Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 21,653 $3.73M 0.04% +3,868 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 21,544 $3.71M 0.22% 0 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 21,291 $3.67M 1.12% -1,020 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,945 $3.64M +107 Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 21,088 $3.63M 2.5% -155 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 20,849 $3.59M 0.18% +1,335 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20,298 $3.5M 0.12% +1,880 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 20,228 $3.48M 3.16% +62 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 20,152 $3.47M 1.43% -1,857 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 20,141 $3.47M 1.1% -1,417 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 19,999 $3.44M 0.64% -484 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 19,324 $3.33M 0.48% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 18,960 $3.27M 0.4% +1,223 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,795 $3.24M 2.25% -199 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,634 $3.21M 0.18% -132 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18,460 $3.18M 0.49% -145 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 18,308 $3.15M new Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,106 $3.12M 0.25% -176 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,006 $3.1M 0.04% +2,335 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 17,779 $3.06M 0.9% -500 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17,561 $3.03M 2.44% -2,628 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 17,280 $2.98M 0.41% -1,142 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,209 $2.96M 0.02% 0 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 17,050 $2.94M 1.63% -255 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 16,992 $2.93M 2.03% -248 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,908 $2.91M 0.13% -7 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,880 $2.91M 0.04% +41 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,732 $2.88M 0.41% +994 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,702 $2.88M 0.19% -12 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,367 $2.82M 0.07% +3,209 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,338 $2.81M 0.01% -5,222 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,327 $2.81M 0.44% -50 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,265 $2.8M 0.01% +260 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 16,157 $2.78M 0.34% -884 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 16,146 $2.78M 0.56% -686 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,117 $2.78M 0.04% -1,570 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,094 $2.77M 0.02% -739 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,014 $2.76M 0.2% -4,786 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,961 $2.75M 0.17% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,833 $2.73M 0.23% +704 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,653 $2.7M 0.08% +65 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 15,633 $2.69M 0.19% +65 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,605 $2.69M 0.01% +727 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 15,375 $2.65M 0.11% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,283 $2.63M 0.08% +214 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 15,258 $2.63M 1.16% -907 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,007 $2.59M 0.14% +11,232 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 14,793 $2.55M 1.4% +395 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 13,978 $2.41M 2.41% +331 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 13,872 $2.39M 0.26% -93 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,914 $2.36M 0.01% -1,360 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,521 $2.33M 0.1% -580 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,904 $2.22M 0.25% -2,610 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 12,826 $2.21M 0.2% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,715 $2.19M 0.27% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,451 $2.14M <0.01% -201 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 13,308 $2.14M 0.11% -74 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 12,395 $2.14M 0.02% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,342 $2.13M 0.15% +474 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 12,263 $2.11M 0.61% +258 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 12,206 $2.1M 0.79% -92 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,195 $2.1M 0.1% +8 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,109 $2.09M 0.99% -711 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,023 $2.07M 0.53% +160 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,019 $2.07M 0.02% +1,046 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,870 $2.04M 0.43% -200 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11,647 $2.01M 0.53% +5 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,618 $2M 0.11% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,467 $1.98M 0.07% -191 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 11,323 $1.95M 0.46% +102 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,311 $1.95M 0.04% +21 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 11,272 $1.94M 0.72% -97 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,265 $1.94M <0.01% +1,128 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 11,194 $1.93M 1.32% -60 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 11,192 $1.93M 1.57% +67 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 10,869 $1.93M 0.52% -311 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 11,012 $1.9M 1.23% +547 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,955 $1.89M <0.01% -1,837 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,910 $1.88M 0.03% 0 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,652 $1.83M 0.43% -42 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,452 $1.8M 0.94% -726 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,402 $1.79M 0.7% -1,210 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10,276 $1.77M 0.32% -344 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10,198 $1.76M <0.01% -8,324 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 10,056 $1.73M 0.01% -391 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 9,088 $1.73M 0.21% +3 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,890 $1.7M 0.26% +8 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,885 $1.7M 0.09% +487 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,798 $1.69M 0.01% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,752 $1.68M 0.13% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,735 $1.68M 0.03% -4,742 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,655 $1.66M 0.01% +20 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,596 $1.65M 