SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,226 $5.38M 0.14% +3,212 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 17,221 $5.38M 0.16% +1,780 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 17,220 $5.38M 0.3% -200 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 17,155 $5.36M 2.86% -214 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,136 $5.35M 0.09% -671 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17,100 $5.34M 0.14% +3,374 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,092 $5.34M 0.57% +448 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 17,091 $5.34M 1.41% -145 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,976 $5.32M 0.14% +5,669 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 17,043 $5.32M 0.44% -485 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 17,025 $5.32M 1.63% +8,387 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 17,013 $5.31M 0.09% +1,063 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 16,985 $5.31M 0.37% +1,161 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,883 $5.27M 0.49% +1 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,877 $5.27M 0.1% +475 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,850 $5.26M 0.22% +1,127 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,818 $5.25M 0.22% -895 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,776 $5.24M 0.13% +97 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,747 $5.23M 0.17% -503 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,590 $5.18M 1.05% -49 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,204 $5.18M 0.62% -15,436 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,499 $5.15M 1.31% -43 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 16,493 $5.15M 0.66% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,368 $5.11M 0.08% -70 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 16,633 $5.11M 0.16% 0 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 16,347 $5.11M 0.35% -780 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 16,273 $5.08M 4.82% -519 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 16,251 $5.08M 0.65% -46 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 16,233 $5.07M 0.34% -798 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,104 $5.03M 0.57% -845 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 16,088 $5.03M 0.68% +1,499 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,064 $5.02M 0.29% -276 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,056 $5.02M 0.36% +1,308 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 16,000 $5M 0.23% +2,367 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 15,974 $4.99M 2.07% -6,052 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15,868 $4.96M 0.83% +2,969 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 15,843 $4.95M 2.07% +500 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,708 $4.91M 0.09% +5,920 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,659 $4.89M 0.27% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,543 $4.85M 0.11% +248 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,531 $4.85M 0.4% +104 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,517 $4.85M 0.17% +4,310 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,485 $4.84M 0.36% +3,623 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,472 $4.83M 0.49% +182 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,449 $4.83M 0.06% +1,775 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,384 $4.81M 0.2% +1,042 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,311 $4.78M 0.02% -1,718 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 15,296 $4.78M 0.14% +504 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 15,361 $4.76M -597 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 15,124 $4.72M 0.22% -425 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 15,099 $4.72M 0.61% +556 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,994 $4.68M 0.33% +601 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 14,991 $4.68M 0.26% +914 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 14,990 $4.68M 2.31% -20 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,964 $4.67M 0.44% -165 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,940 $4.67M 0.44% +122 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,913 $4.66M 1.23% +55 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 14,894 $4.65M 0.2% -4,263 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 14,893 $4.65M 0.26% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,888 $4.65M 1.13% -146 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,796 $4.62M 0.34% +45 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,767 $4.61M 0.3% -169 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 14,642 $4.57M 0.42% -43 13F-HR Timeline OSSIAM More: the full row for OSSIAM 14,629 $4.57M 0.06% +776 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 14,600 $4.56M 3.25% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,586 $4.56M 0.21% +257 13F-HR Timeline Group Brookmont Capital Management More: the full row for Brookmont Capital Management 14,556 $4.55M 2.57% -692 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,513 $4.53M 0.45% -149 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,465 $4.52M 0.56% -16 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 14,465 $4.52M 0.03% +1,904 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,458 $4.52M 0.42% -159 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 14,444 $4.51M 1.59% +12,942 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 14,666 $4.5M 0.48% -785 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 14,398 $4.5M 2.09% -10,538 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 14,340 $4.48M 2.03% -337 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,084 $4.46M 0.13% -2,989 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 14,277 $4.46M 1.13% -223 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,215 $4.44M 0.17% -295 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,206 $4.44M 0.61% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,133 $4.41M 0.54% +120 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,115 $4.41M 0.32% +296 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,055 $4.39M 0.11% +63 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,954 $4.36M 0.11% +6,384 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,954 $4.36M 0.97% +2 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,925 $4.35M 0.23% -261 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 13,918 $4.35M 0.03% -85 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 13,878 $4.34M 0.28% +846 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,849 $4.33M 0.13% +148 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 13,809 $4.31M 0.35% +1,043 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 13,780 $4.3M 0.06% +6,251 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,766 $4.3M 0.41% +310 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,665 $4.27M 0.52% -447 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,632 $4.26M 0.33% +2,031 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,623 $4.26M 0.34% -184 