OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 33,838 $14.6M 7.55% -1,150 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 33,800 $14.5M 6.07% -5,410 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 33,767 $14.5M 0.01% -55,502 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 33,582 $14.4M 0.61% +5,321 13F-HR Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 33,423 $14.4M 2.15% -10,932 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 33,422 $14.4M 4.83% -38,171 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 33,304 $14.3M 0.2% +865 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 33,224 $14.3M 0.2% +2,652 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,207 $14.3M 0.74% -4,340 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 33,141 $14.3M 11.93% -15,432 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 33,018 $14.2M <0.01% +2,489 13F-HR Timeline Group STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 32,944 $14.2M 8.5% -1,220 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 32,879 $14.1M 0.51% -8,367 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 32,836 $14.1M 1.81% +6,329 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 32,464 $14M 0.37% -197 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 32,445 $14M 3.66% -143 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 31,649 $13.9M 0.17% -784 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 32,332 $13.9M 4.24% -100 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 32,286 $13.9M 5.91% -15 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 32,225 $13.9M 0.03% -28,314 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 32,217 $13.9M 0.25% -1,732 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 32,165 $13.8M 0.86% +7,341 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 32,000 $13.8M 14.48% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 31,827 $13.7M 10.39% +166 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 31,385 $13.5M 6.87% +1 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 31,357 $13.5M 10.86% -1,650 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 31,343 $13.5M 0.17% -3,174 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 31,329 $13.5M 0.64% -10,708 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 31,309 $13.5M 2.72% -176 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 31,271 $13.5M 1.47% -3,681 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 30,960 $13.3M 2.87% -2,193 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,872 $13.3M 0.77% +117 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,435 $13.2M 0.71% +2,364 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 30,710 $13.2M 12.37% -11,440 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 30,381 $13.1M 8.89% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,381 $13.1M 0.45% -53 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,142 $13M 1.18% +440 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,094 $12.9M 0.46% -3,430 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 30,033 $12.9M 0.38% 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 30,000 $12.9M 0.59% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GenTrust, LLC More: the full row for GenTrust, LLC 29,847 $12.8M 0.55% +922 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,834 $12.8M 0.25% +2 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 29,541 $12.7M 4.11% -10,955 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 29,208 $12.6M 1.61% -901 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 29,138 $12.5M 0.14% +1,198 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 29,130 $12.5M 0.65% +1,770 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28,910 $12.4M 4.49% -169 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 28,426 $12.4M 2.99% +756 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 28,743 $12.4M 3.71% +25,915 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 28,702 $12.3M 9.47% -5,670 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 28,616 $12.3M 0.41% +893 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,577 $12.3M 0.95% +716 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 28,575 $12.3M 3.97% -7,186 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 28,477 $12.3M 0.97% +854 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 28,476 $12.3M 0.98% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 28,395 $12.2M 0.51% -9,612 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 28,228 $12.1M 1.52% +619 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 28,063 $12.1M 0.35% +1,514 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 28,044 $12.1M 3.8% -383 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 28,020 $12.1M 0.12% -1,679 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 27,640 $11.9M 1.93% -95 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 27,620 $11.9M 0.52% +1,961 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 27,547 $11.9M 1.42% -2,352 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 27,471 $11.8M 4.77% -276 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 27,431 $11.8M 5.83% +45 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 27,362 $11.8M 5.03% -3,487 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,352 $11.8M 0.27% -5,661 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 27,167 $11.7M 4.81% -2,641 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 27,125 $11.7M 1.98% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27,114 $11.7M 0.71% -193 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 26,959 $11.6M 0.11% -16,556 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26,947 $11.6M 2.58% -27 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 26,920 $11.6M 1.24% +725 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 26,807 $11.5M 0.04% +7,536 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 26,675 $11.5M 3.48% +11,571 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 26,530 $11.4M 11.21% -187 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 26,418 $11.4M 2.62% -1,939 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,416 $11.4M 0.6% -17,565 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 6,451 $11.3M 0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 26,321 $11.3M 0.24% -3,163 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 26,833 $11.3M 0.83% -8,855 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 26,299 $11.3M 0.83% -152 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 26,261 $11.3M 5.9% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,917 $11.2M 0.13% -1,231 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 25,908 $11.1M +2,965 Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 25,688 $11.1M 21.72% +3,918 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25,595 $11M 0.35% -10,456 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 25,545 $11M 4.2% +1,538 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 25,523 $11M 0.21% -3,147 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 25,441 $10.9M -45 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 25,287 $10.9M 0.27% +15,760 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 25,027 $10.9M 7.33% -1,147 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 25,248 $10.9M -2,980 Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 114,915 $10.8M 