Truepoint, Inc. More: the full row for Truepoint, Inc. 4,428 $545K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,361 $537K <0.01% -55 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,335 $533K 0.02% -586 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,334 $533K 0.21% -75 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 4,333 $533K 1.03% +100 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,315 $531K 0.13% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,268 $525K <0.01% -233 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 4,200 $517K 0.02% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,148 $510K 0.01% -283 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,100 $505K 0.06% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 4,100 $505K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,043 $498K 0.05% -23 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,037 $497K <0.01% +212 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,014 $494K 0.01% -1,166 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,975 $489K <0.01% -14,485 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,860 $488K 0.01% -33 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,939 $485K 0.01% -57 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,935 $484K 0.01% new 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,900 $480K 0.09% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,896 $479K 0.14% -602 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,849 $474K <0.01% -23,828 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,800 $472K 0.01% new 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 3,822 $470K 0.02% 0 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,820 $470K 0.05% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,747 $461K <0.01% +1,185 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,693 $454K <0.01% -620 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,666 $451K <0.01% -2,573 13F-HR/A Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,666 $451K 0.03% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,650 $449K 0.01% -150 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 3,600 $443K <0.01% -4,200 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,600 $443K 0.11% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,574 $440K 0.02% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,506 $431K 0.01% -1,148 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,505 $431K <0.01% -21,878 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,434 $423K 0.01% +132 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,420 $421K 0.01% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,400 $418K 0.06% -7,229 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,387 $417K <0.01% -61 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,375 $415K 0.25% 0 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 3,343 $411K 0.16% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,326 $409K 0.21% +65 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,309 $407K 0.08% +36 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,305 $407K 0.14% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,297 $406K 0.05% +30 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,279 $404K 0.01% +12 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,254 $401K 0.02% -19,454 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,247 $400K 0.01% +8 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 3,200 $394K 0.06% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,112 $383K 0.01% -4,851 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,085 $380K 0.01% -420 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,071 $378K <0.01% +10 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 3,066 $377K 0.02% +216 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,044 $375K 0.24% +1 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,039 $374K 0.05% -3 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,000 $372K 0.13% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,000 $369K 0.09% 0 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 2,999 $369K 0.04% 0 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,000 $369K 0.03% 0 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,997 $369K 0.02% +337 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,996 $369K 0.03% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,981 $367K 0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,979 $367K 0.04% +19 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,967 $365K 0.32% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,960 $364K <0.01% -13,757 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,948 $363K 0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,940 $362K <0.01% -29 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,927 $360K 0.01% -304 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,902 $357K 0.04% -16 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,753 $352K 0.05% +8 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,860 $352K 0.27% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,808 $346K +26 Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,797 $344K 0.09% +8 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,781 $342K 0.03% +12 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,769 $341K <0.01% +63 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,761 $340K 0.01% -67 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,762 $340K 0.14% +68 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,745 $338K <0.01% +283 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,738 $337K 0.03% -10 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,730 $336K <0.01% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,720 $335K 0.01% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,713 $334K 0.14% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,711 $334K 0.01% new 13F-HR/A Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,660 $327K 0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,640 $325K 0.01% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,582 $319K 0.05% +24 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,585 $318K 0.01% -20 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,567 $316K 0.05% +2 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,534 $312K 0.01% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,532 $312K 0.01% -5 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,522 $310K 0.03% +3 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,504 $308K 0.27% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,500 $308K 0.03% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,500 $308K <0.01% -600 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,464 $303K <0.01% -83 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,452 $302K 0.03% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,425 $298K 0.14% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,393 $294K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,378 $293K 0.1% +37 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,372 $292K 0.01% -231 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,371 $292K 0.04% +1,420 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,353 $290K 0.01% -38 13F-HR/A Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,329 $286K 0.02% +80 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,322 $286K 0.01% +192 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,318 $285K 0.03% +5 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,299 $283K 0.05% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,295 $282K 0.12% -1,047 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,282 $281K 0.62% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,275 $280K 0.02% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,264 $279K 0.24% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,250 $277K 0.01% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,250 $277K 0.02% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,249 $277K 0.01% 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 2,238 $275K 0.02% 0 13F-HR/A Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,215 $273K 0.09% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,206 $271K <0.01% +72 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,201 $271K <0.01% +25 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,183 $269K 0.02% +247 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,178 $268K 0.03% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,177 $268K 0.05% +25 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,151 $265K 0.01% +89 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,149 $264K 0.1% -10 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,148 $264K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,147 $264K 0.01% +19 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,121 $261K 0.13% 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,103 $259K 0.03% -249 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,093 $258K 0.03% -30 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,086 $257K 0.02% +36 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,082 $256K <0.01% -200 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,076 $255K <0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,070 $255K 0.05% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,050 $252K 0.04% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,013 $248K <0.01% -345 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,010 $247K 0.02% +36 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,009 $247K 0.03% 0 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 2,007 $247K <0.01% +157 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $246K 0.05% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,000 $246K 0.02% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,939 $239K <0.01% -10,290 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,937 $238K 0.02% -437 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,933 $238K 0.03% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,926 $237K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,900 $234K 0.01% -5 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 1,900 $234K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,893 $233K 0.01% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,886 $232K 0.09% -96 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,879 $231K 0.02% -1,400 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,868 $230K <0.01% new 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,862 $229K 0.1% -232 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,855 $228K 0.01% +114 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,850 $228K 0.11% -150 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,847 $227K 0.02% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,840 $226K 0.09% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,825 $225K <0.01% -173 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,825 $225K 0.59% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,824 $224K 0.01% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,823 $224K 0.01% +95 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,820 $224K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,817 $224K 0.04% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,800 $222K 0.02% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,796 $221K 0.03% -130 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,770 $218K <0.01% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,750 $215K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,735 $213K 0.01% +7 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,730 $213K <0.01% -96 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,722 $212K 0.02% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,714 $211K 0.02% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,714 $211K 0.01% -58 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,712 $211K <0.01% 0 13F-HR/A Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,709 $210K 0.02% -6,454 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,704 $210K 0.05% -19 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,692 $208K 0.02% -63 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,658 $204K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,632 $201K 0.02% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,621 $200K 0.04% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,621 $199K 0.01% -117 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,586 $195K 0.24% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,570 $193K <0.01% -2,859 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,555 $191K 0.03% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,545 $190K 0.17% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,506 $185K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,328 $163K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,286 $158K 0.02% -6 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,231 $151K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,200 $148K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,196 $147K 0.01% +9 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,121 $138K <0.01% -1,619 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,102 $136K <0.01% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,062 $131K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,056 $130K <0.01% +61 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,048 $129K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,042 $128K <0.01% +91 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,023 $126K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,010 $124K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,000 $123K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 982 $121K <0.01% +235 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 948 $117K 0.03% -8 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 913 $112K 0.07% -173 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 882 $109K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 881 $108K <0.01% +236 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 791 $97.3K <0.01% +30 13F-HR Timeline Group