Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,983 $336K 0.02% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,619 $323K 0.21% -324 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,616 $323K 0.01% +3,408 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,599 $322K 0.05% +1,002 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 8,551 $320K 0.02% +1,417 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,400 $315K 0.36% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,395 $314K 0.13% -4,192 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,261 $309K 0.05% +5 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,870 $220K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,851 $219K 0.14% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,769 $216K 0.01% +260 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,755 $216K <0.01% -252 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,620 $210K 0.01% -3,977 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,527 $207K 0.01% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,518 $207K 0.05% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,512 $206K 0.05% 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,500 $206K <0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,467 $205K 0.02% +151 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,456 $204K <0.01% +187 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,382 $202K 0.03% -9,980 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,358 $201K <0.01% -196 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,200 $195K 0.01% 0 13F-HR/A Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 5,200 $195K 0.12% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for NBT BANK, N.A. 3,622 $136K 0.01% +8 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,420 $128K 0.02% -20 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,330 $125K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,222 $120K 0.03% +32 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,125 $117K 0.01% -369 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,110 $116K <0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,700 $101K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,667 $99.9K <0.01% +464 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 2,650 $99.2K 0.09% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,475 $97.6K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,539 $95.1K 0.12% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,327 $87.1K 0.01% +1,797 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,220 $83.1K 0.01% +242 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,081 $77.9K 0.01% +323 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,021 $75.7K <0.01% +454 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,019 $75.6K <0.01% +88 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for Garde Capital, Inc. 1,713 $64.2K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,701 $63.7K 0.04% +473 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,600 $59.9K 0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,496 $56K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,040 $55.8K 0.02% -1,220 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,472 $55.1K <0.01% -44 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,428 $53.5K <0.01% +309 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,200 $44.9K <0.01% 0 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,199 $44.9K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,178 $44.1K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Allen Investments, LLC 808 $30.3K 0.02% -51 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 785 $29.4K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 776 $29.1K <0.01% -160 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 769 $28.8K <0.01% +73 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 757 $28.4K 0.01% -174 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 728 $27.3K <0.01% -212 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 728 $27.3K <0.01% -189 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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Inc. 285 $10.7K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 283 $10.6K <0.01% -9,625 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 283 $10.6K 0.01% +82 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 280 $10.5K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 280 $10.5K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 268 $10K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 257 $9.62K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 248 $9.29K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 247 $9.25K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 245 $9.18K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 242 $9.06K 0.01% +67 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 212 $8.23K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 214 $8K <0.01% +2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 212 $7.94K <0.01% +30 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 190 $7.5K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 200 $7.49K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 186 $6.96K <0.01% -21 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 152 $5.97K <0.01% +10 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 155 $5.8K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. 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