CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,175 $582K <0.01% +1,033 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 6,172 $581K 0.11% -5,530 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,140 $578K 0.05% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,119 $576K 0.01% -61 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,075 $572K 0.03% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 6,032 $568K 0.06% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,949 $560K 0.01% +232 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,923 $558K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,918 $557K 0.13% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,884 $554K 0.01% +193 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,633 $536K 0.01% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,544 $522K 0.04% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 5,494 $518K 0.09% +48 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,474 $516K 0.17% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,472 $515K 0.02% -333 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,465 $515K <0.01% +2,117 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,428 $511K 0.01% +608 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,427 $511K <0.01% +226 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,941 $510K 0.24% +491 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,400 $509K <0.01% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 5,375 $506K 0.04% -60 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,362 $505K 0.15% -156 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,340 $503K 0.01% new 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,309 $500K 0.05% +399 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,265 $496K <0.01% +3,193 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,246 $494K 0.17% +18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,238 $493K 0.01% +5,015 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,160 $486K 0.01% +1,910 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,135 $485K 0.31% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,142 $484K 0.09% 0 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. 5,137 $484K 0.01% -4 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 7,641 $483K 0.04% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,101 $481K 0.14% -162 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,065 $477K 0.05% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,073 $477K 0.12% +394 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,033 $475K 0.26% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,035 $474K 0.11% +8 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,023 $473K 0.12% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,997 $471K 0.03% +202 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,982 $469K 0.06% -129 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,952 $466K 0.01% +1,933 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,944 $466K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,921 $464K 0.01% -746 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,656 $462K 0.01% +60 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,892 $461K 0.02% +373 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,890 $461K 0.03% -1,186 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,886 $460K 0.05% -355 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,853 $457K 0.05% +4 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,790 $451K 0.02% -134 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,787 $451K <0.01% +917 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 4,767 $449K <0.01% +351 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,722 $445K 0.03% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,709 $444K 0.01% -46,199 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,649 $438K 0.04% -67,700 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,644 $437K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,623 $435K <0.01% +1,465 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,613 $435K 0.1% +32 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,568 $430K 0.02% +1,120 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,538 $427K 0.16% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,531 $427K 0.01% -29 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,498 $424K <0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,442 $419K 0.21% +1,184 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,389 $413K 0.01% +58 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,337 $409K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,311 $406K <0.01% +1,365 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,297 $405K <0.01% +388 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,251 $400K 0.19% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,123 $388K 0.02% -100 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,093 $386K 0.01% +3,281 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 4,091 $385K 0.14% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,091 $385K 0.21% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,073 $384K 0.02% -20 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,059 $382K 0.04% -2,253 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,051 $382K <0.01% +1,139 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,050 $382K 0.04% -300 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,046 $381K 0.1% 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 4,025 $380K 0.01% -825 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,025 $379K <0.01% -1,220 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,014 $378K <0.01% +72 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 4,013 $378K 0.02% -542 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $377K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,935 $371K 0.12% -1,069 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,913 $369K <0.01% +747 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,910 $368K 0.25% -741 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,837 $361K <0.01% +41 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,835 $361K 0.06% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,810 $359K 0.04% -200 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $354K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,042 $353K 0.1% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,731 $351K 0.01% -300 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,725 $351K 0.02% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,715 $350K 0.02% +183 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,708 $349K 0.1% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,696 $349K 0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,617 $341K 0.04% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,578 $337K 0.03% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,568 $336K 0.04% -50 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $336K 0.11% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,561 $335K 0.16% 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,551 $335K 0.16% -86 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,548 $334K 0.01% -3,989 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,545 $334K 0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,539 $333K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,530 $333K 0.02% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,526 $332K 0.02% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,523 $332K 0.05% +173 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,518 $331K 0.03% +407 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,492 $329K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,476 $327K <0.01% -83 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,469 $327K 0.02% new 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,412 $321K 0.03% -55 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,405 $321K 0.19% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,402 $320K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,366 $317K 0.01% -764 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,350 $316K 0.01% -112 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,304 $311K 0.01% -261 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,292 $310K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,271 $308K <0.01% +800 13F-HR Timeline Group SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,270 $308K 0.07% 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,258 $307K 0.1% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,254 $307K <0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,238 $305K <0.01% +285 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 3,200 $304K 0.24% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,207 $302K 0.01% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,178 $299K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,163 $298K 0.01% -1,247 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,158 $297K 0.18% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,156 $297K 0.01% +1 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,152 $297K 0.04% new 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,146 $296K 0.17% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,108 $293K <0.01% -3,664 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,101 $292K 0.08% +39 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,081 $290K 0.02% -4 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,062 $288K <0.01% +319 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,059 $288K 0.01% +426 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,050 $287K 0.29% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,048 $287K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,017 $284K <0.01% +89 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,000 $283K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,000 $283K 0.04% +141 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $282K 0.06% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,988 $281K 0.06% +6 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,902 $281K 0.01% -17 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,963 $279K 0.01% 0 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $272K 0.08% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,880 $271K 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,876 $271K 0.02% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 2,838 $269K 0.01% -80,695 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,850 $268K <0.01% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,849 $268K 0.02% -132 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,847 $268K 0.02% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,831 $267K 0.15% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,794 $263K 0.01% -53 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,788 $263K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,782 $262K 0.01% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,740 $258K 0.05% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 2,729 $257K 0.17% new 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,707 $255K 0.06% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,680 $252K 0.06% -75 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,676 $252K 0.01% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,668 $251K 0.03% 0 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,665 $251K 0.08% +59 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,656 $250K <0.01% -106 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 2,647 $249K 0.25% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,647 $249K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,641 $249K 0.03% -34 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,630 $248K <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,625 $247K 0.01% +38 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,592 $244K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,561 $243K 0.02% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,567 $242K 0.03% +11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,566 $242K <0.01% -568 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,558 $241K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,549 $240K 0.06% +1,428 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,540 $239K 0.01% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,525 $238K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,520 $237K 0.01% -590 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,513 $237K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,508 $236K <0.01% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,504 $236K 0.07% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,500 $236K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,483 $234K 0.01% -1,029 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,478 $233K 0.02% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,465 $232K 0.05% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,450 $231K 0.1% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,442 $230K 0.03% -89 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,427 $230K 0.01% +1,492 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,429 $229K <0.01% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,414 $227K 0.01% -330 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,410 $227K 0.11% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,401 $226K 0.03% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,400 $226K 0.04% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,400 $226K 0.06% new 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,398 $226K 0.03% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,374 $224K 0.07% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,372 $223K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,370 $223K <0.01% new 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,364 $223K 0.02% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,356 $222K 0.11% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,341 $221K 0.04% +37 13F-HR Timeline