GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,211 $877K 0.03% +33 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 15,195 $876K 0.44% -80 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,098 $871K 0.24% -319 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 15,097 $871K 0.41% -117 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 15,072 $869K 0.16% -7,034 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,018 $866K 0.06% +43 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,016 $866K 0.07% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 15,000 $865K 0.01% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 15,000 $865K 0.07% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 12,866 $864K 0.52% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,759 $863K 0.05% -974 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 14,904 $859K 0.07% +460 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for Ardent Capital Management, Inc. 14,883 $858K 0.34% +6,467 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 14,878 $858K 0.07% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,662 $845K 0.25% +361 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,660 $845K 0.01% +2,228 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14,655 $845K 0.46% +464 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 14,638 $844K 0.39% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 14,633 $844K 0.19% -300 13F-HR Timeline Trust Co More: the full row for Trust Co 14,628 $843K 0.08% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 14,569 $840K 0.05% +24 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 14,560 $840K 0.26% +574 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,538 $838K 0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 14,528 $838K 0.07% new 13F-HR Timeline Tradewinds, LLC. 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More: the full row for Bill Few Associates, Inc. 14,191 $818K 0.2% +531 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,191 $818K 0.08% +135 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 14,171 $817K 0.06% +197 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14,149 $816K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,052 $810K 0.15% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,007 $808K 0.02% -7,777 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 13,744 $807K 0.08% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13,958 $805K 0.18% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Linscomb Wealth, Inc. 13,198 $761K 0.03% -70 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 13,140 $758K 0.46% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,137 $757K 0.07% +2,343 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,125 $757K 0.06% -3,898 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 12,879 $756K 0.25% +201 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,092 $755K 0.09% -13,890 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 12,997 $750K 0.02% -402 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 12,993 $749K 0.3% -227 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,979 $748K 0.18% -649 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,950 $747K 0.04% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 12,942 $746K 0.34% +139 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 12,934 $746K 0.26% -566 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,923 $745K 0.02% 0 13F-HR Timeline Group Stirlingshire Investments, Inc. 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More: the full row for Cambria Investment Management, L.P. 12,801 $738K 0.04% +1,287 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 12,779 $737K 0.04% +6,096 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 12,769 $736K 0.4% -8 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 12,761 $736K 0.09% +59 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 12,749 $735K 0.26% +2,270 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,707 $733K 0.18% +186 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 12,704 $733K 0.32% +154 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 12,655 $730K 0.02% +1,807 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,655 $730K 0.05% +932 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,650 $729K 0.15% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 12,624 $728K 0.48% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,589 $726K 0.08% -542 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 12,563 $724K 0.39% -1,217 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 12,552 $724K 0.23% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,315 $723K 0.01% -2,811 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,503 $721K 0.06% -842 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,480 $720K 0.3% +362 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,476 $719K 0.04% +407 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,725 $719K 0.3% -673 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,428 $717K 0.05% -1,398 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 12,422 $716K 0.29% -550 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 12,406 $715K 0.66% 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 12,395 $715K 0.11% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,364 $713K 0.03% +252 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 12,356 $712K 0.05% 0 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 12,350 $712K 0.68% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,323 $711K 0.05% -318 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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More: the full row for Foster Group, Inc. 11,828 $682K 0.02% -57 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 11,823 $682K 0.45% -1,290 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,779 $679K 0.09% +1,132 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 11,038 $679K 0.24% +29 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 11,755 $678K 0.42% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 11,748 $677K 0.06% -156 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,748 $677K 0.04% -6,459 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,719 $676K 0.04% +2,669 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,702 $675K 0.18% new 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 11,657 $672K 0.31% -314 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,639 $671K 0.02% +532 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,631 $671K 0.04% -1,235 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,627 $670K 0.05% 0 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 11,614 $670K 0.41% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 11,612 $670K 0.79% -15 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,603 $669K 0.08% -36 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 11,597 $669K 0.52% -525 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,580 $668K 0.04% -132 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 11,562 $667K 0.08% +67 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,458 $665K 0.01% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 11,538 $665K 0.35% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,533 $665K 0.05% -1,001 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,523 $664K 0.35% +84 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 11,495 $663K 0.07% +750 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 11,462 $661K 0.07% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,453 $660K 0.05% -30 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,431 $659K 0.05% +563 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,176 $656K 0.02% +6,623 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,348 $654K 0.26% +560 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 11,340 $654K 0.08% +1,647 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,338 $654K 0.36% -6 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 11,328 $653K 0.05% +65 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 11,326 $653K 0.15% +488 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,294 $651K 0.17% +200 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,116 $650K 0.14% -838 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,242 $648K 0.08% +396 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,105 $640K 0.03% -53 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,093 $640K 0.08% +1,590 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 11,092 $640K 0.01% +873 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 11,091 $639K 0.29% +403 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,059 $638K 0.05% +1,440 13F-HR Timeline City State Bank More: the full row for City State Bank 11,043 $637K 0.17% +975 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 10,940 $632K 0.01% +5,448 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 10,948 $631K 0.36% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,941 $631K 0.04% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 10,938 $631K 0.37% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,937 $631K 0.09% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,930 $630K 0.27% -775 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 10,901 $629K 0.56% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,876 $627K 0.12% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10,846 $625K 0.08% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 10,772 $621K 0.33% -316 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 10,732 $619K 0.29% +1,600 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,702 $617K 0.01% +4,940 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 10,700 $617K 0.07% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,681 $616K 0.32% -3,963 13F-HR Timeline