KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,555 $315K 0.09% +15 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,554 $315K <0.01% -1,387 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,532 $314K 0.02% -7,013 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 6,530 $314K 0.2% +152 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,484 $311K 0.01% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,467 $311K 0.06% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,448 $310K 0.05% +77 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,416 $308K <0.01% -1,445 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,404 $308K 0.14% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,412 $308K 0.14% -267 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,411 $308K 0.07% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,391 $307K 0.14% -1,176 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,360 $305K 0.01% +138 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,357 $305K <0.01% +357 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,353 $305K 0.03% +137 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,350 $305K 0.03% -3,850 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,331 $304K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,331 $302K 0.13% +73 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,272 $301K <0.01% 0 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,344 $301K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,230 $299K 0.03% +3,285 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,206 $298K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,190 $297K 0.05% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,183 $297K 0.03% +82 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,182 $297K 0.02% +669 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,177 $297K 0.1% +2,257 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,153 $296K 0.04% +669 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,130 $294K 0.15% -348 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,108 $293K <0.01% -14 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,108 $293K 0.02% -5,754 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 6,065 $291K 0.25% -365 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 6,060 $289K 0.11% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 6,000 $288K 0.09% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6,000 $288K 0.1% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,198 $288K 0.04% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,977 $287K <0.01% new 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,926 $285K 0.06% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,910 $284K 0.01% -25 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 5,885 $283K 0.01% -10,293 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,842 $281K 0.01% +32 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,830 $280K 0.01% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,824 $280K 0.01% +278 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,787 $278K 0.03% +37 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,785 $278K <0.01% new 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,969 $278K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,086 $277K 0.11% +3 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,761 $277K 0.34% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,376 $276K 0.01% +993 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,742 $276K 0.01% -551 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,736 $275K 0.02% -464 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,729 $275K 0.03% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 5,720 $275K 0.12% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 5,694 $273K 0.19% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,686 $273K 0.07% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,670 $272K 0.08% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 5,646 $271K 0.13% +992 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,639 $271K 0.04% -275 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Planned Solutions, Inc. 5,500 $264K 0.08% +56 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,465 $264K <0.01% +62 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,479 $263K 0.02% +27 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,474 $263K 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,440 $261K 0.01% +559 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,414 $260K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,371 $258K <0.01% +35 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,340 $256K 0.01% -424 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,375 $255K 0.01% -8,403 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,300 $255K 0.07% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,273 $253K 0.05% -674 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,267 $253K 0.06% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,237 $252K <0.01% -1,015 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,236 $251K 0.01% 0 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,190 $249K 0.01% -218 13F-HR Timeline Ipswich Investment Management Co., Inc. 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More: the full row for 1832 Asset Management L.P. 5,028 $241K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,024 $241K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,014 $241K 0.15% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 5,000 $240K <0.01% 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,970 $239K 0.01% +494 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,938 $237K 0.03% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,920 $236K 0.09% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,908 $236K 0.04% +29 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,908 $236K 0.04% -105 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,898 $235K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,890 $235K 0.04% -98 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,875 $234K 0.11% -223 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,850 $233K 0.07% -1,150 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,836 $232K 0.1% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,800 $231K 0.02% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,800 $231K 0.06% +65 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,800 $231K 0.15% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,762 $229K 0.05% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,716 $227K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,707 $226K <0.01% +107 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,690 $225K 0.06% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,673 $224K 0.02% +260 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 4,673 $224K 0.16% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 4,632 $222K 0.18% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,624 $222K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,623 $222K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,623 $222K 0.01% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,622 $222K 0.04% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,615 $222K 0.05% -63 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,612 $222K 0.05% -56 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,611 $221K <0.01% -584 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 4,600 $221K 0.03% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,600 $221K <0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,599 $221K 0.01% -120 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,622 $221K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,558 $219K 0.01% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,551 $219K 0.04% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,543 $218K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,523 $217K 0.01% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,514 $217K 0.07% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,489 $216K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,480 $215K 0.05% 0 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,447 $214K 0.01% +47 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,444 $213K <0.01% -2,836 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,435 $213K 0.07% -130 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,417 $212K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,416 $212K 0.02% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,394 $211K 0.01% -263 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. 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More: the full row for Cambria Investment Management, L.P. 4,173 $200K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,000 $192K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,964 $190K <0.01% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,630 $174K 0.14% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,452 $166K 0.02% +106 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,354 $161K 0.01% -8,043 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,337 $160K 0.01% -10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,340 $160K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,305 $159K 0.05% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,203 $154K 0.02% -685 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,197 $154K 0.01% +44 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,143 $151K 0.01% +45 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,130 $150K 0.09% -25 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,077 $148K 0.01% +108 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,996 $144K 0.01% +242 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,958 $142K 0.08% -11,312 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,953 $142K 0.03% +16 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,946 $141K 0.09% -4 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,800 $134K 0.06% -103 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,714 $130K 0.05% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,712 $130K 0.04% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,682 $129K 0.06% +60 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,653 $127K <0.01% -450 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,606 $125K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,583 $124K 0.05% -338 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,582 $124K 0.13% -418 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,553 $123K 0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,537 $122K 0.08% -7 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,532 $122K 0.02% +2,237 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,480 $119K 0.07% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,400 $115K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,368 $114K <0.01% +1,676 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,358 $113K <0.01% -45 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,356 $113K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,232 $107K <0.01% 0 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,214 $106K 0.01% +220 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,166 $104K 0.01% +204 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,058 $98.8K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,050 $98.5K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,978 $95K <0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,920 $92.2K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,880 $90.3K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,870 $89.8K 0.03% +400 13F-HR Timeline