NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 193,488 $15.4M 0.34% -147,566 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 192,687 $15.4M 0.07% -3,359 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 192,633 $15.4M 0.15% +8,890 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 192,062 $15.3M 0.01% -1,939 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 191,535 $15.3M 2.47% -10,028 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 184,729 $14.7M 0.28% +3,557 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 183,978 $14.7M 0.6% +14,300 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 183,383 $14.6M 6.55% +8,567 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 182,553 $14.6M 0.92% -1,132 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 182,265 $14.5M 2.6% +7,108 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 181,600 $14.5M 7.35% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 181,509 $14.5M 0.4% +55,311 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 179,646 $14.3M <0.01% +2,635 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 179,485 $14.3M 3.78% +10,587 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 179,019 $14.3M 0.17% -6,753 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 178,404 $14.2M 2.93% +4,338 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 178,381 $14.2M 1.58% +45,864 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 0.23% 0 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 178,144 $14.2M 5.96% -4,911 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 178,120 $14.2M 0.18% +14,327 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 177,736 $14.2M 0.73% +895 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 175,877 $14M 9.16% +5,868 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 175,412 $14M 8.79% +22,730 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 172,049 $13.7M 3.71% +20,612 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 171,922 $13.7M 3.53% +11,838 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 169,275 $13.5M 0.02% +6,116 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 169,053 $13.5M 3.85% +21,622 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 168,131 $13.4M 2.74% -11,996 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 163,805 $13.1M 0.88% +23,098 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 161,861 $13M 0.24% -844 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 162,219 $12.9M 0.27% -205,216 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 160,831 $12.8M 5.04% +641 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 160,271 $12.8M 1.44% +4,634 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 157,872 $12.6M 0.22% +79,164 13F-HR/A Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 157,212 $12.5M 4.67% +20,841 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 157,209 $12.5M 0.07% +93,519 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 157,207 $12.5M 0.65% +613 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 155,797 $12.4M 2.68% +16,649 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 154,963 $12.4M 11.92% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 153,517 $12.2M 0.56% -3,512 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 153,489 $12.2M 1% +77,755 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 150,484 $12M 7.8% +10,080 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 147,509 $11.8M 2.59% +9,411 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 146,958 $11.7M 0.19% +17,576 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 146,684 $11.7M 0.09% 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 146,493 $11.7M 0.2% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 145,683 $11.6M 2.9% 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 145,240 $11.6M 3.24% -6,225 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 144,572 $11.5M 0.13% -20,804 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 144,509 $11.5M 3.99% +6,406 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 143,886 $11.5M 0.07% -1,443 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 142,478 $11.4M 2.38% +38,043 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 141,853 $11.3M 3.37% +5,001 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 141,756 $11.3M 0.06% +40,944 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 140,465 $11.2M 0.69% +4,044 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 138,970 $11.1M 5.5% +17,197 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 138,343 $11M 0.76% -64,608 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 137,917 $11M 8.13% +1,632 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 137,124 $10.9M 10.26% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 136,840 $10.9M 2.3% +301 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 136,603 $10.9M 3.33% +3,443 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 136,284 $10.9M 5.83% +49,651 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 134,584 $10.7M 0.73% +1,730 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 133,534 $10.6M 0.86% +1,131 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 133,223 $10.6M -2,155 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 132,857 $10.6M 0.81% +6,465 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 130,975 $10.4M 0.29% +1,541 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 129,136 $10.3M 0.46% +201 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 128,845 $10.3M 0.45% +4,717 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 127,127 $10.1M 9.1% +6,560 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 126,335 $10.1M 3.33% +8,628 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 125,409 $10M 2.31% +123,209 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 124,622 $9.94M 3.74% +9,738 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 123,096 $9.81M 3.77% +4,154 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 122,613 $9.78M 4.88% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 119,896 $9.56M 2.31% +6,474 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 119,697 $9.54M 2.34% +8,349 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 119,279 $9.51M 1.8% +50,219 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 118,896 $9.48M 1.75% +38,252 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 118,655 $9.46M 0.39% +3,671 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 118,535 $9.45M 2.15% +12,021 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 118,128 $9.42M 2.61% +17,431 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 117,463 $9.37M 0.27% -17,527 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 116,868 $9.32M 2.91% +6,207 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 116,169 $9.26M 1.73% +8,987 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMZ Advisory Inc More: the full row for IMZ Advisory Inc 115,003 $9.17M 3.36% +4,120 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 114,865 $9.16M 3.33% +22,035 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 113,995 $9.09M 4.86% +2,434 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,401 $9.07M 0.6% -1 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 113,405 $9.04M 0.13% +14,462 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 112,279 $8.95M 1% +3,999 