Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,560 $542K 0.06% +278 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,682 $541K 0.04% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,536 $538K 0.08% +340 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,524 $536K 0.25% -133 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,523 $536K 0.12% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,509 $536K 0.04% +88 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,516 $535K 0.05% +64 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,501 $533K 0.04% -42 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,500 $533K 0.02% -7,500 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,493 $532K 0.17% -469 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,490 $531K 0.68% -28 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,479 $530K 0.04% -35 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,448 $525K 0.23% +8 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,444 $524K 0.16% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,439 $524K 0.16% -3 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,564 $523K 0.19% -200 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,425 $521K 0.18% -400 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,410 $519K 0.07% -21 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,415 $519K 0.08% +1,994 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,405 $518K 0.19% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,405 $518K 0.02% -142 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,400 $518K 0.03% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,400 $518K 0.05% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,395 $517K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,391 $516K 0.01% +366 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,388 $516K 0.01% +448 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,375 $514K 0.24% +205 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,375 $514K 0.11% -8 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,375 $514K 0.02% +46 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,370 $513K 0.05% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,370 $513K 0.27% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,363 $512K 0.41% -47 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,356 $511K 0.17% +1,294 13F-HR Timeline CONNING INC. in group CONNING INC. 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More: the full row for Williams Jones Wealth Management, LLC. 3,175 $483K 0.01% -2 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,169 $482K 0.14% +933 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,168 $482K 0.06% -125 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,162 $481K 0.04% -1,336 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,161 $481K 0.09% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,160 $481K 0.08% -1,139 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,150 $480K 0.05% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,141 $478K 0.5% -230 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Confluence Wealth Services, Inc. 3,062 $466K 0.03% +1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,052 $465K 0.01% -80 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,051 $464K 0.17% -59 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,041 $463K <0.01% -350 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,040 $463K 0.1% -374 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,038 $463K 0.04% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,031 $461K 0.24% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,030 $461K 0.12% +147 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,023 $460K 0.06% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,018 $459K 0.37% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 3,014 $459K 0.27% -5,647 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,007 $458K 0.09% -15 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,005 $457K 0.2% -177 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,005 $457K 0.1% +920 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 3,001 $457K 0.03% +7 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 3,001 $457K 0.16% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,997 $456K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,995 $456K 0.14% +53 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,994 $456K 0.16% -233 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,987 $455K 0.03% +74 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,981 $454K 0.1% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,970 $452K 0.52% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,959 $450K <0.01% +264 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,959 $450K 0.08% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,951 $449K 0.07% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,946 $448K 0.03% +151 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,943 $448K 0.27% +1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,942 $448K 0.22% -54 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,930 $446K 0.03% +1,463 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,930 $446K 0.05% +387 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,932 $446K 0.12% +39 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,927 $446K 0.42% 0 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,920 $445K 0.26% +8 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,918 $444K 0.16% -143 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,900 $441K 0.15% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,900 $441K 0.02% +1,090 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,891 $440K 0.02% -843 13F-HR Timeline Group SEARLE & CO. 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More: the full row for LANARK FINANCIAL, INC. 2,835 $431K 0.04% -190 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,828 $431K 0.05% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,824 $430K 0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,820 $429K 0.07% +837 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,798 $426K 0.07% -84 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,797 $426K 0.05% -59 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,794 $425K 0.1% -1,040 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,781 $423K 0.08% -336 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,780 $423K 0.02% +333 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,772 $422K 0.04% -6 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,750 $419K 0.11% +130 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,743 $418K 0.04% -229 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,730 $416K 0.04% -35 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,721 $414K 0.11% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,706 $412K 0.02% -5,265 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,693 $412K 0.05% +1 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,704 $412K 0.37% +12 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,702 $411K 0.28% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,702 $411K 0.22% -33 13F-HR Timeline Group Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,700 $411K 0.31% -350 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,697 $411K 0.19% -3 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,694 $410K 0.06% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,686 $409K 0.67% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,684 $409K 0.02% -369 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,599 $407K 0.15% -463 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,670 $406K 0.05% +44 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for Phoenix Financial Ltd. 2,623 $399K 0.01% +472 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,622 $399K 0.14% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,602 $396K 0.06% -371 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,597 $395K 0.02% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,596 $395K <0.01% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,588 $394K 0.03% -75 13F-HR Timeline East Coast Asset Management, LLC. 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