Summit Financial, LLC More: the full row for Summit Financial, LLC 11,381 $2.81M 0.04% -2,740 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,347 $2.8M 0.1% -1,164 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 11,341 $2.8M 0.34% new 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 11,258 $2.77M 1.83% +972 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,226 $2.77M 0.01% -175,097 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 11,345 $2.76M 0.22% +2,400 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,209 $2.76M 1.35% +6,870 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 11,151 $2.75M 0.14% -829 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 11,107 $2.74M 0.73% -3,098 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,104 $2.74M 0.05% -75,339 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,039 $2.72M 0.17% -554 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,025 $2.72M 0.36% +3,356 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 11,015 $2.72M 2.01% +955 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 11,000 $2.71M 0.06% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,177 $2.71M 0.37% -201 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10,995 $2.71M 1.66% -1,857 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 10,971 $2.71M 0.64% +336 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,971 $2.71M 0.1% -16,181 13F-HR Timeline BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 10,949 $2.7M +760 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,941 $2.7M 0.04% -2,741 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,930 $2.7M 0.12% +360 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,845 $2.67M 0.22% -159 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 10,823 $2.67M 0.65% -3,701 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,822 $2.67M 0.79% -153 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 10,896 $2.66M 0.85% +165 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,770 $2.66M 0.06% -1,796 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 10,751 $2.65M 1.47% -433 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,746 $2.65M 0.05% -1,005 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,739 $2.65M 0.33% -2,100 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 10,738 $2.65M 1.1% +1,468 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,738 $2.65M 0.4% -8,743 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,723 $2.64M 0.09% +3,211 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,654 $2.63M 0.51% -673 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,634 $2.62M 0.09% +1,053 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,629 $2.62M 0.3% -565 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 10,629 $2.62M 0.22% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,587 $2.61M 0.25% -5,822 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,518 $2.59M 0.74% +1,529 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 10,480 $2.58M 0.27% -129 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,475 $2.58M 0.11% +2,765 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,462 $2.58M 0.63% +881 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 10,450 $2.58M 0.57% new 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 10,424 $2.57M 0.44% +2,650 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,369 $2.56M 4.86% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,353 $2.55M 0.44% -693 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,301 $2.54M 0.06% +60 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 10,283 $2.54M 0.19% +2,208 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,161 $2.51M -481 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,150 $2.5M 0.06% -3,322 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,138 $2.5M 0.19% -7 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,130 $2.5M 0.08% -106 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,016 $2.47M 0.27% +2,361 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 9,994 $2.46M 0.85% +1,717 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,895 $2.44M 0.66% +272 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,691 $2.42M 0.54% +8,340 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,825 $2.42M 0.86% +360 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,351 $2.42M 0.05% +50 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,712 $2.4M 0.29% -2,070 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,660 $2.38M 0.18% -2,467 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,598 $2.37M 0.03% -4,436 13F-HR/A Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,598 $2.37M 0.56% -615 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9,537 $2.35M 0.23% -5 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,532 $2.35M 0.04% +2,275 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 9,510 $2.35M 0.81% +2,766 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,496 $2.34M 0.17% -72 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,462 $2.33M 0.28% +1,271 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,438 $2.33M 0.27% -812 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 9,383 $2.31M 0.68% +3,073 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,381 $2.31M 0.34% +159 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,369 $2.31M 0.08% +2,679 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 9,345 $2.3M 0.21% +8,550 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,276 $2.29M 0.72% +874 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,220 $2.27M 0.18% +416 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,203 $2.27M 0.11% -1,402 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 9,194 $2.27M 0.23% -118,485 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,166 $2.26M 0.06% -8,199 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,063 $2.23M 0.06% -178 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 9,000 $2.22M 0.27% 0 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,948 $2.21M 0.67% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,943 $2.21M 0.14% +238 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,935 $2.2M 0.05% -988 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. 