Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 39,246 $2.56M 0.3% +904 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 39,148 $2.56M 0.29% -26 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 38,950 $2.54M 0.32% -6,586 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 38,953 $2.54M 0.36% -655 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 38,776 $2.53M 0.2% +2,793 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 38,690 $2.52M 1.41% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 38,645 $2.52M 0.95% +559 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 38,391 $2.51M 2.02% -5,813 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 38,338 $2.5M 1.88% -338 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 38,287 $2.5M 0.12% -3,382 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 38,200 $2.49M <0.01% -4,500 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 38,219 $2.49M +12,000 Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 38,047 $2.48M 0.32% +19 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 38,035 $2.48M 0.22% -20 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 37,660 $2.46M 0.18% -2,425 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 37,429 $2.44M 0.11% -22,406 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 37,331 $2.44M 0.09% +30,834 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 37,267 $2.43M 2.13% -765 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 37,031 $2.42M 1.67% -475 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 37,000 $2.41M 1.66% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 36,984 $2.41M 0.9% -255 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 36,862 $2.41M 0.16% +575 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 36,901 $2.4M 0.7% +5,282 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 36,771 $2.4M 0.01% +4,361 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 36,644 $2.39M 0.6% +6,028 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 36,570 $2.39M 0.98% -1,096 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 36,569 $2.39M 0.6% -200 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 36,467 $2.38M <0.01% +16,578 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 36,385 $2.37M 0.25% -984 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 36,185 $2.36M 1.31% +759 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 36,067 $2.35M 0.46% -3,676 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 35,900 $2.34M 0.19% -6,688 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 36,292 $2.34M 0.82% -171 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,714 $2.33M 0.01% +504 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 35,693 $2.33M 0.13% +2,813 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 35,665 $2.33M 1.57% -28 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 35,655 $2.33M 0.2% +18,873 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,646 $2.33M 2.01% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 35,578 $2.32M 1.58% +168 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 35,513 $2.32M 0.07% +516 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 35,496 $2.32M 0.18% +737 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 35,389 $2.31M 0.03% -9,986 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 35,210 $2.3M 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 35,192 $2.3M 0.88% +1,652 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 35,048 $2.29M 0.1% +708 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 34,747 $2.27M 1.07% +9,315 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 34,574 $2.26M 1.27% 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 34,551 $2.25M 0.82% -4,487 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 34,497 $2.25M 0.86% +1,560 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 34,477 $2.25M 0.57% -2,501 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 34,475 $2.25M 1.14% -32 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 34,384 $2.24M 1.21% +3,131 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 34,347 $2.24M 1.69% +817 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 34,282 $2.24M 1.24% +110 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 34,041 $2.22M 0.05% -1,437 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 34,016 $2.22M 0.64% -1,307 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 34,002 $2.22M 0.28% -5 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 33,995 $2.22M 1.08% -230 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 33,310 $2.21M 0.01% -14,491 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 33,925 $2.21M 0.46% -348 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 33,839 $2.21M 0.31% -30 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 33,742 $2.2M 0.28% -7,597 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 33,619 $2.19M 0.23% -7,396 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 33,577 $2.19M 0.14% -2,843 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 33,357 $2.17M 0.05% -10,075 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 33,218 $2.17M 0.73% +1,164 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 33,198 $2.17M 0.23% +32,998 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 33,086 $2.16M 1.47% +229 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 33,005 $2.15M 0.67% -5,176 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 32,988 $2.15M 0.25% +148 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 32,981 $2.15M 0.36% +386 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 32,826 $2.14M 0.67% -108 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 32,795 $2.14M 0.37% +20,150 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 32,665 $2.13M 1.48% +307 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 32,590 $2.13M 0.15% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 32,582 $2.13M 1.56% -259 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 32,466 $2.12M +2,329 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32,420 $2.12M 0.55% -10,332 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 32,414 $2.12M 0.25% -79 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,340 $2.11M 0.22% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 32,318 $2.11M 0.08% -80 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 32,299 $2.11M 0.07% -5,295 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 32,219 $2.1M 0.04% +5,054 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 32,266 $2.1M 1.48% -677 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 32,159 $2.1M 0.56% -576 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 32,033 $2.1M 0.4% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 32,117 $2.1M 0.52% -56 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 32,073 $2.09M 0.52% +2,883 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 32,069 $2.09M 0.18% -1,490 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 31,750 $2.07M 0.51% -500 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 31,573 $2.06M 0.15% +605 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 31,522 $2.06M 0.26% -46,657 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 31,452 $2.05M 1.18% +1,500 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 31,413 $2.05M 1.19% +321 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 31,355 $2.05M 0.72% -2,500 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 31,211 $2.04M 0.09% -13,714 