New Hampshire Trust More: the full row for New Hampshire Trust 4,527 $1.12M 0.26% -306 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,516 $1.12M 0.05% +711 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,495 $1.11M 0.03% +553 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,590 $1.11M 0.01% -39 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,473 $1.11M 0.01% -310 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,457 $1.11M 0.16% +2,358 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,441 $1.1M 0.04% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,440 $1.1M 0.09% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,428 $1.1M 0.3% +947 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,388 $1.09M 0.23% +7 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,377 $1.09M 0.1% -1,741 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,372 $1.08M 0.16% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,346 $1.08M 0.14% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,345 $1.08M 0.6% -125 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,331 $1.07M 0.6% -40 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,410 $1.07M 0.05% -1,120 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,322 $1.07M 0.48% +34 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,321 $1.07M 0.05% -88 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,291 $1.06M 0.27% +50 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,288 $1.06M 0.04% +1,095 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,275 $1.06M 0.1% new 13F-HR/A Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,267 $1.06M 0.31% 0 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4,238 $1.05M 0.57% -430 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,237 $1.05M 0.08% -116 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,153 $1.03M 0.23% -25 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,115 $1.02M 0.27% -67 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 4,105 $1.02M 0.84% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,098 $1.02M 0.41% -6 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,080 $1.01M 0.12% -56 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,055 $1.01M 0.03% +54 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,050 $1M 0.25% -641 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 4,039 $1M <0.01% -869 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,034 $1M 0.05% +402 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,022 $997K 0.06% +2,132 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,005 $993K 0.35% +3 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,003 $993K 0.07% -183 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,002 $993K 0.19% -79 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,967 $984K 0.07% -54 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,964 $983K 0.09% +307 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,941 $977K 0.03% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,909 $969K 0.75% -45 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,904 $968K 0.1% +17 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,885 $964K 0.11% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,873 $961K 0.14% +78 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,859 $957K 0.03% -2,971 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,853 $956K 0.06% +1,529 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,850 $955K 0.45% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,850 $955K 0.27% +230 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,816 $946K 0.04% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,815 $946K 0.04% -149 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,809 $945K 0.03% +128 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,787 $939K 0.06% -70 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,782 $938K 0.35% -25 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,780 $938K <0.01% +1,689 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,776 $936K 0.26% +6 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,773 $936K 1.13% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,761 $933K 0.01% -1,557 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,760 $933K 0.03% +64 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,760 $933K 0.12% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,755 $932K 0.1% +58 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,921 $928K 0.06% +688 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,741 $928K 0.11% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,741 $928K 0.05% -232 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,716 $922K 0.09% -50 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,634 $922K 0.31% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,710 $919K 0.02% +3,005 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,697 $917K 0.02% -252 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,654 $906K 0.01% -288 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,767 $904K 0.08% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,606 $894K 0.47% +46 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,600 $893K 0.13% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,596 $892K 0.67% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,586 $889K 0.04% +80 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,697 $885K 0.22% -97 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,564 $884K 0.23% +1,691 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,563 $884K 0.05% -114 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,563 $884K 0.1% +2 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,561 $883K 0.09% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,556 $882K 0.02% -344 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,549 $880K 0.06% +1,341 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,530 $878K 0.49% +157 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,522 $874K 0.1% +288 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,489 $865K 0.6% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,482 $864K 0.53% +546 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,460 $858K 0.09% +123 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,444 $854K 0.29% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,558 $852K 0.09% +360 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,423 $849K 0.11% -86 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,402 $844K 0.15% +8 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,387 $840K 0.67% +2,641 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,378 $838K 0.04% -73 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,374 $837K 0.57% -67 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,359 $835K 0.02% +557 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,348 $830K 0.05% -566 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,347 $830K 0.01% +476 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,337 $828K 0.07% +109 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,321 $824K 0.5% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,291 $821K 0.74% +284 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,292 $820K +1,117 Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 3,280 $813K 0.02% -72 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,279 $813K 0.05% -45 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 3,274 $812K <0.01% +112 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,267 $810K 0.01% -11,656 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,236 $803K 0.03% -85 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,230 $801K 0.4% +2,273 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,215 $797K 0.04% +259 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,206 $795K 0.08% -125 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $794K 0.28% -1,400 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,196 $793K 0.05% +38 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,196 $793K 0.05% -1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,192 $792K 0.07% +304 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,178 $788K 0.22% -45 13F-HR/A Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,158 $788K 0.14% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,166 $785K 0.11% -155 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,159 $783K 0.02% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,157 $783K 0.11% -758 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,152 $782K <0.01% -303 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,146 $780K 0.64% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,144 $780K 0.33% -30 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 3,142 $779K 0.88% -82 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,138 $778K 0.08% +1 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 3,132 $777K 0.02% -281 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,128 $776K 0.15% -12 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,127 $776K 0.01% +335 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,125 $775K 0.04% +240 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,121 $774K 0.18% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,114 $772K 0.02% -33 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,103 $770K 0.07% -175 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,064 $764K 0.34% +2,009 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,065 $760K 0.36% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,060 $759K 0.15% -468 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,054 $757K 0.02% -191 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,045 $755K 0.04% +798 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,030 $751K 0.06% +71 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,030 $751K 0.05% -90 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,015 $748K 0.1% +119 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,004 $745K 0.01% +195 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,096 $745K +9 Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $744K 0.15% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,989 $741K 0.04% -6 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,988 $741K 0.02% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,985 $740K 0.1% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,983 $740K 0.13% +48 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,181 $739K 0.04% -127 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,978 $739K 0.44% +80 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,965 $735K 0.32% -43 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,960 $734K 0.04% +15 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,955 $733K 0.53% +15 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,955 $733K 0.16% -69 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,015 $732K 0.51% new 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,948 $731K 0.49% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,941 $729K 0.27% +172 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,927 $726K 0.31% +290 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,927 $726K 0.35% +1,925 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,908 $721K 0.1% -619 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,896 $720K 0.27% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,900 $719K 0.44% -114 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,892 $718K 0.13% -71 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,886 $716K 0.03% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,961 $710K 0.1% -560 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,850 $707K 0.06% -200 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,847 $706K 0.28% -216 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,845 $706K 0.01% -200 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,840 $704K 0.03% +426 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,838 $704K 0.05% -10 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,837 $703K 0.25% -33 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,829 $702K 0.03% -12 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,813 $700K 0.09% +1,142 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,813 $698K 0.62% -522 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,810 $697K 0.2% -22 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,805 $695K 0.15% +886 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,785 $691K 0.04% -56 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,782 $690K 0.01% -321 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,781 $690K 0.19% -1,207 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,778 $689K 0.16% -383 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,776 $688K 0.03% -234 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,775 $688K 0.09% -50 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,771 $687K 0.03% -38 13F-HR Timeline Castellan Group More: the full row for Castellan Group 2,771 $687K 0.19% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,765 $686K 0.23% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,736 $679K 0.14% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 2,734 $678K 0.62% +3 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,730 $677K 0.12% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,729 $677K 0.05% -313 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,728 $676K 0.55% +3 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,723 $675K 0.06% -643 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,715 $673K 0.01% +100 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,731 $673K 0.01% +76 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,696 $669K 0.18% +224 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,680 $665K 0.08% +1 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,675 $663K 0.07% -200 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,661 $660K 0.65% -5 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,661 $659K 0.79% -12 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,652 $658K 0.28% +260 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,602 $645K 0.09% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,600 $645K 0.74% +100 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,590 $642K 0.22% +1,000 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,590 $642K 0.12% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,582 $640K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,581 $640K 0.09% 0 13F-HR Timeline