GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 496,567 $35.4M 1.3% -7,919 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 496,007 $35.3M 13.32% -13,733 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 495,812 $35.3M 0.16% -853,699 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 493,332 $35.1M 14.01% -13,876 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 490,368 $34.9M 8.56% +2,427 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 486,096 $34.6M 1.55% -7,307 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 485,706 $34.6M 7.73% +34,193 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 482,526 $34.4M 0.01% +21,290 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 482,387 $34.4M 8.62% +31,520 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 481,545 $34.3M 3.13% +25,898 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 478,810 $34.1M 6.98% -11,810 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 474,958 $33.8M 0.69% +17,126 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 476,632 $33.8M 0.9% -2,486 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 472,297 $33.7M 12.7% +17,123 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 468,067 $33.3M 24.41% -55,084 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 467,923 $33.3M 0.15% -88,540 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 464,462 $33.1M 1.84% +1,846 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 463,206 $33M 0.49% +215,737 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 461,032 $32.8M 4.87% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 457,396 $32.6M 0.95% +101,240 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 457,159 $32.6M 1.17% +1,528 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 453,208 $32.3M 0.47% -8,133 13F-HR Timeline American Trust More: the full row for American Trust 451,981 $32.2M 2.48% -8,472 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 450,640 $32.1M 16.31% +14,878 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 456,440 $32.1M 9.85% +5,867 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 450,418 $32.1M 10.89% +40,749 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 450,130 $32.1M 4.83% -85,812 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 449,757 $32M 0.14% -400,426 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 448,608 $32M 2.77% +4,045 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 446,720 $31.8M 9.7% +3,287 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 445,636 $31.8M 7.1% +7,541 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 445,510 $31.7M 0.98% +22,493 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 442,574 $31.5M 13.46% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 441,918 $31.5M 1.09% -4,483 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 441,569 $31.5M 6.26% -32,152 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 440,370 $31.4M 0.36% +24,665 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 439,108 $31.3M 19.17% -759 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 437,774 $31.2M 7.97% -3,086 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 436,379 $31.1M 6.47% -608 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 435,092 $31M 1.68% +3,296 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 433,363 $30.9M 0.25% +63,407 13F-HR/A Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 425,817 $30.8M 18.35% +13,481 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 431,372 $30.7M 2% +3,497 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 429,486 $30.6M 0.33% +1,128 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 428,798 $30.6M 0.36% +3,389 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 427,314 $30.4M 0.33% -309,323 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 427,105 $30.4M 2.57% +28 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 421,536 $30M 2.86% -16,850 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 421,224 $30M 1.52% -5,400 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 420,205 $29.9M 14.03% +19,032 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 420,185 $29.9M 2.35% +2,983 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 418,911 $29.8M 10.76% +2,105 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 423,984 $29.8M 2.45% -1,670 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 416,823 $29.7M 6.22% -6,651 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 420,237 $29.7M 8.59% +5,468 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 415,569 $29.6M 3.11% -12,067 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 413,994 $29.5M 3.31% +115,065 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 414,301 $29.3M 1.96% +83,734 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 411,307 $29.3M 5.22% -4,345 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 404,761 $28.8M 7.87% +7,494 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 404,555 $28.8M 4.71% -9,980 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 403,837 $28.8M 1.02% +647 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 403,485 $28.7M 0.46% +53,606 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 403,062 $28.7M 4.55% -44,576 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 401,505 $28.6M 12.59% +37,805 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 399,419 $28.5M 11.4% +26,460 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 399,211 $28.4M 6.57% +932 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 396,688 $28.3M 2.3% +9,905 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 395,185 $28.2M 0.17% -193,193 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 392,895 $28M 12.44% +26,302 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 391,609 $27.9M 9.66% +29,898 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 390,820 $27.8M 2.18% -12,181 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 386,634 $27.5M 6.3% +15,953 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 384,653 $27.4M 1.63% -3,290 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 383,828 $27.3M 16.36% +22,869 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 383,239 $27.3M 14.86% +7,534 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 383,119 $27.3M 0.99% +17,185 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 381,818 $27.2M 0.15% -13,077 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 390,029 $27.2M 0.66% +21,562 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 381,159 $27.2M 2.84% +3,847 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 379,404 $27M 0.19% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 376,964 $26.9M 1.53% -20,372 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 376,910 $26.9M 2.87% +40,648 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 379,221 $26.7M 5.96% +4,182 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 373,697 $26.6M 8.33% -4,560 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 372,843 $26.6M 4.22% +12,855 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 372,838 $26.6M 0.32% +78,592 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 372,797 $26.6M 3.4% +778 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 371,060 $26.4M 6.1% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 369,453 $26.3M 6.97% +22,005 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 367,542 $26.2M 3.77% +3,527 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 366,465 $26.1M 