Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,714 $556K -2,858 Timeline First Bank & Trust More: the full row for First Bank & Trust 8,212 $554K 0.09% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,073 $544K 0.01% +900 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,052 $543K 0.08% -57 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 8,000 $539K 0.19% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,780 $524K 0.01% -263 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 7,734 $521K 0.12% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,706 $519K 0.02% +2,752 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,166 $517K 0.12% -100 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,720 $516K 0.32% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,533 $508K 0.05% +380 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,500 $506K 0.2% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,418 $500K 0.02% -985 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,412 $500K 0.09% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,314 $493K 0.01% +1,050 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 7,242 $488K 0.14% -615 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,221 $487K 0.01% -12,569 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,220 $487K 0.07% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,070 $477K 0.12% -1,958 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,017 $473K <0.01% +2,153 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,000 $472K 0.34% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,994 $471K 0.01% +81 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,934 $467K 0.03% +369 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,930 $467K 0.03% +1,237 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,847 $462K 0.01% -522 13F-HR Timeline National Pension Service More: the full row for National Pension Service 6,836 $461K <0.01% +2,710 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,705 $452K <0.01% +1,396 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,636 $447K 0.01% +949 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,631 $447K 0.02% +2,995 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,600 $445K 0.09% +350 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,579 $444K 0.01% +553 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,563 $442K 0.07% -618 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,561 $442K 0.02% -453 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,546 $441K <0.01% -390 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,510 $439K 0.01% +752 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,502 $438K 0.07% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,491 $438K 0.21% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 6,431 $434K <0.01% 0 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 6,304 $425K 0.28% -780 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,253 $422K <0.01% +96 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,214 $419K 0.01% +1,241 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 6,169 $416K 0.32% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,147 $414K 0.02% +141 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,142 $414K <0.01% -37,990 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,114 $412K 0.01% +205 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,064 $409K 0.12% +41 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,061 $409K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,024 $406K 0.01% +2,228 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,000 $404K 0.01% 0 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,925 $399K 0.02% -54 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,886 $397K 0.02% +6 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 5,786 $390K 0.05% 0 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,724 $386K 0.16% +17 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,720 $386K 0.02% -100 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,665 $382K 0.16% +23 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,637 $380K 0.05% +242 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,568 $375K 0.16% +228 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,553 $374K 0.04% 0 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,538 $373K 0.06% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,491 $370K 0.01% +533 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,467 $369K 0.02% +288 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,435 $366K <0.01% +3 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,385 $363K <0.01% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,335 $360K 0.03% +202 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,329 $359K 0.14% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,277 $356K <0.01% +328 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 5,248 $354K 0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 5,175 $352K 0.03% +61 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,200 $350K 0.14% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,189 $350K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,132 $346K 0.01% +15 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,120 $345K 0.01% -243 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,085 $343K 0.29% -366 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,063 $341K 0.01% +273 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 5,000 $337K 0.07% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,985 $337K 0.01% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,919 $332K 0.01% +4,163 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,916 $331K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,887 $329K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,843 $326K 0.01% -1,681 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,834 $326K 0.03% -4,728 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,825 $325K <0.01% -25 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,818 $325K 0.15% -2,055 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,779 $322K 0.04% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,700 $317K <0.01% +600 13F-HR/A Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,700 $317K 0.23% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,577 $309K 0.1% -666 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,537 $306K 0.16% +2 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,526 $305K 0.01% -33 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,506 $304K 0.06% -412 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,479 $302K <0.01% +1,149 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,459 $301K <0.01% -1,976 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,444 $300K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,441 $299K <0.01% -1,600 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,435 $299K 0.08% +10 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,405 $297K 0.02% +3 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,400 $295K 0.2% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,321 $294K 0.01% -333 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,352 $293K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,321 $291K 0.03% +119 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,316 $291K 0.02% +192 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,301 $290K 0.05% -6 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,285 $289K 0.17% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,250 $286K <0.01% -713 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 4,250 $286K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,243 $286K 0.05% +82 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,200 $283K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,193 $283K 0.09% -45 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,175 $281K 0.01% -410 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,171 $281K 0.02% -11 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,155 $280K 0.01% -46 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,183 $279K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,119 $278K <0.01% +2,644 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,108 $277K <0.01% -153 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,099 $276K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,089 $276K 0.01% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,059 $275K 0.07% -92 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,035 $272K 0.01% -489 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,020 $271K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,012 $270K 0.02% +42 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,009 $270K <0.01% +69 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,007 $270K 0.03% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,000 $270K 0.03% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,000 $270K 0.07% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,015 $269K <0.01% -42 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,930 $265K <0.01% +105 13F-HR Timeline Group Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 3,927 $265K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,900 $263K 0.02% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,890 $262K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,886 $262K 0.01% 0 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,869 $261K 0.02% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,866 $261K <0.01% -458 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,866 $261K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,844 $259K 0.02% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,838 $259K 0.1% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,829 $258K 0.09% -321 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,799 $256K <0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,793 $256K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,792 $256K 0.01% -208 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,708 $250K 0.06% -13 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,687 $249K 0.01% +83 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,626 $244K 0.04% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,588 $242K 0.16% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,580 $241K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,537 $238K 0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,529 $238K 0.11% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,522 $237K 0.38% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,479 $235K 0.04% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,470 $234K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,457 $233K 0.01% -173 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,447 $232K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,428 $231K 0.03% 0 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,428 $231K 0.03% +35 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,422 $231K 0.02% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,386 $228K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,410 $228K 0.01% +866 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,362 $227K 0.06% -300 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,356 $226K <0.01% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,354 $226K 0.02% -1,398 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,329 $224K <0.01% -2,542 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,328 $224K 0.05% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,293 $222K 0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,287 $222K <0.01% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,270 $220K 0.07% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,256 $219K 0.07% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,224 $217K 0.1% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,222 $217K <0.01% +504 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,181 $214K 0.02% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,178 $214K 0.11% -228 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,163 $213K 0.05% new 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. 3,145 $212K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,140 $212K <0.01% -42 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,112 $210K 0.01% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,104 $209K 0.09% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,088 $208K 0.01% +1,551 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,050 $206K 0.03% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,050 $206K 0.09% -2,000 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,049 $206K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,047 $205K 0.01% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,035 $205K 0.08% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,033 $204K 0.01% -1,000 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,021 $204K 0.03% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,999 $202K 0.04% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,934 $198K 0.05% +22 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,791 $188K <0.01% -1,200 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 135 $184K 0.01% -2,598 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,683 $181K <0.01% +1,120 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,677 $180K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,622 $177K 0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,600 $175K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,586 $174K <0.01% -13 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,530 $171K 0.01% +63 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,395 $161K <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,388 $161K 0.14% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,171 $145K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,150 $145K 0.07% -200 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,020 $136K 0.09% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,009 $135K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,879 $127K 0.01% -17 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,875 $126K 0.01% -1,769 13F-HR Timeline