8,925 $2.2M 0.04% -13,947 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,825 $2.18M 0.05% +4,724 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,810 $2.17M 0.12% -3,020 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,801 $2.17M 0.68% +354 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 8,797 $2.17M 0.21% -10,109 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,768 $2.16M 0.65% -1,923 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,234 $2.16M 0.34% -599 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,767 $2.16M 0.04% -805 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,765 $2.16M 0.23% +128 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,758 $2.16M 0.15% -75 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,685 $2.14M 0.74% -1,875 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,667 $2.14M 0.83% -525 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,643 $2.13M 0.13% -5,304 13F-HR Timeline Group Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 8,641 $2.13M 0.67% -957 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,623 $2.13M 0.78% +88 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 8,603 $2.12M 0.98% +158 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,598 $2.12M 0.03% -579 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,578 $2.12M 0.07% -902 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 8,525 $2.1M 0.03% -12,633 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 8,520 $2.1M 0.17% +148 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 8,514 $2.1M 1.2% -830 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,504 $2.1M 0.04% -617 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,490 $2.09M 0.69% -325 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,466 $2.09M 0.53% +7,188 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,461 $2.09M 0.08% -12,215 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,403 $2.07M 0.03% +461 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,392 $2.07M 0.83% +2,468 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,318 $2.05M 0.13% +972 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,331 $2.05M 0.18% -4,014 13F-HR/A Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,320 $2.05M 0.71% -943 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,318 $2.05M 0.16% +1,173 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,155 $2.04M 0.45% +145 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,253 $2.04M 0.05% -3,475 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,183 $2.02M 0.56% +20 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,137 $2.01M 0.13% +555 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 8,137 $2.01M 0.3% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,088 $1.99M 0.54% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 8,045 $1.98M 0.07% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,030 $1.98M 0.39% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,024 $1.98M 0.18% -1,853 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,004 $1.97M -96 Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8,000 $1.97M 0.07% +3,900 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,993 $1.97M 0.02% +53 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,980 $1.97M 0.15% -10 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,963 $1.96M -123 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,943 $1.96M -4,515 Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,914 $1.95M 0.12% -936 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,893 $1.95M 0.93% -5,638 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,886 $1.94M 0.66% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,877 $1.94M 0.21% -210 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,877 $1.94M 0.32% +2,065 13F-HR/A Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,844 $1.93M 0.34% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,821 $1.93M <0.01% -32,180 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,814 $1.93M 0.1% -410 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,698 $1.92M 0.04% +816 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,786 $1.92M 0.57% +198 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,782 $1.92M 0.41% -2,767 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,780 $1.92M 0.09% -3,676 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,763 $1.91M 0.1% -332 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,748 $1.91M 0.12% +1,381 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,724 $1.9M 0.06% -412 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 7,697 $1.9M 0.15% -299 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,669 $1.89M 0.02% -1,454 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,658 $1.89M 0.05% -883 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,650 $1.89M 0.07% +275 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,627 $1.88M 0.08% -664 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,585 $1.87M 0.54% +2,902 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,579 $1.87M 0.16% -186 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,553 $1.86M 0.09% -635 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,538 $1.86M 0.56% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,499 $1.85M 0.24% +963 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 7,568 $1.84M 0.65% +271 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,453 $1.84M 0.14% -1,322 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,417 $1.83M 0.23% -2,525 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,403 $1.83M 0.15% -11,038 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,382 $1.82M 0.69% -962 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,372 $1.82M 0.53% +200 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,335 $1.81M 0.01% +238 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,330 $1.81M 0.41% +2,061 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,260 $1.79M 0.03% -7,318 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,975 $1.79M 0.09% +292 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,197 $1.77M 0.12% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,173 $1.77M 0.13% -6,015 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,148 $1.76M 0.11% -199 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 7,147 $1.76M 2.57% -4,003 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 7,095 $1.75M 0.62% -10,675 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,078 $1.75M 0.09% -1,901 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,054 $1.74M 0.41% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 7,040 $1.74M 0.17% +313 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,034 $1.73M 0.01% -592 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,891 $1.73M 0.1% +477 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,963 $1.72M 0.02% -1,094 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,945 $1.71M 0.1% -10,464 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,919 $1.71M 0.11% -465 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,891 $1.7M 0.22% -40 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,889 $1.7M 0.12% -3,721 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,881 $1.7M 0.92% +1,536 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,840 $1.69M 0.11% -1,539 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,839 $1.69M 0.29% +5,752 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,800 $1.68M 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,746 $1.66M 0.04% -2,147 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,739 $1.66M 0.21% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,725 $1.66M 0.37% +435 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. 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