Orion Investment Co More: the full row for Orion Investment Co 6,370 $483K 0.17% -615 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,359 $482K 0.02% +179 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,337 $480K 0.01% -55 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,333 $480K 0.09% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,291 $477K 0.02% -261 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,249 $474K 0.09% -1,503 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 6,220 $472K 0.01% -900 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,218 $471K 0.05% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,187 $469K <0.01% -1,140 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,165 $467K 0.01% +10 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,071 $460K 0.24% -133 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,052 $459K <0.01% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,035 $458K 0.02% +325 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,007 $455K 0.04% -322 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,000 $455K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,979 $453K 0.01% +108 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,971 $453K 0.21% -1,953 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,946 $451K 0.01% +597 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,888 $446K 0.01% -586 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 5,880 $446K 0.13% -130 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,792 $439K 0.11% +968 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,725 $434K 0.09% +6 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,600 $425K 0.04% +1,130 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,538 $420K 0.03% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,462 $414K 0.02% +584 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,450 $413K 0.03% +103 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,435 $412K 0.03% -2,211 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,413 $410K <0.01% -225 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,375 $408K <0.01% -642 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,330 $404K 0.24% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,304 $402K 0.01% -200 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,281 $400K 0.13% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,208 $395K 0.01% -36 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,192 $394K 0.01% +623 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,184 $393K 0.17% -1,272 13F-HR Timeline TOBAM More: the full row for TOBAM 5,166 $392K 0.15% -14,427 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,154 $391K 0.02% +420 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,120 $388K 0.05% +15 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,115 $388K 0.01% new 13F-HR Timeline Group HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 5,100 $387K 0.13% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,073 $385K <0.01% +61 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,073 $385K 0.02% -17 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,071 $384K 0.01% -89 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,070 $384K 0.02% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,058 $383K 0.01% +2,248 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,052 $383K <0.01% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,020 $381K 0.09% +3 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,011 $380K 0.12% +668 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 5,002 $379K 0.17% +2 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,000 $379K 0.04% -4 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,992 $378K 0.02% -124 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,975 $377K <0.01% +427 13F-HR/A Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,952 $375K 0.17% -19 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4,883 $370K 0.15% -580 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,860 $368K 0.02% -1,560 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,841 $367K 0.06% +1,123 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,830 $366K 0.03% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,800 $364K 0.06% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,800 $364K 0.27% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,710 $357K 0.03% 0 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 4,659 $353K 0.01% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,655 $353K 0.11% -1,511 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,648 $352K 0.07% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,645 $352K 0.07% +700 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,643 $352K 0.12% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,630 $351K 0.1% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,580 $347K 0.07% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,575 $347K 0.27% +1,244 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,570 $346K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,887 $345K 0.01% +993 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,534 $344K 0.2% -1,753 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,497 $341K 0.01% +1,297 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,492 $341K <0.01% +38 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,484 $340K 0.01% -1,469 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,482 $340K 0.07% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,430 $336K 0.07% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,371 $331K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,324 $328K 0.01% -1,244 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 4,321 $328K 0.02% -138 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,272 $323K 0.02% -3,450 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,237 $319K 0.13% -809 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,204 $319K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,197 $318K 0.02% -1,361 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 4,188 $318K 0.12% -4,196 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,164 $316K 0.06% -405 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,886 $314K 0.04% new 13F-HR/A Timeline Field & Main Bank More: the full row for Field & Main Bank 4,140 $314K 0.1% +50 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,136 $314K 0.04% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,127 $313K -151 Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,120 $312K 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,115 $312K 0.01% -79 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,089 $310K 0.13% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,051 $307K 0.01% +450 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,032 $306K 0.01% -41 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,025 $305K 0.01% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,016 $304K <0.01% -2,843 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,010 $304K <0.01% -800 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,992 $303K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,989 $302K 0.01% -245 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,937 $299K 0.01% -2,574 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,910 $296K 0.01% +1,153 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,903 $296K 0.01% +246 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,884 $294K 0.01% +21 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,861 $293K 0.01% -1,410 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,842 $291K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,823 $290K <0.01% -404 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,798 $288K 0.01% +153 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,790 $287K 0.01% -1,437 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,771 $286K 0.02% -15 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,716 $282K 0.07% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,695 $280K 0.14% +527 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,614 $274K 0.05% +727 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,582 $272K 0.01% -25 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,542 $269K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,458 $262K 0.01% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,449 $262K 0.01% +331 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,439 $261K 0.03% -2,042 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,438 $261K 0.06% -68 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,405 $258K 0.05% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,400 $258K 0.07% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,395 $257K 0.01% -2,933 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,386 $257K 0.03% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,358 $255K <0.01% -5,638 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,349 $254K 0.01% +7 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,341 $253K 0.07% -57 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,338 $253K 0.46% 0 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,313 $251K 0.02% +419 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,303 $250K 0.13% +193 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,300 $250K 0.13% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,285 $249K 0.01% -883 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,282 $249K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,446 $247K 0.01% +287 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,246 $246K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,242 $246K 0.01% -93 13F-HR/A Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,241 $246K 0.07% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,239 $246K 0.01% +148 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,217 $244K 0.06% +137 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,211 $243K 0.03% -735 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,352 $243K 0.01% -535 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,192 $242K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,183 $241K 0.01% +106 13F-HR/A Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,150 $239K 0.06% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,137 $238K <0.01% new 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,100 $235K 0.2% -326 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,045 $235K 0.09% +3,000 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,089 $234K 0.07% +18 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,041 $231K 0.07% -2,372 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,016 $229K 0.04% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,010 $228K 0.03% -309 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,004 $228K 0.01% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,001 $228K 0.04% -24 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,000 $227K 0.1% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,983 $226K <0.01% -896 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,980 $226K 0.03% -200 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,950 $226K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,973 $225K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,961 $225K <0.01% +53 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,954 $224K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,952 $224K <0.01% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,950 $224K 0.05% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,948 $224K 0.1% -315 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,882 $222K <0.01% +36 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,916 $221K 0.02% +56 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,908 $220K 0.14% -88 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,906 $220K 0.08% -1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,899 $220K 0.01% -165 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,047 $218K 0.04% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,867 $217K 0.22% +41 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,848 $216K <0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,843 $216K <0.01% -47,533 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,832 $215K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,000 $214K 0.06% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,826 $214K 0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,826 $214K <0.01% -3,220 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,796 $212K 0.02% -199 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,779 $211K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,765 $210K 0.05% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,769 $209K 0.12% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,751 $209K <0.01% +259 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,732 $207K <0.01% -8 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,718 $206K 0.02% -600 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,703 $205K 0.01% -438 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,700 $205K 0.05% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,676 $203K 0.01% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,672 $203K 0.04% +96 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,670 $202K 0.07% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,661 $202K 0.01% -242 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,639 $200K <0.01% +68 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,614 $198K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,580 $196K 0.01% -705 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,418 $183K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,401 $182K <0.01% +726 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,367 $179K 0.02% -1,896 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,360 $179K 0.01% -324 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,071 $157K <0.01% -1,457 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,061 $156K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,048 $155K <0.01% +497 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,040 $155K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $152K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,962 $149K 0.01% +13 13F-HR Timeline