LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,838 $339K 0.02% +1,912 13F-HR Timeline FSA Advisors, Inc. 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LLC 8,272 $285K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,251 $284K 0.03% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 8,242 $284K 0.07% +107 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,230 $284K 0.08% -433 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,229 $284K 0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,209 $283K 0.05% -8,061 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,203 $283K 0.02% +69 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,203 $283K 0.07% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,171 $282K 0.02% -863 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,015 $280K 0.01% +497 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,098 $279K 0.02% -159 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 8,092 $279K 0.06% +67 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,088 $279K 0.01% +12 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,065 $278K 0.01% -2,379 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,037 $277K <0.01% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,937 $274K 0.06% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,891 $272K 0.07% +506 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,866 $271K 0.06% +5 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Valmark Advisers, Inc. 7,562 $261K <0.01% +72 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,370 $259K 0.12% 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,525 $259K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,484 $258K 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,440 $256K 0.03% +559 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,430 $256K 0.23% 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,375 $254K 0.02% -252,153 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,361 $254K 0.02% -628 13F-HR/A Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 7,350 $253K 0.12% -5,500 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,244 $252K 0.01% +214 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,266 $250K 0.03% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,258 $250K 0.09% +21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,233 $249K 0.02% -777 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,200 $248K 0.07% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,185 $247K 0.03% -759 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,165 $247K <0.01% -24 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 7,139 $246K 0.03% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,130 $246K 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,091 $244K <0.01% -95 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,090 $244K 0.03% +45 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,051 $243K 0.02% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,036 $242K 0.05% +96 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,035 $242K 0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,022 $242K 0.06% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,021 $242K 0.21% -170 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,999 $241K 0.19% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,998 $241K 0.05% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,980 $241K 0.07% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 6,957 $240K 0.04% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,927 $239K 0.01% +101 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,925 $239K 0.04% -17,989 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,878 $237K 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,857 $236K 0.02% -1,339 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,824 $235K 0.07% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,818 $235K 0.02% 0 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,737 $232K 0.06% -689 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,868 $232K <0.01% -1,134 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,733 $232K 0.02% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,729 $232K 0.02% +11 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,690 $231K 0.03% +3,170 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,671 $230K <0.01% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,670 $230K 0.04% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,664 $230K <0.01% -97 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,664 $230K <0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,412 $221K 0.01% -798 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 6,410 $221K 0.1% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,399 $221K 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,394 $220K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,390 $220K 0.05% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,388 $220K <0.01% -1,000 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,363 $219K 0.29% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,541 $217K 0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,273 $216K 0.01% +1,522 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,321 $216K 0.08% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,264 $216K 0.06% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,254 $216K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,248 $215K 0.01% -1,920 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,210 $214K 0.03% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,198 $214K <0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,146 $212K 0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,144 $212K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,149 $211K 0.04% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,119 $211K 0.13% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,119 $211K 0.09% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,055 $209K 0.07% -1,029 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,052 $209K 0.09% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,050 $208K 0.01% -1,425 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,029 $208K 0.01% -2,433 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,027 $208K 0.03% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,000 $207K 0.01% -1,600 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,965 $206K 0.06% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,960 $205K 0.07% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,959 $205K 0.02% -55 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,957 $205K 0.01% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,944 $205K 0.03% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,943 $205K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,941 $205K 0.01% -13,977 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,922 $204K 0.01% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 5,915 $204K 0.08% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,912 $204K 0.04% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,910 $204K 0.14% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 5,900 $203K 0.07% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,878 $203K 0.02% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,814 $200K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,758 $198K -16,535 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,738 $198K <0.01% +374 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,736 $198K 0.14% -531 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,302 $183K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,202 $179K 0.02% -125 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,094 $176K 0.01% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,105 $175K 0.01% +39 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,069 $175K 0.08% -180 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,000 $172K 0.04% -451 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,988 $172K 0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,972 $171K 0.08% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,937 $170K 0.03% 13F-HR Timeline Group