CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,371 $446K 0.04% -1 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,365 $445K 0.01% -23 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,350 $442K 0.01% +183 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,345 $441K 0.03% 0 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,318 $436K 0.02% 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,317 $436K 0.01% +31 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,314 $435K 0.06% -147 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,290 $431K 0.26% -541 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,275 $428K 0.01% -583 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,271 $427K <0.01% -4,173 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,264 $426K 0.03% +1 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,238 $421K 0.09% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,235 $420K 0.01% new 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,229 $419K 0.03% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,230 $419K 0.33% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,226 $418K 0.32% +2 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,219 $417K 0.37% -58 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 2,194 $412K <0.01% +126 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,178 $409K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,158 $406K 0.02% +744 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,157 $406K 0.16% -30 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,149 $404K 0.03% +39 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,149 $404K 0.01% +255 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,146 $403K 0.01% -832 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,135 $401K 0.09% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,130 $400K 0.01% +398 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,124 $399K 0.07% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,115 $398K 0.01% new 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,103 $395K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,077 $391K 0.01% +478 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,076 $390K 0.04% -438 13F-HR/A Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,070 $389K 0.19% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,045 $384K 0.11% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,044 $384K <0.01% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,035 $383K 0.03% -8,457 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,037 $383K 0.03% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,006 $379K 0.17% +23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,008 $378K 0.02% +1,460 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,005 $377K 0.44% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,003 $377K 0.01% -831 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,000 $376K 0.07% +500 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,996 $375K 0.16% -40 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,990 $374K 0.05% -438 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,989 $374K 0.01% +94 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,988 $374K 0.03% -1,428 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,970 $370K 0.05% 0 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,966 $370K 0.11% +98 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,957 $368K 0.01% -128 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,956 $368K 0.01% +439 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,935 $364K 0.17% 0 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,934 $364K 0.01% +625 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 1,933 $363K 0.01% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,926 $362K 0.14% +2 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,923 $362K 0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,894 $356K 0.03% +343 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,890 $355K 0.01% +41 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,889 $355K 0.01% +595 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,883 $355K 0.01% -8,138 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,888 $355K 0.01% -1,559 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,878 $353K 0.03% +139 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,875 $353K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,866 $351K 0.22% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,865 $351K 0.07% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,860 $350K 0.01% +75 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,857 $349K 0.05% +31 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,856 $349K 0.01% -283 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,836 $345K 0.45% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,827 $344K 0.07% -29 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,811 $340K 0.09% +150 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,809 $340K <0.01% +68 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,806 $340K 0.05% +10 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,704 $339K 0.06% -100 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,805 $339K 0.3% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,802 $339K <0.01% -177 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,800 $338K <0.01% new 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,790 $338K 0.02% 0 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,790 $336K 0.02% +3 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,786 $336K 0.02% +66 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,776 $334K <0.01% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,771 $333K 0.12% -3 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,742 $328K 0.01% -184 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 1,678 $327K 0.11% +168 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,736 $326K 0.01% +156 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,735 $326K 0.04% -400 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,732 $326K 0.01% +149 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,731 $325K 0.04% -540 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,717 $323K 0.02% -365 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,707 $321K 0.06% 0 13F-HR Timeline Group CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,704 $320K 0.03% -600 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,652 $316K <0.01% +96 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,665 $313K <0.01% +78 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,659 $312K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,658 $312K 0.03% +1,590 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,657 $312K 0.09% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,650 $310K 0.18% +8 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,632 $307K 0.02% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,625 $306K 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,617 $304K 0.01% -75 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,606 $302K <0.01% +48 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,603 $301K <0.01% -888 13F-HR/A Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,602 $301K 0.02% -23 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,600 $301K 0.06% -4 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,593 $300K 0.01% +870 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,585 $298K 0.02% -50 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,584 $298K 0.23% -16 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,578 $297K 0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,574 $296K 0.03% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,564 $294K 0.18% -39 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,562 $294K <0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,551 $292K 0.06% -3 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,540 $290K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,535 $289K 0.02% -36 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,529 $287K 0.02% -19 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,528 $287K 0.18% +206 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,523 $286K 0.2% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,516 $285K 0.09% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,512 $284K 0.02% +40 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,510 $284K 0.02% 0 13F-HR Timeline Group Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,500 $282K 0.27% 13F-HR/A Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,495 $281K 0.07% +9 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,464 $275K 0.03% +7 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,461 $275K 0.11% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,453 $273K 0.02% +39 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,431 $270K 0.02% -112 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,428 $268K 0.02% -6 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,428 $268K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,428 $268K 0.02% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,425 $268K 0.15% +1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,424 $268K 0.01% -67 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,418 $267K 0.17% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,419 $267K 0.03% -9 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,415 $266K 0.05% -15 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,414 $266K <0.01% +122 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,398 $263K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,400 $263K 0.01% +6 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,386 $261K <0.01% -3,005 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,383 $260K 0.01% -9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,380 $259K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,378 $259K <0.01% +11 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,282 $259K 0.19% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,366 $257K 0.01% +11 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,361 $256K 0.03% +4 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,360 $256K 0.14% +1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,350 $254K 0.02% -94 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,350 $254K 0.01% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,350 $254K 0.02% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,341 $252K 0.02% +23 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,340 $252K 0.02% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,336 $251K 0.01% new 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,332 $250K 0.02% +924 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,320 $248K 0.14% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,313 $247K 0.1% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,312 $247K 0.05% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,309 $246K 0.16% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,301 $245K 0.08% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,296 $244K 0.01% -9 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,296 $244K 0.02% +24 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,292 $243K 0.01% +37 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,288 $242K 0.02% -99 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,285 $242K 0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,281 $241K 0.14% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,268 $238K 0.01% +9 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,268 $238K 0.02% +14 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,267 $238K <0.01% -119 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,266 $238K 0.04% -732 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,264 $238K 0.01% -1,142 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,262 $237K 0.04% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,260 $237K 0.08% -22 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,257 $236K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,256 $236K 0.05% +15 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,248 $235K -60 Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,236 $232K 0.1% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,155 $232K <0.01% 0 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 1,234 $232K 0.08% +8 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,230 $231K 0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,211 $228K 0.01% +74 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,209 $227K 0.02% new 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,205 $227K 0.22% -49 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,203 $226K 0.04% -12 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,200 $226K 0.16% +8 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,197 $225K 0.03% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,202 $225K <0.01% +408 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,188 $223K 0.18% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,180 $222K 0.02% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,180 $222K 0.07% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,175 $221K 0.17% -25 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,174 $221K 0.02% -222 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,161 $218K <0.01% -51 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,157 $218K <0.01% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,142 $215K 0.03% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,119 $210K 0.22% 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,109 $209K 0.09% -283 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,100 $207K <0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,100 $207K 0.05% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,100 $207K 0.16% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,100 $207K 0.29% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,097 $206K 0.06% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,090 $205K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,086 $204K 0.02% -500 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,084 $204K <0.01% +283 13F-HR Timeline Group