Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,008 $811K 0.93% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,985 $808K 0.01% +5 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,505 $802K <0.01% +3,817 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,828 $790K 0.02% +289 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,728 $778K <0.01% +3,864 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,655 $770K <0.01% -294 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,528 $755K 0.06% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6,428 $744K 0.02% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,236 $721K 0.25% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,187 $716K <0.01% +2,709 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,933 $686K 0.06% -676 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,897 $682K 0.08% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,892 $682K <0.01% +657 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,872 $679K <0.01% -15,231 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,869 $679K 0.08% +80 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,664 $655K <0.01% 0 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,655 $654K 1.19% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,565 $644K 0.02% +200 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,517 $638K <0.01% +1,267 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,342 $618K <0.01% -258 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,335 $617K 0.26% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,275 $610K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,015 $580K <0.01% -8,068 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,000 $578K <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,000 $578K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,949 $573K <0.01% +375 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 4,931 $570K 0.04% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,926 $570K 0.07% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,826 $558K <0.01% +373 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,702 $544K 0.04% -1,388 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,671 $540K 0.01% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,605 $532K 0.17% -6,840 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,573 $529K 0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,534 $525K <0.01% new 13F-HR Timeline Group Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 4,520 $523K 0.15% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,505 $521K 0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,530 $519K <0.01% +69 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,475 $518K 0.01% -206 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,454 $515K 0.03% +150 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,379 $507K 0.01% -1,162 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,318 $500K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,303 $498K 0.08% -1,636 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,137 $479K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,112 $476K 0.01% +1,608 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,101 $474K <0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,071 $471K 0.02% -210 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,071 $471K <0.01% -1,515 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,975 $460K 0.01% -202 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,952 $457K <0.01% -480 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,876 $448K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,785 $438K 0.03% -225 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,797 $438K <0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,743 $433K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,683 $426K <0.01% -81 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,646 $422K 0.01% new 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,639 $421K 0.07% -133 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,630 $420K 0.08% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,587 $415K <0.01% +551 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,583 $415K 0.02% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,531 $409K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,505 $406K 0.01% +2,136 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,458 $400K 0.2% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,418 $395K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,415 $395K 0.01% -35 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,401 $393K <0.01% +169 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,368 $390K <0.01% +7 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,348 $387K <0.01% -72,971 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,347 $387K 0.06% -8 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,343 $387K 0.04% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,315 $383K 0.08% -7 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,301 $382K <0.01% -1,687 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,275 $379K <0.01% 0 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,234 $374K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,212 $372K <0.01% +427 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,203 $371K 0.01% +1,007 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,199 $370K 0.03% -667 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,194 $369K 0.01% -735 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,178 $368K 0.02% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,164 $366K 0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,195 $361K 0.14% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,167 $356K 0.01% -173 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,078 $346K 0.25% -109 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,883 $334K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,859 $331K 0.08% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,857 $331K 0.04% +676 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,821 $326K 0.45% -13 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,797 $324K 0.06% +295 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,695 $312K 0.12% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,684 $311K 0.04% -98 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,667 $309K 0.26% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,631 $304K <0.01% -287 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,611 $302K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,604 $301K <0.01% -24 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,584 $299K <0.01% new 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 2,538 $294K 0.02% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,520 $292K 0.07% -475 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,507 $290K 0.01% -84 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 2,481 $287K 0.07% -1 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,455 $284K 0.02% new 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 2,415 $279K 0.25% -1,097 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,400 $278K 0.02% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,385 $276K 0.03% +2,152 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,342 $271K 0.01% -25 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,319 $268K 0.01% -823 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,317 $268K 0.01% -698 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,290 $265K 0.03% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,214 $256K <0.01% -369 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,147 $248K 0.01% -21,242 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,143 $248K <0.01% +2,014 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,140 $248K <0.01% +51 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,120 $245K 0.02% -2,450 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,120 $245K 0.26% +33 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,097 $243K 0.03% -877 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,080 $241K 0.11% -16 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,072 $240K <0.01% -35 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,999 $231K <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,957 $226K 0.01% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,950 $226K 0.08% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,910 $221K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,903 $220K 0.06% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,953 $219K 0.07% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,850 $214K <0.01% new 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,845 $213K 0.08% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,836 $212K <0.01% +520 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,796 $208K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,791 $207K 0.13% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,770 $205K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,770 $205K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,765 $204K <0.01% -14 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 1,756 $203K 0.15% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,753 $203K 0.02% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 1,751 $203K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,735 $201K <0.01% +585 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,702 $197K <0.01% -115 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,699 $197K 0.03% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,690 $196K 0.07% -409 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,575 $182K 0.01% -420 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,480 $174K 0.01% +46 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,448 $168K 0.11% -1,257 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,405 $163K 0.05% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,342 $155K <0.01% -198 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,279 $148K 0.05% -110 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,250 $145K <0.01% -100 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,211 $140K 0.12% -96 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,195 $138K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,116 $129K <0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,079 $125K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075 $124K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,053 $122K <0.01% 0 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,106 $120K 0.02% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 977 $113K <0.01% +329 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 921 $107K 0.02% -65 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 913 $101K 0.01% +12 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 862 $99.7K -180 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 820 $94.8K <0.01% -145 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 750 $86.8K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 749 $86.7K 0.04% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 706 $81.7K 0.02% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 675 $78.1K 0.06% -390 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 658 $76.1K <0.01% +227 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 650 $75.2K <0.01% -134 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 648 $75K <0.01% 0 13F-HR Timeline Outlook Capital Management, LLC More: the full row for Outlook Capital Management, LLC 614 $71K 0.02% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 600 $69.4K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 597 $69.1K 0.01% +48 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 570 $65.9K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 563 $65.1K 0.01% -192 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 558 $64.5K <0.01% -756 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 551 $63.7K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 531 $61.4K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 525 $60.7K 0.01% -93 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 510 $59K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 486 $56.2K <0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 452 $52.3K 0.02% +135 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 450 $52.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 448 $51.8K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 464 $51.1K 0.03% -13,796 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 401 $46K <0.01% -1,688 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 391 $45.2K <0.01% +337 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 384 $44.4K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 382 $44.2K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 355 $41.1K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 340 $39.3K 0.01% -590 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 339 $39.2K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 326 $37.7K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 322 $37.3K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 323 $37.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 318 $36.8K <0.01% +56 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 311 $36K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 305 $34.7K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 294 $34K <0.01% +12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 289 $33.4K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 275 $31.6K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 245 $28.3K 0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 240 $27.8K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 235 $27.2K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 203 $23.5K 0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 200 $23.1K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 200 $23.1K 0.06% -2,676 13F-HR/A Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 190 $22K 0.03% 13F-HR Timeline