Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 13,090 $696K 0.53% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,085 $696K 0.02% +565 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 13,065 $695K 0.48% +587 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,858 $684K 0.34% -1,300 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 12,766 $679K +6,003 Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 12,718 $676K 0.13% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,412 $660K 0.04% -262 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12,313 $655K 0.18% +706 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 12,300 $654K 0.1% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 11,997 $638K 0.07% +147 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 11,984 $637K 0.09% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,961 $636K <0.01% +2,671 13F-HR Timeline Group Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 11,757 $625K 0.04% +2,330 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,685 $621K 0.01% -100 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 11,651 $619K <0.01% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 11,490 $611K 0.01% 0 13F-HR Timeline Group Equita Financial Network, Inc. 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More: the full row for Bellecapital International Ltd. 8,936 $475K 0.08% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,879 $472K 0.01% +3,224 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,941 $471K 0.01% -6 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,817 $469K 0.18% +12 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,530 $454K 0.01% -1,590 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,413 $447K 0.01% +304 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,206 $436K <0.01% -14,554 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,143 $433K 0.01% +146 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,099 $431K <0.01% -1,258 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,060 $429K 0.01% -19,813 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,000 $425K 0.12% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,904 $420K 0.02% +285 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,871 $419K 0.02% +47 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,855 $418K 0.01% -1,673 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,813 $415K 0.03% +1,992 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 7,672 $408K 0.25% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,660 $406K 0.01% +2,780 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,603 $404K 0.12% -119 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,476 $398K 0.05% -4,825 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 7,440 $396K 0.03% -242 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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Inc 6,568 $349K 0.17% +450 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,561 $349K <0.01% -770 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,500 $346K 0.04% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 6,500 $346K 0.19% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,471 $344K 0.09% -365 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,347 $337K 0.03% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,267 $333K 0.06% -248 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 6,179 $329K 0.37% -2,207 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 6,163 $328K 0.07% -218 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,077 $323K 0.06% +598 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,000 $319K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,974 $318K 0.02% -122 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 5,930 $315K 0.26% -2 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,870 $312K 0.08% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,821 $310K 0.01% -1,200 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,740 $305K 0.02% 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,712 $304K 0.16% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,754 $303K 0.03% -242 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,625 $299K 0.04% -200 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,617 $299K 0.28% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,613 $298K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,553 $295K 0.01% -4,176 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,513 $293K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,484 $292K 0.02% 0 13F-HR Timeline Seaside Wealth Management, Inc. 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Empirical Wealth Management 3,988 $212K <0.01% -489 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,947 $210K 0.06% -275 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,934 $209K <0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,931 $209K 0.01% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,775 $201K 0.03% new 13F-HR Timeline Haverford Financial Services, Inc. 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A. 2,678 $142K 0.01% -848 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,486 $132K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,461 $131K 0.01% +37 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,406 $128K 0.05% -1,863 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,400 $128K <0.01% +1,400 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,214 $117K 0.01% -3 13F-HR Timeline General Partner, Inc. 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