Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,465 $614K 0.02% -169 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,456 $614K 0.01% +1,249 13F-HR/A Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,432 $612K 0.36% +12 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,336 $612K 0.03% +265 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,380 $607K 0.01% -1,950 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,345 $604K <0.01% -109 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 7,303 $601K 0.11% +1,551 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,303 $601K 0.38% +29 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,274 $599K 0.06% +11 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 7,221 $594K 0.03% -289 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,140 $588K 0.06% +3,000 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,131 $587K 0.04% +279 13F-HR/A Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,118 $586K 0.07% -88 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,074 $582K 0.13% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,019 $578K 0.08% +176 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 6,967 $573K 0.15% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,934 $571K 0.02% +201 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,870 $565K 0.08% -11 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,851 $564K 0.03% +654 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,820 $561K 0.34% -22 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,768 $557K 0.07% +3,195 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,759 $556K 0.22% -1,633 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,728 $554K 0.01% -632 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,718 $553K 0.04% -1,198 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 6,710 $552K 0.26% -15 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,685 $550K 0.04% +163 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,682 $550K 0.01% -132,401 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,662 $548K 0.14% +5,234 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,631 $546K 0.06% +84 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,613 $544K 0.06% -7 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 6,606 $544K 0.05% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,926 $538K 0.03% +2,021 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,532 $538K 0.24% +2,122 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,518 $536K 0.02% -72 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,482 $533K 0.01% -149 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,420 $528K 0.1% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,406 $527K <0.01% -1,558 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,400 $527K 0.05% -4,381 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,388 $526K 0.5% +1,059 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6,368 $524K 0.19% +1 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,329 $521K 0.01% -28,993 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 6,323 $520K 0.01% +2,607 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,295 $518K <0.01% -68 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,292 $518K 0.08% -154 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,274 $516K 0.13% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,274 $516K 0.29% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,237 $513K 0.04% +747 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,197 $510K 0.2% +3,719 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,188 $509K 0.04% +1,004 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,166 $507K 0.01% +133 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,162 $507K 0.14% -328 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,120 $504K 0.39% +118 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,072 $500K 0.08% -475 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,978 $498K 0.01% +2,196 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,041 $497K 0.04% -411 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,031 $496K 0.08% +676 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,019 $495K 0.05% +116 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 6,012 $495K 0.26% +93 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,977 $492K 0.01% +1,233 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,987 $492K 0.03% -125 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,963 $491K 0.06% -118 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,954 $489K 0.09% +761 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 5,940 $489K <0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,931 $488K 0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,052 $483K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,840 $481K 0.02% -269 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,801 $477K 0.03% +410 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 5,790 $477K 0.45% -200 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,787 $476K 0.04% +374 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,730 $472K 0.05% -35 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,702 $469K 0.16% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,653 $465K 0.01% +446 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 5,595 $461K 0.08% +557 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,594 $460K 0.03% +619 13F-HR/A Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,591 $460K 0.23% new 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 5,581 $459K 0.14% -18 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,621 $456K 0.27% -10,868 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,533 $455K 0.01% +180 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,521 $454K 0.02% +35 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,517 $454K 0.04% +43 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,516 $454K 0.01% +823 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 5,515 $454K 0.45% -13 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,504 $453K 0.03% -30 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,496 $452K 0.15% +96 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,493 $452K 0.04% +649 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 5,466 $450K <0.01% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,431 $447K 0.23% +4 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,392 $444K 0.18% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,418 $443K 0.02% +144 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,351 $440K 0.01% +22 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 5,350 $440K 0.38% 0 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 5,305 $437K 0.23% +1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,286 $435K 0.02% +71 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,258 $433K 0.03% +60 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,238 $431K 0.02% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,197 $428K 0.17% -1,049 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,196 $428K 0.04% +939 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,159 $425K 0.1% +452 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,131 $422K 0.09% -50 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 5,087 $419K 0.24% +59 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,068 $417K 0.19% +644 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 5,051 $416K 0.05% -51,827 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,043 $415K 0.03% -140 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,026 $414K <0.01% -93 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,008 $412K 0.02% -1,137 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,001 $412K 0.15% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,000 $412K <0.01% -2,601 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,000 $412K 0.28% -100 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,993 $411K 0.06% +5 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,984 $410K 0.27% +1 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,990 $410K 0.08% -63 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,954 $408K 0.04% -28 13F-HR/A Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,949 $407K 0.04% -9,663 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,900 $403K 0.2% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,896 $403K 0.3% +80 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,865 $400K 0.01% +313 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,854 $399K 0.13% -65 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,835 $398K <0.01% new 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,809 $396K 0.09% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,800 $395K 0.06% -498 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,795 $395K 0.03% +201 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 4,915 $393K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,726 $389K <0.01% +1,580 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,720 $388K 0.07% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,709 $388K 0.01% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,709 $388K 0.01% +1,143 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 4,705 $387K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,694 $386K 0.05% +568 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,681 $385K 0.04% -979 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,681 $385K 0.01% -207 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,674 $385K 0.02% 0 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,671 $384K 0.05% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,666 $384K 0.03% 0 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,657 $383K 0.07% -639 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,652 $383K <0.01% +1,226 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,651 $383K 0.13% +224 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,630 $381K 0.12% +50 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,631 $381K 0.36% 0 13F-HR 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 4,626 $381K 0.02% -600 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,588 $378K 0.04% +127 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,563 $375K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,553 $375K 0.07% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,525 $372K 0.14% +500 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,496 $370K 0.06% -825 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,480 $369K 0.01% -148 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,472 $368K 0.08% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,468 $368K 0.02% +34 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,444 $366K 0.02% +226 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,443 $366K 0.24% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,429 $365K 0.11% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,419 $364K 0.13% +3,549 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,399 $362K 0.03% -225 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,381 $361K 0.06% -12 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 4,374 $360K 0.07% -150 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,372 $360K 0.01% +321 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,357 $359K 0.02% +163 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,352 $358K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,303 $354K <0.01% -104 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,284 $353K 0.03% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,282 $352K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4,265 $351K 0.01% +3,021 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,250 $350K <0.01% -6,920 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,244 $349K 0.09% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,188 $345K 0.06% +50 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,165 $343K 0.01% -10 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,161 $342K 0.01% +340 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,160 $342K 0.41% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,143 $341K 0.09% +4 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,131 $340K 0.01% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,124 $339K 0.05% -869 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,297 $338K 0.07% +237 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,103 $338K 0.14% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,061 $334K <0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,040 $332K 0.06% +209 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,021 $331K 0.01% -150 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,006 $330K 0.16% -3,371 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,000 $329K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,000 $329K 0.18% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,995 $329K 0.21% new 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,993 $329K 0.07% +3,924 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3,989 $328K 0.15% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,986 $328K 0.04% +6 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,977 $327K 0.01% +447 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,974 $327K 0.01% -262 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,945 $324K 0.15% 0 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 3,933 $324K 0.08% +121 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,913 $322K 0.15% -811 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,899 $321K 0.11% +290 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,844 $316K 0.08% -300 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,823 $315K 0.04% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,822 $315K 0.01% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,814 $314K 0.04% new 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,786 $312K 0.01% -1,500 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,777 $311K 0.15% +76 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,775 $311K 0.04% -325 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,771 $310K <0.01% +61 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,769 $310K 0.14% -5 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,751 $309K 0.05% +62 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,769 $308K 0.02% new 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,738 $308K 0.01% -16 13F-HR Timeline