DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,048 $1.42M 0.12% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5,046 $1.42M 0.89% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,045 $1.42M 0.12% -309 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,040 $1.42M 0.26% -66 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,025 $1.41M 0.01% 0 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 5,014 $1.41M 0.02% +224 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,008 $1.41M 0.11% -17 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 5,007 $1.41M 0.18% -92 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 5,000 $1.41M 0.57% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,994 $1.4M 0.57% -20 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,992 $1.4M 0.39% +1,049 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,985 $1.4M 0.43% -277 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,983 $1.4M 0.66% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,962 $1.4M 0.06% +87 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,956 $1.39M 0.4% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,956 $1.39M 0.69% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,947 $1.39M 0.14% -276 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,946 $1.39M 0.02% new 13F-HR Timeline Group SMITH, MOORE & CO. 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More: the full row for Etesian Wealth Advisors, Inc. 4,711 $1.32M 0.39% -146 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 4,601 $1.32M 0.67% -118 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,700 $1.32M 0.48% +2,091 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,702 $1.32M 0.48% +17 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,693 $1.32M 0.3% -73 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,693 $1.32M 0.54% -269 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,692 $1.32M 0.99% +845 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,688 $1.32M 0.15% -189 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,686 $1.32M 0.1% +83 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,681 $1.32M 0.07% -174 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,676 $1.31M 0.33% -40 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 4,674 $1.31M 0.68% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,668 $1.31M 0.14% +236 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,666 $1.31M 0.25% -169 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,664 $1.31M 0.05% +52 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,661 $1.31M 0.04% +450 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,652 $1.31M 0.22% +1,020 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,643 $1.31M 0.07% +1,069 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,627 $1.3M 0.26% -425 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,626 $1.3M 0.09% +485 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,622 $1.3M 0.51% +145 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,605 $1.29M 0.13% -51 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,592 $1.29M 0.54% +2,497 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,588 $1.29M 0.41% +2 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,580 $1.29M 0.69% +85 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,580 $1.29M 0.55% 0 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 4,567 $1.28M 1.29% -165 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 4,552 $1.28M 0.53% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,539 $1.28M 1.04% -7 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,538 $1.28M 0.44% -140 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,535 $1.28M 0.06% +653 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,529 $1.27M 0.17% -397 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,525 $1.27M 0.97% +9 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,518 $1.27M 0.13% -625 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,515 $1.27M 0.32% +156 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,505 $1.27M 1.65% +3 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,495 $1.26M 0.52% +119 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,495 $1.26M 0.13% +682 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,494 $1.26M 0.21% +99 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,492 $1.26M 0.2% +429 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,492 $1.26M 0.23% +200 13F-HR Timeline City State Bank More: the full row for City State Bank 4,488 $1.26M 0.29% +540 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,501 $1.26M 0.23% +2,394 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,343 $1.26M 0.3% -90 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,479 $1.26M 0.59% -10 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,473 $1.26M 0.26% -854 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,473 $1.26M 0.5% +455 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,472 $1.26M 0.63% -288 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,467 $1.26M 0.08% -306 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,466 $1.26M 0.08% -2,663 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,463 $1.26M 0.38% +33 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for West Family Investments, Inc. 4,412 $1.24M 0.36% +759 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,405 $1.24M 0.59% -30 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,404 $1.24M 0.08% +1,585 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,400 $1.24M 0.1% +53 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,399 $1.24M 0.7% -199 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,393 $1.24M 0.54% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,095 $1.23M 0.15% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,384 $1.23M 0.1% -128 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 4,377 $1.23M 0.19% +1,465 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,373 $1.23M 0.59% -34 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,372 $1.23M 0.28% +5 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,371 $1.23M 0.47% +400 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,369 $1.23M 0.25% -48 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,360 $1.23M 0.59% -1,100 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,352 $1.22M 0.16% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,351 $1.22M 0.13% +342 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,343 $1.22M 0.65% -159 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,343 $1.22M 0.37% -370 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,341 $1.22M 0.14% +38 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 4,334 $1.22M 1.24% +166 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,332 $1.22M 0.05% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 4,330 $1.22M 0.17% +176 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,329 $1.22M 0.04% -116 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,327 $1.22M 0.31% +101 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,302 $1.21M 0.2% +234 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,300 $1.21M 0.79% 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,298 $1.21M 0.16% +2,459 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,277 $1.2M 0.08% +377 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,273 $1.2M 0.07% -139 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 4,273 $1.2M 0.64% -300 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,269 $1.2M 0.14% -627 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,261 $1.2M 0.66% +250 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,258 $1.2M 0.18% +168 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,251 $1.2M 0.3% -78 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,238 $1.19M 0.22% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,219 $1.19M 0.07% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,216 $1.19M 0.08% -666 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,214 $1.19M 0.36% +232 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,200 $1.18M 0.06% -4 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,198 $1.18M 0.06% -3 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,193 $1.18M 0.61% +29 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,172 $1.17M 0.07% +68 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,164 $1.17M 0.1% 0 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,145 $1.17M 0.07% -25 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,144 $1.17M 0.29% +842 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,798 $1.16M 0.26% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,128 $1.16M 0.2% +350 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,120 $1.16M 0.14% -1,190 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,120 $1.16M 0.13% -346 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,112 $1.16M 0.5% -75 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 4,111 $1.16M 0.89% +844 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,099 $1.15M 0.62% +180 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,093 $1.15M 0.19% +2 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,090 $1.15M 0.29% -77 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,084 $1.15M 0.09% -627 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,075 $1.15M 0.09% +295 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,071 $1.14M 0.25% +81 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 4,065 $1.14M 0.06% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,060 $1.14M 0.77% +6 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,057 $1.14M 0.53% +2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,050 $1.14M 0.13% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,047 $1.14M 0.1% -143 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,041 $1.14M 0.37% -23 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,036 $1.13M 0.46% +85 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,035 $1.13M 0.03% +593 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,030 $1.13M 0.13% +14 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,016 $1.13M 0.02% -682 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. 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