PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,510 $1.68M 0.43% -216 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,504 $1.68M 0.39% -64 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,495 $1.67M 0.22% -35 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,483 $1.67M 0.05% -81 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,465 $1.66M 0.05% +1,879 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,544 $1.66M 0.18% +1,142 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,455 $1.66M 0.66% -139 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 4,427 $1.65M 0.98% -17 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,414 $1.64M 0.25% +1,359 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,411 $1.64M 0.02% -864 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 4,405 $1.64M 0.52% -15 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,390 $1.63M 1.25% -882 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,370 $1.63M 0.03% -12 13F-HR/A Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,369 $1.63M 1.8% -44 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,356 $1.62M 0.13% +1,121 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,354 $1.62M 0.4% 0 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,353 $1.62M 0.11% +20 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,317 $1.61M 0.51% -188 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,300 $1.61M 0.22% new 13F-HR Timeline Group Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,312 $1.61M 1.78% -218 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,304 $1.6M 0.04% +2,485 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,295 $1.6M 0.27% -33 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,282 $1.59M 0.1% +426 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,280 $1.59M 0.19% -1,050 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,273 $1.59M 0.07% +409 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,257 $1.58M 0.01% -21,155 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,243 $1.58M 0.21% +43 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,242 $1.58M 0.16% +135 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,209 $1.57M 0.04% +131 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,158 $1.55M 0.28% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,150 $1.54M 0.29% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,131 $1.54M 0.05% -27 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,137 $1.54M 0.12% -269 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 4,128 $1.54M 0.01% 0 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,123 $1.53M 0.06% -47 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,086 $1.52M 0.02% -5 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,394 $1.52M 0.84% -274 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,075 $1.52M 0.04% -20 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,066 $1.51M 0.11% +42 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,052 $1.51M 0.06% +3,372 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,042 $1.51M 0.14% +30 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,032 $1.5M 0.59% -41 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,022 $1.5M 0.69% +882 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,015 $1.5M 0.06% -95 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 4,008 $1.49M 1.86% 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,000 $1.49M 1.4% 0 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,996 $1.49M 0.29% +806 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,979 $1.48M 0.11% -487 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,967 $1.48M 0.13% +2,095 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,961 $1.47M 0.53% +135 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,961 $1.47M 0.22% -294 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,943 $1.47M 0.12% +47 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,938 $1.47M 0.53% +667 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,918 $1.46M 0.62% +122 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,900 $1.46M 0.08% +584 13F-HR/A Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,884 $1.45M 0.72% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,871 $1.44M 0.11% +103 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,716 $1.44M 0.76% -120 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,869 $1.44M 0.69% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,855 $1.44M 0.3% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,853 $1.43M 0.39% -190 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,820 $1.42M 1.18% -430 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,875 $1.42M 0.12% +316 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,781 $1.41M 0.07% +366 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,770 $1.4M 0.17% +403 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,769 $1.4M 0.88% new 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,757 $1.4M 0.02% +468 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,757 $1.4M 0.44% +7 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,632 $1.39M 0.05% -15 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,740 $1.39M 0.4% -192 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 3,740 $1.39M 1.39% +16 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,740 $1.39M 0.09% +686 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,733 $1.39M 0.09% -1,576 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,732 $1.39M 0.03% new 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,726 $1.39M 0.06% +774 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,726 $1.39M 1.23% +50 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,725 $1.39M 0.03% -88 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,710 $1.38M 0.17% +277 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,707 $1.38M 0.12% +28 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,705 $1.38M 0.47% +137 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,700 $1.38M 0.43% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,687 $1.37M 0.11% -125 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,684 $1.37M 0.44% +341 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,674 $1.37M 0.36% +44 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,671 $1.37M 0.79% +89 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,665 $1.36M 0.1% +876 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,663 $1.36M 1% +130 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,656 $1.36M 0.07% +124 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,655 $1.36M 0.54% +1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,876 $1.36M 0.07% +207 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,632 $1.36M 0.04% +204 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,640 $1.36M 0.1% +13 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,637 $1.35M 0.38% +5 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,633 $1.35M 0.04% +61 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,608 $1.34M 0.43% -68 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,603 $1.34M 0.13% -45 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,601 $1.34M 0.25% -74 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,572 $1.33M 0.03% -50 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,571 $1.33M 0.13% +2 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,565 $1.33M 0.32% +18 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,559 $1.32M 1.26% -372 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 3,549 $1.32M 0.1% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,539 $1.32M 1.11% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,535 $1.32M 0.46% +901 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,532 $1.31M <0.01% +1,561 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,516 $1.31M 0.27% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,499 $1.3M 0.06% -355 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,486 $1.3M 0.03% +552 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,485 $1.3M 0.08% +51 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 3,480 $1.3M 0.39% -750 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,626 $1.29M 0.08% +35 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,476 $1.29M 0.19% +18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,473 $1.29M 0.04% +42 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,472 $1.29M 0.26% +48 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,458 $1.29M 0.12% +253 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,454 $1.29M 0.18% +209 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,447 $1.28M 0.06% +1,047 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,423 $1.28M 0.29% +21 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,403 $1.27M 0.09% -52 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,393 $1.26M 0.4% +47 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,376 $1.26M 0.13% +459 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,370 $1.25M 0.03% +315 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,364 $1.25M 0.12% -196 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,357 $1.25M 0.16% -68 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,355 $1.25M 0.09% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,342 $1.24M 0.65% +7 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,342 $1.24M 0.61% +180 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,339 $1.24M 0.05% -192 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,319 $1.24M 1% -260 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,318 $1.24M 0.33% -335 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $1.23M 0.33% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,300 $1.23M 0.2% 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,289 $1.22M 0.04% +1,317 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,282 $1.22M 0.48% -9 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,280 $1.22M 0.23% new 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,271 $1.22M 0.1% -1,588 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,263 $1.21M 0.1% +426 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,262 $1.21M 0.09% +11 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,249 $1.21M 0.16% +22 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,492 $1.21M 0.53% +451 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,247 $1.21M 1.2% 0 13F-HR/A Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,242 $1.21M 0.26% +1,190 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,240 $1.21M 0.04% +339 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,240 $1.21M 0.02% +1,399 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,236 $1.2M 0.71% +16 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,236 $1.2M 0.62% -824 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,228 $1.2M 0.16% -10 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,227 $1.2M 0.29% +2 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,220 $1.2M 0.35% +6 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 3,218 $1.2M 0.18% -125 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,205 $1.19M 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,193 $1.19M 0.11% +339 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,186 $1.19M 0.22% -171 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,182 $1.18M 0.04% -54 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,417 $1.18M 0.72% +49 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,178 $1.18M 0.33% +224 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,177 $1.18M 0.72% -1,799 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,163 $1.18M 0.07% -6,807 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,155 $1.17M 0.62% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,154 $1.17M 0.02% +699 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,151 $1.17M 0.16% -391 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,150 $1.17M 0.95% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,137 $1.17M 0.16% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,133 $1.17M 0.2% -190 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,128 $1.16M 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,128 $1.16M 0.05% -269 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,117 $1.16M 0.04% +319 13F-HR/A Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,114 $1.16M 0.22% 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,100 $1.15M 0.05% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,092 $1.15M 0.25% +243 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,078 $1.15M 0.13% -22 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,075 $1.14M 1.15% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,054 $1.14M 0.11% -11 13F-HR/A Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,038 $1.13M 0.06% +470 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,023 $1.13M 1.02% -912 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 3,010 $1.12M 0.57% -1,086 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,004 $1.12M 0.05% -4 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,000 $1.12M 0.24% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,995 $1.11M 0.05% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,992 $1.11M 0.1% new 13F-HR/A Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,971 $1.11M 0.83% +6 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,969 $1.11M 0.34% -9 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,963 $1.1M 0.06% +57 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,959 $1.1M 0.07% +1,164 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 3,194 $1.1M 0.2% -265 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,956 $1.1M 0.04% -510 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,950 $1.1M 0.73% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,950 $1.1M 0.31% -1,295 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,948 $1.1M 0.16% +1,513 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,934 $1.09M 0.41% -356 13F-HR/A Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,930 $1.09M 0.58% +617 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,916 $1.09M 0.61% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,896 $1.08M 0.06% +239 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,926 $1.08M 0.27% +1,223 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,881 $1.07M 0.05% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,878 $1.07M 0.05% +365 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,861 $1.07M 0.07% +3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,863 $1.07M 0.12% -40 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,831 $1.05M 0.66% -26 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,811 $1.05M 0.07% +517 13F-HR Timeline