Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 227,474 $11.2M 0.5% -13,481 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 227,071 $11.2M 0.31% -129,090 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 226,097 $11.2M 0.97% +10,520 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 224,603 $11.1M 1.22% -3,469 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 221,545 $10.9M 0.26% -6,508 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 220,076 $10.9M 0.04% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 218,768 $10.8M 0.99% +34,325 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 217,879 $10.8M 11.42% new 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 217,843 $10.8M 4.59% +19,506 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 215,901 $10.7M -577 Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 213,042 $10.5M -10,191 Timeline Busey Bank More: the full row for Busey Bank 213,017 $10.5M 0.29% -4,036 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 211,038 $10.4M 0.23% +56,624 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 209,670 $10.4M 0.73% +18,049 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 208,247 $10.3M 1.07% -1,001,830 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 208,061 $10.3M 0.49% +23,742 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 207,297 $10.2M 0.16% -69,970 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 200,269 $9.89M 0.2% -14,142 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 200,000 $9.87M 0.35% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 197,594 $9.76M 0.04% -2,685 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 196,935 $9.72M 0.03% +187,306 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 196,666 $9.71M 0.31% +186,504 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 196,097 $9.68M 1.26% -43,785 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 196,096 $9.68M 1.25% -4,934 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 191,970 $9.48M 0.94% +6,591 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 191,681 $9.46M 1.56% +36,707 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 190,505 $9.41M 0.1% +171,799 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 190,160 $9.39M 0.25% -13,926 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 189,641 $9.36M 0.2% -3,426 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 189,547 $9.36M 1.03% -5,734 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 187,000 $9.23M 7.71% +152,800 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 186,371 $9.2M 1.76% +4,362 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 185,520 $9.16M 5.89% +11,107 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 184,456 $9.11M 1.04% -11,287 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 183,032 $9.04M 0.15% -37,089 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 182,342 $9M 0.28% +104,951 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 182,171 $8.99M +85,782 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 176,825 $8.73M 0.01% -64,089 13F-HR Timeline Group FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 175,055 $8.64M 3.59% +14,723 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 174,848 $8.63M 0.29% +51,157 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 173,823 $8.58M +23,335 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 173,697 $8.58M 0.5% -168,762 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 173,206 $8.55M 0.13% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 172,522 $8.52M 1.5% +544 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 172,419 $8.51M 5.56% -6,596 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 165,774 $8.51M 0.48% -108,239 13F-HR/A Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 169,125 $8.35M 0.78% -538 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 168,241 $8.31M 1.29% -7,416 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 179,753 $8.27M 2.49% +101,387 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 167,271 $8.26M 0.31% +27,014 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 166,029 $8.2M 0.13% +17,296 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 165,786 $8.18M 0.3% +35,781 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 163,981 $8.1M 0.18% -13,639 13F-HR/A Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 163,942 $8.09M 2.72% +2,909 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 161,036 $7.95M 0.02% +8,579 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 157,479 $7.77M 0.04% +74,355 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 156,745 $7.74M 0.84% +13 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 155,448 $7.67M 0.61% -2,512 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 154,767 $7.64M 4.76% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 154,501 $7.63M 0.25% -194 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 153,941 $7.6M 2.6% +24,115 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 153,775 $7.59M 0.07% -300 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 152,218 $7.52M 0.1% +2,915 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 151,983 $7.5M 2.08% -418 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 151,333 $7.47M 0.59% -28,958 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 151,211 $7.47M 0.06% -36,461 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 149,315 $7.37M 0.02% -2,802 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 148,483 $7.33M 0.91% +143,302 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 147,503 $7.28M 0.2% -43,160 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 146,047 $7.21M -2,038 Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 145,332 $7.18M 3.11% +5,918 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 145,041 $7.16M 0.24% -6,506 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 144,304 $7.12M 0.11% -6,442 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 144,113 $7.11M 4.42% -146,869 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 143,951 $7.11M 0.03% +38,247 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 143,391 $7.08M 0.09% -4,929 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 142,339 $7.03M 0.67% -73,998 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 141,526 $6.99M 5.26% -2,226 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 138,500 $6.84M 1.05% +122,500 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 138,195 $6.82M 1.14% +4,906 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 131,920 $6.8M 0.79% -14,122 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 136,589 $6.74M 0.09% +10,173 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 130,297 $6.43M 1.51% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 130,018 $6.42M 0.15% -3,459 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 129,806 $6.41M 0.09% +5,715 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 128,456 $6.34M 0.23% -5,675 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 128,105 $6.33M 0.34% -2,634 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 127,916 $6.32M 0.14% -40,033 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 127,241 $6.28M 2.83% +1,998 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 126,063 $6.22M 0.11% -1,572 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 126,022 $6.22M 0.67% +18,131 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 125,316 $6.19M 0.52% -332 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 127,594 $6.18M 