PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,659 $2.1M 0.45% -2,926 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 5,603 $2.08M 0.76% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,602 $2.08M 0.02% -28 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,596 $2.07M 0.03% +22 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,553 $2.06M 0.06% -41 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,532 $2.05M 0.03% +378 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,517 $2.04M 0.01% 0 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,472 $2.03M 0.32% +33 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,463 $2.02M 0.01% -559 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,454 $2.02M 0.17% +295 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,408 $2M 0.15% -97 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,340 $1.98M 0.03% -15 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,316 $1.97M 0.03% +4,204 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,297 $1.96M 0.92% -30 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 5,297 $1.96M 0.54% +477 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,296 $1.96M 0.77% -46 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,990 $1.96M 1.23% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,272 $1.95M 0.04% -1,071 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,130 $1.95M 0.03% -127 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,201 $1.93M 0.03% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,184 $1.92M 0.15% -136 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,183 $1.92M 0.32% -519 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 5,103 $1.89M 0.71% -137 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 5,095 $1.89M 2.31% 0 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,061 $1.88M 0.06% -18,379 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,061 $1.88M 0.21% 0 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,041 $1.87M 0.07% -34 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 5,036 $1.87M 1.29% -196 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,998 $1.85M 0.05% +310 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,994 $1.85M 0.91% +182 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,975 $1.84M 0.02% -4,285 13F-HR Timeline Group Morrissey Wealth Management, LLC More: the full row for Morrissey Wealth Management, LLC 5,104 $1.83M 1.15% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,930 $1.83M 0.24% +12 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,913 $1.82M 0.02% +1,810 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,882 $1.81M 0.29% +86 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,856 $1.8M 0.99% -60 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,854 $1.8M 0.27% -96 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,834 $1.79M 0.02% +67 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 4,813 $1.78M 0.13% +147 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,808 $1.78M 0.31% -751 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,786 $1.77M 0.01% -60 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,772 $1.77M 0.02% +830 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,768 $1.77M 0.14% -539 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,745 $1.76M 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,742 $1.76M 0.09% -226 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,736 $1.76M 0.02% -133 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,730 $1.75M 0.16% -176 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,716 $1.75M 0.01% +3,158 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,705 $1.74M 0.14% 0 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,701 $1.74M 0.74% -899 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,675 $1.73M 0.06% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,675 $1.73M 0.25% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,670 $1.73M 0.03% +204 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 4,669 $1.73M new Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,660 $1.73M 0.09% 0 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 4,652 $1.72M 0 Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,651 $1.71M 0.32% +1 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,565 $1.69M 0.03% +43 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,564 $1.69M 0.04% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,563 $1.69M 0.18% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,549 $1.69M 0.01% +215 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,536 $1.68M 0.04% +360 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,495 $1.67M 0.08% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,488 $1.66M 0.03% +170 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,449 $1.65M 0.41% -20 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,429 $1.64M 0.02% +421 13F-HR/A Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,425 $1.64M 0.07% -60 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,418 $1.64M 0.14% -190 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,411 $1.63M 0.05% -156 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,387 $1.63M 0.09% -64 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 4,370 $1.62M 0.01% -31,365 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,360 $1.62M 0.18% -31 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,360 $1.62M 0.41% -40 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,357 $1.61M 0.43% -8 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,351 $1.61M 0.25% -95 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,308 $1.6M 0.02% +128 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,291 $1.59M 0.06% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,288 $1.59M 0.33% -11 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,279 $1.59M 0.02% +3 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,278 $1.58M 0.04% -349 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,267 $1.58M 1.11% -140 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,226 $1.57M 0.04% +303 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,224 $1.57M 0.08% -3 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,222 $1.56M 0.08% -256 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,218 $1.56M 0.03% -3,861 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,217 $1.56M 0.02% +21 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,208 $1.56M 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,204 $1.56M -118 Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,195 $1.55M -6,117 Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 4,189 $1.55M 1.34% -668 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,179 $1.55M 0.03% +675 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,170 $1.55M 0.03% +248 13F-HR Timeline Sophron Capital Management L.P. More: the full row for Sophron Capital Management L.P. 4,129 $1.53M 0.47% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,122 $1.53M 0.13% +525 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,105 $1.52M 0.04% +130 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,081 $1.51M 0.1% +9 