1.96% -12,112 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,205 $10.8M 0.05% -596 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 25,172 $10.8M 8.01% -96 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 25,125 $10.8M 2.78% +3,245 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 24,972 $10.7M 1.07% +22,923 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 24,417 $10.7M 0.11% +16,825 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 24,740 $10.6M 1.4% -300 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,687 $10.6M 0.13% -498 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 24,642 $10.6M 4.62% +1,876 13F-HR/A Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 24,508 $10.5M 1.01% -16,123 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 24,477 $10.5M 2.21% +18,986 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 24,344 $10.5M 6.48% +1,332 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 24,344 $10.5M 0.37% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24,456 $10.5M 0.12% -189 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 24,257 $10.4M 2.64% -4,186 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,930 $10.3M 1.16% -695 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 23,922 $10.3M -2,149 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,918 $10.3M 0.24% -3,935 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 23,911 $10.3M 6.3% -1,624 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 23,789 $10.2M 4.26% -4,629 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,684 $10.2M 0.66% -16,237 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 23,692 $10.2M 6.8% -2,186 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 23,622 $10.2M 4.17% +22,903 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 23,972 $10.2M 0.8% -80 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 23,539 $10.1M 0.12% +721 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 23,500 $10.1M 16.9% +15,700 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,466 $10.1M 0.27% +5,071 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 23,379 $10.1M 3.15% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,378 $10.1M 0.12% +8,786 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23,330 $10M 1.64% -1,839 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 23,282 $10M 2.96% -7,205 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 25,110 $9.95M 0.92% -930 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 23,120 $9.95M 0.35% -967 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 23,089 $9.93M 0.84% +3,975 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 22,888 $9.85M 5.09% -4,400 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 22,747 $9.79M 0.34% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 22,679 $9.76M 0.08% new 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 22,669 $9.75M 7.64% +1,356 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 22,612 $9.73M 0.55% -358 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 22,611 $9.73M 0.12% +1,431 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,544 $9.7M 0.06% +707 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22,511 $9.69M 3.96% -1,246 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 22,465 $9.67M +121 Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 22,367 $9.62M 0.27% +120 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 22,292 $9.59M 0.28% +5 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,252 $9.57M 0.01% -40,921 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 22,226 $9.56M 3.1% -1,503 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 22,145 $9.53M 1.2% -13 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,105 $9.51M 0.45% -719 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 22,083 $9.5M 2.5% -218 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 22,035 $9.48M 1.17% +12,338 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 21,956 $9.45M 1.2% +101 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 21,907 $9.43M 0.51% -835 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 21,889 $9.42M 0.1% -665 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 22,664 $9.42M 1.43% +17,794 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,801 $9.38M 0.75% +2,068 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 21,706 $9.34M 1.29% +649 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 21,611 $9.3M 1.32% +18,543 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 21,594 $9.29M 6.03% +1,240 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 21,184 $9.26M 1.11% -1,242 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 21,451 $9.23M 1.64% +5,494 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 21,404 $9.21M 1.89% +1,635 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,385 $9.2M 0.08% -1,101 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 21,356 $9.19M 2.12% -351 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 21,321 $9.17M 0.21% +2,415 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 21,198 $9.12M 3.24% -4,822 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,187 $9.12M 0.26% +559 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,172 $9.1M 0.03% -125,403 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 21,093 $9.08M 2.47% +1,659 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 21,091 $9.08M 0.54% -9,679 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 21,055 $9.06M 1.36% -1,654 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,003 $9.04M 0.36% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 20,960 $9.02M 0.56% -262 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 20,790 $8.95M 2.8% +1,675 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 20,788 $8.95M 0.28% +1,903 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,772 $8.94M 0.88% -811 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 20,759 $8.92M 3.59% +549 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 20,663 $8.89M 0.92% +1,847 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 20,638 $8.88M 1.81% -2,117 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 20,394 $8.78M 3.48% -2,018 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 20,274 $8.72M 0.41% +2,719 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,252 $8.71M 0.39% -2,756 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 91,634 $8.71M 8.71% +91,038 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,980 $8.6M 0.16% -169 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20,090 $8.59M 0.18% +6,254 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 19,959 $8.59M 0.24% -796 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 19,240 $8.58M 0.13% +1,076 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,818 $8.53M 0.26% -1,587 13F-HR Timeline Group 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 19,772 $8.51M 3.69% -330 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 19,662 $8.51M 0.58% -4,097 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 19,763 $8.5M 0.68% -119 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,650 $8.46M 0.42% +2,649 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 19,590 $8.43M 0.1% -283 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 19,581 $8.43M 8.97% -10,998 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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