Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,109 $979K 0.19% -128 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 9,100 $978K 0.27% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,082 $976K 0.17% +168 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 9,070 $975K 0.25% +1,590 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,015 $969K 0.03% +8 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,928 $960K 0.05% -1,060 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,923 $959K 0.04% +530 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,865 $953K 0.05% -20,321 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 8,863 $953K 0.64% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,863 $953K 0.01% -3,089 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,857 $952K 0.29% -94 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 8,823 $948K <0.01% +3,353 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,819 $948K 0.03% +8,744 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,807 $947K 0.01% +124 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8,781 $944K 0.22% -2,522 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 8,769 $943K 0.5% -1,420 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 8,749 $941K 0.36% +1,069 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,691 $934K 0.08% +2,506 13F-HR Timeline Group LAWOOD & CO More: the full row for LAWOOD & CO 8,672 $932K 0.63% -1,763 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,635 $928K 0.64% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,624 $927K 0.22% new 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 8,600 $924K 0.27% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,587 $923K 0.15% +53 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 8,574 $922K 0.01% new 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 8,561 $920K 0.3% -418 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,552 $919K 0.05% +296 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,517 $916K 0.18% -125 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,514 $915K 0.07% -256 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 8,504 $914K 0.31% +21 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,483 $912K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,467 $910K 0.02% +308 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,462 $910K 0.01% +1,572 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,461 $910K 0.08% 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,432 $906K 0.02% -799 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,430 $906K 0.08% -37 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,419 $905K 0.21% +4,378 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,414 $905K 0.01% +1,213 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 8,406 $904K 0.49% -1,139 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,359 $899K 0.34% +467 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,314 $894K 0.22% -11,277 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,308 $893K 0.03% -1,891 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 8,229 $885K 0.43% -75 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 8,215 $883K 0.3% +439 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,213 $883K 0.05% -1,302 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,186 $880K 0.53% -83 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,181 $879K 0.14% -2,822 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,118 $877K 0.03% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,140 $875K <0.01% -52 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,116 $872K 0.03% -949 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 8,105 $871K 0.41% +238 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,078 $868K 0.21% +322 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,065 $867K 0.03% -899 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,039 $864K 0.07% +990 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 8,017 $862K 0.23% +2,912 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,010 $861K 0.03% +176 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,000 $860K 0.57% -123 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,970 $857K 0.4% +15 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 7,954 $855K 0.4% -434 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,936 $853K 0.14% +4,333 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,920 $851K 0.04% +2,768 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,908 $850K 0.13% -100 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,887 $848K 0.02% +1,100 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,866 $846K 0.31% +27 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,861 $845K 0.21% -156 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,849 $844K 0.02% -14,006 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,836 $842K 0.26% +410 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,808 $839K 0.01% +101 13F-HR Timeline Group IKE Capital, LLC More: the full row for IKE Capital, LLC 7,740 $832K 0.44% +945 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,731 $830K 0.11% +3,215 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 7,720 $830K 0.05% +125 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 7,700 $828K 0.16% -2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,649 $822K 0.31% +522 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 7,637 $821K 0.02% -6,937 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 7,630 $820K 0.36% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,632 $820K 0.09% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,625 $820K 0.02% +202 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,593 $816K <0.01% +63 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,593 $816K 0.24% +246 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,582 $815K 0.11% -175 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,579 $815K 0.16% +8 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 7,578 $815K 0.16% +7 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 7,547 $811K 0.57% +194 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,532 $810K 0.04% -486 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 7,517 $808K 0.01% -4,436 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 7,500 $806K 0.32% +4,300 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 7,458 $806K 0.08% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,484 $805K 0.01% +413 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,456 $802K 0.04% +1,074 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 7,401 $796K 0.07% -5,630 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,358 $791K 0.03% +1,649 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 7,353 $790K 0.57% -36 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,343 $789K 0.01% +4,885 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,276 $782K 0.36% -570 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,274 $782K 0.24% +394 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,252 $780K 0.03% +112 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,235 $778K 0.02% +288 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 7,230 $777K 0.14% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,192 $773K 0.07% +170 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,183 $772K 0.03% +1,209 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,162 $770K 0.23% +182 