PDS Planning, Inc More: the full row for PDS Planning, Inc 233,869 $13.6M 1.15% +11,751 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 232,442 $13.6M 1.66% +169,710 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 232,246 $13.6M 1.14% +9,234 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 231,210 $13.5M 4.14% +7,405 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 230,697 $13.5M 4.13% +7,732 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 230,180 $13.4M 3.56% -3,088 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 229,680 $13.4M 0.74% +6,578 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 227,876 $13.3M 1.19% +15,925 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 227,256 $13.3M 0.01% +68,858 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 236,528 $13.2M 0.45% +228,795 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 226,381 $13.2M 1.59% -10,326 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 226,220 $13.2M 0.58% -3,325 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 226,129 $13.2M 0.33% -110,515 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 225,708 $13.2M 4.87% +2,361 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 224,161 $13.1M 5.41% +2,837 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 223,410 $13M 0.03% -4,426 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 222,703 $13M 8.34% +19,876 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 221,466 $12.9M 14.62% +214,979 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 220,430 $12.9M 4.3% -5,972 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 218,406 $12.7M 0.77% +7,104 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 216,883 $12.7M 5.29% +7,388 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 216,859 $12.7M 11.54% +910 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 216,185 $12.6M 0.28% -3,555 13F-HR Timeline Group Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 216,119 $12.6M 9.61% -1,137 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 215,450 $12.6M 7.23% -3,588 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 215,443 $12.6M 1.82% -3,469 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 213,886 $12.5M 0.47% +8,277 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 212,838 $12.4M 6.15% +9,056 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 212,821 $12.4M 0.82% -4,837 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 211,422 $12.3M 0.12% -29,427 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 211,422 $12.3M 0.12% -29,427 13F-HR/A Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 210,797 $12.3M 1.19% +10,071 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 210,656 $12.3M 4.25% +2,173 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 209,867 $12.2M 0.15% -48,139 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 208,696 $12.2M 2.36% +24,504 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 208,149 $12.1M 0.45% -10,005 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 207,903 $12.1M 0.46% +118,803 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 207,723 $12.1M 5.07% +13,127 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 206,887 $12.1M 2.44% +140,050 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 205,886 $12M 0.67% -80,515 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 204,652 $11.9M +3,247 Timeline SWS Partners More: the full row for SWS Partners 203,849 $11.9M 3.9% -202 13F-HR/A Timeline Petix & Botte Co More: the full row for Petix & Botte Co 203,412 $11.9M 3.13% -31,534 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 201,708 $11.8M 0.57% -2,177 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 200,130 $11.7M 4.75% +6,419 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 200,039 $11.7M 6.3% -91,023 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 198,770 $11.6M 0.37% -39,563 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 198,611 $11.6M 0.49% +56,031 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 198,593 $11.6M 3.54% +24,859 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 198,562 $11.6M 2.99% +4,269 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 197,821 $11.5M 1.91% -3,275 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 197,518 $11.5M 0.54% -1,809 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 197,010 $11.5M 0.65% -3,215 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 196,427 $11.5M 0.03% -104,667 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 195,302 $11.5M 0.29% +65,127 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 195,792 $11.4M 3.14% +45,632 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 195,418 $11.4M 2.2% +27,163 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 194,779 $11.4M 1.66% -524,785 13F-HR/A Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 192,247 $11.2M 2.25% +5,521 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 191,689 $11.2M 1.98% +386 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 190,954 $11.1M 4.2% +660 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 190,118 $11.1M 3.88% +68,648 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 189,796 $11.1M 0.98% +130 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 189,788 $11.1M 2.73% +2,760 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 189,743 $11.1M 0.92% -26,298 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 188,496 $11M 8.49% +3,420 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 187,702 $11M 4.05% +23,510 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 186,625 $10.9M 0.14% +13,474 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 186,024 $10.9M 0.3% -5,497 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 183,045 $10.7M 7.49% +3,536 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 181,853 $10.6M 5.21% +8,451 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 181,608 $10.6M 6.75% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 181,273 $10.6M 0.24% +30,257 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 180,549 $10.5M 2% -64,544 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 180,236 $10.5M 1.6% +1,569 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 180,114 $10.5M 3.6% +79,030 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 179,845 $10.5M 0.5% -21,822 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 179,235 $10.5M 4.01% +2,422 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 178,998 $10.4M 0.16% -51,664 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 178,453 $10.4M 0.99% +1,676 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 178,360 $10.4M 0.26% -6,365 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 178,014 $10.4M 2.97% -6,688 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 175,508 $10.2M 0.32% +5,459 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 175,484 $10.2M 0.07% +3,572 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 175,391 $10.2M 2.38% -8,471 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 174,299 $10.2M 1.47% -2,669 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 173,905 $10.1M 2.03% +7,639 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 173,875 $10.1M 4.7% +20,337 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 172,798 $10.1M 8.56% +757 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 172,668 $10.1M 4.42% +48,697 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 172,529 $10.1M 4.04% -21,728 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 172,395 $10.1M 3.11% -15,917 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 171,715 $10M 1.65% +7,077 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 171,638 $10M 