Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 26,620 $2.59M 1.03% +1,711 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 26,572 $2.58M 0.03% -600 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 26,566 $2.58M 0.42% -495 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 26,444 $2.57M 0.56% +3,248 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 26,326 $2.56M -742 Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 26,197 $2.54M 0.54% +4,198 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 26,075 $2.53M 0.02% -335 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 26,044 $2.53M 0.27% +504 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 28,276 $2.53M 1.09% -4,973 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 26,012 $2.53M 0.07% -129 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 25,945 $2.52M 0.71% +7,268 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 25,940 $2.52M 0.12% +5,515 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 25,820 $2.51M 0.18% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 25,810 $2.51M 0.07% -9 13F-HR Timeline Group J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 25,680 $2.49M 1.06% -70 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 25,628 $2.49M 0.43% -200 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 25,581 $2.48M 0.17% +210 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,577 $2.48M 0.03% +5,346 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 25,408 $2.47M 1.15% +1,370 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 25,349 $2.46M 0.94% +4,522 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 25,300 $2.46M 0.46% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 25,290 $2.46M 0.36% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 25,290 $2.46M 0.04% +803 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 25,231 $2.45M 1.25% +285 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 25,172 $2.45M <0.01% -7,291 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 25,113 $2.44M 1.94% +477 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 25,113 $2.44M 0.4% -448 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 25,057 $2.43M 0.6% -6 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 25,049 $2.43M 0.09% -1,499 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 25,045 $2.43M 0.75% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 24,974 $2.43M 1.07% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 24,928 $2.42M 1.74% -1,040 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 24,824 $2.41M 0.01% -1,051,015 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 24,748 $2.4M 1.07% +3,555 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 24,730 $2.4M 0.31% +4,347 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 24,691 $2.4M 0.3% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 24,687 $2.4M 1.36% -28 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 24,670 $2.4M 0.69% -65 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 24,662 $2.4M 0.43% -1,374 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 24,617 $2.39M 1.59% +2,211 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 24,601 $2.39M 0.13% -92 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 24,593 $2.39M 0.72% 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 24,411 $2.37M 0.04% +454 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 24,352 $2.37M 1.87% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 24,284 $2.36M 0.04% -20 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 24,276 $2.36M 0.93% -770 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 24,254 $2.36M 0.35% +100 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 24,137 $2.34M 0.04% +285 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 24,070 $2.34M 0.69% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,037 $2.33M 0.03% +2,159 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 23,897 $2.33M <0.01% -53,842 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 23,972 $2.33M 0.07% +1,500 13F-HR Timeline MOTCO More: the full row for MOTCO 23,732 $2.31M 0.21% -658 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23,704 $2.3M 0.43% +7,768 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 23,646 $2.3M 0.27% -52 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,408 $2.3M 0.15% -1,400 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 23,598 $2.29M 0.32% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 21,914 $2.28M 0.78% -3,081 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 23,262 $2.26M 0.07% -3,080 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 22,031 $2.25M 0.43% +1,771 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 23,200 $2.25M 1.81% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 23,165 $2.25M 0.16% -2,532 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 23,147 $2.25M 0.04% -2,726 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 23,140 $2.25M 0.09% -2,048 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 23,039 $2.24M 0.12% -72,678 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 34,277 $2.23M 0.64% new 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 22,761 $2.21M 1.3% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 22,756 $2.21M 0.09% +250 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,702 $2.21M 0.06% +242 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 22,700 $2.21M 0.6% +5,327 13F-HR/A Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 22,553 $2.19M 0.29% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 22,540 $2.19M 0.33% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 22,539 $2.19M 0.3% -9 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 22,493 $2.18M 2.12% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 22,417 $2.18M 1.44% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 22,238 $2.16M 0.08% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 22,189 $2.16M 0.49% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 22,182 $2.15M 0.57% -291 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 22,126 $2.15M 0.12% +1,382 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 22,085 $2.15M 1.29% -1,780 13F-HR Timeline Busey Bank More: the full row for Busey Bank 22,041 $2.14M 0.06% -72 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,221 $2.13M 0.04% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,841 $2.12M 0.04% +926 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 21,767 $2.11M 0.11% -304 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,746 $2.11M 0.05% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 21,687 $2.11M 0.93% -357 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 21,593 $2.1M 1.88% -2,312 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 21,538 $2.09M 1.79% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 21,487 $2.09M 0.15% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 21,456 $2.08M 0.9% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,368 $2.08M 0.07% +4,288 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 20,978 $2.07M 1.99% +63 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 21,293 $2.07M 0.3% +6,358 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 21,276 $2.07M 0.29% -217 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 21,252 $2.06M 0.18% 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 21,215 $2.06M 1.03% +20 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 21,190 $2.06M 1.34% -591 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 21,164 $2.06M 1.25% -1,649 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 21,126 $2.05M 0.15% +4 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 19,755 $2.05M 0.28% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 21,034 $2.04M 0.22% +217 13F-HR Timeline BANK OZK More: the full row for BANK OZK 20,969 $2.04M 0.72% -98 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 20,948 $2.03M 0.22% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 20,888 $2.03M 0.49% +733 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 20,878 $2.03M 0.28% +1,560 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 21,070 $2.03M 0.19% +10,535 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 20,869 $2.03M 1.