Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,764 $5.56M 0.06% +2,499 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 8,763 $5.56M 0.07% -671 13F-HR Timeline Group Trust Co of Kansas More: the full row for Trust Co of Kansas 8,720 $5.53M 2.84% -654 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 8,712 $5.53M 1.96% -231 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,707 $5.52M 0.84% -859 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,671 $5.5M 0.32% -774 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,646 $5.48M 0.05% +24 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,513 $5.41M 0.01% +5 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 8,524 $5.35M 6.49% +261 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,413 $5.34M 0.02% -4,002 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,371 $5.32M 0.06% +39 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,346 $5.29M 0.5% +2,969 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,290 $5.26M 0.11% +412 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 8,276 $5.25M 0.06% +135 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,261 $5.24M 1.11% +50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,193 $5.2M 0.13% -11 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,123 $5.15M 0.16% -56 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,118 $5.15M 0.04% -250 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 8,118 $5.15M 0.18% -1,023 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,112 $5.15M 0.06% +138 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,107 $5.14M 0.17% -775 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,059 $5.11M 0.02% +583 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 8,057 $5.11M 0.01% -6,721 13F-HR/A Timeline SMA Capital LLC More: the full row for SMA Capital LLC 8,000 $5.07M 2.13% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,998 $5.07M 0.3% +163 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,997 $5.07M 0.66% +28 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,985 $5.07M 0.06% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,969 $5.06M 0.15% -56 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,626 $5.05M 0.06% +1,039 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,958 $5.05M 0.2% -494 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,911 $5.02M 0.5% -5 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,846 $4.98M 0.23% +1,107 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,844 $4.98M 0.11% -1,678 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 7,842 $4.97M 2% +1,007 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,840 $4.97M 0.07% -665 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 7,771 $4.93M 0.86% -230 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,749 $4.92M 0.01% -3,863 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,691 $4.88M 1.3% -63 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 7,607 $4.83M 0.72% +171 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,548 $4.79M 0.08% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7,421 $4.71M 0.93% -162 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 7,390 $4.69M 1.9% +198 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 7,361 $4.67M 0.11% -2,586 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,338 $4.65M 0.09% -9,975 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,316 $4.64M 0.25% +35 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,307 $4.64M 0.04% +1,667 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,284 $4.62M 0.42% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,615 $4.61M 0.09% -4,940 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,269 $4.61M 0.06% +982 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 7,265 $4.61M 0.19% +187 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 7,243 $4.59M 2.14% -20 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 7,223 $4.58M 0.27% +1,145 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,212 $4.57M 0.12% +228 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,148 $4.53M 0.25% -38 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,139 $4.53M 0.19% -32 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 7,081 $4.49M 0.4% +1,234 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,080 $4.49M 1.01% -43 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,067 $4.48M 0.38% 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,064 $4.48M 0.05% +115 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,055 $4.48M 0.07% -150 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,014 $4.45M 0.6% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,005 $4.44M 0.38% +830 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 6,985 $4.43M 0.25% -60 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,964 $4.42M 0.74% -315 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,911 $4.38M 0.11% +1,455 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,871 $4.36M 0.28% +3,195 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,866 $4.36M 0.16% +705 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 6,853 $4.35M 0.46% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,852 $4.35M 0.05% +145 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,812 $4.33M 0.1% +310 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,805 $4.32M 0.15% +645 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 6,801 $4.31M 0.2% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,789 $4.31M 0.1% -302 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 6,778 $4.3M 0.29% +26 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,768 $4.29M 0.08% +367 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 6,760 $4.29M 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,724 $4.27M 0.05% +149 13F-HR Timeline Group JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,724 $4.26M 0.4% +183 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,714 $4.26M 0.09% -23 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,703 $4.25M 0.08% +406 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,702 $4.25M 0.03% -359 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,696 $4.25M 0.43% +26 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,637 $4.21M 0.34% +337 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 6,632 $4.21M 0.06% +1,120 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,619 $4.2M 0.05% +540 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,591 $4.18M 0.06% +465 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,583 $4.18M 0.2% +12 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,576 $4.17M 0.07% +118 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 6,540 $4.15M 1.05% -10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,609 $4.14M 0.23% +78 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,528 $4.14M 1.58% +1,734 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 6,500 $4.12M 2.27% +40 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,493 $4.12M 0.13% -81 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 6,468 $4.1M 