International City Management Associati… More: the full row for International City Management Association Retirement Corp 181,600 $14.5M 7.41% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 181,172 $14.5M 0.3% -35,166 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 180,127 $14.4M 2.94% +6,936 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 179,355 $14.3M 5.41% +45,335 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 178,161 $14.2M 0.24% +10,013 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 177,011 $14.1M <0.01% +1,942 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 176,841 $14.1M 0.72% +3,180 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 176,737 $14.1M 0.53% +14,831 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 175,157 $14M 2.58% +10,482 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 175,000 $14M 4.14% +137,000 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 174,816 $14M 6.64% +13,655 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 174,066 $13.9M 2.92% +2,054 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 173,831 $13.9M 3.94% +82,506 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 171,647 $13.7M 2.15% +13,000 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 170,009 $13.6M 8.97% +43,272 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 169,678 $13.6M 0.56% +12,475 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 168,898 $13.5M 3.81% +7,989 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 166,908 $13.5M 8.9% +1,022 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 167,286 $13.4M 4.88% +2,723 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 165,923 $13.3M 5.14% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 165,923 $13.3M 5.14% +46,056 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 165,376 $13.2M 0.19% -2,720 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 163,793 $13.1M 0.17% +4,326 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 163,159 $13M 0.02% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 162,705 $13M 0.24% +2,155 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 160,190 $12.8M 5.96% +4,447 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 160,084 $12.8M 3.43% +13,744 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 158,455 $12.6M 0.02% +8,670 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 157,029 $12.6M 0.58% -8,439 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 156,594 $12.5M 0.64% +3,576 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 155,637 $12.4M 1.46% +4,364 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 152,682 $12.2M 7.85% +37,324 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 152,657 $12.2M 0.34% +109,910 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 152,403 $12.2M 0.09% -30 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 151,465 $12.1M 3.56% -24,084 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 151,437 $12.1M 3.4% +84,823 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 147,431 $11.8M 3.5% +11,298 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 147,074 $11.8M 0.44% -7,819 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 145,329 $11.6M 0.08% -557 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 144,620 $11.6M 0.99% +17,475 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 140,404 $11.2M 7.5% +2,197 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 139,648 $11.2M 2.76% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 139,148 $11.1M 2.78% +4,734 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 140,707 $11.1M 0.91% -7,286 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 138,103 $11M 3.83% +6,521 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 138,098 $11M 2.57% +6,720 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 137,000 $11M 0.14% new 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 136,852 $10.9M 3.34% +6,312 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 136,539 $10.9M 2.4% +3,586 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 136,421 $10.9M 0.69% +3,260 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 136,371 $10.9M 4.32% +4,598 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 136,285 $10.9M 8.58% -64,441 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 135,378 $10.8M +4,082 Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 134,990 $10.8M 0.32% -5,002 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 133,160 $10.6M 3.4% +2,667 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 132,854 $10.6M 0.73% +5,132 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 132,780 $10.6M 0.31% +74,798 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 132,517 $10.6M 1.29% +14,406 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 132,403 $10.6M 0.87% +1,785 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 131,045 $10.5M 0.12% +10,897 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 129,434 $10.3M 0.31% -816 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 129,382 $10.3M 0.21% -2,343 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 128,935 $10.3M 0.47% +13,594 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 126,392 $10.1M 0.8% +5,038 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 126,336 $10.1M 2.28% -1,102 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 126,198 $10.1M 0.29% +16,117 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 124,128 $9.92M 0.42% +6,979 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 121,773 $9.73M 4.76% +1,417 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 120,567 $9.64M 8.73% +3,350 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 120,181 $9.61M 0.04% -8,861 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 119,209 $9.53M 2.1% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 118,942 $9.51M 3.79% -3,661 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 117,748 $9.41M 3.95% +5,742 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 117,707 $9.41M 3.29% +4,091 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 113,310 $9.34M 5.79% -313,906 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 114,984 $9.19M 0.39% +7,435 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 114,884 $9.18M 3.66% +3,958 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,402 $9.11M 0.61% -109,663 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 113,731 $9.09M 2.34% -1,516 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 113,422 $9.07M 2.25% +4,219 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 112,773 $9.01M 0.12% -849 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 111,561 $8.92M 4.95% +7,770 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 111,348 $8.9M 2.31% +13,637 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 110,883 $8.86M 3.3% +1,907 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 110,826 $8.86M 0.29% -9,326 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 110,661 $8.85M 2.91% -2,448 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 109,568 $8.76M 6.44% +451 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 108,810 $8.7M 0.01% +4,775 