Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 47,200 $6.99M 0.69% -3,649 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 47,200 $6.99M 6.21% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 46,623 $6.9M 3.11% -1,261 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 48,002 $6.89M 0.14% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 46,432 $6.88M 0.39% +26,478 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 45,944 $6.8M 0.07% +7,602 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 45,920 $6.8M 1.18% -1,037 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 45,843 $6.79M 1.31% +837 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 45,822 $6.79M 0.8% -592 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 45,783 $6.78M 0.65% +1,673 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 45,728 $6.77M 0.08% -3,370 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45,400 $6.72M 0.04% +2,828 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 45,322 $6.71M 2.32% +2,180 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 45,243 $6.7M 0.14% -4,379 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 45,221 $6.7M 0.95% -757 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 44,402 $6.58M 1.83% +3,398 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 44,354 $6.57M 0.59% +317 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 43,829 $6.49M 4.48% -65 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 43,558 $6.45M 0.09% +669 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 43,253 $6.41M 1.48% -893 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 42,927 $6.36M 3.7% -3,434 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,819 $6.34M 0.03% -171,671 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 42,757 $6.33M 3.27% -37,563 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 42,725 $6.33M 0.15% -3,087 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 42,034 $6.23M 0.15% +1,319 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 41,954 $6.21M 1.55% -837 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 41,721 $6.18M 2.18% -2,913 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 41,636 $6.17M 0.66% +2,748 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 41,552 $6.15M 1.02% +8,456 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 41,503 $6.15M 3.3% +401 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 41,489 $6.14M 0.29% -1,603 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 41,365 $6.13M 1.38% +2,880 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 41,351 $6.12M 3.49% -14 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 41,227 $6.11M 0.77% -50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 41,226 $6.11M 0.11% +351 13F-HR/A Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 41,218 $6.1M 1.91% -1,328 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 40,724 $6.03M 4.06% +717 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 40,662 $6.02M 0.18% -7,233 13F-HR/A Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,966 $6.02M -7,714 Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 40,530 $6M 3.53% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 40,382 $5.98M 0.19% +325 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 40,291 $5.97M 1.7% -490 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 40,103 $5.94M 0.36% +8,366 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 39,841 $5.9M 0.41% -1,126 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 39,572 $5.86M 1.2% -415 13F-HR Timeline Busey Bank More: the full row for Busey Bank 39,545 $5.86M 0.16% -7,026 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 39,294 $5.82M 2.55% -833 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 39,162 $5.8M 1.51% -89 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 39,029 $5.78M 0.77% +161 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 39,026 $5.78M 0.31% -31,971 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 38,837 $5.75M 0.07% +673 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 38,648 $5.72M 2.13% -791 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 37,330 $5.72M 1.68% +119 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 38,590 $5.72M 0.08% +1,429 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 38,520 $5.7M 0.23% -7,064 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 38,168 $5.65M 1.17% -263 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 38,093 $5.64M 2.99% -922 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 37,559 $5.56M 0.49% -1,013 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 37,484 $5.55M 2.21% +485 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 37,475 $5.55M 3.48% -883 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 37,326 $5.53M 0.4% +2,086 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 37,278 $5.52M 0.43% +13,112 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 37,006 $5.48M 4.01% +13,854 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 36,976 $5.48M 3.7% +1,680 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 36,696 $5.43M 2.48% +6,525 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 36,547 $5.41M 0.42% +678 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,489 $5.4M 1.52% -2,570 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 36,291 $5.37M 0.25% +1,639 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 35,533 $5.26M 0.27% +2,519 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 35,518 $5.26M 1.61% -621 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 35,262 $5.22M 1.32% +332 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 35,185 $5.21M 0.18% +3,079 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,157 $5.21M 0.1% +3,027 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 34,939 $5.17M 1.03% -3,830 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 34,875 $5.16M 0.61% +429 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 34,565 $5.12M 0.02% -2,900 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 34,504 $5.11M 0.27% +12,458 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 34,325 $5.08M 2% +14,399 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 33,972 $5.03M 0.34% +506 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 33,962 $5.03M 0.1% -382 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 33,949 $5.03M 0.04% -7,586 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33,947 $5.03M 0.72% +687 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 33,838 $5.01M 2.07% +267 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 33,801 $5.01M 0.2% -1,052 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 33,235 $4.92M 1.23% +4 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 33,060 $4.9M 0.28% -11,353 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 32,950 $4.88M 0.16% +3,832 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 32,811 $4.86M 0.07% +2,707 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 32,802 $4.86M 0.15% -196 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 32,801 $4.86M 0.82% -262 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 31,215 $4.84M 5.37% -7,144 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 32,622 $4.84M 0.08% -430 13F-HR Timeline Trust Co More: the full row for Trust Co 32,062 $4.75M 0.44% -1,187 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 32,016 $4.74M 0.32% +228 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 31,901 $4.72M 0.06% -781 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 31,811 $4.71M 0.33% -1,214 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 31,425 $4.65M 1.09% 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 