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,127 $766K 0.06% +67 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 7,118 $765K 0.21% +222 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,086 $762K 0.03% +569 13F-HR Timeline Group Forge Financial Services LLC More: the full row for Forge Financial Services LLC 7,038 $757K 0.07% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 7,028 $756K 0.64% +263 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,017 $754K 0.18% +1,167 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,984 $751K 0.1% 0 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,983 $751K 0.02% +17 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,965 $749K 0.31% +1,440 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,955 $748K 0.31% +34 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,919 $744K 0.05% +92 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,515 $742K 0.08% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,902 $741K 0.25% -1,875 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,881 $740K 0.52% +2,340 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,869 $738K 0.01% -2,155 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,866 $738K 0.09% +352 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,858 $737K 0.18% -229 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 6,850 $736K 0.12% -120 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 7,041 $734K 0.48% -6,441 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 6,808 $732K 0.12% +1,834 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,784 $729K 0.04% +1,342 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,764 $726K 0.03% -390 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,752 $726K 0.04% -393 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,746 $725K 0.14% -1,245 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,739 $724K 0.05% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,685 $719K 0.14% +6,665 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,682 $718K 0.07% +372 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 44,763 $718K 0.12% +38,440 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 6,650 $715K 0.2% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,634 $713K 0.04% -9,321 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 6,625 $712K 0.27% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,600 $710K 0.07% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,594 $709K <0.01% -62,501 13F-HR/A Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 6,576 $707K 0.21% +97 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,568 $706K 0.07% -420 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,565 $706K 0.14% +100 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,552 $704K 0.08% +151 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,543 $703K 0.04% +305 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,541 $703K 0.01% +21 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,520 $701K 0.17% -181 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,508 $700K 0.32% +252 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,508 $700K 0.53% -526 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,506 $699K 0.07% +202 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 6,500 $699K 0.31% +3,500 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,495 $698K 0.38% +932 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,440 $692K 0.24% +972 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,352 $688K 0.14% +265 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,308 $679K 0.01% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,305 $678K <0.01% +2,602 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 6,262 $676K 0.08% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,993 $674K 0.06% +163 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,245 $671K 0.06% +37 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,227 $669K 0.02% -1,294 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,220 $669K 0.06% -1,447 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,213 $668K 0.16% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,188 $665K 0.2% +568 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,166 $663K 0.47% +478 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,159 $662K 0.43% -39 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,155 $662K 0.2% -92 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,153 $661K 0.02% -49 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,133 $659K 0.03% -63 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,089 $655K 0.07% +2 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,088 $654K <0.01% -203 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 6,236 $651K 0.4% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,898 $649K 0.06% -30 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,021 $647K 0.01% +1,164 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 6,000 $645K 0.11% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 6,000 $645K 0.09% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,997 $645K 0.03% -437 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,982 $643K 0.17% +756 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,936 $638K 0.03% -419 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,934 $638K 0.05% -1,575 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,932 $638K 0.08% +94 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 5,916 $636K 0.24% +4,410 13F-HR Timeline Group Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 5,908 $635K 0.1% +3,598 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 5,894 $634K 0.22% +366 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,884 $632K 0.01% +1,216 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,850 $629K 0.55% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,841 $628K 0.11% -15,712 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,839 $628K 0.17% +1,249 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,799 $623K 0.2% +534 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 5,796 $623K 0.17% +143 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,774 $621K 0.02% +285 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,769 $620K 0.02% +206 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,761 $619K 0.02% -80 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 5,751 $618K 0.01% +1,381 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,745 $618K 0.08% +22 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,739 $617K 0.09% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,702 $613K 0.04% +331 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,700 $613K 0.04% -9,966 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,697 $612K <0.01% -53,765 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,676 $610K 0.05% -487 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,675 $610K 0.04% -5,374 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,670 $610K 0.34% +127 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 5,659 $608K 0.5% -234 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 5,645 $607K 0.01% 0 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 5,640 $606K 0.11% -83 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,599 $602K 0.06% +535 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 5,738 $601K 0.32% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,585 $600K 0.03% -1,470 13F-HR Timeline