Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,561 $2.42M 0.06% +269 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,554 $2.42M 0.03% -151 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,548 $2.41M 0.23% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,540 $2.4M 1.45% +34 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,536 $2.4M 0.32% -6,175 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,522 $2.39M 0.35% +137 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,518 $2.38M 0.75% +14 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,514 $2.38M -4,324 Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,508 $2.37M 1.17% +185 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,470 $2.34M 0.14% -140 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,467 $2.33M 0.08% -46 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,467 $2.33M 0.73% +47 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,629 $2.33M 0.49% -57 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,459 $2.33M 1.02% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,438 $2.31M 1.14% +162 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,433 $2.3M 0.09% +1,137 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 2,428 $2.3M 3.51% +776 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,420 $2.29M 2.02% +208 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,417 $2.29M 1.3% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,415 $2.29M 0.64% +93 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,411 $2.28M 0.01% -839 13F-HR Timeline Group U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 2,407 $2.28M 1.81% -150 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,397 $2.27M 0.35% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,396 $2.27M 0.08% -24 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,393 $2.26M 0.19% +805 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,379 $2.25M 0.6% -167 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,374 $2.25M 0.06% -439 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,372 $2.25M 0.5% +48 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,437 $2.24M 0.13% +205 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,366 $2.24M 1.76% +112 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,352 $2.23M 0.21% +18 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,351 $2.23M 1.4% -130 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,350 $2.22M 0.03% +112 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,347 $2.22M 0.87% +34 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,336 $2.21M 0.16% +29 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,327 $2.2M 0.29% +1,204 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,322 $2.2M 0.08% +436 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,319 $2.19M 0.74% -2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,316 $2.19M 0.13% -60 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,298 $2.18M 0.92% +106 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 2,295 $2.17M 1.53% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,295 $2.17M 0.87% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,291 $2.17M 0.14% +284 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,362 $2.16M 0.01% -118 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,283 $2.16M 0.19% +675 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,458 $2.16M 0.11% -27 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,244 $2.12M 1.48% -21 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,237 $2.12M 0.12% -139 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,233 $2.11M 0.38% -187 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,227 $2.11M 0.06% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,221 $2.1M 0.02% -1 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,048 $2.1M 0.68% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,194 $2.08M 0.49% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,200 $2.08M 0.28% new 13F-HR Timeline Group 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. 2,189 $2.07M 0.32% -1 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,173 $2.06M 1.78% +32 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,097 $2.05M 1.33% -48 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,159 $2.04M 0.25% -103 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,159 $2.04M 1.05% -26 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,148 $2.03M 0.14% +15 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,147 $2.03M 0.56% -19 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,139 $2.02M 0.88% +1,849 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,132 $2.02M 0.73% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,124 $2.01M 0.06% +274 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,124 $2.01M 0.09% +747 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,100 $1.99M 0.59% -300 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,090 $1.98M 0.1% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,087 $1.98M 0.21% +3 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,076 $1.96M +27 Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,074 $1.96M 0.59% +1,370 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,071 $1.96M 0.03% -28 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,068 $1.96M 0.12% -37 13F-HR Timeline Group EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 2,068 $1.96M 0.4% -17 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,061 $1.95M 0.03% +376 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,050 $1.94M 0.08% -555 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,021 $1.91M 0.13% +100 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,013 $1.91M 1.36% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,013 $1.91M 0.66% -24 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 2,000 $1.89M 0.21% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,998 $1.89M 0.06% +80 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,995 $1.89M 1.21% -163 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,991 $1.89M 0.08% 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,990 $1.88M 0.08% -53 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,049 $1.87M 0.66% +198 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,979 $1.87M 0.87% -95 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,977 $1.87M 0.24% +14 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,976 $1.87M 0.41% +8 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,974 $1.87M 0.09% +112 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,973 $1.87M 0.17% -275 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,966 $1.86M 0.17% +356 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,958 $1.85M 1.34% +9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,944 $1.84M 0.03% +1,315 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,931 $1.83M 0.06% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,929 $1.83M 0.31% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,923 $1.82M 0.13% new 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,920 $1.82M 0.6% +1,245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,920 $1.82M 0.66% -20 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,907 $1.81M 0.41% -3 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,907 $1.8M 