0.59% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,461 $4.1M 0.11% -666 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,451 $4.09M 0.19% -89 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 6,437 $4.08M 1.07% -62 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,421 $4.07M 0.36% -225 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,372 $4.04M 0.91% -308 13F-HR Timeline American Trust More: the full row for American Trust 6,372 $4.04M 0.31% -696 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,352 $4.03M 1.64% +136 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 6,348 $4.03M 0.59% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,716 $4.01M 0.14% -120 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 6,280 $3.98M +2,277 Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,272 $3.98M 0.19% +42 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,559 $3.96M 0.06% +47 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 6,216 $3.94M 2.86% -394 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,212 $3.94M 0.23% -97 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,179 $3.92M 0.1% +60 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 6,149 $3.9M 1.43% -820 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,145 $3.9M 0.1% +33 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,133 $3.89M 0.06% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,094 $3.87M 0.19% -90 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,061 $3.84M +95 Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,058 $3.84M 0.2% -25 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,047 $3.84M 0.04% -173 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,040 $3.83M 0.15% +45 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,011 $3.81M 0.12% -19 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,002 $3.81M 0.04% +687 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 6,000 $3.81M 0.11% -21,369 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,000 $3.81M 0.11% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,977 $3.79M 0.39% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 5,972 $3.79M 0.11% +417 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,971 $3.79M 0.07% -111 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,939 $3.77M 0.9% +575 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,937 $3.77M 0.17% -2 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,902 $3.74M 0.38% +2 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,888 $3.74M 0.15% +425 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,868 $3.72M 1.52% -219 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,855 $3.71M 0.41% -98 13F-HR/A Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 5,850 $3.71M 1.71% +60 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,827 $3.7M 0.51% +74 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,826 $3.7M 2.09% -59 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,817 $3.69M 0.61% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,816 $3.69M 0.06% +1,016 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,880 $3.68M +3,055 Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,768 $3.66M 1.36% -1,947 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,734 $3.64M 1.43% -407 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 5,690 $3.61M 1.27% +117 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,670 $3.6M 0.12% -236 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 5,615 $3.56M 1.22% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 5,602 $3.55M 0.23% +51 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,587 $3.54M 0.24% +3,584 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,579 $3.54M 0.03% +108 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,573 $3.54M 0.37% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,560 $3.53M 0.66% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,555 $3.52M 0.48% -670 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,524 $3.51M 0.06% -25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,532 $3.51M 0.56% +4,943 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,493 $3.49M 0.13% -10 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,496 $3.49M 1.25% -28 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 5,548 $3.49M 0.68% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,470 $3.47M 0.68% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,469 $3.47M 0.05% +3 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,448 $3.46M 0.15% -112 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,435 $3.45M 1.43% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,423 $3.44M 0.05% -106 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,417 $3.44M 0.18% +1,012 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,410 $3.43M 0.49% -174 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,400 $3.43M 0.42% -310 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,389 $3.42M 0.19% +474 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,373 $3.41M 0.06% +37 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,367 $3.4M 0.07% +722 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,317 $3.37M 0.09% -29 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,300 $3.36M 0.07% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 5,278 $3.35M 1.02% +120 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,234 $3.32M 0.04% -56 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,210 $3.3M 0.34% +2 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,209 $3.3M 1.87% +16 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,192 $3.29M 0.82% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,173 $3.28M 0.11% +264 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,166 $3.28M 0.73% +181 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,165 $3.28M 0.23% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,153 $3.27M 0.09% +338 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,336 $3.27M 0.06% +19 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,210 $3.27M 0.11% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,146 $3.26M 0.56% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,132 $3.26M 0.26% 0 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,126 $3.25M 0.14% +35 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,116 $3.25M 1.24% +50 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,114 $3.24M 0.81% -25 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,114 $3.24M 0.81% +3,904 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,098 $3.23M 0.06% +164 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,092 $3.23M 0.05% +35 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,045 $3.2M 0.06% -777 13F-HR Timeline Group RV Capital AG More: the full row for RV Capital AG 5,001 $3.17M 0.83% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 5,000 $3.17M 0.1% -200 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $3.17M 0.28% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,982 $3.17M 0.13% -206 13F-HR Timeline Andrew Hill Investment Advisors, Inc. 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