Values Added Financial LLC More: the full row for Values Added Financial LLC 390 $375K 0.14% +10 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 388 $373K 0.04% +3 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 387 $372K 0.09% -12 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 387 $372K 0.03% +3 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 384 $369K 0.07% -6 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 383 $368K 0.05% -15 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 382 $368K 0.27% +21 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 382 $367K 1.76% -235 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 380 $365K 0.13% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 380 $365K 0.15% 0 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 379 $364K 0.11% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 321 $364K 0.43% -4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 376 $362K 0.24% -36 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 375 $361K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 375 $361K <0.01% -810 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 374 $360K 0.01% +88 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 375 $360K 0.08% +4 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 374 $360K 0.03% -43 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 373 $359K 0.05% -5 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 373 $359K 0.02% -8 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 373 $359K 0.27% -52 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 372 $358K 0.07% -1 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 371 $357K 0.07% -1 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 370 $356K 0.05% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 369 $355K 0.05% -78 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 368 $354K 0.02% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 367 $353K 0.06% +112 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 367 $353K 0.04% +96 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 367 $353K 0.02% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 363 $349K 0.04% -12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 362 $348K 0.03% -36 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 361 $347K 0.03% 0 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 338 $346K 0.02% -29 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 360 $346K 0.24% new 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 360 $346K 0.08% +13 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 359 $345K 0.02% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 358 $345K 0.02% +131 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $345K 0.02% 0 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 358 $344K 0.21% 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 358 $344K 0.01% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 356 $343K 0.24% -42 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 356 $342K 0.02% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 356 $342K 0.09% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 356 $342K 0.02% +25 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 358 $342K 0.04% -85 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 355 $342K 0.01% -9 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 355 $341K 0.21% -79 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 355 $341K 0.1% -38 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 354 $340K 0.07% -11 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 354 $340K 0.03% +60 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 354 $340K 0.16% +178 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 354 $340K 0.01% -1,068 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 353 $339K 0.02% +75 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 350 $337K 0.02% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 350 $337K 0.04% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 350 $337K 0.04% +13 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 350 $337K 0.27% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 339 $336K 0.04% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 349 $336K 0.02% +59 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 348 $335K 0.09% -2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 348 $334K 0.02% +14 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 347 $334K 0.22% -22 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 347 $334K 0.24% 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 345 $332K 0.11% +1 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 344 $331K 0.03% +313 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 344 $331K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 344 $331K 0.07% -70 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 344 $331K 0.6% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 343 $330K 0.05% +81 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 343 $330K 0.24% -4 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 343 $330K 0.02% +12 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 342 $329K 0.18% +137 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 303 $327K 0.02% -169 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 340 $327K 0.05% -87 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 339 $326K 0.06% +18 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 338 $325K 0.12% +10 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 338 $325K 0.17% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 337 $324K 0.02% -129 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 337 $324K 0.05% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 336 $323K 0.06% +14 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 335 $322K 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 334 $321K 0.02% -5 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 334 $321K 0.07% -94 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 334 $321K 0.05% -40 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 333 $320K 0.01% -3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 333 $320K 0.01% -680 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 333 $320K 0.13% +40 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 333 $320K 0.01% -125 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 332 $319K 0.04% +8 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 332 $319K <0.01% +30 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 331 $318K 0.18% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 330 $317K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 328 $315K 0.05% -1 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 328 $315K 0.02% -63 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 328 $315K 0.05% +25 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 328 $315K 0.03% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 328 $315K 0.34% +2 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 327 $314K 0.01% -38 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 326 $313K 0.19% +9 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 325 $313K 0.05% +23 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 325 $313K 0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 324 $312K 0.3% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 323 $311K 0.02% -5 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 323 $311K 0.03% -300 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 322 $310K 0.09% -13 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 284 $310K 0.04% -2 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 322 $310K 0.03% -10 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 322 $310K 0.11% -15 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 322 $310K 0.15% +4 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 322 $310K 0.03% +31 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 321 $309K 0.02% +102 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 321 $309K 0.23% -8 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 320 $308K <0.01% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 319 $307K 0.04% -48 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 319 $307K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 318 $306K 0.05% -15 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 318 $306K 0.03% -61 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 318 $306K 0.04% -15 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 317 $305K 0.03% -50 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 317 $305K 0.12% -4 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 317 $305K 0.17% -6 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 316 $304K 0.12% -30 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 288 $304K 0.16% -10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 315 $303K 0.22% 0 13F-HR/A Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 315 $303K 0.08% +1 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 314 $302K 0.48% -9 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 314 $302K 0.4% -45 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 313 $301K 0.06% -109 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 312 $300K 0.07% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 312 $300K 0.18% -3,544 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 311 $299K 0.01% -18 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 311 $299K 0.03% +3 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 311 $299K 0.06% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 309 $297K 0.08% -16 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 309 $297K 0.06% -25 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 315 $296K 0.01% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 307 $295K 0.1% +29 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 307 $295K 0.04% -12 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 307 $295K 0.04% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 307 $295K 0.02% +38 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 306 $294K 0.06% -30 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 306 $294K 0.16% -5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 305 $293K 0.12% +40 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 305 $293K 0.13% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 305 $293K 0.19% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 304 $292K 0.04% +11 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 304 $292K 0.01% +31 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 303 $291K 0.03% +1 13F-HR/A Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 303 $291K 0.01% -11 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 303 $291K 0.03% +48 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 302 $290K 0.16% +40 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 300 $288K 0.11% +31 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 300 $288K 0.06% 0 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 300 $288K 0.02% -70 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 300 $288K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 299 $288K 0.09% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 299 $288K 0.11% -1 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 298 $287K 0.03% -1 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 297 $286K 0.02% -201 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 297 $286K 0.02% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 297 $286K 0.03% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 291 $285K 0.05% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 296 $285K 0.02% -94 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 296 $284K 0.04% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 295 $284K 0.02% +15 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 284 $283K 0.02% -24 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 269 $283K 0.04% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 294 $283K 0.18% -79 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 293 $282K 0.17% -5 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 292 $281K 0.03% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 292 $281K 0.02% -32 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 291 $280K 0.02% -17 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 261 $280K 0.11% -1 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 290 $279K 0.06% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 289 $278K 0.17% -10 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 289 $278K 0.02% -168 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 288 $277K 0.17% -1 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 288 $277K 0.02% +1 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 286 $275K 0.01% -12 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 286 $275K 0.07% -8 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 286 $275K 0.08% +22 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 286 $275K 0.2% +266 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 285 $274K 0.16% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 282 $271K 0.05% -30 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 281 $270K 0.08% -19 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 281 $270K 0.06% +12 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 238 $270K 0.16% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 260 $269K 0.16% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 280 $269K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 280 $269K 0.05% -10 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 279 $268K 0.04% +1 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 279 $268K 0.03% +5 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 279 $268K 0.16% +23 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 278 $268K 0.07% -431 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 278 $267K 0.03% 0 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 278 $267K 0.15% -19 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 277 $266K 0.02% -4 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 243 $265K 0.07% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 275 $264K 0.01% -988 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 275 $264K 0.22% 0 13F-HR Timeline