Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,439 $1.34M 0.17% 0 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 6,450 $1.33M 1.12% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,443 $1.33M 0.01% +1,911 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,429 $1.33M 0.2% -1,116 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,348 $1.31M 0.01% 0 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 6,311 $1.31M 0.98% +342 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,264 $1.3M 0.14% -100 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,252 $1.29M <0.01% +1,015 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,225 $1.29M 0.19% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,216 $1.29M 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,196 $1.28M 0.27% -32 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,184 $1.28M 0.21% -85 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,167 $1.28M 0.02% +104 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,153 $1.27M 0.09% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,136 $1.27M 0.03% +536 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,106 $1.26M 0.01% +4,942 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,080 $1.26M 0.07% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,000 $1.24M 0.67% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,972 $1.24M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 7,440 $1.21M 0.02% -3,249 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,818 $1.2M 0.01% -118 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,805 $1.2M 0.04% +314 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,761 $1.19M 0.02% +720 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,750 $1.19M 0.12% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,618 $1.16M 0.07% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,600 $1.16M 0.09% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,540 $1.15M 0.14% 0 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 5,412 $1.12M 0.41% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,387 $1.11M 0.01% -18 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,374 $1.11M 0.3% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 5,345 $1.11M 0.52% +375 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5,289 $1.09M 0.34% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,282 $1.09M 0.07% -514 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,229 $1.08M 0.13% -297 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,213 $1.08M 0.24% -103 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,198 $1.08M 0.01% -1,229 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,167 $1.07M 0.03% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,145 $1.06M 0.18% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,123 $1.06M 0.09% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,078 $1.05M 0.3% +87 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,036 $1.04M 0.05% +20 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,006 $1.04M 0.11% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,005 $1.04M 0.01% +2,845 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,000 $1.03M 0.07% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,385 $1.03M 0.03% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,971 $1.03M 0.01% +2,142 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,965 $1.03M 0.55% +101 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,953 $1.03M 0.03% -379 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,935 $1.02M 0.22% -82 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,899 $1.01M 0.02% +371 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,865 $1.01M 0.69% -800 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 4,834 $1M 0.66% -1,091 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,826 $999K 0.22% +46 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,800 $993K 0.04% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,769 $987K 0.02% +164 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,767 $987K 0.03% -306 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,749 $983K 0.15% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 4,741 $981K 0.2% +650 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,654 $981K 0.4% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,673 $967K 0.22% +937 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,665 $966K 0.02% +2,037 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,540 $940K 0.63% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,520 $936K 0.34% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,488 $929K 0.14% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,481 $927K 0.03% -2,520 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,461 $923K 0.05% -1,269 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,436 $918K <0.01% -643 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,414 $914K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,409 $912K 0.05% -107 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,401 $911K <0.01% -3,561 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,398 $910K 0.03% -332 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,392 $909K 0.01% +317 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,386 $908K 0.05% -922 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,360 $902K 0.01% +766 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,339 $898K 0.02% -10 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,226 $875K 0.52% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,226 $875K 0.01% +84 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,209 $871K 0.01% +443 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,191 $867K 0.01% +29 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,051 $838K 0.36% -99 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,025 $833K 0.01% -2,814 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,016 $831K 0.01% +50 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,005 $829K 0.04% -40,308 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,956 $819K 0.01% +426 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,878 $819K 0.02% -525 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,954 $818K 0.21% +364 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,900 $807K 0.09% +500 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,878 $803K 0.01% new 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,872 $801K 0.1% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,842 $795K 0.13% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,800 $786K 0.34% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,728 $772K 0.02% +1,412 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,692 $764K <0.01% +46 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,647 $755K 0.13% +20 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,600 $745K <0.01% 0 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,557 $736K 0.16% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,541 $733K 0.01% -120 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,497 $724K 0.02% +486 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,491 $723K <0.01% +961 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,478 $720K 0.02% -43 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,478 $720K 0.38% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,477 $720K 0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,447 $713K <0.01% -499 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,402 $704K 0.05% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,399 $704K <0.01% -78 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 3,397 $703K 0.05% -407 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,346 $693K 0.22% +13 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,314 $686K 0.01% -3,184 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,312 $685K 0.04% -215 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,305 $684K 0.39% +31 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,289 $681K 0.05% -1 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,284 $680K 0.04% -279 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,281 $679K <0.01% +536 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,275 $678K 0.13% -58 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,216 $677K 0.16% -4 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,235 $669K 0.17% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,219 $666K 0.3% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,186 $659K <0.01% +96 13F-HR Timeline Group PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 3,180 $658K 0.86% -3 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,156 $653K 0.06% -139 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 2,223 $653K 0.01% -6,265 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,101 $642K <0.01% +618 13F-HR Timeline Group SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 3,076 $637K 0.06% +2,734 13F-HR Timeline Group GQG Partners LLC More: the full row for GQG Partners LLC 3,059 $633K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,051 $631K 0.01% -164 13F-HR Timeline Group OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,044 $630K 0.32% +714 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,027 $626K 0.13% -180 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,002 $621K 0.02% +1,109 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,000 $621K 0.19% -500 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,955 $612K 0.53% -345 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,952 $611K 0.01% +494 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,908 $602K 0.08% +250 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,907 $602K 0.01% -8,999 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,904 $601K 0.06% 0 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 2,892 $599K 0.32% 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,891 $598K <0.01% -53 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,885 $597K 0.18% -36 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,878 $596K 0.03% +17 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,853 $590K 0.06% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,825 $585K 0.06% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,817 $583K 0.16% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,816 $583K <0.01% +1,248 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,800 $580K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,793 $578K 0.15% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,790 $577K 0.19% -25 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,779 $575K 0.06% +150 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,767 $573K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,767 $573K <0.01% -3,471 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,706 $572K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,757 $571K <0.01% +162 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,753 $564K 0.02% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,707 $560K 0.01% -131 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,702 $559K 0.01% -150 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,700 $559K 0.04% -137 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,699 $559K 0.11% -16 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,681 $555K 0.08% -41 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,667 $552K 0.61% -50 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,648 $548K 0.01% -131 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,646 $548K 0.25% +5 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,643 $547K 0.03% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,640 $546K 0.04% -15 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,614 $541K 0.64% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,321 $537K 0.02% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,554 $529K 0.01% -35 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,530 $524K <0.01% -202 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,529 $523K 0.01% +609 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,521 $522K 0.04% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,512 $520K 0.05% -2,989 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,511 $520K 0.1% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,508 $519K 0.01% +131 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,501 $518K 0.03% -18 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,496 $517K 0.06% +3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,499 $516K 0.15% +229 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,450 $507K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,423 $501K 0.05% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,422 $501K 0.11% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,422 $501K 0.06% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,407 $498K 0.26% +150 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,382 $498K 0.37% +15 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $497K 0.03% 0 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,370 $491K 0.1% +504 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,337 $484K 0.01% -397 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,335 $483K 0.05% -215 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,304 $477K 0.13% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,300 $476K 0.04% -9,900 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,290 $474K <0.01% -100 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,271 $470K 0.03% +71 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,265 $469K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,253 $466K 0.01% +123 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2,240 $464K 0.36% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,211 $458K 0.02% -25 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,207 $457K 0.02% +15 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,206 $457K 0.02% -1,190 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,199 $455K <0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,185 $452K 0.01% +459 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,155 $451K 0.01% +64 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,176 $450K 0.02% -78 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,175 $450K <0.01% +778 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,168 $449K 0.01% +71 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,168 $449K 0.17% +479 13F-HR Timeline