Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,477 $1.91M 0.09% +3,070 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,540 $1.9M <0.01% +1,000 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,406 $1.9M <0.01% +4,719 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,380 $1.89M 0.03% -475 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,236 $1.86M 0.01% -423 13F-HR/A Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 9,232 $1.86M 0.63% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,144 $1.84M 0.03% +1,057 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,141 $1.84M 0.15% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,060 $1.83M 0.15% -373 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,001 $1.81M 0.06% +5,852 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,985 $1.81M 0.1% +550 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 8,887 $1.79M 0.72% -376 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,835 $1.78M 0.02% -671 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 8,834 $1.78M 0.4% +233 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,832 $1.78M 0.11% -56,878 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,804 $1.77M 0.04% -25 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,674 $1.75M 0.07% +3,987 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 8,641 $1.74M 0.17% -354 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,588 $1.73M 0.29% +6 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,585 $1.73M 0.52% +214 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,559 $1.72M 0.04% -94 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,560 $1.71M 0.11% +2,174 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,395 $1.69M 2.03% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,383 $1.69M 0.03% +178 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 8,349 $1.68M 0.71% -1,222 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 8,300 $1.67M 0.46% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,276 $1.67M 0.04% -2,649 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,230 $1.66M 0.28% -1,321 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,227 $1.66M 0.01% +10 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,189 $1.65M 0.4% -59 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,183 $1.65M 0.66% +5,081 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,161 $1.64M 0.05% -5,060 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 8,110 $1.63M 0.19% 0 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 8,100 $1.63M 1.25% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,089 $1.63M 0.02% -6 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,086 $1.63M 0.11% +4,174 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,936 $1.6M 0.39% +4,426 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,920 $1.6M 0.27% -1,920 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,853 $1.58M 0.23% -1,155 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,749 $1.56M 0.22% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,738 $1.56M 0.35% -19 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,693 $1.55M 0.07% +2,357 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 7,685 $1.55M 0.14% -148 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,668 $1.55M 0.03% +979 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,565 $1.52M 0.19% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,544 $1.52M 0.02% -1,109 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,510 $1.51M 0.03% +1,738 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,472 $1.51M 0.04% -10,818 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,408 $1.49M 0.01% -1,088 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,374 $1.49M 0.02% -7,008 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,347 $1.48M 0.04% +2,236 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,332 $1.48M 0.04% +429 13F-HR/A Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,330 $1.48M 0.05% -168 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,301 $1.47M 0.7% +223 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,247 $1.46M 0.04% 0 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 7,192 $1.46M +559 Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 7,202 $1.45M 0.19% -94 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,003 $1.43M 0.05% -734 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,066 $1.42M 0.23% +449 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,060 $1.42M 0.17% -458 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,010 $1.41M 0.07% -1,414 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,957 $1.4M 0.04% -77 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,937 $1.4M 0.02% -475 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,936 $1.4M 0.03% -449 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 6,903 $1.39M 0.62% -1 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,886 $1.39M 0.02% -1,285 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,847 $1.38M 1.13% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,823 $1.38M 0.03% -3,384 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,802 $1.37M 0.05% new 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,740 $1.36M 0.14% -663 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,728 $1.36M 0.34% +23 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,727 $1.36M 0.04% +596 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,719 $1.35M 0.24% -226 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,711 $1.35M 0.4% +66 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,708 $1.35M 0.05% +23 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,655 $1.34M 0.08% -6,976 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,653 $1.34M 0.02% +2,354 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,622 $1.33M 0.49% +637 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,619 $1.33M 0.06% 0 13F-HR Timeline United Bank More: the full row for United Bank 6,512 $1.31M 0.46% +185 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,478 $1.31M 0.06% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,434 $1.3M 0.63% -458 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,360 $1.28M 0.02% -417 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,290 $1.27M 0.13% -2,287 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,262 $1.26M 0.01% +2,303 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,228 $1.26M 0.07% -347 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,208 $1.25M 0.6% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,164 $1.24M 0.86% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,153 $1.24M 0.04% +2,394 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,076 $1.22M 0.03% +2,275 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,067 $1.22M 0.47% +3,919 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 6,053 $1.22M 0.38% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,049 $1.22M 0.02% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,041 $1.22M 0.05% -79 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,034 $1.22M 0.52% +399 