NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 20,938 $876K 0.17% -264 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 20,925 $875K 0.57% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 20,920 $875K 0.21% +338 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 20,910 $874K 0.05% -4,802 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 20,856 $872K 0.36% -237 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,821 $871K 0.02% 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 20,128 $870K 0.62% +54 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 20,768 $869K 0.2% +950 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,523 $858K 0.03% +2,195 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 20,515 $858K 0.25% +1,692 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 20,303 $849K 0.07% -124 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20,215 $845K 0.03% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,172 $844K 0.05% +1,148 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,167 $843K 0.03% +167 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 20,110 $841K 0.6% -345 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20,072 $839K 0.13% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $836K 0.04% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 19,987 $836K 0.01% -6,094 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 19,975 $835K 0.15% -1,369 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 19,967 $835K 0.06% +19,327 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 19,915 $833K 0.58% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,847 $830K 0.37% +10,962 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 19,913 $822K 0.09% -569 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 19,487 $815K 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,368 $810K 0.03% -2,202 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 19,334 $809K 0.06% +2,824 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 19,179 $802K 0.3% -570 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 18,971 $801K 0.01% +634 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,986 $794K 0.01% -4,337 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 18,986 $794K 0.18% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,956 $793K 0.03% -8,192 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 18,762 $785K 0.01% -3,727 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 18,730 $783K 0.2% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 18,662 $780K 0.56% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,639 $779K 0.12% +7,724 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 18,568 $777K 0.38% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 18,491 $773K 0.34% +142 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,403 $770K 0.03% +160 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 448,618 $769K 0.01% -202,400 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,199 $764K <0.01% -2,880 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 18,095 $757K 0.08% -494 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 18,042 $754K 0.15% +844 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 17,948 $751K 0.2% +200 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 17,864 $747K 0.43% -1,423 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 17,839 $746K 0.09% +26 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 17,819 $745K 0.39% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 17,780 $744K 0.15% +3,710 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 17,972 $738K 0.23% +3,362 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,651 $738K 0.02% +1,491 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,608 $736K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 17,500 $732K <0.01% +17,300 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 17,416 $728K 0.18% -2,241 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 17,285 $723K <0.01% +2,468 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,280 $723K 0.12% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,219 $720K <0.01% -104 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,170 $718K 0.05% -110 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 17,081 $714K 0.06% +3,000 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,989 $710K 0.06% -15 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,952 $709K 0.11% +6,873 13F-HR/A Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 16,927 $708K 0.63% +89 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 16,926 $708K 0.01% -11,498 13F-HR/A Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 16,862 $705K 0.26% 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 16,754 $701K 0.58% 13F-HR Timeline ANB BANK More: the full row for ANB BANK 16,634 $696K 0.31% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 16,580 $693K 0.12% +118 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 16,550 $692K 0.2% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,532 $691K 0.05% -2,293 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,485 $689K 0.1% -1,308 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 16,412 $686K 0.01% +5 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,379 $685K 0.25% -712 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,313 $682K 0.11% -587 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 16,295 $681K 0.01% -2,930 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 16,292 $681K 0.14% +5,611 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,276 $681K 0.01% -428 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,259 $680K 0.03% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 16,235 $679K 0.32% +2,906 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,067 $672K 0.03% +172 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,065 $672K -462 Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 16,019 $670K 0.13% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 15,951 $667K 0.35% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,830 $662K 0.15% +9,827 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15,817 $661K 0.17% +4,618 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 15,813 $661K 0.01% +73 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 15,804 $661K 0.12% +5,713 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 15,696 $656K 0.66% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,650 $654K 0.05% -386 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 15,626 $653K 0.6% 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 15,619 $653K <0.01% -9,069 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 15,600 $652K 0.05% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,582 $652K 0.22% -3 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,510 $649K 0.1% +3,070 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,508 $649K 0.1% +45 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,502 $648K 0.16% -71 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 15,425 $645K 0.11% -6,542 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 15,314 $640K 0.05% +1,131 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,285 $639K 0.05% +3,473 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,205 $636K 0.06% -176 