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,606 $4.25M 0.17% +200 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,592 $4.25M 0.57% +65 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,583 $4.24M 3.08% +590 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,552 $4.23M 0.57% -683 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,525 $4.22M 0.13% +275 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 13,375 $4.22M -3,026 Timeline BFSG, LLC More: the full row for BFSG, LLC 13,461 $4.2M 0.51% -231 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 13,403 $4.19M 3.02% -25 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 13,395 $4.18M 0.84% +157 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 13,385 $4.18M 1.39% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 13,325 $4.16M 0.04% -3,053 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,308 $4.16M 0.97% +161 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 13,673 $4.16M 1.51% +13 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,285 $4.15M 0.34% -221 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 13,284 $4.15M 0.94% +23 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,270 $4.15M -450 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,257 $4.14M 0.18% +1,288 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 13,251 $4.14M 1.73% -1,282 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 13,164 $4.11M 3.23% -159 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 13,086 $4.09M 0.19% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,059 $4.08M 0.16% -141 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,059 $4.08M 0.37% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,049 $4.08M 0.04% +89 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 13,023 $4.07M 1.3% -71 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,023 $4.07M 0.73% +263 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,000 $4.06M 0.17% 0 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 13,000 $4.06M 4.96% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,927 $4.04M 0.77% -335 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,909 $4.03M 0.2% -2,369 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,898 $4.03M 0.25% +458 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,879 $4.02M 0.55% -333 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12,869 $4.02M 2.48% -930 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,826 $4.01M 0.13% +1,037 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 12,821 $4M 0.22% +122 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,747 $3.98M 0.23% -627 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,737 $3.98M 1.5% -2,217 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,736 $3.98M 0.41% +406 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,687 $3.96M 0.26% +319 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 12,685 $3.96M 0.46% +2,107 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,651 $3.95M 0.25% -205 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 12,626 $3.94M 0.84% -323 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 12,579 $3.93M 0.82% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 12,575 $3.93M 0.28% -8,799 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,573 $3.93M 0.36% +8,935 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,573 $3.93M 0.49% -575 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,570 $3.93M 0.28% -763 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 12,500 $3.9M 0.85% +2,983 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 12,707 $3.9M 0.15% -499 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 12,463 $3.89M 0.08% -84 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,417 $3.88M 0.3% +137 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 12,385 $3.87M 1.11% +1,462 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 12,375 $3.87M 2.24% -450 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 12,363 $3.86M 1.52% -219 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,317 $3.85M 0.29% +183 13F-HR Timeline Group R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,284 $3.84M 3.69% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,284 $3.84M 1% -192 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 12,234 $3.82M 0.65% +1,055 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 12,207 $3.81M 1.4% -137 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,179 $3.8M 0.54% +186 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,138 $3.79M 0.38% +1,078 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 12,119 $3.79M 0.31% -729 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,086 $3.78M 1.14% +135 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 12,081 $3.77M 0.36% +3,275 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,051 $3.76M 0.75% -64 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,983 $3.74M 0.26% +394 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,970 $3.74M 0.12% -67 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 11,968 $3.74M 0.35% +1,000 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 11,944 $3.73M 1.28% -7 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,938 $3.73M 1.73% +132 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 11,937 $3.73M 0.96% +181 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,903 $3.72M 0.42% -636 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 11,892 $3.71M 1.39% +564 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,878 $3.71M 0.1% +8,101 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,833 $3.7M +1,289 Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 11,806 $3.69M 0.49% +281 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 11,784 $3.68M 1.76% -953 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 11,765 $3.67M 1.44% -101 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 11,738 $3.67M 0.06% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 11,717 $3.66M 0.72% -672 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 11,713 $3.66M 0.01% -1,205 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,925 $3.64M 0.6% 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 11,659 $3.64M 1.29% +180 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 11,655 $3.64M 0.13% -466 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,651 $3.64M 0.1% +1,105 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,642 $3.64M 0.29% -182 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 11,622 $3.63M 1.21% +2,361 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 11,607 $3.63M 0.24% -2,159 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,599 $3.62M 0.03% -21,869 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 11,588 $3.62M 0.49% +34 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 11,565 $3.61M 2.1% -86 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,564 $3.61M 0.08% +7,862 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 11,561 $3.61M 3.24% +694 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 11,532 $3.6M 2.09% +1,292 13F-HR/A Timeline J. W. Coons Advisors, LLC More: the full row for J. W. 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