Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,295 $2.91M 0.07% +612 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 11,272 $2.91M 1.56% +252 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,244 $2.9M 0.22% +497 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 11,227 $2.9M +9,970 Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,181 $2.88M 0.01% -41 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 11,176 $2.88M 2.23% -1,713 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 11,135 $2.87M 1.76% -66 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 11,124 $2.87M 0.52% +30 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,115 $2.87M 0.85% -1,167 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,070 $2.86M 0.3% +137 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,062 $2.85M 0.42% +3,685 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 11,010 $2.84M 2.85% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,875 $2.81M 0.16% +37 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,854 $2.8M 0.64% +547 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 10,828 $2.79M 1.13% +74 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 10,801 $2.79M 2.45% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,754 $2.77M 0.03% -800 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,749 $2.77M 0.94% +76 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,691 $2.76M 0.3% +1,047 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10,670 $2.75M 0.91% +237 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for BTC Capital Management, Inc. 10,526 $2.73M 0.19% 0 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,497 $2.71M 0.13% -188 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 10,485 $2.7M 2.03% +1,057 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 10,453 $2.7M 1.17% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 10,446 $2.69M 1.32% +13 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,384 $2.68M 0.07% +470 13F-HR/A Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 10,357 $2.67M 0.07% -326 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,354 $2.67M 0.39% +418 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,351 $2.67M 0.04% -560 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,317 $2.66M 0.16% -983 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,290 $2.65M 0.01% -296 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,252 $2.64M 0.08% -55 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,139 $2.62M 0.44% -84 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 10,122 $2.61M 1.09% +5,431 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,068 $2.6M 0.28% +339 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,026 $2.59M 0.15% +7 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,993 $2.58M 0.26% -3,313 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 9,962 $2.57M 0.26% -641 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,954 $2.57M 2.1% -111 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,954 $2.57M 0.12% -497 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,926 $2.56M 0.32% +98 13F-HR Timeline City State Bank More: the full row for City State Bank 9,912 $2.56M 0.7% +489 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 9,875 $2.55M <0.01% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 9,801 $2.53M 0.91% -302 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,799 $2.53M 0.08% -2,383 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,787 $2.52M 0.04% +1,905 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,772 $2.52M 0.37% -1,355 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,769 $2.52M 0.28% +134 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,762 $2.52M 0.17% +145 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,743 $2.51M 0.05% +3,597 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,728 $2.51M 0.09% +758 13F-HR Timeline Blue Trust, Inc. 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More: the full row for BRIGHTON SECURITIES CORP. 9,676 $2.5M 1.23% +2,339 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 9,675 $2.5M 2.34% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,673 $2.5M 0.14% +52 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 9,653 $2.49M 0.72% +3,100 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,652 $2.49M 0.14% -953 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,625 $2.48M 0.39% -3,497 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 9,542 $2.46M 0.66% +62 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,501 $2.45M 0.09% +145 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,414 $2.43M 0.57% -182 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,386 $2.42M 0.24% +1 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,383 $2.42M 0.19% -36 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,380 $2.42M 0.09% +613 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,374 $2.42M 0.12% +8,583 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,360 $2.41M 0.06% -15 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,319 $2.4M 0.15% +310 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,317 $2.4M 0.16% +682 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,311 $2.4M 0.27% +32 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,247 $2.39M 0.19% -303 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9,244 $2.38M 0.27% -180 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,233 $2.38M 0.05% -25,759 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,221 $2.38M 0.7% -543 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,201 $2.37M 0.68% -650 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 9,199 $2.37M 0.18% +3,456 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,197 $2.37M 0.38% +37 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 9,044 $2.37M 1.32% -337 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,146 $2.36M 0.28% +129 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,127 $2.35M 0.86% -119 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,084 $2.34M 0.08% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,083 $2.34M 0.46% -881 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,079 $2.34M 0.11% +4,194 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 9,014 $2.33M 2.15% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 8,994 $2.32M 0.55% -247 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 8,974 $2.31M 2.11% +48 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,974 $2.31M 0.54% -221 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,967 $2.31M 0.25% -121 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,926 $2.3M 0.11% +160 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 8,853 $2.28M 0.72% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8,851 $2.28M 0.5% +129 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,847 $2.28M 0.12% -47 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,809 $2.27M 0.14% +2,141 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,799 $2.27M 1.03% -350 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 7,676 $2.25M 1.46% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,724 $2.25M 1.05% -547 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,681 $2.24M 1.62% -1,521 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,670 $2.24M 0.3% +31 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 8,529 $2.2M 0.75% -60 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,500 $2.19M 0.48% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,438 $2.18M 0.11% -253 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 8,405 $2.17M 0.49% -1,588 13F-HR/A Timeline Level Financial Advisors More: the full row for Level Financial Advisors 8,402 $2.17M 0.57% +1,109 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,396 $2.17M 0.25% -530 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 8,381 $2.16M 1.66% -1,997 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,319 $2.15M 0.14% +2,100 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,311 $2.14M 0.1% +69 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,299 $2.14M 0.16% -641 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,266 $2.13M 0.33% +137 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,224 $2.12M 0.29% -382 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8,202 $2.12M 0.15% +39 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,170 $2.11M 0.04% -2,550 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,166 $2.11M 0.57% -51 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 8,156 $2.1M 0.13% +261 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 8,153 $2.1M 0.7% +247 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,147 $2.1M 0.24% +176 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,133 $2.1M 1.05% -135 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 8,010 $2.07M 2.05% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,006 $2.07M 1.32% +78 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,980 $2.06M 0.06% +757 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,955 $2.05M 0.32% +2,501 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,942 $2.05M 0.92% +2,475 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,938 $2.05M 1.04% -52 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 7,918 $2.04M 0.62% -53 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,915 $2.04M 0.29% +93 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,913 $2.04M 0.28% +8 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,610 $2.04M 0.21% -84 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 7,353 $2.02M 0.81% +33 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7,824 $2.02M 0.02% +1,972 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,773 $2.01M 0.04% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7,759 $2M 1.21% -904 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 7,756 $2M 1.43% +115 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,753 $2M <0.01% -9,815 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,724 $1.99M 0.09% +3,386 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,698 $1.99M 0.11% +775 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,683 $1.98M 0.31% -1,114 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,648 $1.97M 0.11% +1,157 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 7,638 $1.97M 1.14% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,624 $1.97M 0.33% -25 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,617 $1.96M 0.54% +141 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 7,592 $1.96M 0.57% +67 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,194 $1.96M 0.33% +671 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,550 $1.95M 0.21% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 7,535 $1.94M 1.67% +2,723 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 7,501 $1.93M 0.31% +93 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,493 $1.93M 0.65% -49,994 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,456 $1.92M 0.07% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,354 $1.92M 0.26% -227 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,431 $1.92M 0.24% -327 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,427 $1.92M 0.11% -253 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,421 $1.91M 0.28% +5,624 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 7,420 $1.91M 1.12% -278 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,365 $1.9M 0.2% +469 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 7,340 $1.89M 0.25% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,334 $1.89M 0.21% -264 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 7,331 $1.89M 0.16% -93 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 7,328 $1.89M 0.42% -4,635 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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