Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,598 $561K 0.02% -1,126 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 16,386 $554K 0.33% -498 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 16,330 $552K 0.03% -26,998 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,315 $551K 0.04% -545 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 16,296 $551K 0.03% -7,600 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 16,285 $550K 0.01% +1,360 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 16,280 $550K 0.04% -663 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 16,114 $544K 0.01% -6,135 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 16,081 $544K 0.05% +2,308 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 16,062 $543K 0.1% +365 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 16,055 $543K 0.52% +22 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,030 $542K 0.07% +14,204 13F-HR Timeline Lafayette Investments, Inc. 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More: the full row for ABN AMRO Bank N.V. 15,652 $532K 0.01% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 15,744 $532K 0.05% +3,015 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 15,706 $531K 0.01% -7,153 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 15,695 $530K 0.01% -3,966 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 15,588 $527K 0.4% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,436 $522K 0.04% +2,201 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,376 $520K 0.04% +4,244 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,327 $518K 0.01% -6,646 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,257 $516K 0.02% -6,249 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,231 $515K 0.07% -2,098 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,990 $507K 0.04% -104 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 14,682 $496K 0.27% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 14,580 $493K 0.22% +507 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 14,455 $489K 0.02% +14,425 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 14,314 $489K 0.05% -5,968 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,382 $486K 0.12% +308 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14,190 $484K 0.02% +657 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 14,299 $483K 0.12% -700 13F-HR Timeline Mathes Company, Inc. 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Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,554 $458K 0.01% 0 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,510 $457K 0.16% +8,485 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 13,499 $456K 0.25% +1,745 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,467 $455K 0.02% -1,361 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,436 $454K 0.03% +1,784 13F-HR Timeline Huntleigh Advisors, Inc. 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More: the full row for Graves Light Lenhart Wealth, Inc. 13,099 $443K 0.05% -816 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Fulton Bank, N.A. 11,624 $393K 0.01% -6,681 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,610 $392K 0.02% +592 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,583 $391K 0.04% -2,002 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,581 $391K 0.01% -1,195 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 11,566 $391K 0.22% +2,283 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,523 $389K 0.03% +1,018 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Linscomb Wealth, Inc. 10,398 $351K 0.02% +183 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 10,387 $351K 0.22% +4,430 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,905 $350K 0.01% +3,678 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,358 $350K 0.08% +475 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,355 $350K 0.03% +2,989 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,300 $348K 0.11% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,247 $346K 0.04% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,243 $346K 0.01% -3,130 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,232 $346K 0.02% -1,272 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 10,155 $343K <0.01% +1,236 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,125 $342K 0.3% -100 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,107 $342K 0.08% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 10,077 $341K 0.19% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,007 $338K 0.04% +3,403 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,006 $338K 0.03% -2,103 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,000 $338K 0.12% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,000 $338K <0.01% -7,336 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,979 $337K 0.06% -238 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,978 $337K 0.02% +298 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,955 $336K 0.06% -726 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 9,940 $336K 0.13% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 9,917 $335K 0.27% +69 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,888 $334K 0.02% +1,638 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,781 $333K <0.01% +1,207 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 9,858 $333K 0.25% -3,385 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,816 $332K 0.09% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,809 $332K 0.04% +2,671 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 9,788 $331K 0.02% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 9,788 $331K 0.12% +3,150 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,787 $331K 0.01% +994 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,750 $330K 0.04% +2,621 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 9,740 $329K 0.05% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,713 $328K <0.01% -1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,685 $327K <0.01% -3,576 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,549 $326K 0.01% -2,627 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,592 $324K 0.08% -160 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,529 $322K 0.03% -3,253 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,518 $322K 0.12% +6,886 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 7,104 $319K 0.09% -4,210 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,426 $319K 0.08% -106 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,363 $316K 0.01% -65,800 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,353 $316K 0.02% -565 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,350 $316K 0.12% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,864 $316K 0.01% -731 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,306 $315K 0.06% +1,488 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 9,204 $311K 0.16% +1,785 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,174 $310K <0.01% -1,163,393 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,152 $309K 0.04% +4,248 13F-HR/A Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 9,150 $309K 0.04% +1,200 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,132 $309K 0.02% -103 13F-HR Timeline S&CO INC More: the full row for S&CO INC 9,110 $307K 0.02% +2,360 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,022 $305K <0.01% -1,146 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 9,003 $304K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,996 $304K 0.19% +131 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,847 $299K <0.01% +1,560 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 8,781 $297K 0.03% -250 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,776 $297K <0.01% +106 13F-HR Timeline Group