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 112,152 $8.94M 1.88% +8,371 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 111,584 $8.9M 0.1% -19,461 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 110,778 $8.83M 0.01% +1,968 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 110,174 $8.78M 0.29% -652 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 109,957 $8.77M 0.32% -37,117 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 109,803 $8.75M 2.18% -3,928 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 108,719 $8.67M 6.04% -849 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 108,632 $8.66M 0.42% +14,080 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 107,171 $8.54M 2.2% +1,210 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 106,220 $8.47M 0.79% +5,775 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 106,060 $8.46M 4.78% +14,345 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 104,498 $8.34M 0.43% new 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 102,982 $8.21M 2.45% +17 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 101,948 $8.13M 0.13% +2,079 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 101,880 $8.12M +45,247 Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 101,311 $8.08M 0.74% +4,618 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 100,653 $8.03M 0.14% +10,481 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 100,207 $7.99M 0.22% +1,906 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 99,473 $7.93M +7,651 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 99,172 $7.91M +46,841 Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 97,765 $7.79M 0.8% +2,116 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 96,925 $7.73M <0.01% +29,147 13F-HR Timeline Group Virtus Family Office LLC More: the full row for Virtus Family Office LLC 96,746 $7.71M 6.65% +12,761 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 96,651 $7.71M 3.01% +13,194 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 95,664 $7.63M 0.39% +1,958 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 94,538 $7.54M 0.67% +11,943 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 94,323 $7.52M 0.45% +4,684 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 93,998 $7.49M 2.11% -1,216 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 93,042 $7.42M 1.18% -8,182 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 92,336 $7.36M 0.26% +11,446 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 92,256 $7.36M 0.84% 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 91,419 $7.29M 2.21% -12,600 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 91,185 $7.27M 2.56% +1,637 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 91,125 $7.27M 1.18% -385 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 90,675 $7.23M 0.02% +65,219 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 90,465 $7.21M <0.01% -186,740 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 90,207 $7.19M 1.51% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 89,693 $7.15M 0.93% +1,410 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 89,544 $7.14M 0.39% +22,287 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 88,742 $7.08M 0.45% +7,068 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 87,306 $6.96M 4.2% -798 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 87,145 $6.95M 0.01% -811,255 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 87,008 $6.94M 0.14% +716 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 86,967 $6.93M 0.44% -1,693 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 86,586 $6.9M 0.11% +3,259 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 86,274 $6.89M 3.18% +16,128 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 85,870 $6.85M 0.31% +44,593 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 85,760 $6.84M 1.71% +6,903 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 83,941 $6.71M 4.63% +6,700 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 83,794 $6.68M 0.1% -1,689 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 83,104 $6.63M 9.23% -10,700 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 82,642 $6.59M 1.1% +1,562 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 82,251 $6.56M 3.61% +17,262 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 81,839 $6.52M 1.97% +8,505 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 81,715 $6.52M 0.19% new 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 81,451 $6.49M 2.08% -58,197 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 81,406 $6.49M 0.12% +3,353 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 81,223 $6.48M 0.13% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 80,970 $6.46M 0.09% +438 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 80,885 $6.45M 1.26% +7,934 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 80,549 $6.42M 1.17% +1,610 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 80,183 $6.39M 0.04% +4,125 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80,083 $6.39M 0.53% -9,429 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 78,934 $6.29M 0.86% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 77,550 $6.18M 0.67% +23,198 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 77,026 $6.14M 2.78% +11,127 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 76,971 $6.14M 0.48% -330 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 76,141 $6.08M 1.36% +65,514 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 76,186 $6.07M 0.21% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 74,615 $5.95M 0.03% -1,545 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 73,794 $5.88M 0.62% -3,372 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 73,769 $5.88M 5.03% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 73,490 $5.86M 0.01% +11,913 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 73,311 $5.85M 0.33% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 73,115 $5.83M 0.58% +6,186 13F-HR Timeline Group CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 72,596 $5.79M 3.77% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 72,249 $5.76M 0.02% +4,119 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 71,327 $5.69M 0.73% -27,038 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 71,089 $5.67M 0.16% +383 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 71,056 $5.67M 0.36% +4,975 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 70,783 $5.64M 1.59% +1,082 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 70,725 $5.64M 0.19% -7,357 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 70,337 $5.61M 0.32% +1,221 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 70,052 $5.59M 0.07% -42,721 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 70,102 $5.59M 0.07% +55,867 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 69,930 $5.58M 0.07% -22,950 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 69,905 $5.57M 0.11% +1,774 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 69,900 $5.57M 0.12% -5,090 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 69,842 $5.57M 5.36% -954 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 69,417 $5.53M 0.6% +10,098 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 69,138 $5.52M 0.06% -7,092 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. 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