JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 11,317 $829K 0.27% -15,875 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,238 $824K 0.03% -135 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,229 $823K 0.02% +214 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,196 $820K 0.05% +2,005 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,131 $816K 0.01% -358 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,117 $815K 0.36% +750 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,063 $811K 0.15% +721 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,028 $808K 0.07% -295 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,025 $808K 0.08% +540 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 11,000 $806K 0.12% +100 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 11,000 $806K 0.06% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,995 $806K 0.04% +682 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,978 $804K 0.01% +485 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,839 $794K 0.02% +231 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,827 $793K 0.39% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,802 $792K 0.48% +5,981 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,801 $792K 0.02% -221 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 10,720 $786K 0.63% +89 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 10,701 $784K 0.04% -26 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10,688 $783K 0.1% -406 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,688 $783K 0.21% +187 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,625 $779K 0.02% -204 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,596 $777K 0.26% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,585 $776K 0.08% -96 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,560 $774K 0.02% -4,385 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,500 $769K 0.09% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,408 $763K 0.08% -81 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 10,387 $761K 0.26% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 10,402 $760K 0.1% +8,812 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 10,357 $759K 0.16% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,336 $757K 0.31% +374 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,254 $751K 0.13% +8,636 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,233 $750K 0.09% +100 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,229 $750K 0.01% +2,962 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 10,208 $748K 0.06% +1,719 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,191 $747K 0.01% -5,513 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 10,112 $741K 0.6% -2,829 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,105 $740K 0.11% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 10,028 $735K 0.28% -750 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,017 $734K 0.28% +3,346 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 10,015 $734K 0.01% +2,704 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $733K 0.05% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 10,000 $733K 0.3% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,988 $731K 0.06% +9,979 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,961 $730K 0.07% -96 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,955 $729K 0.03% -9,981 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 9,953 $729K 0.02% +637 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 9,900 $725K 0.55% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,880 $724K 0.01% +2,442 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,826 $720K 0.02% +5,836 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,764 $716K 0.45% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,745 $714K 0.06% +4,630 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,712 $712K 0.05% +111 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,719 $710K 0.02% +2,970 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,674 $709K 0.04% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,701 $706K 0.06% -367 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,811 $706K 0.33% +768 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,610 $704K 0.01% +245 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,589 $703K 0.02% -477 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,296 $701K 0.04% +376 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,542 $699K 0.09% +3,768 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,543 $699K 0.19% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,550 $695K 0.07% +797 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 9,481 $695K 0.2% -37 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,423 $690K 0.07% new 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 9,413 $690K 0.16% -5,671 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,398 $689K 0.02% -523 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,362 $686K 0.01% -5,159 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,349 $685K 0.02% +481 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,339 $684K 0.02% -186 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,307 $682K 0.29% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,298 $681K 0.33% +235 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,279 $680K 0.02% +224 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,267 $679K 0.11% -503 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 9,250 $678K 0.03% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,250 $678K 0.12% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,225 $676K 0.05% -100 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,460 $674K 0.59% +202 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,109 $668K <0.01% -385 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 9,096 $667K 0.31% +6 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 9,074 $665K 0.2% +123 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,050 $663K 0.39% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,043 $663K 0.02% -767 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,944 $655K 0.02% -2,791 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 8,914 $653K 0.16% -853 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,877 $651K 0.03% +7,192 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,869 $650K 0.03% new 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 8,768 $643K 0.03% +504 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,887 $641K 0.01% -51 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,712 $638K 0.05% +64 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,650 $634K 0.05% -1,012 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 8,610 $631K 0.17% -16 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,605 $631K 0.2% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 8,585 $629K 0.25% +650 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,564 $628K 0.06% -530 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,528 $628K 0.02% -147 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 8,540 $626K 0.43% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,502 $623K 0.04% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,484 $622K 0.06% +65 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,468 $621K 0.39% +529 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,418 $617K 0.05% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,410 $616K 0.04% +594 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,400 $616K 0.75% -255 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 8,396 $615K 0.14% +20 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,394 $615K 0.05% +3,590 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,391 $615K 0.19% -899 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,350 $612K 0.05% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,270 $606K 0.01% -278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,261 $605K 0.17% -37 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,376 $605K -19 Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,250 $605K 0.01% +162 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 8,236 $604K 0.47% 0 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,187 $600K 0.16% +2,657 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 8,159 $598K 0.04% +2,429 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 8,152 $597K 0.12% +50 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,127 $596K 0.01% +627 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,088 $592K 0.14% +115 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,065 $591K 0.06% -76 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,060 $591K 0.13% -1,652 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,057 $590K 0.02% -831 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,045 $590K 0.14% +1,894 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,040 $589K 0.11% +605 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 7,993 $586K 0.24% -12 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,969 $584K 0.27% +525 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,966 $584K 0.21% -2,267 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,935 $582K 0.05% +95 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,935 $581K 0.39% +3,178 13F-HR/A Timeline MOTCO More: the full row for MOTCO 7,916 $580K 0.06% -45 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,898 $579K 0.01% +440 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 7,880 $577K 0.45% -21 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,836 $574K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,824 $572K 0.04% new 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,775 $570K 0.38% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,765 $569K 0.46% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7,756 $568K 0.45% -65 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,731 $567K 0.03% -145 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,713 $565K 0.11% +951 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,712 $565K 0.61% +7 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,706 $565K 0.14% -1,845 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,699 $564K 0.18% -480 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,698 $564K 0.03% -1,960 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,692 $564K 0.51% +10 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 7,684 $563K 0.09% -200 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,666 $562K 0.02% +987 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 7,655 $561K 0.09% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 7,654 $561K <0.01% +212 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,640 $560K 0.34% -325 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,608 $558K 0.02% +9 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,583 $556K 0.06% +134 13F-HR/A Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 7,521 $551K 0.16% -226 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,504 $550K 0.02% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,504 $550K 0.01% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,452 $546K 0.14% -444 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,439 $545K 0.01% -87 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,410 $545K 0.11% +22 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,426 $544K 0.07% +791 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,400 $542K 0.12% +1,625 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,391 $542K 0.37% -350 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,386 $541K 0.03% -447 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,240 $529K 0.01% +1,093 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,193 $527K 0.05% +552 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,160 $525K 0.08% +259 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,119 $522K 0.01% -75 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,072 $518K 0.04% +2,432 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 7,074 $518K 0.21% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,067 $518K 0.01% +35 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,065 $518K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,035 $516K 0.01% -1,851 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,015 $514K 0.01% -2,474 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,009 $514K 0.18% +654 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,003 $513K 0.28% -134 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,994 $513K 0.06% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 7,026 $511K <0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,946 $509K 0.01% +27 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,910 $506K 0.12% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,235 $505K 0.12% +170 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,838 $501K 0.04% 0 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 6,835 $501K 0.4% -866 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,831 $501K 0.07% -45 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,608 $498K +3,747 Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,760 $495K 0.05% -283 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,759 $495K 0.04% +33 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 6,750 $495K 0.03% +16 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,750 $495K 0.06% -534 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,749 $495K 0.04% -2,734 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,748 $494K 0.41% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,745 $494K 0.01% -529 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,716 $492K 0.04% -196 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,713 $492K 0.03% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,706 $491K 0.01% -120 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,674 $489K 0.17% -993 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,805 $489K 0.34% +26 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,652 $487K 0.09% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,640 $487K 0.12% -1,950 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,624 $485K 0.06% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,617 $485K 0.02% -846 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,600 $484K <0.01% -46 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,590 $483K 0.24% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,586 $483K 0.48% -54 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,553 $480K 0.01% -1,304 13F-HR Timeline