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 31,139 $2.03M 0.73% +1,924 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 31,076 $2.03M 0.16% +2,420 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 31,060 $2.03M 0.07% -2,000 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 31,021 $2.02M 0.32% -1,587 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 30,975 $2.02M 0.41% -1,399 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 30,915 $2.02M 0.49% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 30,830 $2.01M 0.43% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30,812 $2.01M 0.14% +3,109 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 30,754 $2.01M 0.12% +2,760 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 30,705 $2M 0.05% +2,160 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 30,700 $2M 0.09% -369 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,619 $2M 0.07% +4,126 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30,602 $2M 0.72% +2,548 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 30,487 $1.99M 0.26% -2,675 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 30,475 $1.99M 0.63% -1,655 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30,371 $1.98M 0.28% +1 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 30,295 $1.98M 0.81% -885 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 29,976 $1.96M 0.18% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 29,934 $1.95M 2.62% -14,358 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 29,934 $1.95M 0.12% -3,638 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 29,748 $1.94M 0.32% -850 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 29,682 $1.94M 1.38% +95 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 29,664 $1.94M 0.16% +94 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 29,625 $1.93M 0.16% +80 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 29,601 $1.93M 0.24% -37 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 29,446 $1.92M 1.02% 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 29,390 $1.92M 1% +759 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 29,355 $1.92M 0.27% -490 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 29,315 $1.91M 1.2% +2 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 29,170 $1.9M 0.99% -143,118 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 29,043 $1.9M 0.16% -13,876 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 28,994 $1.89M 0.32% -25 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 28,965 $1.89M 0.67% +38 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 28,861 $1.88M 1.43% -439 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 28,854 $1.88M 0.3% -136 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 28,830 $1.88M 0.66% -1,100 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 28,755 $1.88M 0.08% +725 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 28,671 $1.87M 0.74% -38 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 28,612 $1.87M 0.08% +448 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 28,571 $1.86M 0.07% -1,566 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 28,514 $1.86M 0.02% +5,315 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 28,420 $1.85M 0.47% -3,281 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 28,369 $1.85M 0.36% -307 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 28,285 $1.85M 0.01% -3,070 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 28,000 $1.84M 0.26% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 28,080 $1.83M 0.88% +34 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 27,733 $1.81M 0.77% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 27,727 $1.81M 0.22% -11,162 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 27,581 $1.8M 1.24% +169 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 27,542 $1.8M 1.63% +1,326 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,481 $1.79M 0.05% +1,161 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 27,443 $1.79M 0.46% +88 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,413 $1.79M 0.07% +11,988 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 27,382 $1.79M 0.35% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 27,378 $1.79M 0.44% +1,539 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 27,216 $1.78M 0.07% +713 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 27,091 $1.77M 0.8% new 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 26,981 $1.76M 0.89% +507 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 26,971 $1.76M 0.26% -1,711 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 26,883 $1.75M 0.86% +218 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 26,828 $1.75M 0.27% -12,427 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 26,793 $1.75M 0.54% +23,473 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 26,712 $1.74M 0.19% +1,683 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 26,624 $1.74M 0.17% -194 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 26,586 $1.74M 0.31% -104 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,539 $1.73M 0.03% -318 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 26,495 $1.73M 0.83% -1,353 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 26,453 $1.73M 0.14% +807 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 26,276 $1.71M 0.53% -4,208 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 26,161 $1.71M 1.12% -394 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 26,156 $1.71M 0.69% +53 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 26,151 $1.71M 0.1% -861 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 26,023 $1.7M 0.11% +114 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 26,018 $1.7M 0.11% -203 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 26,017 $1.7M 0.32% -1,300 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 25,964 $1.69M 0.29% +2,110 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 25,937 $1.69M 0.37% -505 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25,934 $1.69M 0.15% +4,819 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 25,877 $1.69M 0.46% -9 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 25,827 $1.69M 0.06% -464 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 25,800 $1.68M 0.08% +7,537 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 25,683 $1.68M 0.02% -124,097 13F-HR/A Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 25,615 $1.67M 0.1% +3 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 25,453 $1.67M 0.28% -5,054 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25,509 $1.66M 0.99% +900 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 25,414 $1.66M 0.64% -21,563 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 25,407 $1.66M 0.35% +570 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 25,361 $1.66M 0.45% -1,048 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 25,265 $1.65M 0.22% -135 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,020 $1.63M 0.09% -4,682 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 25,015 $1.63M 0.69% +180 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 25,011 $1.63M 0.36% -1,135 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 24,966 $1.63M 0.11% -2,618 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 24,916 $1.63M <0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,900 $1.62M 0.11% +6,630 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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