FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,165 $2.13M <0.01% -208 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,147 $2.12M 0.14% +38 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,119 $2.12M 1.51% -20 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,114 $2.12M 0.05% -20 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,097 $2.11M 0.73% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,087 $2.11M 0.22% +62 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 8,072 $2.1M 0.26% -837 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,051 $2.1M 0.07% +258 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,051 $2.1M 0.08% +6 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 8,007 $2.09M 0.22% -913 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,989 $2.08M 0.02% +87 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,948 $2.07M 0.18% +165 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,941 $2.07M 0.18% -355 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,935 $2.07M 0.81% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,921 $2.07M 0.03% -892 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,871 $2.06M 1.03% +2,153 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 7,874 $2.05M 1.02% +240 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,858 $2.05M 0.03% -2,553 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,846 $2.05M 0.03% +7,533 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,845 $2.05M 0.04% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,833 $2.04M 0.06% +5,365 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,812 $2.04M 0.11% +584 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 7,750 $2.03M 0.73% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,769 $2.03M 0.02% +2,098 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,644 $1.99M +358 Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,855 $1.99M 0.39% -48 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,606 $1.99M 0.12% +2,048 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,588 $1.98M 0.19% +273 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,542 $1.97M 0.03% -54 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,533 $1.96M 0.17% -214 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,526 $1.96M <0.01% +1,390 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,443 $1.94M 0.04% +325 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,442 $1.94M 0.01% +294 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,403 $1.93M 0.04% +38 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,390 $1.93M 0.07% +1,827 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,374 $1.92M 0.02% +2,441 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,354 $1.92M 0.03% +1,489 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 7,348 $1.92M 0.83% -319 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,300 $1.9M 0.1% -23 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,300 $1.9M 0.22% -300 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,282 $1.9M 0.07% -119 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 7,271 $1.9M 0.95% -25 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,254 $1.89M 0.33% -16 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,254 $1.89M 0.11% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,236 $1.89M +178 Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 7,228 $1.88M <0.01% -1,593 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,177 $1.87M 0.54% +29 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,153 $1.87M 0.12% +1,244 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,589 $1.86M 0.14% -157 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,126 $1.86M 0.1% +1,295 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,103 $1.85M 0.04% +1,278 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,048 $1.84M 0.15% -881 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,027 $1.83M 0.28% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,951 $1.81M 0.13% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,898 $1.81M 0.61% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,934 $1.81M 0.13% +1,735 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,933 $1.81M 0.93% -136 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,932 $1.81M 0.02% +13 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,913 $1.8M 0.02% -1,617 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,864 $1.79M 0.2% +483 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,865 $1.79M 1.72% -452 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,858 $1.79M 0.05% -1,529 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,847 $1.79M 0.03% +62 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,840 $1.78M 1.17% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,822 $1.78M 0.14% +3,198 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,797 $1.77M 0.5% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,764 $1.76M 0.13% -27,470 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,754 $1.76M 0.08% -31 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,744 $1.76M 0.21% -320 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,741 $1.76M 0.08% -10 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 6,650 $1.73M 0.02% -180 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,605 $1.73M 0.08% +43 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,633 $1.73M 0.45% +5 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,587 $1.73M 0.15% -29 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 6,623 $1.73M 0.19% -1,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leisure Capital Management More: the full row for Leisure Capital Management 6,582 $1.72M 0.59% +20 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,542 $1.71M 0.16% -230 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,537 $1.7M 1% +458 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,500 $1.69M 0.05% -31 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,454 $1.68M 0.03% +4,400 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,452 $1.68M 0.46% -25 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,380 $1.66M 0.56% +754 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,314 $1.66M 0.07% +1 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,297 $1.64M +251 Timeline Busey Bank More: the full row for Busey Bank 6,255 $1.63M 0.05% +101 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,226 $1.62M 0.36% -2,521 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,219 $1.62M 0.04% +634 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 6,200 $1.62M 0.44% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,154 $1.61M 0.16% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,165 $1.61M <0.01% +1,072 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,161 $1.61M 0.62% -184 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,150 $1.6M 0.49% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,135 $1.6M 0.02% -570 