IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 66,425 $5.56M 0.35% -14,412 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 66,327 $5.55M 0.53% -225 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 66,017 $5.53M 0.08% +556 13F-HR/A Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 65,800 $5.51M <0.01% -1,736,520 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 65,772 $5.51M 1.13% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 65,618 $5.5M 2.42% -1,500 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 65,466 $5.48M 0.06% +2,310 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 65,393 $5.48M 0.51% -2,356 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 64,553 $5.41M 0.28% -6,403 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 64,102 $5.37M 3.2% -6,789 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 63,513 $5.32M 3.45% +6,123 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 63,175 $5.29M 0.01% +8,227 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 63,091 $5.28M 4.73% -12,648 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 62,894 $5.27M 4% +722 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 62,841 $5.26M 0.47% +1,491 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roundview Capital LLC More: the full row for Roundview Capital LLC 60,930 $5.1M 0.28% +1,556 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 60,667 $5.08M 0.95% +39,002 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 60,067 $5.03M 0.44% +8,819 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 60,017 $5.03M 0.07% -38 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 59,988 $5.02M 1.14% -3,048 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 59,879 $5.01M 0.1% +2,861 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 59,717 $5M 1.61% -46,854 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 59,611 $4.99M 0.03% +7,567 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 59,037 $4.94M 0.24% +30 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 58,872 $4.93M <0.01% +1,472 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 58,100 $4.87M 0.84% +2,221 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 58,087 $4.86M 0.63% +1,034 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 58,062 $4.86M 0.81% +10,915 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 57,874 $4.85M 1.79% +6,961 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 57,705 $4.83M 6.48% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 57,376 $4.81M 1.45% -557 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 57,019 $4.78M 0.83% -6,672 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 55,705 $4.67M 0.6% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 54,981 $4.6M 0.11% +4,010 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 54,802 $4.59M 0.88% +1,924 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 54,755 $4.59M 0.35% -103 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 54,572 $4.57M 0.18% +371 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 54,373 $4.55M 0.17% +619 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 54,115 $4.53M 0.06% -33 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 54,060 $4.53M 0.36% +1,618 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 53,740 $4.5M 3.03% -379 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 53,642 $4.49M 0.13% -39,937 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 53,608 $4.49M 0.05% -1,017 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 54,714 $4.49M 0.11% +31,869 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 53,560 $4.49M 5.19% -1,379 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 53,320 $4.47M 1.85% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 53,009 $4.44M 0.39% +1,207 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 52,912 $4.43M 0.07% +18,232 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,632 $4.41M 1.59% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 52,216 $4.37M 0.01% +451 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 52,161 $4.37M 0.04% +1,275 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,920 $4.35M 0.27% +17 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 51,901 $4.35M 0.03% +1,907 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 51,817 $4.34M 0.06% +4,908 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 51,429 $4.31M 3.14% +1,699 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 51,428 $4.31M 1.72% -820 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 51,423 $4.31M 0.04% -4,662 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50,977 $4.27M 0.07% -166 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 50,857 $4.26M 0.07% +2,310 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 50,702 $4.25M 0.81% +1,269 13F-HR/A Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 50,630 $4.24M 0.21% 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 50,355 $4.22M 0.34% +35,131 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 50,329 $4.22M 2.34% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 50,093 $4.2M 0.59% new 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $4.19M 3.86% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 49,929 $4.18M 0.07% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 49,823 $4.17M 0.52% +133 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 49,498 $4.15M 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 49,117 $4.11M 0.07% +1,346 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 48,476 $4.06M 0.07% -2,621 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 48,181 $4.04M 0.63% +3,624 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 47,921 $4.01M 0.26% +4,134 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 47,792 $4M 0.99% +336 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 47,765 $4M 2% -12,290 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 47,724 $4M 0.17% +127 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 46,757 $3.92M 1.43% +12 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 47,619 $3.9M 0.61% +2,308 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 46,154 $3.87M 0.1% -864 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 45,703 $3.83M 2.12% -1,858 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 45,503 $3.81M 0.53% -676 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 45,484 $3.81M 1.46% +3,285 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 45,421 $3.8M 0.81% +675 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 45,032 $3.77M 0.14% +185 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 45,012 $3.77M 2.55% +7,288 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 44,976 $3.77M 1.94% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 44,816 $3.75M 0.74% +2,251 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 44,318 $3.71M 0.07% +296 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 44,306 $3.71M 0.75% -6,426 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 44,047 $3.69M 0.36% +359 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 43,984 $3.68M 0.27% -265 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 43,532 $3.65M 0.32% -551 