Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 16,096 $553K 0.43% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,053 $552K 0.04% +6,524 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,344 $550K 0.09% -718 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 16,000 $550K 0.11% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,925 $547K 0.01% +2,371 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 15,837 $544K 0.02% -5,015 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,740 $541K 0.04% +364 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 15,739 $541K 0.08% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 15,701 $540K 0.02% +2,001 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 15,634 $537K 0.02% -646 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 15,588 $536K 0.28% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,581 $536K 0.03% -2,314 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 15,580 $535K 0.06% +1,872 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 15,504 $533K 0.23% -3,996 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15,492 $532K 0.04% -8,604 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 15,441 $531K 0.03% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 15,382 $529K 0.12% -2,197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 15,340 $527K 0.3% -1,046 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,067 $518K 0.47% +225 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 14,938 $518K 0.18% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,054 $517K 0.01% -273 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 15,044 $517K 0.03% new 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 14,993 $515K 0.21% +413 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,986 $515K 0.03% -4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,975 $515K 0.04% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 14,900 $512K 0.41% -7,900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,838 $510K 0.18% -43 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,718 $506K 0.04% -718 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 14,638 $503K 0.16% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,604 $502K 0.01% -2,350 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 14,541 $500K 0.28% +917 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,484 $498K 0.06% -1,546 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,476 $498K 0.03% +1,040 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 14,468 $497K 0.07% +1,124 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 14,455 $497K 0.02% 0 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 14,389 $495K 0.06% -8,990 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 14,312 $492K 0.14% +7,675 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14,190 $492K 0.02% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 14,300 $491K 0.18% 0 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 14,229 $489K 0.13% 0 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 14,190 $488K 0.01% -2,095 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 14,014 $482K 0.18% +2,986 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 14,000 $481K 0.29% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 14,000 $481K 0.05% +4,850 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 13,950 $479K 0.24% +451 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,804 $478K 0.01% +1,207 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,903 $478K <0.01% +2,166 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,809 $475K 0.05% +3,802 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 13,629 $468K 0.34% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,487 $464K 0.01% +5,199 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,473 $463K 0.28% +579 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 13,492 $463K 0.16% -720 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 13,464 $463K 0.1% -835 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 13,429 $462K 0.07% +9 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,427 $461K 0.02% +1,803 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,402 $461K 0.04% +7,079 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,359 $459K 0.01% -108 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,356 $459K 0.02% +5,078 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,333 $458K 0.05% +2,182 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13,229 $455K 0.11% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 13,189 $453K 0.33% +2,235 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,167 $453K 0.05% +2,920 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,155 $452K 0.01% -3,443 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,151 $452K 0.08% +164 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,183 $451K 0.02% +857 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 13,085 $450K 0.01% -5,656 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,798 $449K 0.01% +400 13F-HR/A Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 13,071 $449K 0.17% -4,938 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 13,050 $449K 0.11% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,016 $447K 0.08% +1,114 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 12,996 $447K 0.11% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 12,952 $445K 0.17% +5,588 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,912 $444K 0.22% -1,770 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. 12,856 $442K 0.01% +175 13F-HR Timeline Group Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 12,859 $442K 0.14% +3,071 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,818 $441K <0.01% +4,042 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,716 $437K 0.01% -1,975 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,673 $436K 0.05% -339 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,571 $432K 0.02% +2,683 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 12,566 $432K 0.46% -1,447 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,381 $426K 0.01% -1,040 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,368 $425K 0.06% +1,954 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 12,363 $425K 0.01% -604,145 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,328 $424K 0.05% +519 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,326 $424K 0.09% -204 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,323 $424K -497 Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 12,312 $423K 0.01% -15,700 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 12,215 $420K 0.11% +4,822 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,209 $420K 0.01% +1,527 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 12,200 $419K 0.12% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 12,157 $418K 0.21% +2 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,137 $417K 0.09% +293 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 12,093 $416K 0.13% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,074 $415K 0.05% +1,130 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,030 $413K 0.03% +4,529 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 11,849 $407K 0.06% -110 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 11,830 $407K 0.16% +563 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 11,758 $406K 0.09% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,790 $405K <0.01% -11,437 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,726 $403K 0.02% +116 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 11,664 $401K 0.01% -7,926 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,604 $400K 0.01% -152 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,742 $399K 0.04% -200 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,600 $399K 0.18% +933 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,573 $398K 0.04% -1,526 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 11,567 $398K 0.03% +557 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,558 $397K 0.01% -245 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,540 $397K 0.06% +1,800 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,464 $394K 0.06% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,465 $394K 0.01% +874 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,410 $392K 0.12% -2,100 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,327 $389K -695 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,297 $388K 0.01% +6,682 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 11,276 $388K 0.17% -3,554 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,267 $387K 0.15% -169 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 11,215 $385K 0.01% -311,869 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 11,180 $384K 0.3% +105 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,165 $384K 0.01% +922 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 11,119 $382K <0.01% +1,945 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,000 $378K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,000 $378K 0.02% new 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,970 $377K 0.26% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,910 $375K 0.03% -597 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,899 $375K 0.05% -4,332 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,869 $374K 0.27% -45 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10,772 $370K <0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,755 $370K 0.01% +1,891 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 10,666 $367K 0.01% -2,351 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,640 $366K 0.05% +10 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,557 $363K 0.06% +578 13F-HR Timeline Group Covalis Capital LLP in group Covalis Capital LLP More: the full row for Covalis Capital LLP 10,552 $363K 0.04% new 13F-HR/A Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,541 $362K 0.02% +3,872 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,540 $362K 0.02% -5,790 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 10,462 $360K 0.03% new 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,450 $359K 0.11% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 10,447 $359K 0.25% -7,511 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,438 $359K 0.02% -3,299 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,008 $358K 0.01% +103 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 10,350 $356K 0.04% -1,907 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,325 $355K 0.1% +25 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,428 $352K 0.06% +740 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,252 $352K 0.04% +443 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,020 $352K 0.12% +2,094 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,202 $351K 0.08% -156 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,752 $350K 0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,157 $349K 0.01% +370 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,107 $347K 0.07% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,093 $347K 0.19% -1,473 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,080 $346K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,070 $346K <0.01% +1,048 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,969 $345K <0.01% +2,436 13F-HR/A Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 9,985 $344K 0.02% +1,370 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,000 $344K 0.11% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 9,991 $343K 0.25% +74 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,983 $343K 0.01% -1,474 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,969 $343K 0.01% -1,085 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,955 $342K 0.06% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 9,940 $342K 0.12% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,910 $341K 0.01% -5,785 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,796 $337K 0.06% -839 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,792 $337K 0.04% +6,909 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,699 $336K <0.01% -82 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,769 $336K 0.16% +773 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,760 $335K 0.02% -246 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,756 $335K <0.01% +43 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,748 $335K 0.08% -2,800 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,758 $335K 0.08% +332 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 11,169 $334K <0.01% +10,539 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,692 $333K 0.02% +560 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,646 $332K <0.01% -354 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,632 $331K 0.04% -118 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,610 $330K 0.14% -1,300 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,579 $330K 0.01% -1,701 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 9,564 $329K 0.12% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,541 $328K 0.11% +23 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,530 $328K 0.01% +666 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,444 $327K 0.01% -105 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 9,520 $327K <0.01% +673 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,519 $327K 0.06% +213 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 9,476 $326K 0.18% -911 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,463 $325K 0.02% -2,008 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,429 $324K 0.02% -7,583 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,420 $324K <0.01% -265 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,398 $323K 0.01% -1,328 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,397 $323K 0.04% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,392 $323K 0.08% -200 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,324 $320K 0.01% -39 13F-HR Timeline Kovack Advisors, Inc. 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