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,129 $1.6M 0.06% -739 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,116 $1.59M 0.06% -1,420 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 6,074 $1.59M 1.14% -50 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,100 $1.59M 0.68% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,098 $1.59M 0.38% -1 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,098 $1.59M 0.52% +584 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 6,072 $1.58M 0.63% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,050 $1.58M 0.66% -1,053 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,021 $1.57M 0.35% +593 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,012 $1.57M 0.04% -14,562 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 6,008 $1.57M 0.54% -45 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,007 $1.57M 0.17% -100 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 6,000 $1.56M 1.33% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,296 $1.56M 0.09% -379 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,950 $1.55M 0.14% +1 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 5,942 $1.55M 0.02% +4,045 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,900 $1.54M 0.17% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,850 $1.53M 1% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,785 $1.51M <0.01% new 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,773 $1.51M 0.16% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,757 $1.5M 0.42% -1,143 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,717 $1.5M 0.04% +18 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,702 $1.49M 1% -48 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,698 $1.49M 0.19% +390 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,685 $1.48M 0.51% +120 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,577 $1.45M 0.4% -1,392 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,576 $1.45M 0.04% +3,540 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,566 $1.45M <0.01% -193 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,533 $1.44M 0.05% +681 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,529 $1.44M 0.01% +414 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,499 $1.43M 0.05% +950 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,473 $1.43M 0.24% -291 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,459 $1.42M 0.06% -450 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,444 $1.42M 0.27% +100 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,439 $1.42M 0.46% -45 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,392 $1.42M 0.02% -53 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,420 $1.41M 1.12% -390 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,767 $1.41M 0.02% -89 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 5,398 $1.41M 0.02% +942 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,380 $1.4M 0.02% -37 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,316 $1.39M 0.1% -910 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,300 $1.38M 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,288 $1.38M 0.09% -129 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,197 $1.36M 0.26% +162 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,183 $1.35M 0.29% -45 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,180 $1.35M 0.08% +4 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,134 $1.34M 0.09% +10 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,132 $1.34M 0.03% -20 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,104 $1.33M 0.2% +2,820 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 5,077 $1.32M 0.03% +4,290 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,076 $1.32M 0.11% -74 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,060 $1.32M 0.36% +240 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,048 $1.32M 0.02% -1,298 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,000 $1.31M 0.02% +2,269 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 4,996 $1.3M 0.02% -28 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,985 $1.3M 0.25% -10 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,917 $1.28M 0.02% -600 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,196 $1.27M 0.05% new 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,879 $1.27M 0.83% +35 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,853 $1.27M 0.01% -27 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,836 $1.26M 0.04% -8,144 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,835 $1.26M 0.02% +99 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,820 $1.26M 0.03% -547 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,815 $1.26M 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,814 $1.26M 0.03% -347 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,812 $1.25M 0.15% -1,003 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,803 $1.25M 0.28% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,792 $1.25M 0.3% -265 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,783 $1.25M 0.51% -552 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,771 $1.25M 0.01% -2,684 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,780 $1.25M 0.22% +3,020 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,774 $1.24M 0.32% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,763 $1.24M 0.02% -627 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,759 $1.24M 0.07% -7 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,752 $1.24M 0.04% -305 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,744 $1.24M 0.44% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,649 $1.21M 0.02% +402 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,622 $1.21M 0.05% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,568 $1.19M 0.2% +20 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,528 $1.19M 0.05% +8 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. 4,549 $1.19M 0.02% -458 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,542 $1.18M 0.04% -6,269 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,535 $1.18M 0.77% +112 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,511 $1.18M 0.03% -19 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,506 $1.17M 0.04% +82 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,496 $1.17M 0.09% +125 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,492 $1.17M 0.01% -273 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 4,488 $1.17M 0.11% +3 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,477 $1.17M 0.14% +131 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,606 $1.17M 0.13% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,460 $1.16M 0.22% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4,457 $1.16M 0.81% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,456 $1.16M 0.01% +63 13F-HR Timeline Carter Financial Group, INC. 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