Operose Advisors LLC More: the full row for Operose Advisors LLC 17,695 $2.12M 0.7% -30 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,630 $2.11M <0.01% +8,239 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,444 $2.09M 0.22% -10,188 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,364 $2.08M 0.05% +16,311 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 17,280 $2.07M 0.9% -200 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 17,248 $2.07M 1.76% +737 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 17,148 $2.05M 0.02% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 17,145 $2.05M 0.41% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 16,971 $2.03M 0.41% +800 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,836 $2.02M 0.08% -305 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,825 $2.01M 0.66% -296 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 16,668 $2M 0.47% -3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,389 $1.99M 0.01% -610 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,353 $1.96M 0.06% -5,762 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,276 $1.95M 0.35% +153 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 16,227 $1.94M 0.01% -373 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,175 $1.94M 0.5% +272 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 16,078 $1.93M 0.54% +1,268 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,063 $1.92M 0.04% -945 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,020 $1.92M 0.08% +15,031 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,800 $1.89M <0.01% +12,900 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15,727 $1.88M 0.39% +27 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,702 $1.88M 0.01% +308 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,413 $1.85M 0.1% +12,168 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,375 $1.84M 0.06% -3,767 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 15,297 $1.83M 0.2% -238 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,077 $1.81M 0.03% +14 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 14,987 $1.79M 0.4% -3,957 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,781 $1.77M 0.04% +2,036 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,773 $1.77M 0.02% -80 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,692 $1.76M 0.13% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,658 $1.76M 0.49% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,482 $1.73M 0.06% new 13F-HR/A Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 14,056 $1.68M 1.58% -28 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 14,017 $1.68M 0.45% -854 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,838 $1.66M 0.05% new 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 13,832 $1.66M 1.46% +156 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 13,814 $1.65M 1.33% -260 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 13,768 $1.65M 0.2% +129 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,754 $1.64M 0.02% +7,208 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 14,000 $1.62M 0.19% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 13,206 $1.58M 1.46% -543 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,208 $1.58M <0.01% +1,470 13F-HR Timeline Group Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 13,166 $1.58M 4.54% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 13,157 $1.58M 0.98% -1,564 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 13,074 $1.57M 0.54% -858 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,056 $1.56M 0.02% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 15,033 $1.56M <0.01% +114 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,916 $1.55M 0.05% +9,287 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 12,846 $1.54M 0.42% -78 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 12,840 $1.54M 0.41% -426 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,500 $1.5M 0.03% +58 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,473 $1.49M 0.01% -66 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,318 $1.47M 0.11% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,257 $1.47M 0.03% +933 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,244 $1.47M 0.1% -2,729 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,238 $1.47M 0.02% -305 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,209 $1.46M 0.02% +8,701 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 12,100 $1.45M <0.01% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,919 $1.43M 0.16% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,793 $1.41M 0.13% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 11,753 $1.41M 0.13% -845 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,052 $1.4M 0.05% -1,411 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,694 $1.4M 0.15% -282 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 11,674 $1.4M 0.93% -565 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,650 $1.39M 0.52% -293 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,638 $1.39M 0.04% 0 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 11,509 $1.38M 0.04% +146 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,342 $1.36M <0.01% -649 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 11,102 $1.33M 0.37% +1,694 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,994 $1.32M 0.29% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,917 $1.31M 0.02% -144 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,846 $1.3M 0.04% -267 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 10,804 $1.29M 0.7% +5 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,747 $1.29M 0.1% -48 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,709 $1.28M 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,671 $1.28M 0.05% -548 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,668 $1.28M 0.03% -407 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,599 $1.27M 0.17% -362 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,588 $1.27M 1% +398 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,475 $1.25M 0.06% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 10,305 $1.23M 0.18% +300 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 10,474 $1.2M 0.92% -509 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,892 $1.18M <0.01% +324 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,672 $1.16M 0.15% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,550 $1.15M -3,099 Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,479 $1.14M 0.01% +100 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,383 $1.12M 0.22% +48 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,362 $1.12M 0.05% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 9,309 $1.11M 0.17% -178 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 