Apella Capital, LLC More: the full row for Apella Capital, LLC 4,366 $312K 0.01% +214 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,364 $310K <0.01% +720 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,344 $309K <0.01% +784 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,339 $309K 0.15% -303 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,328 $308K 0.02% +2,132 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,325 $308K 0.02% 0 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,323 $308K 0.09% -11 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,292 $305K 0.01% +483 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,274 $304K 0.05% -50 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,263 $303K 0.2% +197 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,250 $302K 0.01% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,250 $302K 0.01% -5 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,187 $298K 0.01% -125 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,168 $297K 0.01% +656 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,167 $296K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,159 $296K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,157 $296K 0.01% +13 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,147 $295K 0.05% +310 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,140 $295K 0.02% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,130 $294K 0.05% -101 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,102 $292K 0.07% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,097 $291K <0.01% -1,307 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,052 $288K 0.01% +1,928 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,891 $287K 0.05% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,034 $287K <0.01% +32 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,033 $287K 0.26% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,008 $285K 0.02% -54 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $285K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,968 $282K 0.01% +265 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,963 $282K 0.01% +872 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,941 $280K 0.16% 0 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 3,927 $279K +46 Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,875 $276K 0.02% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,864 $275K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,863 $275K 0.01% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,836 $273K 0.07% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,825 $272K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,818 $272K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,806 $271K 0.05% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,252 $271K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,793 $270K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,774 $269K 0.04% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,771 $268K 0.01% -400 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,767 $268K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,762 $268K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,685 $267K <0.01% +39 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,722 $265K 0.03% -2,172 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,718 $264K 0.06% -13,154 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,711 $264K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,700 $263K 0.03% +1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,699 $263K 0.02% +133 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,669 $261K 0.01% -249 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,661 $260K 0.01% +1,963 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,636 $259K <0.01% +169 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,614 $257K 0.02% -545 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,610 $257K 0.06% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,585 $257K <0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,600 $256K 0.02% -240 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,575 $254K -51 Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,572 $254K 0.1% +193 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,571 $254K 0.17% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,567 $253K 0.04% 0 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,550 $253K <0.01% +1,879 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,545 $252K <0.01% -197 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,521 $251K 0.13% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,511 $250K <0.01% +207 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,496 $249K 0.01% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,490 $248K <0.01% +100 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,452 $246K 0.08% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,451 $246K 0.18% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,440 $245K 0.02% -140 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,433 $244K <0.01% -177 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,418 $243K 0.01% -29 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,413 $243K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,409 $243K 0.06% -1,598 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,380 $240K 0.07% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,348 $238K 0.01% -1,398 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,343 $238K 0.04% +27 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,333 $237K 0.1% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,328 $237K <0.01% -1,073 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,327 $237K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,320 $236K <0.01% -219 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,291 $234K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,273 $233K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,271 $233K 0.03% +83 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,092 $231K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,232 $230K 0.01% -1,309 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,228 $230K 0.06% -599 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,216 $229K <0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,200 $228K <0.01% 0 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,157 $225K 0.01% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,153 $224K 0.07% -408 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,124 $222K 0.07% +2,905 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,114 $222K 0.01% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,105 $221K 0.04% -8,804 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,093 $220K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,092 $220K 0.01% +937 13F-HR/A Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,089 $220K 0.19% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,083 $219K 0.06% -353 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,075 $219K 0.1% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,022 $215K 0.04% +1,425 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 3,000 $213K 0.01% new 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 2,996 $213K 0.11% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,989 $213K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,965 $211K 0.11% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,856 $211K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,952 $210K 0.03% +808 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,950 $210K <0.01% -65,260 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,938 $209K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,928 $208K 0.01% +38 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,920 $208K 0.01% new 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 2,889 $206K 0.14% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,885 $205K 0.01% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,880 $205K 0.13% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,866 $204K 0.04% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,848 $203K 0.11% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,847 $203K 0.1% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,819 $201K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,787 $198K <0.01% -149 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,763 $197K 0.05% -3,588 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,726 $194K 0.01% -136 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,666 $190K 0.05% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,644 $188K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,600 $185K 0.01% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,600 $185K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,458 $175K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,451 $174K 0.02% -140 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,443 $174K <0.01% +291 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,426 $173K <0.01% +914 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,393 $170K <0.01% +767 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,385 $170K 0.06% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,362 $168K 0.01% -85 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,310 $164K 0.01% +707 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,327 $164K 0.01% +1,016 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,294 $163K <0.01% +1,775 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,200 $157K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,159 $154K 0.01% +25 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,072 $147K 0.06% +1,909 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,066 $147K 0.01% -890 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,022 $144K 0.09% -40 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,945 $138K 0.01% +48 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,910 $136K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,837 $133K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,821 $130K 0.13% +41 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,749 $129K 0.02% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,783 $127K 0.02% +7 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,704 $121K <0.01% +296 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,701 $121K <0.01% -21 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,673 $119K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,665 $118K <0.01% -11,658 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,655 $118K +540 Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,653 $118K <0.01% -1,214 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,648 $117K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,606 $114K <0.01% -9,996 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,506 $107K 0.09% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,503 $107K <0.01% +44 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,484 $106K <0.01% +194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 1,482 $105K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,441 $103K 0.03% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,432 $102K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,394 $99K <0.01% +108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,335 $95K 0.01% +23 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,303 $92.7K <0.01% -510 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,249 $90.4K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,253 $89.1K 0.04% 0 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,247 $88.7K 0.02% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,225 $87.2K 0.03% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,224 $87.1K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,168 $83.1K 0.01% -22 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,129 $80.3K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,106 $78.7K 0.02% +498 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,105 $78.6K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,080 $76.8K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,042 $74.1K 0.04% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,024 $72.9K 0.01% -13 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 992 $71K 0.1% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 981 $69.8K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 972 $69.6K 0.03% +7 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 935 $69K 0.05% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 943 $67.1K 0.04% +30 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 935 $67K 0.01% -155 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 935 $66.5K <0.01% +7 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 907 $64.5K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 900 $64K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 900 $64K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 895 $63.7K <0.01% +3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 885 $63K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 874 $62.2K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 865 $61.5K <0.01% -623 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 850 $60.5K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 846 $60.2K <0.01% +300 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 816 $58K <0.01% +619 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $56.9K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 787 $56K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 785 $55.8K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 734 $52.2K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 695 $51.4K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 712 $50.7K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 708 $50.4K 0.09% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 697 $49.6K 0.05% 13F-HR Timeline