Summit Financial, LLC More: the full row for Summit Financial, LLC 4,247 $1.06M 0.02% +438 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,267 $1.05M 0.29% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,261 $1.05M 0.19% -882 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,251 $1.05M 0.05% -265 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 4,233 $1.05M 0.01% -11,546 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,203 $1.04M 0.06% -518 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,189 $1.04M 0.02% -493 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,173 $1.03M 0.26% -447 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,153 $1.03M 0.21% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,148 $1.03M 0.09% +184 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,128 $1.02M 0.06% +207 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,107 $1.02M 0.25% -8 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 4,105 $1.01M 0.78% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,086 $1.01M 0.4% -236 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,080 $1.01M 0.12% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,054 $1M 0.04% +20 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,014 $992K 0.32% +9 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,997 $988K 0.01% +870 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,971 $982K 0.35% -127 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,968 $981K 0.07% +1 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,956 $978K 0.62% +467 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,738 $971K 0.08% -29 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,923 $970K 0.15% -745 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,914 $968K 0.08% new 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,907 $966K 0.07% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,904 $965K 0.1% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,893 $963K 0.29% +43 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,885 $961K 0.1% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,885 $961K 0.23% -165 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,877 $959K 0.04% -1,885 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,874 $958K 0.75% -35 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,852 $952K 0.17% -150 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,850 $952K 0.41% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. 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More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,619 $895K 0.29% +175 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,612 $893K 0.05% +49 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,607 $892K 0.45% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,596 $889K 0.66% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,578 $885K 0.05% -163 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,564 $881K 0.1% +1 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,562 $881K 0.08% +1 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,536 $874K 0.19% -1,600 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,530 $873K 0.08% +70 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,494 $864K 0.54% -744 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,493 $864K 0.09% +2,258 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,488 $862K 0.44% +114 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,482 $861K 0.51% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,474 $859K 0.04% +349 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,471 $858K 0.05% -78 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,468 $857K 0.02% 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 3,228 $798K 0.02% -532 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,068 $797K 0.03% -113 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,215 $795K 0.03% 0 13F-HR Timeline First Business Financial Services, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 3,116 $770K 0.08% -22 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,109 $769K 0.01% -238 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,107 $768K 0.08% -415 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,105 $768K 0.15% -16 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,101 $767K 0.05% -135 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,015 $765K 0.5% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,079 $761K 0.06% -258 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,073 $760K 0.17% -105 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,069 $759K 0.21% +556 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,065 $758K 0.34% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,062 $757K 0.06% -941 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,017 $746K 0.02% -37 13F-HR Timeline Hendershot Investments Inc. 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Empirical Wealth Management 2,956 $731K 0.02% -176 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,954 $730K 0.11% -29 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,948 $729K 0.44% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,944 $728K 0.3% -21 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,944 $728K 0.01% -3,004 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,920 $722K 0.5% -35 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,917 $721K 0.26% +70 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,917 $721K 0.05% -113 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,917 $720K 0.03% +2,073 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,908 $719K 0.03% -81 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,891 $717K 0.09% new 13F-HR/A Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,896 $716K 0.24% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,881 $712K 0.1% -80 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,870 $710K 0.25% -71 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,870 $710K 0.01% +1,024 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,736 $706K 0.07% +293 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,850 $705K 0.05% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,845 $703K 0.01% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,838 $702K 0.23% +1 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,838 $702K 0.23% +73 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,837 $701K 0.05% +683 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,833 $700K 0.12% -59 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,828 $699K 0.18% +18 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,812 $696K <0.01% -968 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,811 $695K <0.01% -3,031 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,781 $688K 0.17% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,781 $687K 0.03% +10 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,775 $686K 0.09% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 2,773 $686K 0.1% -287 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,767 $684K 0.35% -133 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,737 $677K 0.13% +1 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,731 $675K <0.01% -7,581 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,730 $675K 0.46% +2 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,720 $673K 0.11% -10 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,715 $671K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,731 $671K 0.01% 0 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,713 $671K 0.26% +61 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,695 $667K 0.01% +161 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,692 $666K 0.16% -4 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,689 $665K 0.06% -34 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,685 $664K 0.59% -2,802 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,685 $664K 0.01% -97 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,678 $662K 0.05% -160 13F-HR Timeline Group KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 2,676 $662K 0.62% -58 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,675 $661K 0.07% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,661 $658K 0.78% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,528 $657K 0.02% +5 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,629 $650K 0.07% -51 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,629 $650K 0.02% -200 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,602 $643K 0.09% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,600 $643K 0.1% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,590 $640K 0.11% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,580 $638K 0.15% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,576 $637K 0.08% -5 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,567 $635K 0.06% -12 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,540 $632K 0.47% +240 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,550 $630K 0.01% -1,427,450 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,538 $628K <0.01% -614 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,532 $626K 0.28% -36 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,531 $626K 0.05% +990 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,523 $624K 0.06% +193 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,514 $622K 0.07% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,492 $620K 0.02% +149 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,350 $619K 0.02% +692 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,490 $616K 0.22% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,481 $613K 0.05% +28 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,477 $612K 0.3% -90 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,468 $610K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,324 $608K 0.02% +175 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,451 $606K 0.04% -278 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,450 $606K 0.46% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,447 $605K 0.43% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,442 $604K 0.04% -18 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,436 $602K 0.09% +48 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,417 $598K 0.08% -73 13F-HR Timeline