9,300 $1.11M <0.01% new 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 9,249 $1.11M 0.35% -2,937 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 9,217 $1.1M 0.75% -672 13F-HR/A Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,190 $1.1M 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,103 $1.09M 0.01% +1,242 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 9,059 $1.08M <0.01% +586 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,978 $1.07M 0.02% new 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,966 $1.07M 0.1% 0 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 8,962 $1.07M 0.19% +374 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,948 $1.07M 0.48% +1,171 13F-HR Timeline American Trust More: the full row for American Trust 8,861 $1.06M 0.26% -4,294 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 8,827 $1.06M 0.14% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,726 $1.04M 0.04% +31 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,682 $1.04M 0.08% -1,091 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,679 $1.04M 0.23% -145 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 8,672 $1.04M 0.17% 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,614 $1.03M 0.02% +162 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 8,485 $1.02M 0.08% +24 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,465 $1.01M 0.57% +532 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,321 $996K 0.01% -151 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,233 $986K 0.49% +31 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,968 $954K 0.14% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 7,948 $952K <0.01% +3,092 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,928 $949K <0.01% +197 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,916 $948K <0.01% -557 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,913 $947K 0.03% -1,553 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,901 $946K 0.23% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,835 $938K 0.01% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 8,966 $931K 0.11% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,726 $925K 0.42% -229 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,588 $909K 0.04% +104 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,586 $908K 0.05% -4,859 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,535 $902K 0.02% -17,509 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,524 $901K 0.01% +30 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,504 $898K 0.66% +1,623 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,493 $897K 0.01% new 13F-HR/A Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,760 $890K 0.5% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,431 $890K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,431 $890K 0.04% +2,665 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,406 $887K 0.04% +4,121 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,295 $873K 0.27% -35 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,206 $863K 0.11% -16 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,202 $862K 0.01% -226 13F-HR/A Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,139 $855K 0.6% +1 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,232 $841K 0.75% -26 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,008 $839K 0.09% -187 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,000 $838K 0.22% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 6,946 $832K 0.04% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,923 $829K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,798 $814K 0.05% -166,724 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,765 $810K 0.1% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,754 $809K 0.29% +1,167 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,682 $800K 0.03% -102 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,671 $799K <0.01% +364 13F-HR Timeline Group StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,657 $797K 0.51% -267 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,660 $797K 0.34% +72 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 6,655 $797K 0.15% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,648 $796K 0.23% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,633 $794K 0.12% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,612 $792K 0.08% +616 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,479 $776K 0.02% -2,746 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 6,460 $773K 0.37% -668 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,381 $764K 0.06% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,350 $760K 0.09% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,324 $757K 0.46% -15 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,189 $741K 0.05% -205 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,179 $740K 0.03% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,109 $731K 0.18% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,969 $715K 0.01% +343 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,957 $713K 0.04% -637 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 5,935 $711K 0.48% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,865 $702K 0.07% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,828 $698K 0.11% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,797 $694K 0.58% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,120 $693K 0.17% 0 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. 5,767 $690K 0.01% +350 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 5,679 $680K 0.29% -190 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,666 $678K 0.02% -17 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,659 $678K <0.01% +2,518 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,594 $670K 0.36% -151 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,543 $664K 0.05% +7 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,524 $661K 0.24% +21 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,499 $658K 0.02% +373 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,484 $657K 0.02% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,452 $653K 0.01% -60,469 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,431 $650K 0.02% -69 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,418 $649K 0.07% +946 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 5,300 $635K 0.03% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,293 $634K 0.01% -1,172 13F-HR Timeline NUANCE INVESTMENTS, LLC More: the full row for NUANCE INVESTMENTS, LLC 5,247 $628K 0.04% +2,512 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,230 $626K 0.03% +2,033 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,195 $622K 0.29% +40 13F-HR Timeline Cambridge Advisors Inc. 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