Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 104,041 $31.6M 1.57% -1,052 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 103,457 $31.4M 7.36% +2,411 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 102,914 $31.3M 0.78% 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 102,744 $31.2M 18.31% +822 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 102,030 $31M 3.37% +12,558 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 101,939 $31M 11.44% -868 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 101,631 $30.9M 2.08% -426 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 100,707 $30.6M 0.64% -3,838 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 100,534 $30.6M 7.97% +1,085 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 99,942 $30.4M 20.4% -4,844 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 99,640 $30.3M 0.77% +3,227 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 98,561 $30M 0.65% +1,860 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 98,386 $29.9M 1.98% +1,022 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 98,371 $29.9M 8.5% -1,245 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. 98,184 $29.8M 0.66% +8,382 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 98,006 $29.8M 16.72% -488 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 97,055 $29.5M 7.28% +2,029 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 95,896 $29.1M 3.81% -1,289 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 95,846 $29.1M 0.93% +3,579 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 95,322 $29M 0.58% -87 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 95,096 $28.9M 2.36% -4,774 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 94,983 $28.9M 8.49% +90,004 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 94,243 $28.6M 1.47% -3,016 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 94,295 $28.6M 3.73% -15,949 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 93,592 $28.4M 3.34% +3,937 13F-HR Timeline Ebor Charitable Trust More: the full row for Ebor Charitable Trust 93,326 $28.4M 56.63% +4,180 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 90,712 $28.3M 0.82% +5,837 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 92,557 $28.1M 0.76% -3,488 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 92,265 $28M 13.42% +2,119 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 92,223 $28M 1.18% +8,096 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 91,969 $28M 1.84% +2,914 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 91,194 $27.7M 2.09% +1,518 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 91,117 $27.7M 9.16% -1,927 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 90,914 $27.6M 0.38% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 90,724 $27.6M 6.11% +1,055 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 90,547 $27.5M 0.05% +5,145 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 90,329 $27.5M +9,968 Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 90,259 $27.4M 9.45% +9,732 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 90,253 $27.4M 4.78% -25,332 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 87,117 $27.3M 0.68% +4,077 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 89,333 $27.2M 0.29% -6,097 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 88,780 $27M 0.1% -20,115 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 88,710 $27M 0.21% +16,368 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 88,293 $26.9M 2.61% -276 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 87,459 $26.6M 0.26% +46,114 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 87,190 $26.5M 4.79% +11,458 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 87,084 $26.5M 10.66% +11,874 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 86,795 $26.4M 1.19% +14,362 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 86,771 $26.4M 5.08% +158 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 86,083 $26.3M 4.28% +14,087 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 86,489 $26.3M 11.44% -238 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 86,325 $26.2M 9.84% +11,216 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 86,026 $26.1M 0.76% -550 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 85,905 $26.1M 0.98% -331 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 85,809 $26.1M 5.51% +2,761 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 85,648 $26M 5.09% +7,580 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 85,642 $26M 6.25% +9,396 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 85,070 $25.9M 3.14% +24,146 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 84,799 $25.9M 0.12% 0 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 85,040 $25.8M 15.7% -11,308 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 84,794 $25.8M 19.15% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 84,774 $25.8M 1.61% -40 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 84,742 $25.8M 20.41% +9,511 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84,307 $25.6M 7.92% -296 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 83,660 $25.4M <0.01% +1,850 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 83,348 $25.3M 4.81% -69,834 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 82,686 $25.1M 0.47% -624 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 82,209 $25M 0.17% +7,189 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 81,834 $24.9M 3.07% -1,813 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 81,512 $24.8M 6.07% -1,943 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 80,845 $24.6M 12.65% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 80,771 $24.5M 9.76% -64,156 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 79,414 $24.1M 4.58% -72 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 78,214 $23.8M 4.17% -1,718 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 77,813 $23.6M 16.92% +2,591 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 77,796 $23.6M 0.6% +37,361 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 77,584 $23.6M 0.46% +567 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 77,349 $23.6M 4.01% +10,134 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 77,499 $23.6M 0.25% +276 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 77,420 $23.5M 11.35% +45 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 77,341 $23.5M 1.74% +6,362 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 74,913 $23.5M 6.45% +719 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 77,208 $23.5M 18.51% +1,541 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 77,168 $23.5M 5.52% -1,754 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 77,028 $23.4M 1.46% +51,009 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 76,722 $23.3M 2.81% +4,328 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 76,269 $23.2M 4.94% +4,335 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 76,113 $23.1M 11.32% +5,076 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 75,286 $22.9M 1.09% -2,757 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 74,703 $22.7M 0.68% +18,242 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 74,635 $22.7M 14.19% +8,848 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 74,116 $22.5M 3.58% +13,156 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 73,594 $22.4M 5.15% +310 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 73,366 $22.3M 0.95% +201 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 73,184 $22.2M 0.58% +2,618 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 72,967 $22.2M 8.79% +67,656 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 72,623 $22.1M 7.4% +90 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 72,415 $22M 3.42% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 71,950 $21.9M 15.27% +1,095 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 79,968 $21.8M 2.86% +61,971 