HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,856 $373K 0.02% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,829 $372K 0.01% +125 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,821 $371K 0.05% +79 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,798 $370K 0.01% +760 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,827 $369K 0.03% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,769 $368K 0.02% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 5,769 $368K 0.08% new 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,739 $366K 0.05% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 5,722 $365K 0.07% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,686 $363K 0.06% -69 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,684 $362K 0.07% -844 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,678 $362K 0.02% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,672 $362K 0.03% -75 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,670 $362K 0.07% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,667 $361K 0.02% +106 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,666 $361K 0.01% -378 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 5,657 $361K 0.02% +486 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,642 $360K 0.01% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 5,608 $358K 0.28% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,602 $357K 0.02% +844 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,595 $357K 0.03% +914 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,580 $356K 0.03% +487 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,579 $356K 0.09% +197 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,570 $355K 0.02% -606 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,560 $355K 0.11% -40 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,506 $351K 0.01% -753 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 5,500 $351K 0.04% -100 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,456 $348K 0.24% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,454 $348K 0.01% -412 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,449 $348K 0.01% +3 13F-HR/A Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,445 $347K <0.01% -1,300 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,440 $347K 0.07% -72 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,409 $345K 0.22% +1,779 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,392 $344K 0.04% -780 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,386 $343K 0.01% -489 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,375 $343K 0.03% -401 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,341 $341K 0.01% +1,793 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,342 $341K <0.01% 0 13F-HR Timeline Financial Advisors Network, Inc. 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More: the full row for Quintet Private Bank (Europe) S.A. 5,210 $332K 0.02% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,201 $332K 0.09% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,193 $331K 0.02% -200 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,178 $330K 0.22% -18 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,163 $329K 0.1% +24 13F-HR Timeline Institute for Wealth Management, LLC. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,865 $310K 0.14% -226 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,853 $309K 0.27% 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 4,849 $309K 0.06% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,825 $308K 0.07% -865 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,805 $306K 0.19% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,765 $304K 0.01% +268 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,761 $304K 0.04% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,753 $303K 0.08% -29 13F-HR Timeline Compound Planning, Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 4,679 $298K 0.12% +22 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,667 $298K 0.03% +8 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,645 $296K 0.22% -6,522 13F-HR Timeline Group Pinnacle West Asset Management, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 4,512 $288K 0.03% +160 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,908 $287K 0.06% +388 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,500 $287K 0.02% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,493 $287K 0.06% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,482 $286K 0.05% -492 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,461 $284K 0.04% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,459 $284K 0.05% -52 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,435 $283K 0.01% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,419 $282K 0.12% -80 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 4,410 $281K 0.54% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,398 $280K new Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,592 $280K 0.01% -949 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,384 $280K 0.05% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,377 $279K 0.05% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,360 $278K 0.02% -129 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,363 $278K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,349 $277K <0.01% -401 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,342 $277K 0.01% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,330 $276K 0.03% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,325 $276K 0.02% new 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,325 $276K 0.1% +130 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,318 $275K 0.05% +578 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,287 $273K 0.04% -26 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,276 $273K <0.01% -115 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,271 $272K 0.01% -499 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,243 $271K 0.18% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,240 $270K 0.04% -106 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,207 $268K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,207 $268K 0.01% +579 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,207 $268K 0.03% -25 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,196 $268K 0.05% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,166 $266K 0.02% +71 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,159 $265K 0.06% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,158 $265K 0.02% -16 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,137 $264K 0.02% new 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 4,130 $263K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,130 $263K 0.02% new 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,115 $262K 0.02% -225 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,111 $262K 0.02% -124 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,107 $262K 0.17% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,093 $261K 0.04% -106 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,077 $260K 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,072 $260K <0.01% -49 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,069 $259K 0.18% 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,062 $259K 0.2% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,059 $259K 0.07% -80 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,056 $259K 0.07% +81 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,055 $259K 0.01% +201 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,052 $258K 0.08% +120 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,046 $258K 0.05% -83 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,042 $258K 0.04% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,038 $258K 0.01% -245 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,032 $257K 0.03% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,027 $257K 0.01% -96 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,012 $256K 0.01% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,007 $256K 0.07% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,000 $255K 0.07% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,000 $255K 0.05% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,000 $255K 0.05% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,000 $255K 0.15% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 4,000 $255K 0.09% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,988 $254K 0.18% +226 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,008 $254K 0.07% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,983 $254K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,982 $254K 0.02% +3,114 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,980 $254K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,980 $254K 0.03% +385 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,978 $254K 0.13% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,950 $252K 0.03% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 3,947 $252K 0.08% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,941 $251K 0.06% +34 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 3,935 $251K 0.08% +51 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,916 $250K <0.01% +198 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,912 $249K 0.07% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,904 $249K 0.06% +13 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,891 $248K 0.02% +285 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,870 $247K 0.02% -153 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,855 $246K 0.03% -42 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,854 $245K 0.07% 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,837 $245K 0.13% +347 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,820 $244K 0.15% +1,012 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,813 $243K 0.01% -38 13F-HR/A Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,810 $243K 0.01% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. 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