0.82% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,905 $1.8M 0.19% +1,098 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 1,900 $1.8M 3.51% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,899 $1.8M 0.02% +64 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,886 $1.79M 0.16% +73 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,886 $1.78M 0.26% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,871 $1.77M 0.05% -76 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,863 $1.76M 0.74% +83 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,855 $1.76M 1.43% -182 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,852 $1.75M 0.03% +835 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,850 $1.75M 0.27% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,843 $1.74M 0.25% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,837 $1.74M 0.41% +1,299 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,836 $1.74M 1.54% +25 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,832 $1.73M 0.43% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,830 $1.73M 0.14% +201 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,825 $1.73M 0.86% +10 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,823 $1.73M 0.06% -12 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,822 $1.72M 0.18% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,819 $1.72M 0.49% -26 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,809 $1.71M 0.23% +13 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,804 $1.71M 0.05% +897 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,797 $1.7M 0.14% +20 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,796 $1.7M 0.3% -37 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,893 $1.7M +82 Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,872 $1.7M 0.18% -245 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,795 $1.7M 0.1% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,790 $1.69M 0.16% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,775 $1.68M 0.83% +180 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,775 $1.68M 0.23% -20 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 1,767 $1.67M 0.34% 0 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,748 $1.65M 0.25% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,740 $1.65M 0.46% +266 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,739 $1.65M 0.64% -32 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,736 $1.64M 0.04% +156 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 1,732 $1.64M +424 Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,730 $1.64M 1.29% +25 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,730 $1.64M 0.03% -31 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,726 $1.63M 1.81% +11 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 1,726 $1.63M 0.44% -186 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,726 $1.63M 0.09% -9 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,723 $1.63M 0.4% -96 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,721 $1.63M 0.07% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,720 $1.63M 0.08% -86 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 1,694 $1.6M 0.74% -20 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,685 $1.6M 0.41% +81 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,679 $1.59M 0.13% +31 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,671 $1.58M 0.26% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,670 $1.58M 0.86% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,667 $1.58M 0.02% +179 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,664 $1.57M 0.21% -384 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,661 $1.57M 0.05% +177 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,654 $1.57M 0.14% +20 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,648 $1.56M 0.98% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,644 $1.56M 0.24% +7 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,628 $1.55M 0.4% +88 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 1,627 $1.54M 0.1% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,625 $1.54M 0.18% -169 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,621 $1.53M 0.27% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,619 $1.53M 0.24% +40 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,602 $1.52M 0.21% -828 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,592 $1.51M 0.38% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,592 $1.51M 0.26% +28 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,588 $1.5M 0.05% -14 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,574 $1.49M 0.05% -1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,571 $1.49M 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,570 $1.49M 0.07% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,566 $1.48M 0.14% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,554 $1.47M 0.15% +314 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,552 $1.47M 0.62% -275 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,551 $1.47M 0.62% +1 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,547 $1.46M 0.48% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,545 $1.46M 0.09% -289 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,545 $1.46M 0.1% -109 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,538 $1.46M 0.36% -11 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,535 $1.45M 0.02% -16 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,532 $1.45M 0.01% +223 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,522 $1.44M 0.33% -1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,522 $1.44M 0.69% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,512 $1.43M 0.85% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,510 $1.43M 0.27% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,506 $1.43M 0.03% +50 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,506 $1.43M 0.8% -45 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,503 $1.42M 0.33% +10 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 1,500 $1.42M 1.01% new 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,494 $1.41M 0.71% -50 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,494 $1.41M 0.13% -134 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,493 $1.41M <0.01% +3 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,488 $1.41M 0.03% -77 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,488 $1.41M 0.42% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,483 $1.4M 0.26% -69 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,479 $1.4M 0.26% -33 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,478 $1.4M 0.19% -10 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,477 $1.4M 0.44% +764 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,464 $1.39M 0.3% -1,056 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,456 $1.38M 0.12% +1,455 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,454 $1.38M 0.56% -8 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,454 $1.38M 0.27% -24 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 1,452 $1.37M 0.09% +34 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,448 $1.37M 0.76% -1 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,485 $1.37M new Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,443 $1.37M 0.11% -26 13F-HR Timeline