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 715,450 $3.62M 0.44% -8,953 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,159 $3.61M -176,980 Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 42,889 $3.59M 1.09% +587 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 42,714 $3.58M 0.39% +1 13F-HR/A Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 42,532 $3.56M 1.09% -870 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 42,433 $3.55M -17,683 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 42,217 $3.54M 0.05% -47 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,083 $3.52M 0.11% +230 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 42,073 $3.52M 2.16% -184 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 41,931 $3.51M 1.2% +19,896 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 41,811 $3.5M 0.46% +420 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 41,782 $3.5M 0.83% +578 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 41,485 $3.47M 0.54% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 41,345 $3.46M 2.16% -441 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 41,331 $3.46M 0.11% -2,180 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 41,134 $3.44M 1.05% +1,400 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 41,109 $3.44M 0.32% +5,671 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 41,011 $3.43M 3.04% +17,094 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 40,941 $3.43M 0.06% -223 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,838 $3.42M 0.14% +1,515 13F-HR Timeline Group Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 41,853 $3.41M 2.12% +3,766 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,401 $3.38M 0.05% +13 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39,926 $3.34M 0.02% -17,287 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 39,895 $3.34M 1.7% +1,186 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 39,577 $3.31M 0.12% -1,133 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 39,339 $3.29M 1.23% +3,070 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 39,111 $3.28M 0.53% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 38,619 $3.23M 0.21% +3,055 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 38,388 $3.22M 0.99% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 38,344 $3.21M 1.39% +7,055 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 38,124 $3.19M 2.73% +34,441 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 37,994 $3.18M 0.1% +25,187 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 37,853 $3.17M 1.49% +971 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 37,526 $3.14M 0.26% +5,505 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 37,022 $3.1M 0.42% +1,390 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 36,958 $3.1M 1.32% -2,953 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,865 $3.09M 0.01% +8,133 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 36,636 $3.07M 0.46% -6,474 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 36,331 $3.04M 0.11% -303 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 36,315 $3.04M 0.07% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 36,260 $3.04M 1.04% -981 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 35,970 $3.01M 0.13% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 35,933 $3.01M 0.04% -288 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 35,681 $2.99M 1.27% +10,790 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 35,261 $2.95M 0.62% -2,952 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 35,107 $2.94M 0.29% +3 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 34,862 $2.92M 0.64% -1,819 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 34,529 $2.89M 1.34% -2,157 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34,392 $2.88M 1.58% +16,838 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 34,333 $2.88M 1.03% +220 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 34,207 $2.86M 0.03% -986 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 33,758 $2.83M 0.44% +1,081 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 33,644 $2.82M 1.95% -370 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 33,472 $2.8M 0.4% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 33,368 $2.79M 0.23% +803 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 33,268 $2.79M 0.7% +8 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 33,191 $2.78M 0.22% -38 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 32,906 $2.76M 0.17% -1,921 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 32,516 $2.72M 2.28% -41 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 32,445 $2.72M 1.03% -50 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,440 $2.72M 0.03% +10,555 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 32,400 $2.71M 1.8% -3,736 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,330 $2.71M <0.01% -3,998 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 32,299 $2.71M 0.14% +4,839 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 32,212 $2.7M 0.17% -37 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 32,155 $2.69M 2.31% -257 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 32,123 $2.69M 0.02% +17,229 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 32,106 $2.69M 0.06% -472 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 32,015 $2.68M 0.1% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 31,942 $2.68M 0.2% -6 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 31,910 $2.67M 0.03% -11 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 31,708 $2.66M 2.29% +168 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 31,626 $2.65M 0.27% -1,000 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 31,501 $2.64M 0.96% +121 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 31,495 $2.64M 0.17% -50 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,331 $2.62M 1.11% -270 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 31,323 $2.62M 1.09% -195 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 31,294 $2.62M 0.86% -160 13F-HR Timeline S&CO INC More: the full row for S&CO INC 31,256 $2.62M 0.15% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 31,415 $2.61M 0.08% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,124 $2.61M 0.05% +6 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 30,884 $2.59M 0.29% +557 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 30,865 $2.58M 0.64% -375 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 30,203 $2.53M 3.11% -162 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 30,012 $2.51M 0.15% +891 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 29,942 $2.51M 0.63% +41 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 29,897 $2.5M 0.15% -2,938 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 29,635 $2.48M 0.67% +4,750 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 29,596 $2.48M 0.09% 0 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 29,481 $2.47M 0.31% -1,861 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 29,386 $2.46M 0.02% +26,062 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. 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