0.3% +23,508 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 124,703 $6.16M 5.21% +3,563 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 124,387 $6.14M 2.68% -3,624 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 123,676 $6.11M 0.08% +8,064 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 123,612 $6.1M 0.65% -44,208 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 123,604 $6.1M <0.01% -21,011 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 123,342 $6.09M 0.67% +5,857 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 122,685 $6.06M 0.33% -2,903 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 122,304 $6.04M 0.14% -19,083 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 121,961 $6.02M 0.23% +98,915 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 121,009 $5.98M 0.01% -748,687 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 120,887 $5.97M 0.04% -4,250 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 120,235 $5.94M 0.01% -2,542,443 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 120,159 $5.93M 1.03% +22,315 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 118,665 $5.86M 4.25% +11,293 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 117,110 $5.78M 0.99% +4,299 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 116,941 $5.77M 0.33% -7,924 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 116,450 $5.75M 0.38% +41,156 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 116,360 $5.74M 0.11% -1,331 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 116,291 $5.74M 1.13% -139,482 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 115,533 $5.7M 0.04% -2,701 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 114,862 $5.67M 0.25% +1,353 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 114,595 $5.66M 0.01% +5,564 13F-HR Timeline Group 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 114,387 $5.65M <0.01% +4,644 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 113,987 $5.63M 1.36% -22,459 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 109,643 $5.62M 0.56% +651 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 113,217 $5.59M 0.25% -407,139 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 113,114 $5.58M 1.33% +63,777 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 113,044 $5.58M 0.21% +7,076 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 113,035 $5.58M 0.89% +82,816 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 111,128 $5.49M 0.63% -2,856 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 110,971 $5.48M 0.14% +9,033 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 110,747 $5.47M <0.01% +23 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 109,707 $5.42M 1.1% -878 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 108,175 $5.38M 0.37% +4,040 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 108,454 $5.35M 1.59% -7,376 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 107,144 $5.29M 2.01% +1,633 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 107,089 $5.29M 3.96% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 106,550 $5.26M 0.73% -2,721 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 105,528 $5.21M 2.78% +19,585 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 105,124 $5.19M 0.19% -34,008 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 104,700 $5.17M 0.03% +593 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 104,374 $5.15M 2.23% +273 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 103,988 $5.13M 0.23% -37,089 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 103,928 $5.13M 1.44% +6,598 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 103,605 $5.11M 0.05% -16,493 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 103,150 $5.09M 0.34% -2,042 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 102,826 $5.08M 0.62% +9,845 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 102,792 $5.07M 0.01% -3,626 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 102,654 $5.07M 0.58% -64,892 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 101,201 $5M 0.01% +11,984 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100,508 $4.96M 0.1% -1,331 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 99,355 $4.96M 2.11% +20,682 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 100,138 $4.94M 0.05% -78,129 13F-HR Timeline Group MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 100,012 $4.94M 0.84% +2,613 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 99,839 $4.93M 0.53% -33,541 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 99,089 $4.89M 0.06% -554 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 98,780 $4.88M 1.33% -10,423 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 98,711 $4.87M 0.26% -22,892 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 98,684 $4.87M 1.69% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 96,971 $4.79M 0.04% +13,258 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 96,920 $4.78M 1.66% +2,686 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 96,779 $4.78M 1.81% +2,492 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 96,653 $4.77M 0.05% +13,081 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 96,581 $4.77M <0.01% +7,408 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 96,163 $4.75M 0.18% -10,078 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 95,576 $4.72M 0.15% -1,801 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 95,439 $4.71M 2.38% +8,540 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. 94,989 $4.69M 0.63% +200 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 93,750 $4.63M 1.01% +853 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 93,664 $4.62M 4.24% +3,060 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 93,416 $4.61M 2.04% +31,103 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 93,079 $4.6M 2.83% -4,848 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 92,317 $4.56M 0.01% 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 92,118 $4.55M 0.03% +5,859 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 91,083 $4.5M 0.27% +1,574 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,487 $4.47M 0.08% -4 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 90,318 $4.46M 0.56% +6,410 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 90,296 $4.46M 0.02% -3,427 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 90,229 $4.45M 0.16% -7,180 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 90,111 $4.45M 2.32% 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 84,090 $4.32M 1.93% +408 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 85,283 $4.21M 0.01% -641 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 82,643 $4.08M 0.06% -14,607 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 73,841 $4.07M 1.42% -3,033 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 82,453 $4.07M 1.99% -4,033 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 82,253 $4.06M 1.27% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 82,015 $4.05M 1.45% +230 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 81,904 $4.04M 0.03% +15,507 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 81,299 $4.02M 0.62% +2,576 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. 81,226 $4.01M 0.07% +2,900 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 80,543 $3.98M 0.98% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 80,264 $3.96M 0.35% new 13F-HR Timeline Abbot Financial Management, Inc. 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