Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,593 $299K 0.01% +105 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,581 $299K 0.01% +157 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 8,571 $298K 0.01% +1,237 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,568 $298K 0.01% -370 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 8,500 $296K 0.08% +2,450 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,500 $296K 0.03% -2,480 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,490 $295K 0.04% 0 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 8,467 $295K 0.01% -500 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,467 $295K 0.13% +345 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 8,374 $291K 0.22% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,369 $291K 0.01% new 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 8,313 $289K -1,524 Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 8,000 $289K 0.17% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,283 $288K 0.02% -2,281 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,268 $288K 0.02% -640 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,255 $287K 0.03% -6,703 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,231 $286K 0.01% -12,595 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,199 $285K 0.26% -1,815 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 8,150 $284K 0.01% -458 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,160 $284K <0.01% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 8,159 $284K 0.06% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,158 $284K 0.02% +1 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,145 $283K 0.11% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,109 $282K 0.01% +709 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,049 $280K 0.14% -3,028 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,026 $279K 0.06% +623 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 8,025 $279K 0.08% -8,234 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 8,007 $279K 0.19% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 8,000 $278K 0.05% -2,600 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,988 $278K 0.1% +1,162 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 7,217 $278K 0.19% -2,051 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 7,909 $275K 0.22% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,906 $275K 0.01% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,886 $274K 0.05% -5,004 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,867 $274K 0.01% -1,338 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 7,850 $273K 0.09% -150 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,847 $273K 0.01% +475 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 7,836 $273K <0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,754 $270K 0.05% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,729 $269K 0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,725 $269K 0.01% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,718 $269K 0.04% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,706 $268K 0.01% -500 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,670 $267K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,666 $267K 0.03% +1,231 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,648 $266K <0.01% +548 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,611 $265K <0.01% -1,272 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,542 $262K <0.01% +947 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,525 $262K <0.01% +65 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,521 $262K <0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,413 $258K 0.02% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,399 $257K 0.02% -280 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,374 $257K 0.05% +2,000 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,371 $257K 0.03% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,370 $256K 0.02% -338 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,364 $256K 0.02% -1,363 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,355 $256K 0.1% -421 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 7,351 $256K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,312 $254K <0.01% +405 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,297 $254K 0.01% new 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 7,233 $252K 0.05% +6 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,216 $251K 0.05% -505 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,210 $251K 0.12% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,191 $250K <0.01% -7,161 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 7,178 $250K 0.12% -53 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,141 $249K 0.01% +3,134 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,125 $248K 0.01% -243 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,091 $247K 0.02% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 7,090 $247K 0.03% -820 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 7,084 $247K 0.16% -17,879 13F-HR Timeline BAYBAN More: the full row for BAYBAN 7,078 $246K 0.19% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,077 $246K 0.01% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,046 $245K 0.11% +166 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,046 $245K 0.06% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,002 $244K <0.01% -47 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 6,900 $243K 0.08% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 6,991 $243K 0.08% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 6,964 $242K 0.08% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 6,958 $242K 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,948 $242K <0.01% -8,250 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,944 $242K <0.01% +416 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,934 $241K 0.1% -185 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,933 $241K 0.02% -1,374 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,926 $241K 0.02% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,919 $241K <0.01% +676 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,850 $238K 0.06% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,819 $237K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,782 $236K 0.01% -4,322 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,780 $236K 0.03% -256 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,777 $236K 0.01% +263 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,756 $235K 0.02% -836 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,486 $234K 0.03% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,715 $234K 0.05% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,708 $233K 0.02% -1,363 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,705 $233K 0.04% -553 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,679 $232K <0.01% -58 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,640 $231K <0.01% -318 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,635 $231K 0.03% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,632 $231K 0.01% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 6,630 $231K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,621 $230K 0.01% -730 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,618 $230K 0.03% -450 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,601 $230K 0.1% +142 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,588 $229K 0.03% +620 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,586 $229K <0.01% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,569 $229K 0.1% -500 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,555 $228K 0.13% -350 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,538 $228K 0.09% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,549 $228K 0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,536 $227K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,309 $227K <0.01% -390 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,488 $226K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,455 $225K 0.02% -2,822 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,454 $225K 0.01% -77 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,443 $224K 0.01% new 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,435 $224K 0.16% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,411 $223K 0.02% -800 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,400 $223K 0.01% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 6,400 $223K 0.02% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,399 $223K 0.04% -5,805 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,397 $223K <0.01% +110 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,381 $222K 0.07% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,371 $222K 0.03% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 6,360 $221K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,334 $220K 0.01% -565 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,326 $220K 0.06% +380 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,319 $220K 0.01% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 6,300 $219K 0.13% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,300 $219K 0.04% -1,451 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,288 $219K 0.04% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,282 $219K 0.07% -700 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,250 $218K <0.01% new 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,244 $217K 0.04% new 13F-HR/A Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 6,184 $215K 0.05% +82 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 6,155 $214K 0.1% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,887 $213K 0.02% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,100 $212K 0.03% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,100 $212K 0.13% -375 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,094 $212K 0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,065 $211K 0.02% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,800 $211K <0.01% -323 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 6,055 $211K 0.02% -24,880 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,030 $210K 0.01% -2,382 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,000 $209K 0.04% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,000 $209K 0.14% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,000 $209K <0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,992 $209K 0.01% -10,429 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 5,989 $208K 0.13% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,985 $208K 0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,968 $208K 0.01% -413 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,941 $207K 0.04% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,927 $206K 0.04% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,923 $206K 0.03% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,880 $205K <0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,885 $205K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,869 $204K 0.07% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,851 $204K 0.06% -2,013 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,849 $204K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,839 $203K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,779 $201K 0.02% -333 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,768 $201K 0.09% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,756 $200K 0.04% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,710 $199K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,679 $198K 0.02% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,675 $197K 0.16% +5,275 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,662 $197K 0.06% -115 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,576 $194K 0.06% +226 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $191K 0.06% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,474 $190K 0.01% +144 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,406 $188K 0.09% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,222 $182K 0.01% +1,829 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,213 $181K 0.01% +1,282 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,000 $174K 0.04% +1,000 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,528 $171K <0.01% +1,714 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,634 $161K 0.01% +2,970 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,631 $161K 0.01% +383 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,338 $151K <0.01% +1,312 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,301 $150K 0.04% +42 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,263 $148K 0.01% -1,545 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,205 $146K 0.01% -543 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,063 $141K 0.01% -201 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,015 $140K 0.02% -2,064 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,951 $138K <0.01% -9,207 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,900 $136K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,850 $134K 0.05% +1,000 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,846 $134K 0.11% +53 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,812 $133K <0.01% +277 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,740 $130K 0.12% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,675 $128K 0.01% -2,600 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,658 $127K 0.02% +60 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,658 $127K 0.02% +347 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,640 $127K 0.07% -25 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,490 $121K 0.01% +1,061 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,303 $121K 0.04% +2,553 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,440 $120K 0.06% -200 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,424 $119K 0.01% -244 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,420 $119K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,108 $117K 0.05% -36 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,200 $117K 0.1% -1,100 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,314 $115K 0.06% -3,550 13F-HR Timeline