BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,142 $604K 0.18% -42 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,142 $604K 0.17% -149 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,141 $604K 0.13% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,123 $599K 0.12% -2,288 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,117 $597K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,116 $597K 0.2% +4 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,104 $593K 0.29% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,100 $592K 0.42% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $592K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,095 $591K 0.03% -499 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,094 $591K 0.06% -74 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,093 $590K 0.74% -218 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,092 $590K 0.24% -300 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,082 $587K 0.12% -844 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,078 $586K 0.02% -431 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,061 $581K 0.23% +7 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,048 $578K 0.08% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,045 $577K 0.22% -57 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,043 $576K 0.05% -182 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,032 $573K 0.05% 0 13F-HR Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,031 $573K 0.47% +35 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,025 $571K 0.27% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,019 $569K 0.04% -122 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,012 $568K 0.02% -13,537 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,012 $568K 0.31% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,010 $567K 0.45% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,005 $566K 0.14% -82 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,001 $564K 0.55% -88 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $564K 0.46% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $564K 0.39% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,998 $564K 0.13% -61 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,988 $561K 0.35% +8 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,975 $557K 0.14% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,972 $556K 0.16% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,971 $556K 0.56% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,968 $555K 0.09% -50 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,965 $554K 0.13% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,938 $547K 0.08% -9 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,935 $546K 0.21% +46 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,925 $543K 0.05% -1,148 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,924 $543K 0.04% +643 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,840 $541K 0.02% +6 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,906 $538K 0.13% -50 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,902 $536K 0.06% +32 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,805 $536K 0.15% +133 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 1,901 $536K 0.34% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,899 $536K 0.08% +401 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,895 $534K 0.06% +245 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,889 $533K 0.01% +286 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,814 $530K 0.11% -50 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,880 $530K 0.04% -710 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,877 $529K 0.07% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,875 $529K 0.42% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,873 $528K 0.32% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,875 $528K 0.04% -55 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,870 $528K 0.03% +479 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,868 $527K 0.31% -500 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,863 $525K 0.02% 0 13F-HR/A Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,862 $525K 0.53% -15 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,848 $521K 0.19% +8 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,848 $521K 0.04% -25 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,841 $519K 0.53% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,837 $518K 0.05% +16 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,836 $518K 0.03% -1,792 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,835 $518K 0.09% +31 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,827 $515K 0.02% +20 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,827 $515K 0.24% -50 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,824 $515K 0.16% -47 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,822 $514K 0.03% -289 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,815 $512K 0.06% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,810 $511K 0.15% -32 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,800 $508K 0.15% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,775 $501K 0.03% +147 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,768 $499K 0.11% +42 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,768 $499K 0.07% +91 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,759 $496K 0.16% -64 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,756 $495K 0.01% +105 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,746 $492K 0.03% -3,076 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,741 $491K 0.71% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,731 $488K 0.19% -2 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,730 $488K 0.13% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,730 $488K 0.1% -400 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,729 $488K 0.17% +205 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,718 $485K 0.03% -133 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,716 $484K 0.21% +75 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,714 $483K 0.03% -1 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,714 $483K 0.03% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,707 $481K 0.01% +195 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 1,700 $480K <0.01% 0 13F-HR/A Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,700 $480K 0.11% -200 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,696 $478K 0.02% +130 13F-HR/A Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,684 $475K 0.26% +25 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,682 $474K <0.01% +12 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,675 $472K 0.1% +4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,664 $469K 0.1% -142 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,660 $468K 0.05% +535 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,655 $467K 0.01% -8 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,653 $466K 0.16% -85 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,653 $466K 0.04% new 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,649 $465K 0.07% -1,769 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,640 $463K 0.01% -156 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,637 $462K 0.07% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,636 $461K 0.01% +223 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,635 $461K 0.45% -96 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,636 $461K 0.01% -134 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,622 $458K 0.15% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,613 $455K 0.07% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,600 $451K 0.23% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,599 $451K 0.27% +115 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,592 $449K 0.02% -90 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 1,581 $446K 0.32% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,569 $443K 0.1% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,569 $443K 0.02% -13 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,568 $442K 0.04% +5 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,563 $441K 0.03% -39 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,563 $441K 0.24% +847 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,562 $441K 0.01% -121 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,562 $441K 0.03% -473 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,560 $440K 0.03% -41 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,558 $440K 0.02% -25 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,555 $439K 0.04% -825 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,551 $437K <0.01% -555 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,546 $436K 0.05% -114 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,544 $436K 0.01% -129 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,541 $435K <0.01% +208 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,539 $434K 0.01% -120 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,537 $434K 0.03% -4 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,533 $433K 0.09% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,527 $431K 0.02% -4,533 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,522 $429K 0.03% -31 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,520 $429K 0.2% -1,484 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,518 $428K 0.03% +19 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,516 $428K 0.02% -23 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,512 $426K 0.39% -28 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,510 $426K <0.01% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,510 $425K 0.08% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,500 $423K 0.14% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,496 $422K 0.12% -2 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,496 $422K 0.1% -107 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,494 $421K 0.05% -207 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,490 $420K 0.14% +222 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,488 $420K 0.2% +37 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,479 $417K 0.08% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,478 $417K 0.13% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,476 $416K 0.16% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,473 $415K 0.01% -61 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,463 $413K 0.16% -675 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,458 $411K <0.01% -7,454 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,457 $411K 0.02% -60 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,455 $410K 0.15% -23 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,453 $410K 0.1% +30 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,453 $410K 0.14% -23 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,450 $409K 0.04% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,444 $407K 0.01% +314 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,440 $406K 0.22% -760 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,435 $405K 0.31% +33 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,435 $405K 0.25% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,435 $405K 0.27% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,431 $404K 0.05% -28 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,421 $401K 0.21% -62 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,421 $401K 0.35% +267 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,420 $401K 0.05% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,419 $400K 0.09% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,417 $400K 0.26% +138 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,413 $399K 0.22% +15 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,401 $395K 0.02% -47 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,397 $394K 0.22% -42 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,399 $394K 0.1% +39 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,395 $393K 0.07% +98 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,393 $393K 0.11% +23 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,392 $393K 0.03% +104 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,388 $392K 0.14% +71 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,384 $390K 0.29% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,382 $390K 0.31% +245 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,381 $390K 0.02% +49 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,380 $389K 0.07% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,325 $389K 0.21% +40 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,376 $388K 0.03% -108 13F-HR/A Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,372 $387K 0.13% +6 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,333 $387K 0.08% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,371 $387K 0.24% +2 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,369 $386K 0.03% +18 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,368 $386K 0.03% -292 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,366 $385K 0.01% -16 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,365 $385K 0.04% -12 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,360 $384K 0.02% +239 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,357 $383K 0.05% -108 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,357 $383K 0.17% -120 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,353 $382K 0.17% -9 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,350 $381K 0.03% -118 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,335 $377K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,324 $373K 0.11% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,314 $371K 0.28% +7 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,314 $371K 0.01% -216 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,313 $370K 0.12% +3 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,310 $369K 0.19% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,305 $368K 0.12% +45 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,303 $368K 0.08% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,299 $366K 0.02% new 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,299 $366K 0.22% -82 13F-HR Timeline