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,221 $283K 0.01% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,200 $282K 0.02% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,200 $282K 0.18% -50 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,185 $282K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,187 $281K 0.02% +386 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,185 $281K 0.03% -162 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,180 $280K 0.24% 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,162 $279K 0.14% +56 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,157 $279K 0.02% +63 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4,154 $278K 0.4% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,139 $277K 0.02% -128 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,126 $277K 0.26% 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 4,124 $276K 0.01% -1,174 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,112 $276K 0.01% +93 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,105 $275K 0.02% -248 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,087 $274K 0.01% -156 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,079 $273K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,073 $273K 0.01% -122 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,070 $273K 0.2% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,034 $270K 0.21% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,029 $270K 0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,000 $268K 0.04% -4,972 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,991 $268K 0.02% +341 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,974 $266K <0.01% +1 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,962 $266K 0.02% -132 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,960 $265K 0.08% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,957 $265K 0.01% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,955 $265K 0.14% 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,954 $265K 0.02% +747 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,950 $265K 0.04% -110 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,943 $264K <0.01% -574 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,928 $263K 0.05% -13 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,919 $263K 0.01% -22 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,902 $262K 0.01% -292 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,893 $261K 0.05% -283 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,882 $260K 0.01% -8,240 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,877 $260K 0.05% +500 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,875 $260K 0.03% +183 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,828 $257K 0.01% -109 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,819 $256K 0.02% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,797 $255K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,788 $254K 0.02% +117 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,775 $253K 0.05% +675 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,766 $252K <0.01% new 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,757 $252K 0.04% -464 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,742 $251K 0.03% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,740 $251K <0.01% -2,328 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,740 $251K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,739 $251K 0.03% +83 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,697 $248K 0.13% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,688 $247K 0.02% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,673 $246K 0.01% +24 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,669 $246K 0.01% -339 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,668 $246K 0.01% +294 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,666 $246K 0.06% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,651 $245K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,652 $245K 0.01% -482 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,652 $245K 0.09% -65,631 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,647 $244K 0.05% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,633 $244K 0.04% +15 13F-HR/A Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,630 $243K 0.05% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,628 $243K 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,608 $242K 0.01% -55 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,593 $241K 0.02% +362 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,587 $240K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,583 $240K 0.03% 0 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,580 $240K 0.01% +21 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,570 $239K 0.04% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,568 $239K 0.17% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,543 $237K 0.16% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,539 $237K 0.03% +225 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,537 $237K 0.01% +74 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,529 $237K <0.01% -2 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,517 $236K 0.01% -8,234 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,508 $235K 0.02% +235 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,501 $235K 0.06% -56 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,500 $235K 0.01% -457 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,500 $235K 0.17% 0 13F-HR Timeline American Trust More: the full row for American Trust 3,497 $234K 0.02% +357 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,492 $234K 0.02% +20 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,496 $234K 0.03% +330 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,494 $234K 0.11% -42 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,486 $234K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,486 $234K 0.02% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,475 $233K 0.22% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,470 $233K 0.03% +30 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,461 $232K 0.02% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,455 $232K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,453 $231K <0.01% -586 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,449 $231K 0.05% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,437 $230K 0 Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,427 $230K 0.03% +232 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,425 $230K 0.11% -89 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,423 $229K 0.02% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,410 $229K 0.02% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,400 $228K 0.06% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,395 $228K 0.01% +118 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,379 $226K 0.03% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,378 $226K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,376 $226K 0.17% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,371 $226K 0.01% +24 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 3,362 $225K 0.03% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,357 $225K 0.1% -33 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,354 $225K 0.02% -67 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,330 $223K 0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,327 $223K 0.01% +2,217 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,326 $223K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,323 $223K 0.02% +255 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,304 $221K 0.06% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,176 $221K 0.01% -48 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,302 $221K 0.02% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,278 $219K 0.05% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,267 $219K <0.01% new 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,264 $219K 0.01% +267 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,262 $219K 0.04% +2 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,262 $219K 0.01% -416 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,262 $219K 0.01% -666 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,260 $219K 0.01% -223 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,824 $218K 0.08% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,246 $218K 0.02% -4,701 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,241 $217K 0.01% -58 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,240 $217K 0.01% -125 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,236 $217K 0.11% -1,219 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,217 $216K 0.11% -48 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,215 $216K 0.01% new 13F-HR/A Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 3,215 $216K 0.06% 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,215 $216K <0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,211 $215K 0.03% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,198 $214K 0.09% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,192 $214K 0.04% -43 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,189 $214K 0.01% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,183 $213K 0.09% -32 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,182 $213K 0.22% +100 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,179 $213K 0.01% 0 13F-HR Timeline