0.08% +26,283 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 171,537 $10M 5.99% -734 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 171,497 $10M +858 Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 147,995 $9.99M 4.17% 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 169,813 $9.91M 1.76% +7,421 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 169,058 $9.86M 7.63% +6,138 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 168,800 $9.85M 1.25% -79,600 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 168,783 $9.85M 1.34% +3,856 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 168,370 $9.82M 7.45% -26,276 13F-HR Timeline CX Institutional More: the full row for CX Institutional 167,962 $9.8M 0.37% +19,944 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 167,915 $9.8M 1.11% -2,947 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 167,186 $9.76M 0.18% +598 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 166,632 $9.72M 1.06% +5,366 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 166,612 $9.72M 6.99% +426 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 165,944 $9.68M 0.06% +5,361 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 165,837 $9.68M 5.17% +160,077 13F-HR/A Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 165,588 $9.66M 3.17% +489 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 165,811 $9.65M 0.65% +14,020 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 163,253 $9.53M 3.93% +5,669 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 163,208 $9.52M 1.28% -12 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 163,125 $9.52M 3.32% -69,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 162,680 $9.49M 0.29% +24,920 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 162,125 $9.46M 0.24% +2,577 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 166,349 $9.45M 0.8% +12,088 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 161,387 $9.42M 0.2% +2,116 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 159,855 $9.33M 6.99% +11,156 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 158,868 $9.27M 1.58% -18,097 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 158,854 $9.27M 0.15% -11,499 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 158,738 $9.26M 4.53% -9,927 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 158,532 $9.25M 1.91% +717 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 157,527 $9.19M 2.42% -569 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 157,374 $9.18M 1.22% -4,362 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 156,958 $9.16M 0.28% +3,273 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 156,814 $9.15M 0.01% -137,843 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 154,151 $8.99M 0.15% +6,277 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 154,033 $8.99M 0.28% +12,529 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 153,933 $8.98M 3.01% +7,771 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 151,793 $8.86M 1.68% +1,382 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 151,387 $8.83M 3.6% +878 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 151,161 $8.82M 0.78% +7,884 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 150,302 $8.77M 0.08% -936 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 150,237 $8.77M 0.26% -16,605 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 154,601 $8.75M 0.93% +70,122 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 149,340 $8.71M 1.07% +4,957 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 149,070 $8.7M 0.53% +4,792 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 147,721 $8.62M 4.59% +50,664 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 147,599 $8.61M 0.35% +30,386 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 146,764 $8.56M 2.38% -25,964 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 146,388 $8.54M 2.13% -7,961 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 145,975 $8.52M 5.59% -336 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 144,963 $8.5M 4.64% +1,133 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 145,559 $8.49M 0.11% -7,376 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 145,105 $8.47M 1.38% +4,373 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 145,090 $8.47M 0.29% +187 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 143,795 $8.39M 3.5% +11,169 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 143,225 $8.36M 0.52% +126,793 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 140,787 $8.28M 1.85% +1,266 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 141,255 $8.24M 6.54% 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 141,022 $8.23M 5.61% +9,279 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 140,397 $8.19M 7.6% +4,833 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 139,067 $8.11M 0.87% +14,430 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 138,937 $8.11M 3.98% -8,552 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 138,768 $8.1M 3.59% -1,286 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 138,722 $8.09M 1.52% +16,845 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 141,753 $8.09M 4.51% +2,478 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 138,641 $8.09M 1.66% +37,067 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 138,413 $8.08M 1.39% -21,496 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 138,346 $8.07M 0.5% +5,278 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 138,311 $8.07M 1.09% +74,746 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 137,258 $8.01M 1.93% +244 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 136,875 $7.99M 0.16% -20,046 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 136,779 $7.98M 0.7% +7,225 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 136,750 $7.98M 5.87% +2,503 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 136,340 $7.96M 0.15% -8,627 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 136,279 $7.95M 1.82% -10,449 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 155,114 $7.94M 8.18% +26,497 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 135,738 $7.92M 0.73% -3,492 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 135,662 $7.92M 5.28% -1,700 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 138,984 $7.91M 3.07% -8,460 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 135,096 $7.88M 0.46% -16,303 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 134,895 $7.87M 1.96% +14,362 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 134,838 $7.87M 1.14% -24,637 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 134,798 $7.87M 4.33% -3,622 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 134,434 $7.84M 0.27% +6,351 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 134,003 $7.82M 0.11% +703 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 133,967 $7.82M 4.13% +20,609 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 133,110 $7.77M 0.04% +5,590 13F-HR Timeline Group Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 132,935 $7.76M 6.59% +4,592 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 132,645 $7.74M 2.63% +128,300 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 132,550 $7.73M 1.78% -406 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 132,229 $7.72M 0.77% -62,872 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 131,990 $7.7M 1.48% +408 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for Wela Strategies, Inc. 124,914 $7.29M 3.08% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 124,702 $7.28M 0.63% -7,313 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 124,166 $7.25M 3.69% -885 13F-HR Timeline