OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 44,515 $3.98M 0.04% +2,298 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 44,372 $3.97M 0.17% +2,560 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 43,811 $3.92M 0.5% -411 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 43,539 $3.89M 0.21% +7,723 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 43,458 $3.88M 0.68% +160 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 42,940 $3.84M +571 Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 42,744 $3.82M 0.46% +5,097 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 42,461 $3.8M 0.84% +15,886 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 46,967 $3.79M 1.97% +4,616 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 42,339 $3.78M 0.24% +38,030 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 42,048 $3.76M 0.48% -3,008 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 41,953 $3.75M 0.21% -1,227 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 41,909 $3.75M 0.33% +279 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 41,905 $3.75M 0.22% +2,280 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 41,709 $3.73M 1.13% +4,887 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 41,708 $3.73M 0.1% +17,087 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 41,200 $3.68M 0.43% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 41,184 $3.68M 1.13% -7,190 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 41,149 $3.68M 0.66% +3,070 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 40,774 $3.64M 0.05% +9,389 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 40,586 $3.63M 0.7% -3,905 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,500 $3.62M 0.15% +500 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 40,379 $3.6M 0.27% +63 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 40,178 $3.59M 0.11% -741 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 40,156 $3.59M 0.02% -930 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 40,132 $3.59M 0.18% +1,680 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 40,242 $3.57M 0.21% +12,918 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 39,949 $3.57M 0.86% +18,013 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 39,723 $3.55M 0.22% +10,483 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 39,566 $3.54M 0.69% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 39,383 $3.52M 0.77% +1,091 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,354 $3.52M 0.04% -303 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,178 $3.5M 0.21% +145 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,568 $3.5M 0.09% +9,377 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 39,130 $3.5M 0.44% +7 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 39,075 $3.49M 0.14% -13 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 38,877 $3.48M 0.27% +5 13F-HR/A Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 38,852 $3.47M 0.32% -830 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 38,817 $3.47M 0.55% +510 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 38,533 $3.44M 0.71% +1,490 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,428 $3.44M 0.09% 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 38,381 $3.43M 0.04% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 38,018 $3.4M 0.3% +9,224 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 38,001 $3.4M 0.05% +1,243 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 37,600 $3.36M 0.07% -2,859 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 37,564 $3.36M 0.54% +628 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 37,318 $3.34M 2.06% +2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 37,196 $3.32M 0.22% -2,235 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 36,881 $3.3M 0.87% -1,157 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 36,837 $3.29M 0.33% -690 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 36,817 $3.29M 0.49% -85 13F-HR/A Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 36,619 $3.27M 0.46% +348 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 36,539 $3.27M 0.76% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 36,081 $3.23M 0.7% +7,354 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 35,839 $3.2M 1.65% -994 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 35,806 $3.2M 0.19% -150 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 35,747 $3.2M 2.62% +734 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 35,687 $3.19M 0.24% +200 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 35,676 $3.19M 0.38% -436 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 35,664 $3.19M 2.28% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 35,643 $3.19M 0.38% +12,351 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 35,595 $3.18M 0.03% -3,273 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35,417 $3.17M 0.14% -3,304 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 35,322 $3.16M 0.3% -5,562 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 35,309 $3.16M 0.58% +7,711 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 35,152 $3.14M 0.22% -1,737 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 34,893 $3.12M 0.45% +226 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 34,852 $3.12M 2.67% -1,545 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 34,836 $3.11M 0.19% -144 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 34,593 $3.09M 1.77% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 34,544 $3.09M 0.94% -709 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 34,403 $3.08M 0.07% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 34,376 $3.07M 0.13% +15,508 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 34,359 $3.07M 0.24% +7,632 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 34,148 $3.05M 0.17% +169 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 34,063 $3.04M +2,194 Timeline Copia Wealth Management More: the full row for Copia Wealth Management 33,999 $3.04M 2.56% +1,042 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 33,910 $3.03M 2.84% 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 33,820 $3.02M 1.02% -5,181 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 33,763 $3.02M 0.17% +8,131 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 33,596 $3M 0.16% +581 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 33,531 $3M 0.53% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 33,306 $2.98M 1.12% -6,391 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 33,278 $2.97M 0.01% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 34,030 $2.97M 0.28% +1,502 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 33,155 $2.96M 0.05% -95 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 33,143 $2.96M 2.05% 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 33,111 $2.96M 1.57% -383 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 33,018 $2.95M 0.87% +129 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 32,868 $2.94M 1.59% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 32,822 $2.93M 1.09% -324 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 32,821 $2.93M 2.09% +4,185 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 32,783 $2.93M 0.72% -3,486 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 32,284 $2.93M 0.86% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 