UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,528 $3.61M 0.02% +1,194 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 16,445 $3.59M 0.05% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 16,326 $3.57M 0.66% +2,376 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,195 $3.54M 0.09% -516 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 16,160 $3.53M 0.45% -993 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 16,110 $3.52M 0.05% -1,403 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,075 $3.51M 0.04% -199 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 16,054 $3.51M +1,076 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,739 $3.44M 0.04% +358 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 15,738 $3.44M 0.54% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 15,727 $3.44M 0.07% -83 13F-HR Timeline Group INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 15,708 $3.43M 3.57% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 15,664 $3.42M 0.04% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 15,592 $3.41M 0.01% new 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,564 $3.4M 0.48% -4,562 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 15,340 $3.35M 0.02% +172 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 15,317 $3.35M 1.14% +4,690 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 15,262 $3.33M 1.09% -296 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,082 $3.29M 0.14% +1,782 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 15,072 $3.29M 0.97% +1,290 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 15,063 $3.29M 1.12% 0 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 14,837 $3.24M 0.16% -134 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,515 $3.23M 0.12% -330 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 14,640 $3.2M 0.32% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,838 $3.2M 0.47% +1,081 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 14,370 $3.14M 0.05% -258 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 14,337 $3.13M 0.12% new 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 14,250 $3.11M 0.82% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,232 $3.11M 0.6% +1,183 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,180 $3.1M 0.12% -5,946 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,148 $3.09M 0.18% -194 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 13,484 $3.09M 0.41% -1,516 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 14,077 $3.08M 0.71% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 14,056 $3.07M 0.1% -4,700 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,293 $3.07M 0.08% +5,603 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,007 $3.06M 0.03% -3,693 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,961 $3.05M 0.09% -1,676 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,846 $3.02M 0.06% -1,189 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 13,772 $3.01M 0.45% -131 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 13,721 $3M 0.12% new 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 13,711 $3M 0.23% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,702 $2.99M 0.06% +2,619 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,456 $2.94M 0.55% +343 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 13,449 $2.94M 0.23% -1,325 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,334 $2.91M 0.02% +506 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 13,333 $2.91M 1.2% -648 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 13,250 $2.89M 0.16% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,231 $2.89M 0.03% -896 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 13,225 $2.89M 0.64% -1,035 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 13,202 $2.88M 0.14% -2 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 13,116 $2.87M 0.02% +2,266 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 12,975 $2.83M 0.28% +3,515 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,828 $2.8M 0.04% +5,416 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 12,814 $2.8M 1.5% +1,402 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,332 $2.78M 0.01% -12,696 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 12,700 $2.77M 0.09% -400 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,653 $2.76M 0.26% -30 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 12,444 $2.72M 2.18% +9 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,365 $2.7M 0.03% +10,142 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 12,350 $2.7M 0.02% -69,251 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 12,327 $2.69M 0.65% -3,594 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 12,318 $2.69M 0.01% +1,540 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,192 $2.66M 0.09% +3,063 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 12,181 $2.66M 0.39% +10,400 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,113 $2.65M 0.15% -93 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 12,038 $2.63M 0.28% +10,203 13F-HR Timeline Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 12,000 $2.62M 0.58% +1,000 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,000 $2.62M 0.83% +5 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 11,600 $2.62M 0.88% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,949 $2.61M 0.15% +1,123 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 11,837 $2.59M 0.44% 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 11,771 $2.57M 0.48% -567 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,748 $2.57M 0.03% -1,291 13F-HR Timeline REINHART PARTNERS, LLC. More: the full row for REINHART PARTNERS, LLC. 11,747 $2.57M 0.06% -755 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 11,694 $2.55M 0.06% -13,248 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,548 $2.52M 0.03% +561 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,524 $2.52M 0.26% +7 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,481 $2.51M 0.07% -1,264 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,456 $2.5M 0.14% -8,793 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 11,403 $2.49M 1.72% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,189 $2.44M 0.14% +2,597 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 11,120 $2.43M 0.06% +2,013 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,100 $2.42M 0.07% -885 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 11,073 $2.42M 0.57% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,053 $2.41M 0.02% -39 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 11,021 $2.41M 0.76% +733 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 10,948 $2.41M 0.03% +2,135 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,942 $2.39M 0.05% +4,709 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 10,929 $2.39M 0.18% -1,186 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 10,649 $2.33M 1.2% +128 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,562 $2.31M 0.37% +573 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,471 $2.29M 0.04% +2,124 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,428 $2.28M 0.03% -1,068 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,407 $2.27M 0.11% -429 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,321 $2.25M 0.03% +623 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,253 $2.24M 0.03% +1,065 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,082 $2.2M 0.09% -113 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 10,079 $2.2M 0.31% -132 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,042 $2.19M 