PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,540 $1.27M 0.08% 0 13F-HR/A Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 14,529 $1.27M 0.27% +556 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,203 $1.26M 0.02% +1,003 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 14,295 $1.25M <0.01% +9,385 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 14,165 $1.24M 0.13% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 14,035 $1.22M 0.07% +1,585 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 13,767 $1.2M 0.06% -252 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 13,703 $1.2M 0.4% +1 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 13,704 $1.2M 1.19% -2,740 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,693 $1.19M 0.01% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 13,655 $1.19M 0.35% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,615 $1.19M 0.17% -35 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,611 $1.19M 0.05% +731 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,593 $1.19M <0.01% +3,467 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 13,500 $1.18M 0.04% 0 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,404 $1.17M 0.03% +133 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,312 $1.16M 0.05% +616 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,312 $1.16M 0.21% +616 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,089 $1.14M 0.06% -76 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 12,961 $1.13M 0.03% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,889 $1.12M 0.02% -1,260 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,869 $1.12M 0.01% +2,783 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,630 $1.1M <0.01% -921 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 12,328 $1.08M 0.44% -46 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,307 $1.07M 0.02% -2,177 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,283 $1.07M 0.01% -3,317 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,242 $1.07M 0.02% +3,742 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12,081 $1.05M 0.06% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,998 $1.05M 0.01% -23,718 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11,857 $1.03M 0.49% -218 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,828 $1.03M 0.08% +1,007 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,724 $1.02M 0.05% -1,701 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 11,533 $1.01M 0.46% -9,783 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,058 $964K 0.31% +759 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,820 $944K 0.01% +40 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,354 $903K <0.01% -68 13F-HR Timeline Group WEBSTER BANK, N. A. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,904 $777K 0.01% +249 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,820 $769K 0.2% +8 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 8,508 $742K 0.4% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,171 $728K 0.3% +24 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 8,303 $724K 0.12% +3 13F-HR Timeline Stordahl Capital Management, Inc. 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More Investments Ltd 7,020 $612K 0.04% 0 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,873 $599K 0.08% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,848 $597K 0.08% -282 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,838 $596K 0.1% +1,604 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,814 $594K 0.3% +2,488 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,803 $593K 0.01% +1,200 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,777 $591K 0.04% +36 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,735 $587K 0.08% +267 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,690 $583K 0.01% -2,941 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,344 $572K 0.2% -12 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,413 $559K <0.01% -515 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 6,337 $553K 0.42% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,327 $552K 0.38% +32 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,270 $547K 0.04% -546 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,125 $534K 0.24% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,107 $533K 0.28% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,843 $519K 0.27% +17 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,913 $516K 0.35% +224 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,904 $515K 0.03% -578 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,786 $505K <0.01% 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,694 $497K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,682 $496K 0.01% +1,140 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,618 $490K 0.06% +84 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 5,549 $484K 0.24% +321 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,547 $484K 0.01% +137 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,539 $483K 0.32% 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,523 $482K 0.1% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,506 $480K 0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,434 $474K <0.01% +353 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,345 $466K 0.04% +15 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,338 $466K 0.03% +29 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,323 $464K 0.26% +50 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,317 $464K 0.11% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,303 $463K 0.01% +2,374 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,254 $458K 0.16% +5 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,961 $450K 0.01% -11,215 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 5,103 $445K 0.34% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,066 $442K 0.05% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,032 $439K 0.21% -356 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,985 $435K <0.01% +743 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,958 $432K 0.03% -2,647 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,948 $432K <0.01% +719 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,943 $431K 0.38% +271 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,938 $431K 0.03% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,932 $430K 0.03% +1,134 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,920 $429K <0.01% -3,294 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,919 $429K <0.01% +13 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,903 $428K 0.11% +15 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,896 $427K 0.01% +529 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,851 $423K 0.24% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,808 $419K 0.19% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,722 $412K 0.03% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,688 $409K 0.17% -425 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,684 $409K 0.01% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,625 $403K 0.04% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,575 $399K 0.01% -3,976 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,573 $399K 0.18% -178 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,513 $394K 0.06% +2 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,458 $389K 0.07% +237 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,457 $389K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,443 $388K <0.01% +2,519 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,429 $386K 0.01% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,397 $384K 0.09% -11 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 4,360 $380K 0.09% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,343 $379K 0.02% -2,208 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,321 $377K <0.01% +2,999 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,321 $377K 0.3% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,297 $375K 0.07% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 4,250 $370K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,162 $363K 0.34% +600 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,125 $360K 0.01% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,119 $359K 0.13% +413 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,092 $357K 0.01% +15 13F-HR/A Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,050 $353K 0.09% -12 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,050 $353K <0.01% -335 13F-HR/A Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,019 $351K 0.02% +1,904 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 3,994 $348K 0.16% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,970 $346K 0.07% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,808 $340K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,897 $340K 0.01% -152 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,832 $334K <0.01% -159 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,822 $333K 0.01% +111 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 3,763 $328K 0.1% -144 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,763 $328K 0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,704 $323K 0.08% -2,824 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,670 $320K 0.01% +3,338 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,615 $315K 0.01% -185 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,468 $313K 0.01% +8 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,582 $312K 0.01% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,546 $309K 0.08% +800 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,523 $307K 0.05% +10 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,503 $306K 0.01% -641 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,487 $304K <0.01% +6 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,460 $302K 0.07% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,430 $299K 0.02% +99 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,387 $295K 0.29% +214 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,351 $292K 0.2% -10 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,207 $291K 0.27% +193 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,321 $290K 0.08% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,303 $288K 0.04% -1,310 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,299 $288K 0.1% +295 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,295 $287K 0.03% -1,860 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,281 $286K 0.07% -79 13F-HR Timeline Timonier Family Office, LTD. 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