Heritage Trust Co More: the full row for Heritage Trust Co 2,350 $357K 0.04% -500 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,348 $357K 0.06% -5 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,259 $355K 0.02% -7 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,331 $354K 0.33% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,327 $354K 0.17% -200 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,315 $352K 0.01% -85 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,311 $351K 0.14% +799 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,283 $347K 0.02% +9 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,280 $347K 0.1% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,279 $346K 0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,279 $346K 0.01% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 2,275 $346K 0.08% +6 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,260 $344K 0.09% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,246 $341K <0.01% -818 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,246 $341K 0.08% +40 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,232 $339K 0.01% -118 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,231 $339K <0.01% +312 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,218 $337K 0.14% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,218 $337K 0.08% -4 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,219 $337K 0.15% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,211 $336K 0.03% +1,000 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,180 $336K 0.02% +857 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,207 $335K <0.01% -72 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,201 $335K 0.15% +660 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,199 $334K 0.02% +439 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,243 $334K 0.06% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,190 $333K 0.01% +411 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,178 $331K 0.1% +9 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,175 $331K 0.15% -818 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,171 $330K 0.03% -36 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,154 $327K 0.02% +19 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,152 $327K 0.27% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,143 $326K 0.1% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,133 $324K 0.03% +58 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,131 $324K 0.08% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,130 $324K 0.05% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,129 $324K 0.25% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,116 $322K 0.01% -100 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,113 $321K 0.02% +10 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,114 $321K 0.01% +10 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,108 $320K 0.02% -25 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,100 $319K 0.02% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 2,098 $319K 0.11% 0 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,206 $318K 0.18% +11 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,060 $313K <0.01% +217 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,050 $312K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,043 $311K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,119 $310K <0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,039 $310K 0.01% +125 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,033 $309K 0.03% +4 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,040 $309K 0.04% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,027 $308K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,026 $308K 0.04% -150 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,020 $307K 0.01% +839 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,014 $306K 0.02% -9 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,012 $306K 0.04% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,012 $306K 0.05% +1,012 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,013 $306K 0.09% -167 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,006 $305K 0.08% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,005 $305K 0.01% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,004 $305K 0.02% +140 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 2,000 $304K 0.26% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,991 $303K 0.01% -406 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,989 $302K 0.1% -11 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,981 $301K 0.01% -21 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,975 $300K 0.02% +400 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,965 $299K 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,965 $299K <0.01% +50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,961 $298K 0.03% -27 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,960 $298K 0.1% -54 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,956 $297K 0.06% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,935 $294K 0.03% -114 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,935 $294K 0.11% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,928 $293K 0.01% +535 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,915 $291K 0.02% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,914 $291K 0.18% -130 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,912 $291K 0.02% 0 13F-HR/A Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,907 $290K 0.03% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,902 $289K 0.06% +5 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,900 $289K 0.1% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,896 $288K 0.06% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,895 $288K 0.03% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,894 $288K 0.04% +268 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,000 $288K 0.09% -170 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,863 $285K <0.01% +204 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,993 $285K 0.02% -83 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,990 $284K 0.02% -4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,985 $283K 0.02% +3 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,859 $283K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,793 $282K 0.17% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,828 $281K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,845 $280K <0.01% +54 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,836 $279K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,833 $279K 0.07% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,830 $278K 0.03% -776 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,825 $277K 0.02% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 1,810 $275K 0.06% -3 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,808 $275K 0.05% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,806 $274K 0.1% -195 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,800 $274K 0.06% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,800 $274K 0.11% 0 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,798 $273K 0.09% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,793 $272K 0.02% +3 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,790 $272K 0.03% -67 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,788 $272K 0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,786 $272K <0.01% -20 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,780 $271K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,778 $270K <0.01% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,767 $269K 0.01% +10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,765 $268K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,764 $268K 0.01% -285 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,763 $268K 0.03% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,760 $268K <0.01% 0 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,755 $267K 0.01% 0 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,753 $266K 0.09% -206 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,753 $266K 0.06% +8 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,751 $266K 0.11% -181 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,744 $265K 0.13% -245 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,741 $265K 0.11% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,737 $264K 0.01% +57 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,735 $264K 0.02% +40 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,735 $264K 0.14% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,733 $263K 0.01% +28 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,729 $263K <0.01% -6 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,726 $262K 0.02% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,724 $262K 0.03% +19 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,721 $262K 0.01% +18 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,716 $261K <0.01% new 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,710 $260K 0.05% -261 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,702 $259K <0.01% -95 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 1,692 $257K 0.27% +6 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,681 $256K 0.01% -82 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,680 $255K 0.01% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,675 $255K 0.11% +35 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,664 $253K 0.03% -19 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,664 $253K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,640 $249K 0.02% -14 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,631 $248K 0.01% -18 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,627 $247K 0.01% +110 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,625 $247K 0.22% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,606 $244K 0.01% +12 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,603 $244K <0.01% +3 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,604 $244K 0.01% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,601 $243K 0.01% -150 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,598 $243K <0.01% -689 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,595 $242K 0.02% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,592 $242K 0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,585 $241K 0.02% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,585 $241K 0.07% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,584 $241K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,582 $241K <0.01% +9 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,576 $240K 0.05% -3 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,567 $238K 0.02% +126 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,564 $238K 0.08% +6 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,714 $237K 0.08% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,547 $235K 0.06% +158 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,542 $234K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,541 $234K <0.01% +6 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,539 $234K 0.01% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,522 $231K 0.04% 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,519 $231K 0.37% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,517 $231K 0.21% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,517 $231K 0.13% +6 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,512 $230K 0.01% -1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,507 $229K 0.01% -201 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,503 $228K 0.01% +89 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,500 $228K 0.02% 0 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,500 $228K 0.2% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,500 $228K 0.01% +17 13F-HR Timeline Novak & Powell Financial Services, Inc. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,490 $225K 0.03% -308 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,468 $223K 0.06% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,462 $222K 0.01% +5 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,460 $222K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,458 $222K 0.02% +15 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,457 $221K 0.07% -4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,448 $220K 0.01% +121 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,418 $217K 0.06% +4 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,417 $217K 0.07% -6 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,427 $217K 0.01% -17 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,424 $216K 0.02% +73 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,423 $216K 0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,421 $216K 0.01% +63 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,421 $216K 0.03% +8 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,420 $216K 0.03% +2 13F-HR Timeline