31,186 $4.62M 0.76% +1,400 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 31,077 $4.62M 0.31% -1,313 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 31,068 $4.6M 0.11% +13,594 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,004 $4.59M 0.1% -19 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,183 $4.59M 0.15% +3,843 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 30,927 $4.58M 1.86% +57 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 30,844 $4.57M 1.24% -1,016 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 30,541 $4.52M 3.4% +9 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30,405 $4.5M 0.63% -74 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 30,337 $4.49M 3.22% +260 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 30,286 $4.49M 1.32% -8 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 30,261 $4.48M 0.08% +333 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 30,236 $4.48M 0.91% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 30,022 $4.45M 0.18% +503 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 29,818 $4.42M 0.05% +770 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 29,658 $4.39M 0.01% +2,616 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,233 $4.37M 0.1% +1,852 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 29,489 $4.37M 2.14% +94 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,483 $4.37M 0.16% +864 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 29,323 $4.34M 0.02% +2,094 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 29,161 $4.32M 2.23% +831 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 29,086 $4.31M <0.01% +3,816 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 29,030 $4.3M 0.12% +7,109 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 29,009 $4.3M 0.66% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 28,932 $4.28M +1,984 Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 28,904 $4.28M 2.71% -171 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 28,895 $4.28M 3.93% +90 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 28,680 $4.25M 1.48% -801 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 28,650 $4.24M 0.44% +949 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 28,647 $4.24M 0.96% -527 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MASECO LLP More: the full row for MASECO LLP 28,634 $4.24M 0.13% -855 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 28,513 $4.22M 1.21% -275 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 28,413 $4.21M 3.15% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 28,260 $4.19M 0.24% +1,095 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 28,174 $4.17M 0.35% -575 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 29,418 $4.17M 2.73% -4,375 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 28,088 $4.16M 1.82% -2,409 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 27,962 $4.14M 0.51% -451 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 27,831 $4.12M 1.62% -246 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 27,787 $4.12M 0.01% -192 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,666 $4.1M 0.03% +588 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 27,539 $4.08M 6.5% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27,565 $4.08M 0.85% +5,871 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 27,170 $4.02M 3.98% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,159 $4.02M 0.08% -4,477 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 27,057 $4.01M 0.18% +5,816 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 27,033 $4M 0.11% +222 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,728 $3.96M 0.18% -419 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 26,691 $3.95M 1.26% +133 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 26,618 $3.94M 0.46% +133 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 26,591 $3.94M 0.08% +120 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 26,053 $3.86M 0.5% -1,500 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 25,962 $3.84M 0.22% +497 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 25,738 $3.81M 0.28% -2,501 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 25,714 $3.81M 0.73% -2,101 13F-HR/A Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 25,678 $3.8M 1.14% +2,615 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 25,524 $3.78M 0.07% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 25,512 $3.78M 0.98% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 24,238 $3.77M 0.37% +492 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 25,334 $3.75M 0.92% -1,452 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 25,127 $3.72M 1.6% +63 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 25,115 $3.72M 0.82% +10,741 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 24,863 $3.68M 3% +1,469 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,680 $3.66M 0.07% +1,522 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 24,655 $3.65M 0.14% -15 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 24,645 $3.65M 2.21% +933 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 24,590 $3.64M 1.16% +6,273 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 24,566 $3.64M 1.9% +3,801 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 24,456 $3.62M 1.63% -11 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 24,286 $3.6M 0.37% +38 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 24,092 $3.57M 1.23% -1,430 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,503 $3.56M 0.13% -541 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23,907 $3.55M 0.07% +2,184 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 22,948 $3.53M 1.49% +19,667 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 23,821 $3.53M 0.3% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 23,738 $3.52M 3.36% -918 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 23,700 $3.51M 0.39% -517 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 23,457 $3.47M 0.13% -2,569 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 23,421 $3.47M 1.88% +263 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 23,407 $3.47M 0.96% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 23,272 $3.45M 2.05% -629 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 23,231 $3.44M 1.18% +33 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23,120 $3.42M 0.27% -100 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 23,094 $3.42M 0.62% -90 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 23,013 $3.41M 1.47% -1,207 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. 22,944 $3.4M 0.06% +6,719 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 22,811 $3.38M 0.09% +259 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,802 $3.38M 0.09% +2,503 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 22,757 $3.37M 9.78% -1,016 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 22,666 $3.36M 0.15% -240 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 22,470 $3.33M 1.08% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,424 $3.32M 0.26% +1,395 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 22,177 $3.28M 0.4% -3,147 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 22,167 $3.28M 1.26% +2,022 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 21,918 $3.25M 0.26% +544 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,897 $3.24M <0.01% new 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 21,855 $3.24M 0.62% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,826 $3.23M 0.1% +2,617 13F-HR Timeline Diversified Portfolios, Inc. 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