Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,214 $346K 0.11% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,224 $345K 0.02% +834 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,201 $342K 0.01% +178 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,200 $342K 0.11% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,195 $342K 0.11% +139 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,182 $340K 0.16% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,177 $340K 0.04% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,173 $339K <0.01% 0 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,171 $339K 0.23% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 3,144 $336K 0.1% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,129 $334K 0.06% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,125 $334K <0.01% +265 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,907 $334K 0.02% -320 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,117 $333K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,114 $333K 0.02% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,095 $331K 0.01% -629 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,067 $328K 0.11% -3 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,061 $327K 0.03% -143 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,050 $326K 0.22% +500 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,007 $321K 0.01% new 13F-HR/A Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,000 $321K 0.05% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,964 $317K 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,951 $315K <0.01% -19 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,941 $314K 0.01% +213 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,939 $314K 0.01% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,935 $314K 0.02% -104 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,929 $313K 0.02% +92 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,776 $310K 0.3% new 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,889 $309K 0.09% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,875 $307K 0.03% +779 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,836 $303K -145 Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,827 $302K 0.02% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,824 $302K 0.01% +852 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,808 $300K 0.05% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,816 $300K 0.02% +386 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,804 $300K 0.03% -151 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,800 $299K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,800 $299K 0.17% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,800 $299K 0.01% +527 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,782 $298K 0.12% -74 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,779 $297K 0.25% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,731 $292K 0.01% new 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 2,709 $290K 0.18% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,678 $286K 0.02% +95 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,676 $286K 0.04% +227 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,672 $286K <0.01% -928 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,666 $285K 0.07% +686 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,653 $284K 0.45% +54 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,639 $282K 0.08% -2,222 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,611 $279K 0.06% -501 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,600 $278K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,577 $275K <0.01% -789 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,570 $275K 0.2% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,565 $274K 0.01% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,555 $273K 0.08% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,548 $272K 0.03% -777 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,546 $272K 0.03% +390 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,536 $271K 0.05% -3 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,535 $271K <0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,627 $269K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,515 $269K 0.02% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,513 $269K 0.19% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,505 $268K 0.01% -1,435 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,505 $268K 0.23% -54 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,490 $266K 0.23% -31 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,486 $266K 0.04% -451 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,463 $263K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,431 $260K 0.01% +18 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,416 $258K <0.01% new 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,416 $258K 0.23% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,401 $257K 0.02% +33 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,400 $257K 0.06% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,395 $256K 0.16% +310 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,394 $256K 0.04% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,390 $255K 0.06% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,380 $254K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 101,492 $254K 0.02% +200 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,358 $252K 0.07% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,342 $250K 0.07% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,338 $250K <0.01% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,338 $250K 0.09% -382 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,328 $249K 0.01% +373 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,324 $248K 0.04% +341 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,321 $248K 0.09% +139 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,320 $248K 0.01% +28 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,318 $248K 0.05% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,311 $247K 0.04% +111 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,302 $246K 0.09% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,300 $246K 0.14% -54 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 2,300 $246K 0.02% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,299 $246K 0.07% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,299 $246K 0.01% -70 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,285 $244K 0.01% +58 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,279 $244K 0.01% -183 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,271 $243K 0.03% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,271 $243K 0.07% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,258 $241K 0.04% -30 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,252 $241K 0.1% -310 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,245 $240K <0.01% +1,283 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,232 $239K <0.01% +699 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,232 $239K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,225 $238K 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,219 $237K 0.01% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,277 $236K <0.01% +272 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,211 $236K 0.01% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 2,200 $235K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,193 $234K 0.01% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,190 $234K 0.04% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,187 $234K 0.02% -9 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,185 $234K <0.01% new 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,183 $233K 0.05% -178 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,181 $233K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,173 $232K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,158 $231K 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,154 $230K 0.02% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,147 $230K 0.04% 0 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,149 $230K <0.01% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,148 $230K 0.01% -91 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,146 $229K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,145 $229K 0.01% -3 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,136 $228K 0.01% +62 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,120 $227K <0.01% +904 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ellevest, Inc. More: the full row for Ellevest, Inc. 2,118 $226K 0.03% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,108 $225K 0.02% -739 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,104 $225K <0.01% +1,899 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 2,081 $222K 0.01% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,062 $220K 0.01% -366 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,010 $220K <0.01% +51 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,065 $220K <0.01% +434 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,058 $220K 0.01% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,048 $219K 0.07% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,031 $217K 0.08% +9 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,028 $217K 0.01% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,026 $217K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,955 $216K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,031 $215K 0.07% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,005 $214K 0.15% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $214K 0.02% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,000 $214K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,000 $214K 0.02% -15 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,000 $214K 0.13% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $214K 0.09% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $214K 0.16% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,000 $214K 0.08% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,998 $214K <0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,998 $214K 0.01% 0 13F-HR Timeline Corecam AG More: the full row for Corecam AG 2,046 $212K 0.19% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,979 $212K <0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,948 $208K <0.01% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,934 $207K 0.1% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,898 $206K 0.02% -64 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,924 $206K 0.01% -445 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,920 $205K 0.04% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,910 $204K 0.1% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,906 $204K 0.05% -6,694 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,900 $203K <0.01% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,896 $203K 0.04% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,770 $189K 0.05% +38 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,784 $185K 0.01% -38 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,706 $182K 0.03% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,700 $182K 0.01% -42,486 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,700 $182K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,688 $180K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,679 $179K 0.01% +39 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,667 $178K 0.06% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,636 $175K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,588 $170K 0.01% +147 13F-HR/A Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,573 $168K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,568 $167K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,550 $166K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,531 $164K 0.01% +23 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,481 $158K 0.05% -25 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,470 $157K 0.02% -870 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,449 $150K 0.01% -2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,337 $139K 0.01% +218 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,276 $136K 0.02% -52 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,231 $132K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,191 $127K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,181 $126K 0.01% +523 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,157 $124K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,160 $124K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,144 $122K 0.02% -21 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,127 $120K 0.05% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,124 $120K 0.06% +632 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,115 $119K 0.08% -31 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,110 $118K 0.06% +4 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,063 $116K 0.04% +774 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,085 $116K 0.01% -2,205 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,052 $112K <0.01% -23 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,031 $110K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,000 $107K 0.04% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 950 $102K 0.29% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 946 $101K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 946 $101K 0.01% +75 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 929 $99.3K 0.03% +6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 884 $94.5K <0.01% -81 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 868 $92.8K 0.01% -100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 816 $87.2K 0.02% +192 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 813 $86.9K <0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 800 $86K <0.01% 0 13F-HR Timeline Group