Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 23,496 $1.25M 0.07% -7,392 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 23,481 $1.25M 0.51% +938 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 23,277 $1.25M 0.03% -972 13F-HR/A Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 23,186 $1.24M 0.16% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 23,126 $1.23M 0.22% -1,012 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 23,034 $1.23M 0.05% +50 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 22,990 $1.23M 0.55% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,203 $1.22M 0.02% +4,172 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 22,886 $1.22M 0.22% +7,981 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 22,800 $1.22M <0.01% -69,000 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 22,745 $1.21M <0.01% -497 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,429 $1.2M 0.09% -1,257 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,418 $1.2M 0.02% 0 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 22,369 $1.19M 0.22% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 22,166 $1.18M 0.04% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 22,048 $1.18M 0.1% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 22,001 $1.17M 0.03% +3,151 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 21,853 $1.17M <0.01% +2,853 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,805 $1.16M 0.04% -2,656 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,630 $1.16M 0.06% -222 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 21,775 $1.16M 0.04% +10,275 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,759 $1.16M 0.02% -50 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,614 $1.15M 0.02% -48 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 21,567 $1.15M 0.37% -13 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 21,547 $1.15M 0.07% +3,972 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,531 $1.15M 0.42% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 21,436 $1.14M 0.41% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,431 $1.14M 0.01% +6,222 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 21,045 $1.12M 0.74% -7,392 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 21,002 $1.12M 0.28% -79 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 20,910 $1.12M 0.06% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 20,900 $1.12M 0.83% +2,644 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 20,856 $1.11M 0.05% -5,343 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 20,805 $1.11M 0.21% -2,296 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 20,771 $1.11M 0.17% -144 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 20,733 $1.11M 0.09% -50 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 20,695 $1.11M 0.15% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 20,688 $1.1M 0.47% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,650 $1.1M 0.03% +3,943 13F-HR/A Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,563 $1.1M <0.01% +145 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20,504 $1.09M 0.11% -456 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,470 $1.09M 0.06% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,403 $1.09M 0.03% -154 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 20,385 $1.09M 0.79% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 20,022 $1.09M 0.36% -3,155 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 20,282 $1.08M 0.07% +6 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 20,110 $1.08M 0.63% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 20,229 $1.08M 0.28% -988 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 20,154 $1.08M 0.43% -6,768 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20,164 $1.07M <0.01% +480 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20,072 $1.07M 0.15% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,065 $1.07M 0.29% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,064 $1.07M 0.01% -3,166 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 20,027 $1.07M 0.33% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 19,994 $1.07M 0.5% new 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for Sterling Investment Advisors, Ltd. 19,545 $1.04M 0.2% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19,257 $1.03M 0.09% +5,500 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,091 $1.02M 0.04% +4,920 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 18,986 $1.01M 0.21% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,907 $1.01M 0.02% +424 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 18,735 $1M 0.05% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,715 $999K 0.04% -1,650 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,659 $996K 0.01% -1,002 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 18,589 $993K 0.16% +11,237 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,505 $988K 0.07% -86 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,492 $987K 0.04% 0 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 18,446 $985K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,434 $984K 0.15% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,348 $980K 0.23% +400 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 18,332 $979K <0.01% -16 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,300 $977K 0.24% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,259 $975K 0.03% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 18,259 $975K 0.17% +1,144 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 18,177 $971K <0.01% -91 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,015 $962K 0.08% +10,678 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 17,924 $957K 0.53% -2 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,896 $956K 0.06% -50 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 17,857 $954K 0.56% +2,006 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 17,854 $953K 0.1% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,719 $946K 0.02% -7,169 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,706 $946K 0.02% -642 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 17,681 $944K 0.07% +2,180 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 17,404 $929K 0.34% +479 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,398 $929K 0.03% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 17,388 $928K 0.01% +7,812 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,359 $927K 0.1% +426 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,232 $920K 0.01% -4,048 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 17,124 $914K <0.01% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,115 $914K 0.07% -277 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,979 $907K 0.11% -1,278 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 16,802 $897K 0.55% 0 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 16,696 $892K 0.68% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18,388 $889K 0.07% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,635 $888K 0.02% -1,589 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 16,615 $887K 0.39% +1,990 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 15,990 $881K 0.07% -167 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,479 $880K <0.01% +2,475 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 16,071 $879K 0.06% -456 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,379 $875K 0.27% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 16,378 $875K 0.22% -4,094 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 16,337 $872K 0.17% -601 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,320 $871K <0.01% 0 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,273 $869K 0.11% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,157 $863K 0.15% +526 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 16,109 $860K 0.05% -151 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,998 $854K 0.03% +1,907 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15,995 $854K 0.17% -4,190 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,003 $854K 0.01% +1,708 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,931 $851K 0.1% -267 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 15,854 $847K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 20,780 $846K 0.01% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 15,775 $842K 0.09% +1,237 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 15,691 $838K <0.01% new 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 15,686 $838K 0.01% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,660 $836K 0.05% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 15,600 $833K 0.06% 0 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 14,940 $826K 0.91% +1,281 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,453 $825K 0.04% -72 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 15,418 $823K 0.22% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 15,418 $823K 0.11% +8,956 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 15,362 $820K 0.1% +9,637 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 15,309 $818K 0.02% +2,004 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,295 $817K 0.25% +387 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 15,285 $816K 0.6% -647 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 15,262 $815K <0.01% -1,129 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 15,232 $813K 0.01% -395 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,056 $804K 0.13% +9,741 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 15,037 $803K 0.04% +116 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 15,002 $801K 0.42% -760 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,995 $801K 0.19% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 14,976 $800K 0.27% -280 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 14,807 $791K 0.01% 0 13F-HR Timeline Group 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 14,769 $789K 0.09% -83 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,749 $788K 0.04% +900 13F-HR Timeline Friday Financial More: the full row for Friday Financial 14,729 $787K 0.33% +83 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,725 $786K 0.03% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,652 $782K 0.12% +187 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,589 $779K 0.13% -186 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 14,510 $775K 0.22% +13,410 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 14,420 $770K 0.11% 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 14,398 $769K 0.36% +1 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 14,312 $764K 0.26% -380 13F-HR Timeline Trust Co More: the full row for Trust Co 14,280 $763K 0.08% -401 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,269 $762K 0.34% +172 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,263 $762K 0.03% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 14,241 $760K 0.2% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,238 $760K 0.03% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 14,226 $760K 0.34% +628 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,199 $758K 0.1% -1,076 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 14,156 $756K 0.19% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,072 $751K 0.47% +149 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,057 $751K 0.02% -327 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,990 $747K 0.08% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,966 $746K 0.42% -4,945 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,903 $742K 0.17% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,900 $742K 0.09% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,841 $739K 0.04% -454 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,781 $736K 0.01% +1,371 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 13,708 $732K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,623 $727K 0.02% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13,577 $725K 0.03% -319 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,549 $724K 0.3% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 13,488 $720K 0.14% -205 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 13,447 $718K 0.48% 0 13F-HR/A Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,417 $716K 0.11% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,400 $716K 0.09% -40,455 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,352 $713K 0.01% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 13,179 $704K 0.12% -300 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,178 $704K 0.43% -200 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 13,164 $703K 0.15% +1,052 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,116 $700K <0.01% +597 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,081 $699K 0.09% -50 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,058 $697K 0.23% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,037 $696K 0.04% +50 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,992 $694K 0.11% -617 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,968 $692K 0.08% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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