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,020 $1.21M 0.05% +137 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,933 $1.2M 0.09% -277 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,928 $1.19M 0.07% -172 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,899 $1.19M 0.02% -931 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,329 $1.19M 0.07% +4,739 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 5,864 $1.18M 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,834 $1.18M 0.26% -24 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,814 $1.17M 0.06% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,763 $1.16M 0.34% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,340 $1.16M 0.16% -275 13F-HR/A Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,745 $1.16M 0.31% -126 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,723 $1.15M 0.41% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,690 $1.15M 0.01% -581 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,662 $1.14M 0.08% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,659 $1.14M 0.02% -18,800 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,618 $1.13M 0.14% +1,830 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,610 $1.13M -146 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,595 $1.13M 0.02% -207 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,591 $1.13M 0.01% -118 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,554 $1.12M 0.22% +91 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,552 $1.12M 0.6% +95 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,549 $1.12M 0.22% +101 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,533 $1.11M 0.06% -5,175 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,530 $1.11M 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,496 $1.11M 0.16% -404 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,492 $1.11M 0.02% -170 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,473 $1.1M 0.03% -291 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,452 $1.1M 0.01% -115,124 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,302 $1.07M 0.3% +1,105 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,301 $1.07M 0.05% -122 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 5,298 $1.07M 0.39% -571 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,291 $1.07M 0.1% +1,286 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,284 $1.06M 0.05% +1,947 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,249 $1.06M 0.07% -1,195 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,247 $1.06M 0.01% -2,450 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,244 $1.06M 0.23% +1,316 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,221 $1.05M 0.01% +1,289 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,196 $1.05M 0.06% -204 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,188 $1.05M 0.07% -503 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,134 $1.03M <0.01% +481 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,133 $1.03M 0.58% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,126 $1.03M 0.16% +47 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,160 $1.03M 0.11% +126 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,091 $1.03M 0.5% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,065 $1.02M <0.01% -8,453 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,060 $1.02M 0.13% -46 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 2,996 $1.02M +2,987 Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,043 $1.02M 0.04% -397 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,004 $1.01M 0.04% +22 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,000 $1.01M 0.28% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,996 $1.01M 0.18% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,994 $1.01M -2,916 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,987 $1.01M 0.02% +120 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,986 $1M 0.36% -2,070 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,557 $1M 0.35% +182 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 4,965 $1M 0.11% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,950 $998K 0.01% +4 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,935 $995K 0.12% -30 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,934 $994K 0.02% +1,694 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,915 $991K 0.07% +298 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,886 $985K 0.08% +215 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,882 $984K 0.25% new 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,874 $982K 0.67% +39 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,838 $975K 0.09% -4 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,457 $967K 0.03% -939 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,776 $963K 0.03% -133 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,764 $960K 0.14% -90 13F-HR Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,755 $958K 0.84% +76 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,711 $949K 0.03% -2,504 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,689 $945K 0.15% -13 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,676 $942K 0.11% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,672 $942K 0.02% +314 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,651 $937K 0.01% +635 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,645 $936K 0.37% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,645 $936K 0.17% +89 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,621 $931K 0.06% -282 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,607 $928K 0.05% +913 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,606 $928K 0.04% -2,637 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,194 $916K 0.06% +45 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,527 $912K 0.24% -40 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,517 $910K 0.01% +501 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,514 $910K 0.01% +54 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,494 $906K 0.03% -617 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,491 $905K 0.18% +990 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,489 $904K 0.3% +340 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,473 $901K 0.03% -195 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,435 $894K 0.07% -5,806 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,428 $892K 0.69% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,385 $884K 0.04% -164 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,378 $882K 0.21% +4,361 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,313 $869K 0.59% -24 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,308 $869K -594 Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,300 $867K 0.25% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,296 $866K 0.09% -87 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,291 $865K 0.05% -85 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,278 $862K 0.01% +686 13F-HR Timeline Group LGT Fund Management Co Ltd. 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