JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 7,637 $603K 0.09% +58 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,400 $584K 0.04% +315 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,388 $581K 0.03% +600 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,335 $579K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,288 $578K 0.02% +870 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,317 $578K 0.03% -1,439 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,289 $577K 0.04% -65 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,291 $575K 0.01% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,265 $573K 0.02% +3,044 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 7,201 $568K 0.06% -955 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Compound Planning, Inc. 6,970 $550K 0.03% +792 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,949 $548K 0.04% -3 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 6,942 $548K 0.46% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,814 $538K 0.09% -203 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,808 $537K 0.02% -1,528 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,703 $529K 0.05% -940 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,676 $527K 0.06% +858 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,608 $522K 0.04% +509 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,542 $516K 0.17% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,509 $514K 0.02% -257 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,446 $510K 0.04% +368 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for Confluence Wealth Services, Inc. 6,135 $503K 0.03% -1,607 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,367 $503K 0.53% +17 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 6,319 $499K 0.01% -395 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,318 $499K 0.15% +740 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,315 $498K 0.21% 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 6,250 $493K 0.04% 0 13F-HR Timeline Group First City Capital Management, Inc. 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More: the full row for Barnett & Company, Inc. 6,000 $474K 0.31% -850 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,110 $473K 0.43% 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,965 $471K 0.4% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,908 $466K <0.01% +350 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,845 $463K 0.05% +1,190 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,858 $462K 0.13% -381 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,821 $462K 0.02% +1,126 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,845 $461K 0.14% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,838 $461K 0.01% -62 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,829 $460K 0.32% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,784 $457K 0.01% +348 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,773 $456K 0.03% -272 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,768 $455K 0.05% +221 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,729 $452K 0.02% +2,533 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,170 $450K <0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,696 $450K 0.01% +409 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,674 $448K 0.12% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,645 $446K 0.01% -300 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,632 $445K 0.03% +240 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Institute for Wealth Management, LLC. 4,924 $389K 0.05% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,891 $386K 0.02% -139 13F-HR Timeline Edgestream Partners, L.P. 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More: the full row for Sompo Asset Management Co., Ltd. 4,220 $333K 0.06% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,209 $332K 0.19% -122 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,205 $332K 0.02% -14 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,194 $331K 0.19% +73 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,181 $330K 0.02% +3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,166 $329K 0.02% -9,173 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,175 $328K 0.03% -40 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,121 $325K 0.02% -382 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,097 $323K 0.34% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,070 $321K 0.03% -385 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,060 $320K 0.01% 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,003 $316K 0.02% +387 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,000 $316K 0.03% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,000 $316K 0.1% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,999 $316K 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,987 $315K 0.03% -950 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,981 $314K 0.02% -25 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,978 $314K 0.06% -5 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,675 $291K 0.14% -39 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,682 $291K 0.05% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,679 $290K <0.01% -21,582 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,654 $288K 0.01% -380 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,632 $287K 0.03% -67 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,622 $286K 0.14% -3,017 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,621 $286K 0.28% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,609 $285K 0.12% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 3,601 $284K 0.08% +67 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,600 $284K 0.03% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,583 $283K 0.06% -192 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,577 $282K 0.19% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,553 $280K 0.02% +87 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,123 $280K 0.03% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,545 $280K 0.01% +149 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,539 $279K 0.01% +309 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,536 $279K 0.24% 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,516 $278K 0.23% -374 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,512 $277K 0.04% +13 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,500 $276K 0.07% -1,000 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,496 $276K 0.01% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,477 $274K 0.02% -818 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,452 $272K 0.03% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,443 $272K 0.08% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,440 $272K 0.53% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,439 $271K 0.01% -1,359 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,439 $271K 0.02% +416 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,423 $271K 0.03% -554 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,416 $271K 0.02% +342 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,427 $270K 0.01% +150 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,408 $269K 0.21% +21 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,398 $268K 0.04% +277 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,393 $268K 0.01% +256 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,366 $266K 0.02% -4,700 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,363 $265K 0.02% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,359 $265K 0.06% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,352 $265K 0.06% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,342 $264K 0.12% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,331 $263K 0.02% +77 13F-HR Timeline GWN SECURITIES INC. 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