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 108,280 $8.65M 1.02% -31,568 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 107,182 $8.57M 1.72% -2,111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 106,514 $8.51M 2.14% +10,709 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 105,961 $8.47M 2.25% +5,790 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 104,435 $8.35M 1.8% +1,593 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 104,019 $8.31M 2.44% -24,203 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 103,781 $8.3M 1.88% +2,017 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 102,965 $8.23M 2.61% -2,337 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 100,697 $8.23M 2.68% +7,375 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 101,224 $8.09M 1.26% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 100,812 $8.06M 0.05% +9,646 13F-HR/A Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 100,445 $8.03M 0.77% +403 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 100,444 $8.03M 0.02% -1,184 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 99,869 $7.98M 0.14% -1,666 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 98,943 $7.91M 0.13% +11,209 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 98,365 $7.86M 1% -26,942 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 98,301 $7.86M 0.22% +4,663 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 96,693 $7.73M 0.73% +5,547 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 95,649 $7.65M 0.79% +4,297 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 95,214 $7.61M 2.17% -274 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 94,552 $7.56M 0.38% +12,751 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 93,854 $7.5M 0.01% +62,709 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 93,804 $7.5M 5.88% +21,600 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 93,706 $7.49M 0.39% -4,606 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 93,177 $7.45M 0.18% -102,933 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 92,880 $7.42M 0.09% -200 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 92,830 $7.42M 2.86% +23,099 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 91,822 $7.34M -21,897 Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 91,715 $7.33M 3.86% +27,640 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 91,510 $7.31M 1.14% -3,538 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 90,207 $7.21M 1.52% -6,605 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 90,172 $7.21M 0.13% -2,183 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 89,639 $7.18M 0.41% +16,056 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 89,548 $7.16M 2.56% +860 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 89,512 $7.15M 0.59% +1,131 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 88,660 $7.09M 0.45% -785 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 88,283 $7.06M 0.92% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 88,104 $7.04M 4.29% +2,602 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 86,633 $6.92M 3.74% +2,095 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 86,292 $6.9M 0.16% +10,315 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 85,483 $6.83M 0.1% +5,712 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 85,000 $6.79M 2.13% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 83,985 $6.71M 6.28% +33,509 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 83,457 $6.67M 2.71% +9,231 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 83,327 $6.66M 0.11% +1,522 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 82,595 $6.6M 0.71% -8,728 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 81,674 $6.53M 0.41% +4,631 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 81,223 $6.49M 0.13% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 81,080 $6.48M 1.12% +1,296 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 80,890 $6.47M 0.25% +7,803 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 80,644 $6.45M 1.27% +1,350 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 80,532 $6.44M 0.08% +716 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 78,939 $6.31M 1.19% -14,988 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 78,857 $6.3M 1.86% +8,399 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 78,708 $6.29M 0.13% +4,543 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 78,250 $6.25M 0.37% -747 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 78,082 $6.24M 0.22% -22,020 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 78,053 $6.24M 0.13% +7,611 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 77,301 $6.18M 0.5% +597 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 77,166 $6.17M 0.69% -1,358 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 77,150 $6.17M 0.24% +7,751 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 77,241 $6.15M 4.73% +845 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 76,186 $6.09M 0.21% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 76,160 $6.09M 0.03% -3,980 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 76,230 $6.08M 0.07% -3,513 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 76,058 $6.08M 0.04% -408 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 75,734 $6.05M 0.57% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 74,990 $5.99M 0.14% +45 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 73,334 $5.86M 1.98% +5,557 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 73,311 $5.86M 0.34% +70,350 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 72,951 $5.83M 1.22% +9,401 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 70,796 $5.66M 5.6% +1,090 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 70,706 $5.65M 0.16% -9,099 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 70,146 $5.59M 2.75% +23,617 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 69,701 $5.57M 1.55% +3,261 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 69,154 $5.53M 0.18% +872 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 69,116 $5.52M 0.33% -2,614 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 69,060 $5.52M 1.16% +4,142 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 69,055 $5.52M 0.07% +2,789 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 68,131 $5.45M 0.12% +4,764 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 68,130 $5.45M 0.02% -8,643 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 68,115 $5.44M 0.05% -3,706 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 67,735 $5.41M 2.83% +1,709 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 67,778 $5.41M <0.01% +15,955 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 67,619 $5.4M 0.06% -27,543 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 67,257 $5.38M 0.31% +26,254 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 67,203 $5.37M 0.85% -505 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 66,929 $5.35M 0.55% -3,131 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 66,886 $5.35M 0.93% +4,759 13F-HR Timeline Koshinski Asset Management, Inc. 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