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,033 $1.49M 0.11% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,029 $1.49M 0.29% +29 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,024 $1.49M 0.15% -27 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,021 $1.49M 0.02% +145 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,016 $1.49M 0.08% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,997 $1.48M 0.04% -16,648 13F-HR Timeline Group Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,904 $1.46M 0.86% -300 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,922 $1.45M 0.08% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,913 $1.45M 0.42% +26 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,900 $1.45M 0.37% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,891 $1.44M 0.05% -48 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,869 $1.43M 0.02% +129 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,867 $1.43M 0.21% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,863 $1.43M 0.01% +308 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,798 $1.43M 0.14% +195 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,842 $1.42M 0.05% +2,094 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,836 $1.42M 0.12% -23 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,833 $1.42M 0.04% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,830 $1.42M 0.23% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,819 $1.42M 0.1% -50 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,818 $1.42M 0.04% -1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,810 $1.41M 0.28% -1,119 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,771 $1.4M 0.51% +33 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,767 $1.4M 0.2% +2 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,742 $1.39M 0.31% +2,234 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,741 $1.39M 0.07% +186 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,706 $1.37M 0.92% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,681 $1.36M 0.08% +1,021 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,620 $1.34M 0.48% -13 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,601 $1.33M 0.07% -138 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,580 $1.33M 0.09% +34 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,578 $1.33M 0.12% +2 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,576 $1.33M 0.03% +220 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,567 $1.32M 0.07% +6 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,564 $1.32M 0.05% +2 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,550 $1.32M 0.33% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,550 $1.32M 0.33% +2,575 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,539 $1.31M 0.56% +7 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,537 $1.31M 0.01% +2,336 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,515 $1.3M 0.01% -137 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,498 $1.3M 0.83% +13 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,498 $1.3M 0.03% -43 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,465 $1.28M 0.07% -11 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,450 $1.28M 0.01% +108 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,446 $1.28M 0.13% -1 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,416 $1.27M 0.04% +790 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,391 $1.26M 0.46% +620 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,390 $1.26M 0.13% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,386 $1.25M 0.33% +2 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,381 $1.25M 0.54% +15 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,371 $1.25M 0.09% +4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,366 $1.25M 0.05% +2 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,355 $1.24M 0.04% -1,163 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,354 $1.24M 0.12% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,348 $1.24M 0.16% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,346 $1.24M 0.05% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,419 $1.24M 0.02% -2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,325 $1.23M 0.3% -792 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,310 $1.23M 0.04% -74 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,305 $1.22M 0.33% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,305 $1.22M 0.42% -662 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,304 $1.22M 0.01% +27 13F-HR Timeline NBH Bank More: the full row for NBH Bank 3,300 $1.22M 0.52% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,261 $1.21M 0.02% -232 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,256 $1.21M 0.21% +6 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,236 $1.2M 0.38% -50 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,233 $1.2M 0.02% +50 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,225 $1.2M 0.5% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,424 $1.19M 0.27% +7 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,215 $1.19M 0.48% +6 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 3,204 $1.19M 0.09% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,187 $1.18M 0.2% +3,087 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,179 $1.18M <0.01% +418 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,161 $1.17M 0.01% +61 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,149 $1.17M 0.22% +6 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,122 $1.16M 0.04% +22 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,104 $1.15M 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,071 $1.14M 0.02% +425 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,061 $1.13M 0.14% -88 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,052 $1.13M 0.05% +196 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,040 $1.13M 0.12% +66 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,037 $1.13M 0.03% +164 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,014 $1.12M 0.31% +926 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,993 $1.11M 0.02% +3 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,980 $1.1M 0.09% +10 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,967 $1.1M 0.1% -369 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,956 $1.1M 0.03% 0 13F-HR/A Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,955 $1.1M 0.1% -169 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,146 $1.09M 0.01% +517 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,945 $1.09M 0.02% -533 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,927 $1.09M 0.01% +199 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,925 $1.08M 0.07% -57 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,890 $1.07M 0.1% +1,058 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,881 $1.07M 0.09% 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,860 $1.06M 0.12% +65 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,859 $1.06M 0.2% +14 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,855 $1.06M 0.41% +110 13F-HR Timeline Turner Financial Group, Inc. 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