Riverview Trust Co More: the full row for Riverview Trust Co 585 $563K 0.67% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 585 $563K 0.4% -6 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 585 $563K 0.35% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 582 $560K +60 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 582 $559K 0.02% +133 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 581 $559K 0.01% +285 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 581 $558K 0.02% +71 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 580 $558K 0.29% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 580 $558K 0.03% +236 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 579 $557K 0.01% -26 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 579 $557K 0.09% -537 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 578 $556K 0.28% -40 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 576 $554K 0.03% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 575 $553K 0.19% +72 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 546 $551K 0.01% +22 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 573 $551K 0.11% -122 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 572 $550K 0.08% +1 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 571 $549K 0.3% +16 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 570 $548K 0.75% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 569 $547K 0.01% +36 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 568 $546K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 568 $546K 0.06% -149 13F-HR/A Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 568 $546K 0.27% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 566 $545K 0.27% +2 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 566 $544K 0.06% -38 13F-HR Timeline Bell Bank More: the full row for Bell Bank 565 $543K 0.02% -32 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 564 $542K 0.12% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 564 $542K 0.05% +10 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 563 $542K 0.43% +7 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 563 $541K 0.03% -136 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 562 $540K 0.03% -128 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 561 $539K 0.3% -3 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 561 $539K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 560 $539K 0.03% +142 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 559 $538K 0.08% -266 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 558 $537K 0.05% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 556 $535K 0.01% 0 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 555 $533K 0.08% -8 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 552 $531K 0.08% +130 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 552 $531K 0.32% +234 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 552 $530K 0.39% +28 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 550 $529K 0.17% +1 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 549 $528K 0.11% +88 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 548 $527K 0.04% +241 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 547 $526K 0.06% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 546 $525K 0.17% +23 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 546 $525K 0.14% -1,382 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 545 $524K 0.03% -28 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 545 $524K 0.24% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 545 $524K 0.09% +2 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 544 $523K 0.09% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 540 $519K 0.13% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 536 $515K 0.25% +65 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 534 $514K 0.12% -75 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 533 $513K 0.03% new 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 532 $512K 0.33% +12 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 532 $512K 0.31% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 532 $512K 0.07% +22 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 531 $510K 0.29% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 530 $510K 0.02% -234 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 530 $510K 0.17% -104 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 528 $508K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 524 $504K 0.05% -51 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 520 $500K 0.02% -68 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 519 $499K 0.07% +190 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 518 $498K 0.04% +3 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 518 $498K 0.1% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 517 $497K 0.24% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 515 $495K 0.38% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 514 $494K 0.03% +6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 513 $493K 0.05% -52 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 512 $492K 0.03% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 511 $491K 0.01% -17 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 510 $490K 0.19% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 509 $489K 0.07% +13 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 508 $489K 0.03% -9 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 507 $487K 0.02% -56 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 505 $486K 0.09% +4 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 504 $484K 0.03% -48 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 507 $484K 0.05% +112 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 502 $483K 0.04% +40 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 501 $482K 0.07% -4 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 500 $481K 0.34% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 500 $481K 0.09% +6 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 500 $481K 0.22% +27 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 499 $480K 0.03% -159 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 498 $479K 0.01% +14 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 470 $475K 0.04% +3 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 494 $475K 0.37% -14 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 494 $475K 0.16% -248 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 493 $474K 0.12% +11 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 493 $474K 0.05% -95 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 493 $474K 0.06% -5 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 491 $472K 0.01% +43 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 489 $470K 0.24% -2 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 486 $467K 0.13% -86 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 484 $466K 0.14% -2 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 484 $466K 0.07% -10 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 482 $463K 0.03% +120 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 481 $463K 0.08% -29 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 481 $463K 0.83% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 481 $462K 0.04% -16 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 481 $462K 0.09% +34 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 480 $462K 0.22% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 480 $462K 0.08% -120 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 478 $460K 0.14% +58 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 476 $458K 0.05% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 475 $457K 0.04% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 475 $456K 0.04% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 473 $455K 0.31% -782 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 470 $453K 0.07% +4 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 470 $452K 0.42% -25 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 466 $451K 0.02% 0 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 469 $451K <0.01% +11 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 468 $450K 0.2% +72 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 467 $450K 0.01% +76 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 467 $449K 0.08% -73 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 466 $448K 0.1% -4 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 463 $445K 0.09% +49 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 462 $444K 0.06% +74 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 460 $442K 0.09% -224 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 459 $441K 0.07% +89 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 456 $439K 0.09% +10 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 452 $435K 0.1% -162 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 452 $435K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 451 $434K 0.02% -20 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 452 $434K 0.01% -3 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 451 $434K 0.22% -32 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 451 $434K 0.14% +1 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 448 $431K 0.09% -20 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 448 $431K 0.17% -2 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 448 $431K 0.03% +114 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 447 $430K 0.11% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 444 $427K 0.04% -390 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 444 $427K 0.08% +10 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 443 $426K 0.22% +45 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 442 $425K 0.07% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 441 $424K 0.08% +1 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 440 $423K 0.13% +21 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 440 $423K 0.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 440 $423K 0.11% +2 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 440 $423K 0.1% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 439 $422K 0.07% -109 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 438 $421K 0.07% -3 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 438 $419K 0.06% +161 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 436 $419K 0.13% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 436 $419K 0.26% +2 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 435 $418K 0.03% +8 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 433 $416K 0.08% -14 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 432 $415K 0.17% -20 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 430 $414K 0.11% -45 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 430 $414K 0.19% -39 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 430 $413K 0.19% +89 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 430 $413K 0.01% new 13F-HR Timeline Group Gouws Capital LLC More: the full row for Gouws Capital LLC 429 $413K 0.19% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 428 $411K 0.02% -2 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 426 $410K 0.25% -88 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 425 $409K 0.24% -216 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 424 $408K 0.02% +21 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 424 $408K 0.44% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 421 $405K 0.02% -1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 421 $405K 0.01% -92 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 420 $404K 0.02% -106 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 418 $402K 0.02% +41 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 417 $401K 0.17% +412 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 417 $401K 0.3% -13 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 416 $400K 0.04% +47 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 415 $399K 0.01% +64 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 414 $398K 0.12% -7 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 413 $397K 0.11% +19 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 412 $396K 0.02% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 412 $396K 0.01% +27 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 410 $394K 0.11% +20 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 409 $393K 0.21% -25 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 409 $393K 0.01% -21 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 409 $393K 0.05% +115 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 408 $393K 0.06% +35 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 407 $391K 0.02% +4 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 406 $391K 0.03% +16 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 406 $390K 0.07% 0 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 336 $390K 0.25% +1 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 405 $389K 0.04% +57 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 403 $388K 0.21% +3 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 403 $388K 0.07% -1,905 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 403 $388K 0.08% -35 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 402 $387K 0.15% +3 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 401 $386K 0.03% -29 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 400 $385K 0.04% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 400 $385K 0.47% +109 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 400 $385K 0.03% +69 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 398 $383K 0.02% -137 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 397 $382K 0.04% -25 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 397 $382K 0.13% -6 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 396 $380K 0.03% -22 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 395 $380K 0.17% 0 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 394 $379K 0.22% -3 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 394 $378K 0.03% +7 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 393 $377K 0.01% +63 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 392 $377K 0.08% -30 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 391 $376K 0.03% -560 13F-HR Timeline