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,192 $635K <0.01% -2,060 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 15,145 $633K 0.17% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 15,015 $628K 0.07% -4,224 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 15,000 $627K 0.02% 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,857 $621K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,745 $617K 0.15% +804 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 14,701 $615K 0.11% +1,109 13F-HR/A Timeline Friday Financial More: the full row for Friday Financial 14,646 $612K 0.42% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,644 $612K 0.16% -60 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,577 $610K 0.14% -294 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 14,568 $609K 0.55% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,384 $602K 0.02% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 14,376 $601K 0.2% -356 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 14,320 $599K 0.48% 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,298 $598K 0.11% +843 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 14,296 $598K 0.54% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,286 $597K 0.31% +434 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 14,193 $594K 0.04% -1,450 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,128 $591K 0.02% -4,653 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 14,094 $589K 0.05% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,088 $589K 0.39% -835 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13,975 $584K 0.03% -30 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,900 $581K 0.09% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 13,883 $581K 0.07% +16 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,856 $579K 0.03% -3,404 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,768 $576K 0.01% +1,299 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,751 $575K 0.08% -2,278 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,735 $574K 0.03% -64 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 13,735 $574K 0.33% +1,643 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,613 $569K 0.29% -67 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,592 $568K 0.08% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,537 $566K 0.12% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 13,509 $565K 0.08% 0 13F-HR/A Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 13,447 $562K 0.61% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 13,433 $562K 0.19% -48 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,386 $560K 0.21% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 13,363 $559K 0.03% -2,581 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 13,307 $556K 0.58% +743 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,291 $556K 0.04% -87 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 13,268 $555K 0.07% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 13,081 $552K 0.08% +748 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,159 $550K 0.02% -25 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 13,155 $550K 0.1% +13,122 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,102 $548K 0.39% -428 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 12,985 $543K 1.76% +5,069 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,977 $543K 0.03% -263 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,960 $542K 0.03% +753 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,857 $538K 0.05% +4,800 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 12,685 $530K 0.23% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 12,644 $529K 0.41% +1,894 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,642 $529K 0.06% +153 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,600 $527K 0.04% -580 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 12,534 $524K 0.21% -7,216 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,518 $524K 0.17% +98 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 12,475 $522K 0.06% 0 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 12,334 $516K 0.25% +1,451 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 12,300 $514K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,279 $514K 0.01% -1,842 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,265 $513K <0.01% +5,063 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 12,250 $512K 0.05% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 12,250 $512K 0.01% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,215 $511K 0.14% -958 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 12,117 $507K 0.3% +257 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 12,085 $505K 0.04% -1,845 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,080 $505K 0.05% -869 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,054 $504K 0.01% +11,054 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,052 $504K 0.01% -130 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 12,016 $503K <0.01% -266 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,000 $502K 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 11,937 $499K 0.01% -300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,901 $498K 0.07% -5,661 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 11,887 $497K 0.01% +853 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,706 $490K 0.01% -31 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 11,699 $489K 0.26% +1,473 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 11,702 $489K 0.1% -1,160 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,652 $487K 0.06% +7,052 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 11,641 $487K 0.11% +1,677 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,612 $486K 0.02% -813 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 11,600 $485K 0.18% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,542 $483K 0.04% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,427 $478K 0.3% -18 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,372 $477K 0.01% +2,364 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 11,392 $476K 0.03% -68 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,352 $475K 0.33% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,338 $474K 0.14% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,315 $473K 0.15% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,295 $472K 0.11% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,286 $472K 0.01% -1,390 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 11,283 $472K 0.18% -1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,232 $470K 0.03% -474 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,150 $466K 0.05% +918 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 11,086 $464K 0.16% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,967 $459K 0.14% +2,175 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,785 $451K 0.37% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,776 $451K 0.03% +5,951 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 10,749 $450K 0.23% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 10,705 $448K 0.36% -143 13F-HR Timeline Diversified Portfolios, Inc. 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