0.19% -210,404 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 364,728 $26M 9.59% -4,461 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 363,141 $25.9M 12.95% +221 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 363,090 $25.9M 3.25% +87,347 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 357,083 $25.4M 8.2% +19,199 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 356,354 $25.4M 4.79% +286,639 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 355,550 $25.3M 3.62% +9,892 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 355,041 $25.3M 0.98% +15,766 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 354,425 $25.3M 1.09% -18,731 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 354,201 $25.2M 0.8% -633 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 353,513 $25.2M 10.36% +7,267 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 351,380 $25M 16.59% +10,410 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 350,814 $25M 1.34% +6,945 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 350,353 $25M 12.89% -1,858 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 349,447 $24.9M 6.64% -1,610 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 347,637 $24.8M 0.38% -20,797 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 345,857 $24.6M 10.52% +20,368 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 345,012 $24.6M 6.9% +83,713 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 342,359 $24.4M 8.53% -1,275 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 339,630 $24.2M 10.48% -50,143 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 339,367 $24.2M 2.25% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 335,605 $23.9M 0.06% +41,014 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 335,574 $23.9M 2.27% +8,965 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 333,534 $23.8M 6.99% +9,211 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 331,981 $23.7M 17.92% +14,582 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 331,457 $23.6M 15.43% +1,461 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 331,402 $23.6M -19,952 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 331,101 $23.6M 0.33% -5,770 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 330,467 $23.5M 5.54% +20,257 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 328,694 $23.4M 10.93% +3,673 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 328,675 $23.4M 1.98% -26,781 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 328,571 $23.4M 1.01% -10,637 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 327,485 $23.3M 0.42% +60,492 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 327,318 $23.3M 2.07% +39,040 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 325,631 $23.2M 8.76% -8,490 13F-HR Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 324,922 $23.2M 8.56% +1,686 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 323,586 $23.1M 8.27% +23,522 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 322,686 $23M 3.87% +31,699 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 322,565 $23M 4.75% -4,968 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 321,096 $22.9M 5.67% -740 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 320,883 $22.9M 0.29% +48,413 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 320,380 $22.8M 6.32% -6,585 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 319,977 $22.8M 11.92% +3,638 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 319,617 $22.8M 9.83% +33,779 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 316,442 $22.5M 1.99% -5,456 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 316,111 $22.5M 2.15% +30,022 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 315,638 $22.5M 1.17% +2,691 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 314,916 $22.4M 4.33% +23,647 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 314,757 $22.4M 5.17% -5,950 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 314,123 $22.4M 0.67% -7,774 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 313,295 $22.3M 1.18% +91,758 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 311,806 $22.2M 0.45% +4,210 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 311,565 $22.2M 3.48% +231,177 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 311,245 $22.2M 11.07% +4,205 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 309,577 $22.1M 0.12% +14,509 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 308,894 $22M 6.04% +2,246 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 307,522 $21.9M 0.86% +18,284 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 306,975 $21.9M 9.75% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 306,567 $21.8M 9.04% +18,004 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 305,851 $21.8M 11.83% +13,903 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 305,643 $21.8M 1.98% -2,278 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 305,387 $21.8M 9.01% -10,870 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 303,158 $21.6M 4.41% +1,911 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 302,571 $21.6M 4.06% +1,105 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 298,618 $21.3M 0.23% +24,932 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 298,504 $21.3M 1.2% +335 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 296,857 $21.2M 0.01% -4,846 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 296,078 $21.1M 0.62% +4,622 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 294,443 $21M 0.45% -22,602 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 294,405 $21M 0.3% +54,151 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 294,267 $21M 2.73% +5,764 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 293,551 $20.9M 7.49% -1,532 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 293,441 $20.9M 8.83% +10,618 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 293,192 $20.9M 0.38% -1,642 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 292,015 $20.8M 0.3% -41,743 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 291,283 $20.8M 6.49% +13,661 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 290,931 $20.7M 8.57% +4,520 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 289,753 $20.6M 5.88% +4,961 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 289,637 $20.6M 10.32% +22,091 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 289,029 $20.6M 5.52% +1,283 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 288,751 $20.6M 0.32% -84,527 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 288,634 $20.6M +63,874 Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 288,188 $20.5M 10.71% +3,414 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 288,183 $20.5M 2.68% +16,664 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 284,974 $20.3M 5.05% +30 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 284,318 $20.3M 1.35% -76,242 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 316,001 $20.2M 0.82% +188,722 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 282,735 $20.1M 7.66% -6,446 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 280,883 $20M 5.33% +41,660 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 280,863 $20M 1.63% +19,967 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 280,248 $20M 12.05% +581 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 278,220 $19.8M 3.05% -26,487 13F-HR Timeline SMITH, MOORE & CO. 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