Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,436 $580K 0.1% -50 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,433 $580K 0.28% +10 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 3,432 $579K 0.52% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,423 $578K 0.03% +548 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,419 $577K 0.25% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,397 $574K 0.08% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,381 $571K 0.3% -55 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,357 $567K 0.16% +45 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,356 $567K 0.01% +1,171 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,353 $566K <0.01% -312 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,344 $565K 0.06% -299 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,303 $558K 0.06% +209 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,300 $557K <0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,292 $553K 0.03% +520 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,258 $550K <0.01% +660 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,257 $550K 0.08% -137 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,255 $550K 0.04% +411 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,255 $550K 0.1% +59 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,246 $548K 0.02% +1,748 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,240 $547K 0.24% -900 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 3,203 $541K 0.16% +383 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,144 $531K 0.02% +551 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,132 $529K 0.02% +415 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,130 $529K 0.25% -73 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,126 $528K 0.42% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,122 $527K 0.29% -401 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,111 $525K 0.01% +1 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 3,102 $524K 0.07% +1 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,101 $524K 0.08% -470 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,092 $522K <0.01% -367 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,091 $522K 0.21% +7 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,085 $521K 0.24% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,080 $520K 0.01% -3,600 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,066 $518K 0.06% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,046 $514K 0.05% +224 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,040 $513K 0.03% -845 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,037 $513K 0.04% -5 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,030 $512K 0.2% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,026 $511K 0.01% +508 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,015 $509K 0.01% +621 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,015 $509K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,013 $509K 0.03% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,000 $507K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,992 $505K 0.01% +1,060 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,971 $502K 0.08% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,931 $495K 0.2% -641 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,917 $493K -561 Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,917 $492K 0.02% +514 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,916 $492K 0.13% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,906 $491K 0.01% -6,411 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,905 $490K 0.1% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,887 $487K 0.04% -55 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,878 $486K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,878 $486K 0.02% +128 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,872 $485K 0.01% -171 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,868 $484K 0.2% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,809 $474K 0.02% +616 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,796 $472K 0.02% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,795 $472K 0.08% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,775 $469K 0.04% -129 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,772 $468K 0.04% +3 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,750 $464K 0.03% +249 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,750 $464K 0.17% -57 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,734 $462K 0.11% +59 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,714 $458K 0.08% -621 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,712 $458K 0.05% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,699 $456K 0.01% +391 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,894 $454K 0.02% +41 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,680 $453K 0.04% -300 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,675 $452K 0.03% 0 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,675 $452K 0.07% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,674 $452K 0.02% -2,336 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,649 $451K 0.08% -64 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,667 $450K 0.13% +1,174 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,662 $449K 0.24% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,650 $447K 0.1% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,621 $442K 0.06% -9 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,611 $441K 0.02% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,599 $439K 0.31% +1 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,596 $438K 0.19% +2 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,595 $438K 0.04% +211 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,584 $436K 0.09% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,572 $434K 0.01% +438 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,559 $432K 0.02% -251 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,545 $430K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,543 $429K 0.01% new 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,540 $429K <0.01% -192,768 13F-HR/A Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,528 $427K 0.23% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,517 $425K 0.02% 0 13F-HR/A Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,473 $418K 0.09% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,453 $414K 0.02% -218 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,449 $414K 0.04% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,435 $411K <0.01% +75 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,397 $407K 0.31% -19 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,379 $402K 0.14% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,370 $400K 0.25% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,357 $398K 0.03% -1 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,355 $398K 0.13% 13F-HR/A Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,348 $396K 0.26% +206 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,341 $395K 0.02% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,337 $395K 0.3% -33 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,324 $392K <0.01% +110 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,321 $392K 0.02% +17 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 2,317 $391K 0.2% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,302 $389K 0.04% -33 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,301 $389K 0.02% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,297 $388K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,283 $385K <0.01% +1,519 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,268 $383K <0.01% -495 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,264 $382K <0.01% +703 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,242 $378K 0.01% +8 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,238 $378K 0.11% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,235 $377K <0.01% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,224 $376K 0.06% -582 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,219 $375K 0.01% -63 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,213 $374K 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,210 $373K 0.02% -30 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,195 $371K 0.02% -568 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,191 $370K 0.01% -130 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,168 $366K 0.06% -115 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,157 $364K 0.09% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,150 $363K 0.02% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,149 $363K <0.01% -933 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,148 $363K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,138 $361K 0.02% +775 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,126 $359K 0.01% 0 13F-HR/A Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,122 $358K 0.15% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,118 $358K <0.01% -226 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,117 $357K 0.15% -56 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,117 $357K 0.04% -73 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,110 $356K 0.01% -33 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,099 $354K 0.01% -80 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,077 $351K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,074 $350K 0.01% +27 13F-HR/A Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,057 $347K <0.01% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,051 $346K 0.04% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,042 $345K 0.01% +182 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,031 $343K 0.05% 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 2,029 $343K 0.11% -74 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,025 $342K 0.22% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,016 $340K 0.04% -7 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,011 $340K 0.01% +75 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 2,003 $338K 0.08% +220 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,000 $338K <0.01% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,000 $338K 0.18% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,990 $336K 0.06% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,986 $335K 0.05% -956 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,978 $334K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,952 $332K 0.02% +19 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,962 $331K 0.01% +127 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,945 $328K 0.02% +595 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,944 $328K 0.01% -790 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,940 $328K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,932 $326K 0.07% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,929 $326K <0.01% -202,433 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,911 $323K <0.01% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,908 $322K 0.04% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,905 $322K 0.01% -110 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,907 $322K <0.01% -112,844 13F-HR Timeline Group Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,895 $320K 0.12% -835 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,887 $319K 0.06% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,875 $317K 0.07% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,875 $317K 0.04% -125 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,870 $316K <0.01% 0 13F-HR/A Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,865 $315K 0.11% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,918 $314K 0.15% -61 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,838 $310K 0.08% -1,684 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,837 $310K 0.01% -168 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,815 $306K 0.31% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,812 $306K <0.01% +296 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,806 $305K 0.22% +1 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,800 $304K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,782 $301K 0.01% -58 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,772 $299K 0.12% -2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,764 $298K 0.02% -53 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 1,763 $298K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,761 $297K 0.02% -979 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,756 $296K 0.05% +4 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,750 $295K 0.01% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,750 $295K 0.16% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,741 $294K 0.08% -467 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,728 $294K 0.01% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,736 $293K 0.17% -46 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,734 $293K 0.04% -52,923 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,732 $292K 0.01% -143 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,730 $292K 0.01% -45 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,718 $291K 0.01% -1,503 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,708 $290K <0.01% -21,972 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,712 $289K 0.01% +100 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,706 $288K 0.17% -107 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,700 $287K 0.04% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,700 $287K <0.01% -3,145 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,695 $286K 0.06% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,693 $286K 0.01% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,681 $284K 0.08% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,675 $283K 0.01% -15 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,671 $282K 0.02% -91 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,670 $282K 0.01% +16 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,665 $281K 0.03% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,665 $281K 0.01% +1,197 13F-HR Timeline