Hilltop National Bank More: the full row for Hilltop National Bank 6,597 $1.12M 0.27% -87 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,469 $1.1M 0.12% -23 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 6,450 $1.1M 1.05% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,447 $1.1M 0.07% -235 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,420 $1.09M 0.14% +515 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,416 $1.09M 0.15% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,408 $1.09M 0.07% +373 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,403 $1.09M 0.04% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,381 $1.09M 0.05% +4,643 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,357 $1.08M 0.02% +395 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,348 $1.08M 0.01% -12,105 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,300 $1.07M 0.47% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,267 $1.07M 0.01% +593 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,250 $1.07M 0.04% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,225 $1.06M 0.17% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,183 $1.05M 0.19% -30 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,181 $1.05M 0.22% 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,080 $1.04M 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,078 $1.04M 0.02% +4,475 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,058 $1.03M <0.01% -215 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,050 $1.03M 0.12% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,015 $1.03M 0.12% -4,500 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,000 $1.02M 0.63% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,851 $999K 0.04% -856 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,856 $998K 0.07% -605 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,823 $993K 0.06% +3,663 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 5,810 $991K 0.44% 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,737 $979K 0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,742 $979K 0.87% -108 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,671 $967K 0.01% +233 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,657 $964K 0.23% +310 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,600 $955K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,597 $954K 0.06% +17 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 5,578 $951K 0.76% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,533 $943K 0.13% +682 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,516 $940K 0.02% +898 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,477 $934K 0.03% +641 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,453 $930K 0.01% +49 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,391 $925K 0.28% -41 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,423 $925K 0.09% new 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 5,412 $923K 0.43% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,407 $922K 0.03% +2,124 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,390 $919K 0.01% -1,387 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,356 $913K 0.22% -280 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,233 $892K 0.01% +80 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,232 $892K <0.01% +774 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,167 $881K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,145 $877K 0.18% -150 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,123 $873K 0.08% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,096 $869K 0.03% -95 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,082 $866K 0.03% +347 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,006 $853K 0.09% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,985 $850K 0.05% -36 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,945 $846K 0.01% +800 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,905 $836K <0.01% +247 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,865 $829K 0.62% +685 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,800 $818K 0.03% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,654 $811K 0.39% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,749 $810K 0.13% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,733 $807K 0.19% -218 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 4,718 $804K 0.72% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,706 $802K 0.01% +1,593 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,704 $802K 0.02% +646 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,585 $782K 0.31% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,540 $774K 1.71% -612 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,488 $765K 0.13% -652 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,461 $761K 0.02% +224 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,495 $760K 0.03% +21 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,425 $754K 0.02% +76 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,410 $752K <0.01% +181 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,384 $747K 0.46% +366 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,226 $721K 0.47% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,173 $711K 0.05% +131 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,156 $709K 0.01% +90 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,150 $708K 0.33% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,130 $704K 0.01% -96 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 4,051 $692K 0.04% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,000 $682K 0.44% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,976 $678K <0.01% -500 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,957 $675K 0.01% +104 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,956 $674K 0.01% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,943 $672K 0.66% 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,872 $660K 0.09% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,871 $660K 0.02% new 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 3,867 $659K 0.02% -104 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,858 $658K 0.06% -55,500 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,842 $655K 0.13% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,741 $642K 0.03% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 3,761 $641K 0.28% -30 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,755 $640K 0.18% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,633 $619K <0.01% +259 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,604 $614K 0.16% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,600 $614K <0.01% -1,200 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,600 $614K 0.12% +641 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,585 $611K 0.04% -578 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,583 $611K 0.05% +1,040 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,541 $603K 0.15% +156 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,535 $603K 0.01% -209 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,500 $597K 0.19% -1,000 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,493 $596K 0.33% -164 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,478 $593K 0.01% +38 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,477 $593K <0.01% +555 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,475 $592K 0.02% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,432 $585K 0.12% -522 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,409 $581K 0.01% +935 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,406 $580K 0.1% -43 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,396 $579K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,374 $575K 0.01% +103 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,333 $568K 0.11% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 3,328 $567K 0.8% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,323 $567K 0.01% new 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,321 $566K 0.03% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,318 $566K 0.21% +16 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,300 $563K 0.52% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,284 $560K 0.05% -232 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,274 $558K 0.38% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,270 $558K 0.3% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,279 $554K 0.15% +7 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,235 $551K 0.16% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,224 $550K <0.01% +402 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,219 $549K 0.3% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,218 $549K 0.01% -29 13F-HR Timeline Group Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,197 $545K 0.02% -850 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,194 $545K 0.01% -75 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,180 $542K 0.06% -135 13F-HR Timeline Group SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,155 $538K 0.12% 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,123 $533K 0.01% -451 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,114 $531K 0.16% +360 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 3,059 $522K <0.01% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,053 $521K 0.03% +1,124 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,050 $520K 0.15% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,025 $516K 0.07% +200 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,010 $513K 0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,990 $510K <0.01% new 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,941 $501K 0.09% -83 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,937 $501K 0.16% -46 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,912 $500K 0.02% +1,931 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,908 $496K 0.14% +4 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,904 $495K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,900 $494K <0.01% +58 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,883 $492K 0.01% +1,389 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,876 $490K 0.04% +15 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,875 $490K <0.01% +904 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,873 $490K 0.01% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,869 $489K 0.36% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,868 $489K 0.09% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,853 $486K 0.06% -62 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,840 $484K 0.03% -11 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,829 $482K <0.01% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,818 $480K 0.02% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,817 $480K 0.16% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,815 $480K 0.17% -6 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,815 $480K 0.04% -80 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,813 $480K 0.08% -5 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,801 $478K 0.14% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,800 $477K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,799 $477K 0.03% +156 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,794 $476K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,786 $475K <0.01% +130 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,760 $473K 0.01% 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,768 $472K <0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,759 $470K 0.02% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,752 $470K 0.52% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,752 $469K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,719 $464K 0.02% +1,278 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,715 $463K 0.09% -52 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,706 $461K 0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,637 $450K 0.07% +156 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,635 $449K 0.26% +6 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,614 $446K 0.54% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,589 $441K 0.01% +260 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,519 $429K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,511 $428K 0.09% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,487 $427K 0.03% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,500 $426K 0.03% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,494 $425K 0.01% -557 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,487 $424K 0.06% new 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 2,472 $421K 0.6% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,468 $421K <0.01% +209 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,450 $418K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,423 $413K 0.05% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,422 $413K 0.1% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $409K 0.03% 0 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,390 $408K <0.01% -200 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,367 $404K 0.01% +24 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,379 $400K 0.32% -127 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,343 $400K 0.03% -80 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,334 $398K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,330 $397K 0.01% +635 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 2,330 $397K 0.27% new 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,304 $393K 0.11% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,300 $393K 0.06% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,292 $391K 0.16% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,265 $386K 0.03% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,254 $384K 0.02% 0 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 $382K 0.36% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,217 $378K 0.01% +650 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,204 $376K <0.01% 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,200 $375K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,199 $375K <0.01% +1,699 13F-HR Timeline