0.03% -15,056 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,028 $2.19M 0.02% -8,869 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,891 $2.16M 0.12% +975 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 9,884 $2.16M 0.08% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,813 $2.14M <0.01% -141,467 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,763 $2.13M 0.11% +809 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,740 $2.13M 0.02% +1,207 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,679 $2.11M 0.07% +4,507 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,638 $2.1M 0.14% +20 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 9,604 $2.1M 0.59% -227 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,562 $2.09M 0.03% -71 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,539 $2.08M 0.01% -699 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,514 $2.08M 0.05% -319 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 9,472 $2.07M 0.03% 0 13F-HR Timeline Group Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 9,400 $2.05M 1.01% 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,356 $2.04M 0.14% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 8,647 $2.04M 0.23% +3,483 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 9,311 $2.03M 0.82% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,257 $2.02M 0.03% +39 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 9,250 $2.02M 0.77% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 9,229 $2.02M 0.1% -489 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 9,221 $2.01M 0.09% -2,498 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,213 $2.01M 0.07% -421 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,199 $2.01M 0.18% +4,021 13F-HR Timeline Group PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 9,196 $2.01M 0.48% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,115 $1.99M 0.02% -586 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,061 $1.98M 0.01% -12,101 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,934 $1.98M 0.03% -120 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,049 $1.98M 0.16% +7,074 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 9,038 $1.97M 1.37% +7 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,034 $1.97M 0.19% +7,839 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 9,015 $1.97M 1.04% +28 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,001 $1.97M 0.57% -81 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 9,000 $1.97M 0.19% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 8,902 $1.94M 2.11% +173 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 8,900 $1.94M 0.24% +1,300 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,888 $1.94M 0.05% +54 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,751 $1.91M 0.25% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,745 $1.91M +428 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,580 $1.87M 0.06% +436 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 8,570 $1.87M 1.39% +1,476 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,542 $1.87M <0.01% -5,073 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,530 $1.86M 0.12% +363 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 8,498 $1.86M 0.68% +1,682 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,491 $1.85M 0.2% -117 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 8,472 $1.85M 0.48% +198 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 8,436 $1.84M 0.03% -57,358 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 8,425 $1.84M 0.68% +1,250 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,361 $1.83M 0.03% -271 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,871 $1.82M 0.02% -2,008 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 8,200 $1.79M 0.92% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,041 $1.76M 0.09% 0 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 8,000 $1.75M 0.23% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,993 $1.75M 0.04% -20,253 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 8,213 $1.74M 0.53% -211 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,977 $1.74M 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,976 $1.74M 0.02% -921 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,968 $1.74M 0.04% +6,355 13F-HR Timeline Group CV Advisors LLC More: the full row for CV Advisors LLC 7,800 $1.7M 0.32% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,718 $1.69M 0.25% -984 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,703 $1.68M 0.37% +167 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. 7,700 $1.68M 0.03% -383 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,690 $1.68M 0.13% -517 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 7,633 $1.67M 0.02% +1,709 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,629 $1.67M 0.09% +617 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,628 $1.67M 0.22% +104 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 7,625 $1.67M 0.2% -2,800 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,572 $1.65M 0.01% +68 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,548 $1.65M 0.42% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 7,504 $1.64M 0.2% +41 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,504 $1.64M 0.1% +866 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,476 $1.63M 0.29% +4,970 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 7,467 $1.63M 0.13% -708 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,443 $1.63M 0.05% -147 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 7,440 $1.63M 0.31% -64 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 7,744 $1.61M 0.84% -550 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,294 $1.59M 0.03% +523 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,283 $1.59M 0.02% +49 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,273 $1.59M 0.29% +190 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 7,272 $1.59M 0.23% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,265 $1.59M 0.32% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,240 $1.58M 0.04% +627 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,122 $1.56M 0.09% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,082 $1.55M 0.07% +700 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,033 $1.54M 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,018 $1.53M 0.05% +4,440 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 7,005 $1.53M 0.32% -3,952 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,000 $1.53M 0.17% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,491 $1.5M 0.14% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 6,833 $1.49M 0.87% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,798 $1.49M 0.56% +1,524 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,780 $1.48M 0.4% -276 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,780 $1.48M 0.01% -9,656 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,776 $1.48M 0.08% +7 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,761 $1.48M 0.09% -1,709 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,732 $1.47M 0.23% -2,135 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,719 $1.47M 0.09% +1,712 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,708 $1.47M 0.03% -596 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,695 $1.46M 0.02% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,631 $1.45M 0.04% +486 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,590 $1.44M 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,536 $1.43M 0.02% +950 13F-HR Timeline