13F-HR/A Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 71,722 $21.8M 2.34% -393 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 70,664 $21.8M 14.79% +1,003 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 71,383 $21.7M 0.19% +1,470 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 70,909 $21.6M 0.13% -37,842 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 70,390 $21.4M 0.47% +382 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 70,317 $21.4M 6.53% +27,706 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 70,132 $21.3M 0.03% -6,917 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 70,058 $21.3M 1.37% -10,552 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 69,955 $21.3M 0.52% -71,091 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 68,911 $20.9M 7.13% +53,482 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 68,643 $20.9M 2.02% -9,715 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 68,641 $20.9M 2.4% +281 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 68,579 $20.8M 3.29% -2,201 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 68,561 $20.8M 4.96% +63 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 67,913 $20.6M 1.04% +1,299 13F-HR/A Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 67,903 $20.6M 8.87% -3,724 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 67,873 $20.6M 13.47% -5,839 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 67,427 $20.5M 13.5% +1,999 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 67,143 $20.4M 8.57% +4,484 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 67,146 $20.4M 0.46% -781 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 66,906 $20.3M 13.68% -421 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 65,973 $20.1M 0.26% +3,572 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 65,721 $20M 5.89% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 67,381 $19.9M 17.78% +18,172 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 65,449 $19.9M 1.09% +8,990 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 65,266 $19.8M 19.75% +3,078 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 65,254 $19.8M 5.75% +861 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 65,200 $19.8M 0.67% -124 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 64,720 $19.7M 3.56% -43,769 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 64,376 $19.6M 9.54% -1,224 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 64,036 $19.5M 5.58% +753 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 63,693 $19.4M 8.37% +8,315 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 63,666 $19.4M 0.24% +11,803 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 63,330 $19.2M 0.5% +15,879 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 62,981 $19.2M 0.5% +1,698 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 63,162 $19.2M 0.59% -57,060 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 63,051 $19.2M 0.43% +481 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 62,796 $19.1M 6.06% +2,770 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,892 $19.1M 2.71% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 62,675 $19M 1.01% -64 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 62,591 $19M 9.45% -3,450 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 62,286 $19M 0.72% +13,618 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 62,119 $18.9M 0.17% -1,751 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 62,056 $18.9M 1.41% -202 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 61,100 $18.6M 1.95% +6 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 60,676 $18.4M 4.48% +52,475 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,562 $18.4M 0.66% +28,574 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 60,142 $18.3M 0.62% -2,788 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 60,054 $18.3M 14.91% +4,165 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 59,929 $18.2M 1.14% -1,245 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 59,720 $18.2M 1.28% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 59,549 $18.1M 0.03% +1,456 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 58,936 $17.9M 0.31% +587 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 58,774 $17.9M 11.32% +3,575 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 58,723 $17.8M 19.34% -171 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 58,517 $17.8M 6.96% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 58,464 $17.8M 11.92% +12,625 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 57,937 $17.6M 3.27% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 57,915 $17.6M 0.56% -4,470 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 57,888 $17.6M 1.21% +426 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 57,533 $17.5M 3.43% +2,018 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 57,431 $17.5M 11.36% -2,568 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 57,425 $17.5M 6.84% -643 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 57,406 $17.4M 10.99% +2,460 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 57,377 $17.4M 7.36% +3,606 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 56,661 $17.4M 3.36% -4,188 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 57,059 $17.3M 1.44% +957 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 56,829 $17.3M 0.84% +1,739 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 56,232 $17.3M 2.29% -3,243 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 56,949 $17.3M 0.48% -27,934 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 56,917 $17.3M 9.54% +446 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 56,858 $17.3M 7.6% +1,885 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 56,680 $17.2M 14.58% +510 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 56,640 $17.2M 0.98% new 13F-HR/A Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 56,601 $17.2M 14.39% -2,007 13F-HR/A Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 56,458 $17.2M 2.02% -118 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 56,278 $17.1M 8.88% -1,254 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 56,219 $17.1M 1.04% -1,222 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 56,073 $17M 0.32% -720 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 56,060 $17M 10.49% +11,516 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 56,007 $17M 1.95% -974 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 55,926 $17M 3.88% +508 13F-HR/A Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 55,854 $17M 10.46% +746 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 55,616 $16.9M 2.08% -9,542 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 55,423 $16.8M 0.2% +14,254 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 55,401 $16.8M 0.29% -7,973 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 55,162 $16.8M 1.18% -388 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 55,307 $16.8M 1.65% -1,718 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 55,050 $16.7M 0.88% +2,664 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 54,881 $16.7M 11.88% -196 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 54,710 $16.7M 0.75% +11,040 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 54,729 $16.6M 3.58% +1,308 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,657 $16.6M 0.54% +3,725 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 54,635 $16.6M 1.14% +10,124 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 54,566 $16.6M 0.16% new 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 54,460 $16.6M 6.16% +772 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 54,226 $16.5M 1.64% -6,517 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 54,221 $16.5M 2.72% -378 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 54,098 $16.4M 7.14% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 54,031 $16.4M 0.58% +500 13F-HR Timeline