0.17% -355 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,530 $1.64M 0.17% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,483 $1.63M 0.12% +1,913 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,435 $1.63M 0.01% +6,888 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,250 $1.6M 0.02% +2,075 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,914 $1.54M 0.01% +77 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,876 $1.53M 0.13% -50 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,587 $1.5M 0.04% +1,499 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 8,727 $1.5M 3.12% +2,837 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,643 $1.49M <0.01% -4,145 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,551 $1.47M 0.91% -210 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,463 $1.46M 0.06% +28 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,418 $1.45M 0.01% +173 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,332 $1.44M 0.14% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,297 $1.43M 0.29% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,629 $1.43M 0.09% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,109 $1.4M 0.04% -1,179 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,000 $1.38M 0.11% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,921 $1.36M 0.04% -635 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,849 $1.36M 0.21% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,792 $1.34M 0.87% -60 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,735 $1.33M 0.11% +1,603 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 7,617 $1.31M 0.15% +5 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,595 $1.31M 0.1% -631 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,590 $1.31M 0.04% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,585 $1.31M 0.16% +18 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,552 $1.3M 0.8% +3,041 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,550 $1.3M 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,521 $1.3M 0.15% +39 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,500 $1.29M 0.12% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,486 $1.29M 0.01% +1,015 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,434 $1.28M 0.62% -385 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 7,418 $1.28M 0.08% -10 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,065 $1.22M <0.01% +2,218 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 7,292 $1.21M 0.4% +385 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,956 $1.2M 0.28% +165 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,906 $1.19M 0.07% -1,068 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,861 $1.19M 0.01% +2,111 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,841 $1.18M 0.66% -620 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 6,834 $1.18M 0.08% +3,589 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,820 $1.17M 0.07% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,816 $1.17M 0.02% +55 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 6,757 $1.16M 0.28% +361 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,746 $1.16M <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,687 $1.15M 0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,650 $1.15M 0.07% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,626 $1.14M 1.68% +4 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 6,600 $1.14M 0.3% -4,241 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,583 $1.13M 0.18% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,567 $1.13M 0.02% -502 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,550 $1.13M 0.54% +755 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,505 $1.12M 0.04% +10 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,496 $1.12M 0.5% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,233 $1.07M 0.17% +2,750 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,150 $1.07M 0.61% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,099 $1.05M <0.01% -1,186 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,096 $1.05M 0.02% -1,279 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,043 $1.04M 0.01% new 13F-HR/A Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,041 $1.04M 0.09% -9 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,035 $1.04M 0.38% -59 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,036 $1.04M 0.08% -5,029 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,000 $1.03M 0.12% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,950 $1.02M 0.42% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,932 $1.02M 0.19% -534 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,864 $1.01M 0.64% -134 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,860 $1.01M 0.02% +249 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,814 $1M 0.74% +2,014 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,110 $1M 0.66% new 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 5,741 $989K 0.52% +602 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,651 $973K 0.25% +1,137 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,638 $971K 0.66% +225 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. 5,629 $970K 0.02% +539 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,581 $961K 0.01% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,972 $959K 0.42% +338 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,564 $958K 0.64% +381 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,557 $957K 0.01% -7,354 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,526 $952K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 5,507 $949K -7,342 Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,486 $945K 0.06% -11,782 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,471 $943K 0.09% +1,262 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,459 $940K 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,438 $937K 0.01% +1,798 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,410 $932K 0.02% -2,658 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,383 $927K 0.05% -86 13F-HR/A Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,369 $925K 0.1% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,329 $918K 0.25% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,536 $917K 0.03% -242 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 5,310 $915K 0.06% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,891 $904K 0.05% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,215 $898K 0.05% -38 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,203 $896K 0.21% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,194 $895K 0.01% +1,192 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,122 $882K 0.04% +380 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,122 $882K 0.04% -182 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,106 $880K 0.02% +384 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 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