Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,056 $1.37M 0.09% +436 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,049 $1.36M 0.14% -354 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 3,046 $1.36M 1.49% +4 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,034 $1.36M 0.23% +444 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3,006 $1.34M 0.57% +614 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,981 $1.33M 0.37% +2,361 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,977 $1.33M 0.09% +211 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,940 $1.31M 0.26% 0 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 2,936 $1.31M 0.93% +260 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,012 $1.31M 0.37% +194 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,924 $1.31M 0.08% -70 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,917 $1.3M 0.76% +344 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,915 $1.3M 0.01% +555 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,910 $1.3M 0.06% -39 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,903 $1.3M 0.15% -124 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,876 $1.29M 0.31% -1,990 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,873 $1.28M 0.11% -13 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,841 $1.27M 0.16% -103 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,834 $1.27M 0.13% +241 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,833 $1.27M 0.02% -388 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,824 $1.26M 0.2% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,821 $1.26M 0.08% -108 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,815 $1.26M 0.61% +202 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,811 $1.26M 0.17% +124 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,809 $1.26M 0.09% +145 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,805 $1.25M 0.12% +495 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,804 $1.25M 0.03% -24 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,799 $1.25M 0.06% -5 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,793 $1.25M 0.02% +392 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,790 $1.25M 0.02% +21 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,789 $1.25M <0.01% +77 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,789 $1.25M 0.08% +475 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,768 $1.24M 0.27% +132 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,763 $1.24M 0.02% -10,740 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,748 $1.23M 0.3% -50 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,723 $1.22M 0.05% -7,020 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,715 $1.21M 0.02% -37,895 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,657 $1.19M 0.56% +381 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,651 $1.19M 0.1% +252 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,650 $1.19M 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,646 $1.18M 0.08% -127 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,644 $1.18M 0.17% -53 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 2,642 $1.18M 0.02% -73,489 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. 2,637 $1.18M 0.02% -862 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,632 $1.18M 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,624 $1.17M 0.3% +60 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,624 $1.17M 0.02% +495 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,623 $1.17M 0.51% +2,034 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,622 $1.17M 0.14% -3 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,620 $1.17M 0.02% +42 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,620 $1.17M 0.65% -118 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,605 $1.17M 0.27% +357 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,578 $1.15M 0.07% +216 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,574 $1.15M 0.08% -470 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,620 $1.15M 0.07% -73 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,561 $1.15M 0.04% -3,756 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,545 $1.14M 0.09% -975 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,544 $1.14M 0.26% -26 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,542 $1.14M 0.06% +86 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,536 $1.13M 0.09% -51 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,533 $1.13M 0.04% +16 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,529 $1.13M 0.15% +449 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,514 $1.12M 0.01% -37,949 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,514 $1.12M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,514 $1.12M 0.28% +33 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,501 $1.12M 0.07% +12 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,500 $1.12M 0.44% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,498 $1.12M 0.02% -16 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,496 $1.12M 0.27% -603 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,495 $1.11M 0.13% +204 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,488 $1.11M 0.27% +24 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,482 $1.11M 0.02% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,475 $1.11M 0.32% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,472 $1.11M 0.12% +221 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,462 $1.1M 0.1% +807 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,461 $1.1M 0.34% +46 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,876 $1.08M 0.47% -43 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,410 $1.08M 0.11% -48 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,405 $1.08M 0.02% +207 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,404 $1.08M 0.49% +170 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,388 $1.07M 0.34% +622 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 2,351 $1.05M 0.12% +5 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,346 $1.05M 0.11% +224 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,346 $1.05M 0.08% -109 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,338 $1.05M 0.17% +152 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,336 $1.04M 0.05% -3,192 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,334 $1.04M 0.11% -198 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,326 $1.04M +22 Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,310 $1.03M 0.14% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,302 $1.03M 0.03% -330 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,300 $1.03M 0.21% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,287 $1.02M 0.06% +501 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 2,278 $1.02M 0.98% -900 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,298 $1.02M 0.03% +45 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,275 $1.02M 0.19% +12 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,275 $1.02M 0.24% +782 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,260 $1.01M 0.01% -383 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,254 $1.01M 0.06% +16 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,250 $1.01M 0.21% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,246 $1M 0.31% +110 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,245 $1M 0.08% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,226 $996K 0.11% +1,536 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,220 $993K 0.38% -136 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,206 $987K 0.13% -29 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,201 $984K 0.7% -300 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,200 $984K 1.47% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,200 $984K 0.15% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,199 $983K 0.25% +25 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,191 $980K 0.52% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,190 $979K 0.25% +33 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,188 $979K 0.41% +74 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,179 $974K 0.02% +117 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,178 $974K 0.12% -65 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,173 $972K 0.06% +52 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,160 $966K 0.03% +229 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,155 $964K 0.06% +14 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,152 $962K 0.16% +1,061 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 2,150 $962K 0.48% -10 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,143 $958K 0.11% -5 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,131 $953K 0.16% +1 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,129 $952K 0.58% -107 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,125 $950K 0.45% -410 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,121 $948K 0.02% -42 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,114 $945K 0.79% -227 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,107 $942K 0.1% -346 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,103 $941K 0.05% +208 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,100 $939K 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,096 $937K 0.02% -565,029 13F-HR/A Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,096 $937K 0.3% -25 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,093 $936K 0.02% -54 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 19,707 $936K 3.47% +1,148 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,091 $935K 0.13% -463 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,075 $928K 0.17% -228 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,070 $926K 0.06% -194 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,070 $926K 0.02% -210 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,069 $925K 0.68% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,057 $920K 0.02% -295 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,046 $915K 0.3% +389 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,044 $914K 0.47% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,054 $910K 0.1% +99 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,029 $907K 0.01% +1,029 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 2,021 $904K 0.17% -8 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,017 $904K 0.1% -63 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,018 $903K 0.06% +227 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,015 $901K 0.37% -12 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,014 $901K 0.04% +203 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,009 $898K 0.03% -45 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,008 $898K 0.23% -125 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,000 $894K 0.15% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,000 $894K 0.07% +28 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 2,000 $894K 0.91% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,000 $894K 0.66% 0 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 2,000 $894K 0.34% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,998 $894K 0.03% -353 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,997 $893K 0.07% +387 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,980 $886K 0.06% -94 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 1,978 $885K 0.66% -24 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,975 $883K 0.17% -9,035 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,971 $881K 0.12% +80 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,970 $881K 0.15% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,956 $875K 0.62% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,955 $874K 0.26% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,949 $872K 0.1% -131 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,943 $869K 0.05% +88 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,936 $866K 0.01% +508 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,930 $863K 0.4% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,919 $858K 0.04% -309 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,914 $856K 0.06% +1,477 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,909 $854K 0.02% +298 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,903 $851K 0.15% +301 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,898 $849K 0.02% -148 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,897 $848K 0.06% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,894 $847K 0.03% +47 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,892 $846K 0.06% +2 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,876 $839K 0.06% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,876 $839K 0.06% -291 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,872 $837K 0.3% +9 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,871 $837K 0.2% +68 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,870 $836K 0.62% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,868 $835K 0.02% +423 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,864 $834K 0.12% +371 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,836 $821K 0.45% -205 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,830 $818K 0.06% -904 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,829 $818K 0.03% +178 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,825 $816K 0.28% -2,516 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,817 $813K 0.33% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,801 $805K 0.11% -208 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,796 $803K 0.01% -885 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,792 $801K 0.07% +227 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,789 $800K 0.58% +170 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,788 $800K 0.31% -500 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,786 $799K 0.06% +128 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,785 $798K 0.49% -24 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,781 $797K 0.24% 0 13F-HR Timeline Group Graham Capital Management, L.P. 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