Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 14,838 $979K 0.83% -38 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,806 $977K 0.25% -292 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 14,731 $972K 0.01% +1,007 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,730 $972K 0.06% +461 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,712 $971K 0.1% +10,032 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 14,686 $969K 0.41% -197 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,676 $968K 0.29% +14 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 14,652 $967K 0.08% -252 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,634 $966K 0.16% +6,349 13F-HR Timeline Group Trust Co More: the full row for Trust Co 14,628 $965K 0.09% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 14,607 $964K 0.05% +38 13F-HR/A Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14,583 $962K 0.55% -72 13F-HR/A Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 14,562 $961K 0.23% +371 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,555 $961K 0.07% +1,430 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 14,313 $960K 0.4% +1,434 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 14,533 $959K 0.08% +9,194 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,465 $955K 0.07% -1,837 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 14,425 $952K 0.22% -2,774 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 14,338 $946K 0.17% -734 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 14,335 $946K 0.01% +10,454 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 14,332 $946K 0.21% +3 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,286 $943K 0.05% -203 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 14,251 $941K 0.08% +1 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 14,246 $940K 0.28% -9 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 14,226 $939K 0.06% -11,987 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 14,224 $939K 0.11% +1,635 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,170 $935K 0.02% +434 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14,115 $931K 0.01% -34 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,112 $931K 0.09% -79 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,088 $930K 0.07% +763 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,073 $929K 0.19% +4,278 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 14,062 $928K 0.13% +201 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,042 $927K 0.33% +1,108 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,992 $923K 0.01% -546 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 13,984 $923K 0.06% +1,085 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13,958 $921K 0.19% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,954 $921K 0.02% +2 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 13,884 $916K 0.5% +9,995 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,866 $915K 0.06% +338 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,851 $914K 0.04% -164,355 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,807 $911K 0.05% +48 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 13,706 $909K 0.02% +208 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,739 $907K 0.1% -1,988 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,718 $905K 0.03% +3,283 13F-HR/A Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 13,644 $900K 0.45% +1 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,568 $895K 0.51% +236 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,549 $894K 0.12% +235 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,548 $894K 0.08% -1,330 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 13,547 $894K 0.64% -4,990 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,546 $894K 0.62% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 13,544 $894K 0.34% +551 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for Stegent Equity Advisors, Inc. 13,468 $889K 0.76% -18,719 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,468 $889K 0.08% -703 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 13,463 $888K 0.31% +97 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,219 $886K 0.13% +1,140 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 13,426 $886K 0.05% new 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 13,397 $884K 0.6% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,348 $881K 0.07% +1,917 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 13,330 $880K 0.02% +2,238 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 13,329 $880K 0.06% +826 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 13,317 $879K 0.48% -1,321 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,289 $877K 0.07% +152 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 13,281 $876K 0.42% +339 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 13,236 $873K 0.02% -589 13F-HR Timeline Strathmore Capital Advisors, Inc. 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Ltd, Zurich 13,076 $863K <0.01% -4,595 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 12,866 $863K 0.49% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,067 $862K 0.1% -25 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,058 $862K 0.19% -450 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 13,057 $862K 0.3% +5,619 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,051 $861K 0.06% +1,518 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,044 $861K 0.16% -1,008 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13,005 $858K 0.02% +82 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,769 $856K 0.02% +454 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,950 $855K 0.05% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 12,932 $853K 0.17% +800 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,926 $853K 0.36% -500 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 12,907 $852K 0.05% +128 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 12,890 $851K 0.16% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 12,889 $851K 0.27% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 12,878 $850K 0.46% +109 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,877 $850K 0.37% +397 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,834 $847K 0.02% +2,377 13F-HR/A Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 12,802 $845K 0.36% +98 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 12,800 $845K 0.03% -6,625 13F-HR Timeline McGowan Group Asset Management, Inc. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 12,098 $798K 0.31% -206 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 12,083 $797K 0.27% -43 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,083 $797K 0.05% -240 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,051 $795K 0.02% +223 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,049 $795K 0.05% +469 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,045 $795K 0.06% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 12,007 $792K 0.07% +6,836 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 12,007 $792K 0.26% -825 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,004 $792K 0.22% +2,429 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 11,985 $791K 0.36% +5,786 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 11,971 $790K 0.3% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 11,969 $790K 0.88% +357 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11,919 $787K 0.07% -160 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,702 $785K 0.16% -200 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 11,872 $783K 0.16% -7 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 11,869 $783K 0.1% +529 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,836 $781K 0.05% +2,124 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 11,826 $780K 0.04% -324 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,525 $777K 0.04% +1,263 13F-HR/A Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 11,769 $777K 0.45% +14 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 11,755 $776K 0.39% -2,100 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,735 $774K 0.41% -828 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 11,693 $772K 0.1% +131 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,666 $770K 0.09% +1,596 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 11,658 $769K 0.04% -61 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,656 $769K 0.05% +715 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,651 $769K 0.1% +409 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,636 $768K 0.04% -506 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,632 $768K 0.03% -1,023 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 11,597 $765K 0.56% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 11,400 $764K 0.67% -1,280 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,555 $762K -2,709 Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 11,553 $762K 0.07% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 11,614 $762K 0.43% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 11,538 $761K 0.41% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,493 $758K 0.08% new 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,303 $758K 0.03% +127 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,251 $754K 0.04% -20,240 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,394 $754K 0.06% +880 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,408 $753K 0.06% -219 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 11,405 $753K 0.23% +1,139 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 11,404 $753K 0.06% +76 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,387 $751K 0.02% +685 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,368 $750K 0.09% -235 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,366 $750K 0.21% +4,866 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,351 $749K 0.04% +246 13F-HR Timeline City State Bank More: the full row for City State Bank 11,343 $749K 0.19% +300 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 11,310 $746K 0.34% +219 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,298 $746K 0.18% +4 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 11,296 $745K 0.42% +4,764 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,290 $745K 0.04% -458 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,281 $744K 0.4% -57 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,093 $744K 0.04% +1,257 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 11,244 $742K 0.1% -3,051 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,018 $740K 0.33% +293 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 11,205 $739K 0.09% -700 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,188 $738K 0.06% -265 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,116 $734K 0.36% -407 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 11,113 $733K 0.07% 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,959 $733K 0.04% +2,277 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 11,105 $733K 0.74% -1,301 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,078 $731K 0.01% -2,177 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,929 $730K 0.2% +1,241 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 11,049 $729K 0.25% +11 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,033 $728K 0.01% +1,495 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 11,019 $727K 0.07% -729 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 10,992 $725K 0.02% -2,005 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 10,976 $724K 0.3% -7,618 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,964 $724K 0.02% -3,043 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,930 $721K 0.31% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 10,926 $721K 0.61% +25 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,858 $717K 0.26% -1,227 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,857 $716K 0.09% -236 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for XY Planning Network, Inc. 10,863 $711K 0.11% +659 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 10,779 $711K 0.28% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,774 $711K 0.05% +3,651 13F-HR Timeline