Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,078 $526K 0.37% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,075 $526K 0.24% -156 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,064 $525K 0.02% +30 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,431 $523K 0.07% -75 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 4,021 $519K 0.08% +36 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,017 $519K 0.08% -1,619 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,010 $518K 0.33% -50 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,010 $518K 0.03% +493 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,000 $516K 0.4% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,965 $512K 0.01% +3,850 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,920 $506K 0.04% -225 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,918 $506K 0.16% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,917 $506K 0.13% -327 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,915 $505K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,896 $503K 0.01% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,888 $502K 0.08% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,859 $498K 0.19% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,856 $498K 0.11% new 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 3,841 $496K 0.01% +400 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,839 $496K 0.05% -144 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,837 $495K 0.19% +1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,827 $494K 0.04% +651 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,823 $494K 0.53% 0 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,816 $493K 0.21% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,812 $492K 0.12% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 3,803 $491K 0.13% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,800 $491K 0.32% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,787 $489K 0.36% -1,246 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,785 $489K 0.03% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,560 $488K 0.17% +660 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,772 $487K 0.72% 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,771 $487K 0.41% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,769 $487K 0.21% +2 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,755 $485K 0.18% -45 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,752 $484K 0.08% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,741 $483K 0.06% +305 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,737 $482K 0.02% +262 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,729 $481K 0.31% -76 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,700 $478K 0.07% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,700 $478K 0.09% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,688 $476K 0.05% +34 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,682 $475K 0.04% +197 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,676 $475K 0.03% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,674 $474K 0.21% -112 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,669 $474K 0.07% +4 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,654 $472K 0.51% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 3,642 $470K 0.12% -1,303 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,621 $467K 0.02% +104 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,615 $467K 0.03% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,615 $467K 0.28% -867 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,605 $465K 0.05% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,605 $465K 0.06% -236 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,583 $463K 0.05% +863 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,580 $462K 0.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,104 $461K 0.05% +7 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,083 $461K 0.03% +21 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,571 $461K 0.06% +979 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,565 $460K 0.12% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,561 $460K 0.05% -240 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,559 $459K 0.04% +1,225 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,544 $457K 0.02% -410 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,537 $457K 0.03% -502 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,535 $456K 0.09% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,531 $456K 0.08% -161 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,530 $456K 0.02% +107 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,529 $456K 0.04% +805 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,523 $455K 0.1% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,509 $453K 0.04% +236 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,500 $452K 0.26% +52 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,497 $451K 0.42% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,493 $451K 0.01% -44 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,493 $451K 0.09% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,485 $450K 0.24% -17,468 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,464 $447K 0.15% -144 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,455 $446K 0.07% -64 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,448 $445K 0.01% -2,080 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,451 $445K 0.03% +1,150 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,445 $445K 0.26% +65 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,425 $442K 0.01% -40 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,422 $442K 0.04% +20 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,420 $441K 0.22% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,410 $440K 0.35% +250 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,405 $440K 0.17% +200 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,402 $439K 0.01% -50 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,401 $439K 0.04% +24 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,400 $439K 0.05% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,400 $439K 0.11% -191,500 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,400 $439K 0.45% 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,395 $438K 0.02% +100 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,394 $438K 0.14% +15 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,386 $437K 0.02% +60 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,386 $437K 0.08% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,386 $437K 0.1% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,375 $436K 0.11% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,370 $435K 0.03% -4,624 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,370 $435K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,358 $433K 0.01% -2,747 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,350 $432K 0.04% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,344 $432K 0.3% -388 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,344 $432K 0.1% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,339 $431K 0.33% -70 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,336 $431K 0.04% -990 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,335 $430K 0.42% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,333 $430K 0.01% +873 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,336 $430K 0.03% -823 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,326 $429K 0.07% -35 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,316 $428K 0.03% -53 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,316 $428K 0.03% +1,063 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,309 $427K 0.08% +21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,309 $427K 0.03% +303 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 3,302 $426K 0.05% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,302 $426K 0.15% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,838 $425K 0.19% +141 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,278 $423K 0.04% -19 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,278 $423K 0.13% +1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,273 $422K 0.15% -149 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,254 $420K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,254 $420K 0.16% -301 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,251 $420K 0.62% 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,250 $420K 0.11% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,248 $419K 0.17% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,247 $419K 0.19% -64 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,237 $418K 0.29% new 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,101 $418K 0.14% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,210 $414K 0.24% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,200 $413K <0.01% -30 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 3,200 $413K 0.03% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,196 $413K 0.05% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,195 $412K 0.06% +513 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,193 $412K 0.11% -206 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,190 $412K 0.03% +156 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,177 $410K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,176 $410K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,170 $409K 0.01% +1,170 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,170 $409K 0.05% +675 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,161 $408K 0.08% +1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,158 $408K 0.01% +691 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,143 $406K 0.04% +56 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,125 $403K 0.01% -922 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 3,125 $403K 0.21% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,121 $403K 0.05% +384 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,120 $403K 0.05% -375 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,116 $402K 0.08% +1 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,115 $402K 0.15% -12 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,081 $398K 0.07% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,079 $397K 0.03% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,078 $397K 0.03% +33 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,076 $397K 0.02% -12 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,073 $397K 0.05% -327 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,067 $396K 0.04% +29 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,065 $396K 0.14% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,640 $394K 0.02% -1 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,051 $394K 0.02% -147 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 3,050 $394K 0.32% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 3,037 $392K 0.2% +14 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,039 $392K 0.01% -61 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,031 $391K 0.04% -317 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,030 $391K 0.19% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,029 $391K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,028 $391K 0.04% +325 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,028 $391K 0.2% -599 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,022 $390K 0.01% -134 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,022 $390K 0.09% +1 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,016 $389K 0.07% -79 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,009 $388K 0.17% -1,719 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,951 $387K 0.02% +477 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,998 $387K 0.01% -1,234 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,998 $387K 0.04% +211 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,996 $387K 0.18% -178 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,819 $385K 0.05% -63 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,981 $385K 0.08% +6 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,980 $385K 0.05% +145 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,979 $385K 0.04% +401 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,954 $381K 0.05% -112 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,951 $381K 0.16% -161 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,951 $381K 0.12% +71 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,951 $381K 0.07% -837 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,941 $380K 0.25% +1 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,931 $378K 0.09% -60 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,927 $378K 0.33% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,923 $377K 0.15% -115 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,901 $375K 0.02% +33 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,904 $375K 0.12% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,903 $375K 0.18% -6 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,900 $374K 0.13% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,738 $374K 0.02% 0 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 2,500 $374K 0.18% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,896 $374K 0.03% +3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,893 $373K 0.04% -5 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,891 $373K 0.24% 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,882 $372K 0.07% -100 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,881 $372K 0.04% -127 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,862 $369K 0.19% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,856 $369K 0.62% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,855 $369K 0.03% -232 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,853 $368K 0.43% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,853 $368K 0.02% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,850 $368K 0.04% -617 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,847 $368K <0.01% -30,710 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,847 $367K 0.07% -637 13F-HR Timeline