Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,288 $847K <0.01% +342 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,254 $841K 0.03% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,250 $841K 0.08% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 5,240 $839K 0.36% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,229 $837K 0.29% +2,043 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,229 $837K 0.13% +188 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,225 $837K 0.13% -325 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 5,219 $836K 0.4% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,214 $835K 0.02% -8 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,209 $834K 0.02% -85 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,199 $832K 0.1% -161 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,187 $830K 0.2% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,180 $829K 0.49% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,176 $829K 0.06% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,173 $828K <0.01% -2,026 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 5,173 $828K 0.13% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 5,154 $825K 0.14% +29 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,150 $824K 0.06% +12 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,146 $824K 2.65% +3,079 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,136 $822K 0.12% -149 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,133 $822K 0.11% -4,442 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,119 $820K 0.06% +17 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,114 $819K 0.28% +286 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 5,111 $818K 0.42% -190 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,105 $817K 0.29% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,099 $816K 0.07% -10,782 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,094 $816K 0.06% -92 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,087 $814K 0.33% -391 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,087 $814K 0.14% -1,302 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,077 $813K 0.21% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,755 $808K 0.61% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,047 $808K 0.16% -12 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,042 $807K 0.01% +1,465 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 5,040 $807K 0.5% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,033 $806K 0.03% -555 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,017 $803K 0.33% -50 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,011 $802K 0.05% +876 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,004 $801K 0.07% +598 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,001 $801K 0.5% -400 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,000 $800K 0.13% 0 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 4,995 $800K 0.44% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,991 $799K 0.05% -60 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,986 $798K 0.02% +15 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,983 $798K 0.6% +13 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,980 $797K 0.22% +3 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,979 $797K 0.04% -218 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,971 $796K 0.01% +2,566 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 4,961 $794K 0.76% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,959 $794K -184 Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,960 $794K 0.14% -159 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 4,882 $782K 0.75% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,881 $781K 0.34% -65 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,872 $780K 0.07% +477 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,853 $777K 0.27% -632 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,849 $776K 0.02% +30 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,846 $776K 0.06% -284 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,841 $775K 0.01% +405 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 4,819 $772K 0.43% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,807 $770K 0.05% +521 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,800 $768K 0.06% -600 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,701 $766K 0.03% +437 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,776 $765K 0.11% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,760 $762K 0.04% -104 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,754 $761K 0.13% +229 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,750 $760K 0.08% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,733 $758K 0.28% 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,728 $757K 0.25% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,716 $755K 0.12% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,715 $755K 0.04% -5,398 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,704 $753K 0.06% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,691 $751K 0.02% -550 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,690 $751K 0.09% -800 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,674 $748K 0.31% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,673 $748K 0.18% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,673 $748K 0.03% +700 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,644 $744K 0.02% +127 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,643 $743K 0.21% -50 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,642 $743K 0.37% -2 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,636 $742K 0.04% +26 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,613 $739K 0.22% -142 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,612 $738K 0.01% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,591 $735K 0.02% -206 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,577 $733K 0.26% -81 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,569 $731K 0.71% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,549 $728K 0.16% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,548 $728K 0.05% +1,087 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 4,533 $726K 0.17% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,509 $722K 0.31% -83 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,507 $722K 0.09% -395 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,499 $720K 0.07% -335 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,494 $720K 0.03% -221 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 4,485 $718K 0.01% +1,875 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,475 $717K 0.03% -133 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,471 $716K 0.37% +11 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,466 $715K 0.17% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,458 $714K 0.57% -499 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,453 $713K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,451 $713K 0.33% -114 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,433 $710K 0.04% +925 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,428 $709K 0.18% +778 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,408 $706K 0.03% +66 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,394 $703K 0.16% 0 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,510 $703K 0.07% -100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,391 $703K 0.03% -150 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,388 $703K 0.05% -510 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,385 $702K 0.07% -130 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,372 $700K 0.19% -46 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,368 $699K 0.21% +1 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,350 $696K 0.07% -84 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 4,349 $696K 0.22% 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,338 $695K 0.02% +1,172 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,317 $691K 0.04% -1,632 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,165 $688K +1,691 Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,297 $688K 0.38% -600 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,292 $687K 0.02% +9 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,260 $682K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,257 $682K 0.08% -39 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,237 $678K 0.05% -163 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,230 $677K 0.11% -349 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,226 $677K 0.07% +326 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,228 $677K 0.08% -10 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,214 $675K 0.1% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,212 $674K 0.36% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,199 $672K 0.04% -232 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,197 $672K 0.6% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,152 $665K 0.13% +2,438 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,144 $663K 0.29% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,138 $662K 0.07% -126 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,133 $662K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,127 $661K 0.01% +32 13F-HR/A Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,125 $660K 0.24% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,120 $660K 0.07% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,115 $659K 0.09% +53 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,104 $657K 0.23% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,104 $657K 0.24% -500 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,104 $657K 0.53% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,103 $657K <0.01% -47 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,101 $657K 0.01% -128 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,073 $656K 0.01% -7,134 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,100 $656K 0.07% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,095 $656K 0.03% -156 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,084 $654K 0.02% +165 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,078 $653K 0.36% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,075 $652K 0.02% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,058 $650K 0.05% +1,772 13F-HR/A Timeline LCNB CORP More: the full row for LCNB CORP 4,048 $648K 0.22% -8 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,172 $647K 0.09% -105 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,040 $647K 0.18% -35 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,029 $645K 0.1% -1,392 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,025 $644K 0.04% +4 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,013 $642K 0.02% -8 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 3,992 $639K 0.58% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,986 $638K 0.09% -30 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,983 $638K 0.01% -251 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,975 $636K 0.17% -767 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,973 $635K 0.08% +179 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,964 $635K 0.39% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,674 $634K 0.22% -101 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,955 $633K 0.01% 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 3,950 $632K 0.16% -3,650 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,941 $631K 0.01% -182 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,929 $629K 0.07% +13 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,927 $629K 0.05% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,912 $626K 0.06% +92 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,906 $625K 0.1% -20 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,823 $625K 0.01% +837 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,903 $625K 0.05% +471 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,900 $624K 0.08% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,899 $624K 0.17% +2 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,892 $623K 0.01% -1,275 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,863 $623K 0.04% -485 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,883 $622K 0.06% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,870 $620K 0.07% +3,716 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,868 $619K 0.08% +76 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,860 $618K 0.06% -137 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,846 $616K 0.35% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,845 $616K 0.37% +340 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,840 $615K 0.05% +48 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,837 $614K 0.03% -210 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 3,831 $613K 0.01% -2,577 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,830 $613K 0.2% +1 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,817 $611K 0.14% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,810 $610K 0.06% -225 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,802 $609K 0.87% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,800 $608K 0.43% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,792 $607K 0.02% -1,348 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,791 $607K -3,159 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,789 $607K 0.04% -464 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,777 $605K 0.04% +1,355 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,760 $602K <0.01% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,760 $602K 0.34% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,760 $602K 0.05% +145 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,758 $602K 0.03% -116 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,751 $601K 0.03% +200 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,733 $598K 0.42% -128 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,594 $594K 0.13% -1,348 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,706 $593K 0.49% 0 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 3,705 $593K 0.22% -1,950 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $592K 0.25% -4,305 13F-HR Timeline Amount filed as zero, left out of ratios. Broderick Brian C More: the full row for Broderick Brian C 3,700 $592K 0.11% 0 13F-HR Timeline