Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,424 $497K 0.15% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,418 $496K 0.15% -166 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,417 $496K 0.04% +165 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,400 $494K 0.09% +100 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,400 $494K 0.04% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,400 $494K 0.05% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,400 $494K 0.14% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,394 $493K 0.23% -750 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 3,386 $492K 0.24% +1,333 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,380 $491K 0.04% -483 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,378 $491K 0.34% -27 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,243 $491K 0.03% -75 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,370 $489K 0.03% -253 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,370 $489K 0.24% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,366 $489K 0.05% -249 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,366 $489K 0.06% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,347 $486K 0.54% -15 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,329 $483K 0.03% -1,219 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,306 $482K 0.16% -233 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 3,309 $481K 0.04% -11 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,308 $480K 0.13% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,307 $480K 0.07% -87 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,297 $479K 0.07% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,291 $478K 0.08% -5,450 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,286 $477K 0.55% +300 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,281 $476K 0.04% +30 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,268 $475K 0.15% +1,243 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,256 $473K 0.13% -102 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,252 $472K 0.61% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,250 $472K 0.15% +158 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,245 $471K 0.09% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,239 $470K 0.07% +68 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,238 $470K 0.01% -215 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 3,232 $469K 0.47% 0 13F-HR/A Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,231 $469K 0.22% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,217 $467K 0.14% +21 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $467K 0.2% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,214 $467K 0.19% -67 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,210 $466K 0.22% 0 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 3,206 $466K 0.03% +187 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,205 $465K 0.12% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,200 $465K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,175 $461K 0.01% -75 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,171 $461K 0.02% +51 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,128 $460K 0.04% -87 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,150 $458K 0.23% -200 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,148 $457K 0.03% -332 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,147 $457K 0.14% -198 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,145 $457K 0.07% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,141 $456K 0.05% -280 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,140 $456K 0.09% +1,571 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,140 $456K 0.03% -637 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,135 $455K 0.01% -966 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,134 $455K 0.03% -99 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,129 $454K 0.02% -209 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,104 $451K 0.04% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,100 $450K 0.1% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,087 $448K 0.11% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,085 $448K 0.02% -23,750 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,079 $447K 0.2% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,078 $447K 0.03% +164 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,136 $447K 0.38% +3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,075 $447K 0.03% +972 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,075 $447K 0.08% +100 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,063 $445K 0.25% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,063 $445K 0.05% +16 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,057 $444K 0.03% -42,716 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,049 $443K 0.11% -120 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,041 $442K 0.09% -80 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,032 $440K 0.15% +66 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,029 $440K <0.01% -51 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,020 $439K 0.02% -375 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,010 $437K 0.01% -672 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 3,014 $437K 0.22% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,002 $436K 0.08% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,000 $436K 0.06% -602 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,995 $435K 0.12% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,989 $434K 0.07% +1,358 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,978 $433K 0.11% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,975 $432K 0.06% -255 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,972 $432K 0.08% -100 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,963 $430K 0.23% -1,334 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,959 $430K 0.07% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,946 $428K 0.05% -8 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,944 $428K 0.03% +1,099 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,944 $428K 0.22% +1 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,942 $427K 0.24% +8 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,941 $427K 0.38% -2,913 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,925 $425K 0.01% -270 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,925 $425K 0.07% +1,070 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,653 $425K 0.02% -77 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,922 $424K 0.43% -45 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,922 $424K 0.01% -75 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,900 $421K 0.13% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,892 $420K 0.02% -170 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,891 $420K 0.06% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,887 $419K 0.03% -472 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,882 $419K 0.03% -402 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,874 $417K 0.1% -693 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,870 $417K 0.04% +194 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 2,800 $416K 0.29% 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,861 $416K 0.07% -179 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,858 $415K 0.04% +244 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,856 $415K 0.05% +344 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,854 $415K 0.09% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,842 $413K 0.03% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,833 $411K 0.27% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,829 $411K 0.04% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,827 $411K 0.04% -1,877 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,827 $411K 0.23% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,824 $410K 0.15% -1,280 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,817 $409K 0.2% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,721 $409K <0.01% -320 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,813 $409K 0.02% -404 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,810 $408K 0.17% -290 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,805 $408K 0.23% -18 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,803 $407K 0.12% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,798 $406K 0.07% +670 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,797 $406K 0.02% -202 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,794 $406K 0.09% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,791 $405K 0.18% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,790 $405K 0.04% +1,027 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,782 $404K 0.04% +163 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,774 $403K 0.04% +1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,658 $403K 0.1% -25 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,771 $402K 0.15% +46 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,767 $402K 0.12% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,759 $401K 0.03% -180 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,758 $401K 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,745 $399K 0.01% -813 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,740 $398K 0.03% +6 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,737 $397K 0.1% -3,769 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,736 $397K 0.06% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,728 $396K 0.03% -116 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,726 $396K 0.07% -14,574 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,721 $395K 0.09% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,725 $394K 0.01% +175 13F-HR Timeline Group Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,702 $392K 0.26% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,700 $392K 0.05% new 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,700 $392K 0.26% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,694 $391K 0.05% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,692 $391K 0.31% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,692 $391K 0.1% -1 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,682 $390K 0.2% +8 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,681 $389K 0.04% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,679 $389K 0.07% -4 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,678 $389K 0.01% -6 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 2,666 $387K 0.01% -1,165 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,678 $387K 0.02% -59 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,660 $386K 0.29% +743 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,654 $385K 0.12% +1 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,651 $385K 0.08% -3 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,650 $385K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,648 $385K 0.07% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,647 $384K 0.04% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,646 $384K 0.14% +3 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,644 $384K 0.02% +1,366 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,641 $383K 0.16% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,638 $383K 0.03% -190 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,633 $382K 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,630 $382K 0.07% +343 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,624 $381K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,623 $381K 0.02% +360 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,620 $380K 0.02% -34 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,617 $380K 0.02% -195 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,614 $380K 0.03% +131 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 2,601 $378K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,599 $377K 0.03% +242 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,597 $377K 0.05% +65 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,593 $377K 0.03% +82 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,592 $376K 0.17% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,584 $375K 0.12% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,581 $375K 0.2% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,579 $375K 0.06% +67 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,572 $374K 0.17% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,563 $372K 0.05% +46 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,560 $372K 0.02% -74 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,545 $370K 0.02% -35 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,530 $367K 0.07% -84 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,522 $366K 0.16% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,509 $365K 0.01% +1,658 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,500 $363K 0.01% 0 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,500 $363K 0.13% -126 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,495 $362K 0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,495 $362K 0.1% -16 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,492 $362K 0.04% -801 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,489 $361K 0.04% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 2,484 $361K 0.15% -77 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,474 $359K 0.31% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,521 $359K 0.15% -124 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,468 $358K 0.06% -1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,451 $356K 0.03% -176 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,451 $356K 0.16% +143 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,450 $356K <0.01% -373 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,445 $355K 0.04% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,445 $355K 0.03% -200 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,442 $355K 0.04% -2,308 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,440 $354K 0.13% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,440 $354K 0.19% -1 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 2,439 $354K 0.02% -212 13F-HR Timeline