Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 34,604 $1.06M 0.2% +137 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 34,422 $1.06M 0.17% -5,640 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 34,400 $1.06M <0.01% 0 13F-HR/A Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 34,353 $1.06M 0.16% -1,036 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 34,336 $1.06M 0.12% -1,459 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 34,283 $1.05M 0.11% +1,261 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 33,983 $1.04M 0.98% +39 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 33,932 $1.04M 0.24% -1,213 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 33,912 $1.04M 0.06% +2,166 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 33,815 $1.04M 0.02% -48,929 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 33,808 $1.04M 0.13% +1,753 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 33,762 $1.04M 0.01% -4,816 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 33,755 $1.04M 0.12% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 33,681 $1.04M 0.01% -12,282 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,675 $1.03M 0.06% +1,153 13F-HR/A Timeline Group Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 33,508 $1.03M 1.31% +819 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 33,234 $1.02M 0.02% +490 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 33,230 $1.02M 0.16% +88 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 33,143 $1.02M 0.9% -199 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 33,088 $1.02M 0.02% +545 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 34,213 $1M 0.1% +7,475 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 31,917 $981K 0.45% -1,742 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 31,855 $979K 0.64% -106 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 31,833 $978K 0.25% +1,024 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,775 $976K 0.01% -479 13F-HR Timeline Freedom Investment Management, Inc. 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More: the full row for Whitener Capital Management, Inc. 30,496 $937K 0.27% +10,389 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 30,474 $936K <0.01% -356 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 29,934 $920K 0.34% -5,919 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 29,918 $919K 0.39% +4,910 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 29,637 $911K 0.81% -3,235 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 29,609 $910K 0.04% new 13F-HR Timeline Group AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 29,492 $906K 0.61% +80 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 29,190 $897K 0.01% +14,490 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 29,116 $895K 0.29% -10,183 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 28,911 $888K 0.25% +1,327 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 28,777 $884K 0.11% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 28,758 $884K 0.83% +1,258 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 28,623 $880K 0.03% +6,155 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 28,590 $879K 0.04% -1,305 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 28,436 $874K 0.18% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 28,388 $872K 0.25% -1,769 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28,253 $868K 0.08% -15,830 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 27,934 $862K <0.01% -9,305 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 27,900 $857K 0.03% -2,901 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27,771 $853K 0.06% +822 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,757 $853K <0.01% +117 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,620 $849K 0.01% -2,052 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 27,456 $844K 0.34% -13 13F-HR Timeline Busey Bank More: the full row for Busey Bank 27,367 $841K 0.03% -4,022 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 27,333 $840K 0.28% -16 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 27,000 $830K 0.16% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 26,810 $824K 0.25% -584 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 26,177 $823K 0.52% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 26,644 $819K 0.02% +481 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 26,177 $804K 0.12% -121 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 26,036 $800K 0.15% -5,403 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 26,000 $799K 0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 25,904 $796K 0.02% +5,643 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25,879 $795K 0.1% +176 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 25,813 $793K 0.39% +2,939 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 25,771 $792K 0.17% -1,499 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 25,668 $789K 0.18% +1,798 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 25,509 $784K 0.02% +10,337 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 25,507 $784K 0.03% -338 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 25,479 $783K <0.01% +7,624 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 25,440 $782K 0.02% -98 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,321 $778K 0.01% +4,137 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 25,264 $776K 0.04% -10,543 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 25,157 $773K 0.05% -1,485 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,032 $769K 0.04% -1,581 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 25,000 $768K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,961 $767K 0.25% +2,305 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 24,687 $759K 0.26% -6,553 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 24,499 $753K 0.45% +14,499 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 24,494 $753K 0.85% -100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 24,444 $751K 0.03% +1,160 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 24,315 $747K 0.07% -303 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 24,046 $739K 0.03% -1,350 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 24,025 $738K 0.12% -315,713 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 23,948 $736K 0.01% +2,027 13F-HR/A Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 23,785 $731K 0.36% -10,070 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 23,371 $718K 0.36% +4,024 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 23,640 $717K 0.05% -8,973 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,271 $715K 0.08% -1,408 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 23,139 $711K 0.05% +244 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 23,100 $710K 0.28% +5,629 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 23,034 $708K <0.01% -13,426 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 23,033 $708K 0.37% -590 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 22,989 $706K 0.09% -201 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 22,916 $704K 0.06% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 22,592 $694K 0.73% +130 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,518 $692K <0.01% +7,836 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 22,498 $691K 0.3% +1,477 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 22,265 $684K 0.14% +21 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,040 $677K 0.13% +191 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21,915 $673K 0.25% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,825 $671K 0.25% +1,432 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 21,742 $668K 0.12% -3,450 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,736 $668K 0.29% +26 13F-HR Timeline City State Bank More: the full row for City State Bank 21,665 $666K 0.22% +200 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,550 $662K 0.03% -50 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,546 $662K 0.05% +7,843 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 21,517 $661K 0.31% -1,639 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 21,450 $659K 0.07% +3,196 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 21,374 $657K 0.02% -7,827 13F-HR 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 21,183 $653K 0.1% -860 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 21,148 $650K 0.04% -8,831 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,028 $646K 0.04% -4,974 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,157 $645K 0.02% -1,814 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 21,000 $645K 0.33% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 20,935 $643K 0.05% -4,215 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,819 $640K 0.07% +1,102 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 20,272 $637K 0.06% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 20,642 $634K 0.85% -5,026 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 20,559 $632K 0.18% +3,921 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 20,551 $632K 0.54% -1,150 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 20,440 $628K 0.28% +400 13F-HR/A Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 20,368 $626K 0.05% -2,127 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,334 $625K 0.02% +685 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 20,293 $624K 0.11% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,101 $618K 0.01% -1,322 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,030 $616K 0.04% +4,025 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 20,015 $615K 0.42% +203 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 19,920 $612K 0.04% +2,899 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 19,800 $608K 0.34% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 19,648 $604K 0.04% +4 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 19,509 $600K 0.02% +375 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,505 $599K 0.03% +6,349 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 19,456 $598K 0.02% new 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. 19,412 $597K 0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 19,400 $596K 0.06% -133 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 19,381 $596K 0.24% -3,457 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 19,375 $595K 0.06% -650 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 19,228 $591K 0.02% +795 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,149 $588K 0.02% +1,713 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 18,770 $588K 0.28% -482 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 18,967 $583K 0.19% +1,772 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18,908 $581K 0.25% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,817 $578K 0.06% +44 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 18,807 $578K 0.03% -1,941 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,677 $574K 0.01% +1,986 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,649 $573K 0.05% +5,459 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 18,500 $569K 0.03% -2,000 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 18,499 $568K 0.18% +110 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 18,491 $568K 0.01% +90 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 18,406 $566K 0.05% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 18,378 $565K 0.42% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 18,275 $562K 0.38% +47 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,234 $560K 0.02% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 18,092 $556K 0.22% +5,324 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,047 $555K 0.05% +198 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 17,994 $553K 0.14% -906 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,745 $545K <0.01% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 17,700 $544K 0.43% -342 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,538 $539K 0.04% +773 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 17,530 $539K 0.47% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 17,305 $532K 0.29% +50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,165 $527K 0.02% -24,061 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,150 $527K 0.05% +6,300 13F-HR/A Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 17,090 $525K 0.3% -2,000 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 16,955 $521K 0.35% -3,400 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,939 $520K 0.05% -4,236 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 16,796 $516K 0.14% +10,926 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 16,729 $514K 0.18% -453 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 16,655 $512K 0.6% -2,098 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,606 $510K 0.06% +1,464 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 16,585 $510K 0.08% +3,075 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 16,563 $509K 0.39% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16,427 $505K 0.19% +9,605 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 16,358 $503K 0.02% +3,535 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 16,308 $501K <0.01% -6,793 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 16,235 $499K 0.13% -757 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 16,205 $498K 0.07% -623 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,100 $495K 0.02% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 16,069 $494K 0.13% -3,895 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 15,932 $490K 0.21% -771 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,877 $488K <0.01% -83,388 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 15,824 $486K 0.06% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 15,751 $484K 0.09% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,742 $484K 0.04% +3,046 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 15,665 $481K 0.12% -17 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,619 $480K 0.02% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 15,530 $477K 0.1% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 15,525 $477K 0.01% -37 13F-HR Timeline Stolper Co More: the full row for Stolper Co 15,502 $476K 0.16% +189 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,466 $475K 0.01% +2,728 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 15,301 $470K 0.02% -12 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,266 $469K 0.04% -11,081 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,160 $466K 0.03% -190 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 14,960 $460K 0.1% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 14,858 $457K 0.11% -13,931 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 14,843 $456K 0.04% +876 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,754 $453K 0.05% +7,862 13F-HR Timeline