32,759 $2.93M 0.6% -3,605 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 32,713 $2.92M 0.25% +400 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 32,652 $2.92M 1.96% -426 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,466 $2.9M 0.1% -62 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 32,407 $2.9M -101 Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,382 $2.89M 0.08% +1,786 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 32,207 $2.88M 0.82% -515 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 34,240 $2.86M 0.26% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 31,992 $2.86M 2.01% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 31,808 $2.84M 0.24% +13,050 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 31,546 $2.82M 0.2% -405 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 31,539 $2.82M 1.11% +1,483 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 31,541 $2.82M 1.42% +462 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 31,476 $2.81M 0.48% -3,168 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 31,409 $2.81M 0.88% -3,342 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 31,388 $2.8M 1.48% +1,785 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 31,327 $2.8M 0.19% -52 13F-HR Timeline CROBAN More: the full row for CROBAN 31,321 $2.8M 2.39% +1,465 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 31,263 $2.79M 0.11% -291 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 31,240 $2.79M 0.01% -23,632 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 31,203 $2.79M 1.38% -267 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 31,107 $2.78M 0.08% -815 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 31,076 $2.78M 2.42% +53 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 31,043 $2.77M 0.17% -6,272 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 31,026 $2.77M 1.88% -716 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,007 $2.77M 0.2% +939 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 30,804 $2.75M 0.15% -3,914 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 30,550 $2.73M 0.41% -1,000 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 30,397 $2.72M 0.46% -963 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 30,306 $2.71M 0.25% -4,513 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 30,193 $2.7M 0.29% +415 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 30,110 $2.69M 0.5% -7,384 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,694 $2.65M 0.04% -336 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 29,432 $2.63M 0.48% -4,376 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 28,600 $2.62M 1.76% -527 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 29,201 $2.61M 0.73% -561 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 29,187 $2.61M 0.34% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 29,168 $2.61M 0.18% new 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 29,022 $2.59M 0.04% -1,506 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 28,987 $2.59M 0.99% +1,169 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 28,780 $2.57M 0.24% -225 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 28,691 $2.56M 0.14% +1,134 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 28,689 $2.56M 0.22% +336 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 28,684 $2.56M 0.1% +19,456 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 28,565 $2.55M 1.5% -532 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 28,553 $2.55M 0.03% -1,501 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 28,478 $2.55M 0.33% -459 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 28,355 $2.53M 0.01% -6,300 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 28,331 $2.53M 0.1% -4,401 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 28,315 $2.53M 0.8% +101 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 28,314 $2.53M 1.65% +783 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 28,212 $2.52M 0.95% +200 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 28,127 $2.51M 0.1% -853 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 28,099 $2.51M 0.14% +22 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,005 $2.5M 0.06% +5,662 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 27,979 $2.5M 7% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 27,848 $2.49M 0.08% +1,034 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 27,794 $2.48M 1.1% +1,437 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 27,654 $2.47M 0.27% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 27,651 $2.47M 0.01% -280 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 27,338 $2.44M 0.62% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 27,315 $2.44M 1.27% +346 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 27,306 $2.44M 0.74% +1,643 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 27,211 $2.43M 0.02% +605 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 27,209 $2.43M 1.1% +8,958 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 27,161 $2.43M 1.22% -3,004 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 27,149 $2.43M 0.3% -4,700 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,070 $2.42M 0.12% -13,296 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,995 $2.41M 0.02% +10,342 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 26,950 $2.41M 0.11% -2,038 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26,877 $2.4M 0.67% +1,117 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 26,791 $2.39M 0.22% +204 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 26,759 $2.39M 0.1% -3,192 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,731 $2.39M 0.19% -44 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,617 $2.38M 0.18% +1 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 26,617 $2.38M 2.38% +6,328 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 26,554 $2.37M 0.76% +445 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 26,546 $2.37M 0.15% 0 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 26,533 $2.37M 0.94% -944 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 26,514 $2.37M 0.44% -423 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 26,446 $2.36M 0.23% +3,222 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 26,330 $2.35M 0.53% +20,581 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,320 $2.35M 0.22% +3,672 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 26,282 $2.35M 1.86% +1,856 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 26,275 $2.35M 0.43% +38 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26,257 $2.35M 1.16% -68,745 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 26,187 $2.34M 0.07% +2,758 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 26,155 $2.34M 0.2% +100 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 26,053 $2.33M 0.04% +3,757 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 26,029 $2.33M 0.47% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 25,942 $2.32M 0.07% -730 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 25,879 $2.31M 0.09% +3,935 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 25,796 $2.31M 2.07% new 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 25,607 $2.29M <0.01% -2,975 13F-HR Timeline Group Hillman Capital Management, Inc. 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