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20,735 $2.02M 0.09% -125 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 20,613 $2M 0.22% -3,164 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 20,582 $2M 0.42% +420 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 20,571 $2M 0.57% -1,745 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 20,486 $1.99M 0.2% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 20,407 $1.98M 0.4% +512 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 20,397 $1.98M 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,297 $1.97M 0.07% +7,240 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 20,229 $1.96M 0.07% +257 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 20,204 $1.96M 0.6% +5,601 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 20,184 $1.96M 0.36% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 20,172 $1.96M 0.85% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 20,004 $1.94M 0.26% +80 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 19,933 $1.94M 0.16% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 19,903 $1.93M 0.1% -1,187 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 19,810 $1.92M 0.24% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 19,779 $1.92M 0.68% -2,100 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 19,699 $1.91M 0.97% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 19,609 $1.9M 0.09% -870 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 19,349 $1.88M 0.2% -175 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19,346 $1.88M 0.06% +2,178 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 19,341 $1.88M 0.14% +2,830 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 19,290 $1.87M 1.73% -36 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 19,258 $1.87M 1.41% +13,570 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 19,244 $1.87M 0.25% -203 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 19,234 $1.87M 0.14% -9,393 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 19,206 $1.87M 0.67% -554 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 19,194 $1.86M 0.12% -267 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,190 $1.86M 0.07% -6,352 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 19,164 $1.86M 0.13% +1,040 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 19,162 $1.86M 0.13% +817 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 19,088 $1.85M 0.13% -8 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 18,978 $1.84M 0.33% -981 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 18,748 $1.82M 0.33% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,745 $1.82M 0.08% +8,687 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 18,705 $1.82M <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,692 $1.82M 0.04% -127 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 18,686 $1.82M 0.16% +370 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,672 $1.81M 0.03% -9,674 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 18,652 $1.81M 0.11% -50 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 18,565 $1.8M 0.22% -797 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,371 $1.78M 0.08% +220 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 18,217 $1.77M 0.26% +1,927 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,202 $1.77M 0.07% +170 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 18,124 $1.76M 0.33% +745 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 18,056 $1.75M 0.44% -10 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.75M 0.99% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 17,954 $1.74M 0.49% -828 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 17,938 $1.74M 0.49% -9,000 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 17,553 $1.7M 0.53% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 17,547 $1.7M 1.12% +1,457 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 17,534 $1.7M 0.35% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 17,510 $1.7M 0.54% +901 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,476 $1.7M 0.35% -766 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,360 $1.69M +633 Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 16,515 $1.68M 0.32% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 17,332 $1.68M 0.9% -15,489 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 17,774 $1.67M 0.1% +3,603 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 17,181 $1.67M 0.03% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 17,176 $1.67M 0.57% +6,193 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 17,174 $1.67M 1.11% -20 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,998 $1.65M 0.09% +43 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 16,991 $1.65M 0.14% -95 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 16,973 $1.65M 0.08% -3,456 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 16,971 $1.65M 0.16% -258 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 16,951 $1.65M 0.89% +3,403 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 16,892 $1.64M 0.24% 0 13F-HR Timeline Group BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 16,882 $1.64M 1% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 16,846 $1.64M 0.01% +1,077 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 16,824 $1.63M 0.09% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 16,799 $1.63M 0.52% +498 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 16,762 $1.63M 1.17% +77 13F-HR Timeline Savior LLC More: the full row for Savior LLC 16,745 $1.63M 5.8% -358 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 16,714 $1.62M 0.04% +67 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 16,608 $1.61M 0.38% +5,995 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 16,561 $1.61M 0.42% -325 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 16,559 $1.61M 1.26% -861 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 16,549 $1.61M 0.06% +151 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 16,541 $1.61M 3.75% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 16,500 $1.6M 0.04% +1,600 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,476 $1.6M 0.03% +1,484 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 16,444 $1.6M 0.1% +2,197 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,412 $1.59M 0.1% +390 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 16,403 $1.59M 0.01% +2,577 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 16,380 $1.59M 0.07% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,341 $1.59M <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 16,334 $1.59M 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 16,333 $1.59M 0.1% -418 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 16,230 $1.58M 0.14% -360 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 16,222 $1.58M 0.11% -100 13F-HR Timeline Granite Harbor Advisors, Inc. 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