Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,222 $432K 0.23% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,240 $432K 0.02% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,237 $431K 0.06% +1,234 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,236 $431K 0.09% -34 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,234 $430K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,218 $425K 0.06% +152 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,200 $418K 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,200 $418K 0.11% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,200 $418K 0.07% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,197 $417K 0.34% -6 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,155 $415K 0.01% +77 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,185 $413K 0.19% -84 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,184 $413K 0.02% new 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,184 $413K 0.15% -18 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,172 $409K 0.17% -310 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 1,168 $407K 0.17% -9 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,170 $407K 0.02% +10 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,166 $407K 0.05% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,159 $404K 0.13% +40 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,106 $403K 0.14% +54 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,151 $401K 0.13% -10 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,150 $401K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,147 $400K 0.04% -9 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,142 $398K 0.04% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,134 $395K 0.05% -23 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,134 $395K 0.01% -130 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,130 $394K 0.03% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,130 $394K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,130 $394K 0.03% -18 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,130 $394K 0.06% -155 13F-HR Timeline City State Bank More: the full row for City State Bank 1,127 $393K 0.14% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,119 $390K 0.03% -103 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,117 $389K 0.05% -25 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,116 $389K 0.38% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,117 $389K <0.01% +56 13F-HR Timeline Group FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,113 $388K 0.07% +4 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,113 $388K 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,112 $388K 0.04% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,111 $387K 0.02% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,111 $387K 0.08% +56 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,100 $383K 0.04% +32 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,098 $383K 0.1% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,095 $382K 0.12% -97 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,090 $380K 0.13% +40 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,080 $377K 0.03% +122 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,079 $376K 0.1% +4 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,079 $376K 0.07% new 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,074 $374K 0.16% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,069 $373K 0.11% -250 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,068 $372K 0.01% +13 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,022 $372K 0.09% 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,066 $372K 0.05% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,067 $372K 0.14% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,064 $371K 0.03% +25 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,056 $368K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,056 $368K 0.01% +124 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,055 $368K 0.03% 0 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 1,054 $367K 0.07% -18 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,050 $366K 0.09% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,050 $366K 0.06% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,050 $366K 0.12% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,050 $366K 0.19% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,050 $366K 0.21% -35 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,044 $364K 0.03% -93 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,037 $361K 0.03% -75 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,036 $361K +16 Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,021 $356K 0.03% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,018 $355K 0.05% 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,018 $355K 0.01% 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,011 $352K 0.13% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,010 $352K 0.04% -24 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,004 $350K 0.04% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,002 $349K 0.07% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,002 $349K 0.05% +14 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,001 $349K 0.01% +106 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,000 $349K 0.22% -9 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,000 $349K 0.01% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,000 $349K 0.02% 0 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 1,000 $349K 0.16% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,000 $349K 0.25% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 998 $348K 0.06% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 994 $347K 0.08% -50 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 994 $347K 0.11% -168 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 989 $345K 0.17% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 987 $344K 0.04% -1 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 987 $344K 0.03% +31 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 989 $344K 0.01% +92 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 985 $343K 0.12% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 982 $342K <0.01% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 975 $340K 0.02% +8 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 975 $340K 0.06% -51 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 974 $340K 0.04% +56 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 971 $338K 0.12% -44 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 966 $337K 0.01% +54 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 965 $336K 0.02% -182 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 960 $335K 0.05% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 958 $334K 0.02% +106 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 957 $334K 0.01% -1,680 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 944 $329K 0.04% +2 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 942 $328K 0.02% +10 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 938 $327K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 934 $326K 0.01% +12 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 925 $322K 0.02% +5 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 924 $322K 0.14% +17 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 923 $322K 0.04% +4 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 923 $322K 0.01% -23 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 920 $321K 0.02% -10 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 918 $320K 0.01% +40 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 913 $318K 0.07% -2 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 911 $317K 0.03% +21 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 910 $317K 0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 908 $317K 0.01% +274 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 906 $316K 0.01% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 901 $314K 0.12% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 900 $314K 0.14% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 900 $314K 0.01% -773 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 897 $313K 0.28% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 896 $312K 0.03% +157 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 886 $309K 0.08% +13 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 885 $309K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 885 $309K <0.01% +45 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 881 $307K 0.14% -523 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 880 $307K 0.07% -160 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 864 $301K 0.03% -40 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 863 $301K 0.14% -6 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 860 $300K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 844 $300K 0.03% +10 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 829 $299K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 854 $298K <0.01% +148 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 851 $297K 0.28% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 850 $296K 0.08% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 850 $296K 0.11% -6 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 843 $294K 0.29% 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 842 $294K 0.03% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 842 $294K 0.03% 0 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 841 $293K 0.03% +26 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 839 $292K 0.06% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 837 $292K 0.02% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 834 $291K <0.01% -696 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 833 $290K 0.04% -78 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 828 $289K 0.02% -57 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 823 $287K 0.17% -43 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 823 $287K 0.03% -80 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 822 $287K 0.09% +1 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 822 $287K <0.01% -2,866 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 819 $286K <0.01% +99 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 818 $285K 0.08% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 817 $285K 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 816 $284K 0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 810 $282K 0.04% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 807 $281K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 807 $281K 0.02% -20 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 803 $280K 0.03% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 800 $279K 0.13% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $279K 0.03% +1 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 798 $278K 0.11% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 795 $277K 0.16% -141 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 794 $277K 0.04% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 791 $276K 0.01% -93 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 790 $276K 0.11% +2 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 789 $275K <0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 788 $275K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 784 $273K 0.01% +55 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 781 $272K 0.01% +108 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 778 $271K 0.02% +9 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 776 $271K 0.04% -158 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 775 $270K 0.19% -340 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 773 $269K 0.03% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 770 $268K 0.07% +96 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 769 $268K 0.04% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 768 $268K 0.01% +88 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 763 $266K 0.15% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 761 $265K 0.01% +52 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 759 $265K 0.06% -281 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 753 $262K <0.01% -34 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 753 $262K <0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 753 $262K <0.01% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 742 $259K 0.11% -30 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 740 $258K 0.05% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 732 $255K 0.02% -9 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 731 $255K 0.02% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 730 $255K 0.02% -100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 730 $255K 0.03% -1,149 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 730 $254K 0.05% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 728 $254K 0.01% +2 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 727 $253K 0.02% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 726 $253K 0.01% +84 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 718 $250K 0.16% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 717 $250K 0.22% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 716 $250K 0.12% +174 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 715 $249K 0.01% -14 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 710 $248K 0.09% +10 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 709 $247K 0.25% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 709 $247K 0.03% +75 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 706 $246K 0.05% -1,303 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 703 $245K 0.02% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 701 $244K 0.01% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 700 $244K 0.18% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 700 $244K 0.02% -4 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 700 $244K 0.15% 13F-HR Timeline