Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,931 $5.92M 0.44% +1,076 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 7,929 $5.92M 0.29% -1,804 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 7,928 $5.92M 3.18% -128,976 13F-HR/A Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,925 $5.92M 2.12% -190 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 7,915 $5.91M 2.6% +6 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 7,894 $5.89M 2.49% +1,509 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,888 $5.89M 0.22% +2,751 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,885 $5.89M 3.57% -100 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,941 $5.88M 0.19% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,878 $5.88M 0.11% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,861 $5.87M 2.24% -1,141 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,854 $5.86M 2.53% +58 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 7,644 $5.85M 3.07% 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 7,824 $5.84M 0.56% +106 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 7,821 $5.84M 0.74% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,777 $5.81M 0.67% +3,013 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7,774 $5.81M 1.15% 0 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 7,772 $5.8M 3.92% +11 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 7,769 $5.8M 3.43% -40 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,763 $5.8M 1.1% +515 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 7,762 $5.8M 0.27% -67 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 7,747 $5.79M 1.73% -35 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,739 $5.78M 1.3% +28 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,729 $5.77M 1.3% +235 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,722 $5.77M 0.44% -536 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,711 $5.76M 1.63% -1,832 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 7,653 $5.72M 0.32% +4,697 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,644 $5.71M 1.84% +356 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 7,633 $5.7M 0.92% 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,632 $5.7M 0.07% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,601 $5.69M 1.97% -2 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,588 $5.67M 0.24% -3,423 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 7,538 $5.63M 3.62% +467 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,526 $5.62M 0.39% -37 13F-HR Timeline Group Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 7,515 $5.61M 1.6% +37 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 7,500 $5.6M 0.57% -22,341 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,477 $5.58M +288 Timeline Monument Capital Management More: the full row for Monument Capital Management 7,460 $5.57M 1.12% +6,164 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 7,431 $5.55M 2.84% 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 7,430 $5.55M 2.73% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,426 $5.55M 1.56% +60 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 7,396 $5.52M 4.53% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 7,387 $5.52M 0.27% -21 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,371 $5.5M 0.92% -41 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,364 $5.5M 0.32% +414 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 7,347 $5.49M 16.85% -23 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,346 $5.49M 0.19% +2,049 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,345 $5.49M 0.25% +1,379 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,343 $5.48M 0.37% -10,992 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,330 $5.47M 2.2% +232 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,329 $5.47M 0.91% -5 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 7,328 $5.47M 3.31% +15 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 14,315 $5.47M 0.07% +7,760 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 7,299 $5.45M 2.54% -124 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 7,292 $5.45M 1.13% +1,132 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,276 $5.43M 0.34% +187 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,259 $5.42M 0.29% +9 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 7,259 $5.42M 0.65% -9,416 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,238 $5.41M 1.32% +56 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,236 $5.4M 0.29% +403 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7,227 $5.4M 0.68% +4 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 7,226 $5.4M 18.12% -6,481 13F-HR Timeline Two Point Capital Management, Inc. More: the full row for Two Point Capital Management, Inc. 7,207 $5.38M 2.17% +45 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 7,205 $5.38M 0.95% -279 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,203 $5.38M 0.75% -76 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 7,201 $5.38M 3.82% -256 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 7,196 $5.37M 0.78% -458 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,196 $5.37M 1.43% -31 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 7,196 $5.37M 1.14% 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 7,171 $5.36M 7.96% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 7,162 $5.35M 1.08% -92 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,151 $5.34M 1.97% +49 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,148 $5.34M 0.56% +802 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,131 $5.32M 0.98% +375 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 7,109 $5.32M 0.75% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,122 $5.32M 0.15% 0 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 7,115 $5.31M 0.95% +23 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 7,106 $5.31M 2.56% -131 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,086 $5.3M 2.09% +1,761 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,099 $5.3M 1.34% +228 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 7,090 $5.29M 2.89% +2,275 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,080 $5.29M 2.02% -247 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 7,078 $5.29M 3.57% -99 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,073 $5.28M 0.65% -39 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,064 $5.28M 0.35% -29 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7,059 $5.27M 1.52% -95 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,057 $5.27M 0.62% +312 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,051 $5.27M 0.82% +341 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 7,013 $5.24M 4.09% -212 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,006 $5.23M 4.65% +30 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,002 $5.23M 1.67% +114 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,000 $5.23M 0.86% -159 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,989 $5.22M 0.27% +666 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 6,971 $5.21M 1.15% -35 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 6,970 $5.21M 2.43% -4 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 6,967 $5.2M 0.29% +881 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,957 $5.19M 0.75% +153 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 6,952 $5.19M 1.6% -248 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 6,948 $5.19M <0.01% -3,230 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,948 $5.19M 0.15% +165 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 6,942 $5.18M 2.9% +160 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,854 $5.17M 0.8% -37 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,921 $5.17M 0.51% -41 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 6,923 $5.17M 4.58% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 6,923 $5.17M 4.42% +719 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 6,912 $5.16M 4.57% 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 6,896 $5.15M 0.05% +1,551 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,859 $5.12M 3.14% -85 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,847 $5.12M 0.29% +151 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,838 $5.11M 0.56% +474 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,827 $5.1M 0.27% +85 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,812 $5.09M 0.41% +95 13F-HR Timeline Ironclad Investments LLC More: the full row for Ironclad Investments LLC 6,805 $5.08M 2.18% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,776 $5.06M 0.46% -139 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,763 $5.05M 0.41% -275 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 6,756 $5.05M 4.1% -711 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,756 $5.04M 0.24% +125 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,755 $5.04M 0.36% -82 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,735 $5.03M 1.86% +89 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 6,734 $5.03M 3.8% +37 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,734 $5.03M 1.86% +3 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,726 $5.02M 1.26% +1,295 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,725 $5.02M 1.8% -172 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,723 $5.02M 0.3% -698 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 6,719 $5.02M 1.62% -158 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 6,716 $5.02M 2.35% +530 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,698 $5.01M 1.59% +285 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,707 $5.01M 0.28% +5,968 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,703 $5.01M 0.17% -140 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,687 $4.99M 0.09% +3,066 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 18,748 $4.99M 0.96% -54,845 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,678 $4.99M 1.27% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,666 $4.98M 3.5% -727 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,663 $4.98M 0.65% -3 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 6,632 $4.95M 1.34% -127 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 6,632 $4.95M 3.64% -46 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 6,627 $4.95M 1.21% +744 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 6,615 $4.94M 1.67% +6,090 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,613 $4.94M 0.09% +335 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,610 $4.94M 0.97% -252 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 6,610 $4.94M 4.39% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,609 $4.94M 0.53% -468 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 6,602 $4.93M 0.58% -178 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,593 $4.92M 0.01% -1,052 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,586 $4.92M 0.11% +594 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,580 $4.91M 2.37% -65 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,576 $4.91M 1.71% +614 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,570 $4.91M 0.46% +186 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,564 $4.9M 1.3% +29 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,554 $4.9M 0.69% -9,486 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 6,555 $4.89M 0.64% -308 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,553 $4.89M 0.67% -2,856 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,546 $4.89M 1.89% -593 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,539 $4.88M 2.02% +790 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 6,536 $4.88M 2.91% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,530 $4.88M 0.3% -150 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,525 $4.87M 2.8% -270 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 6,523 $4.87M 47.99% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,507 $4.86M 1.97% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,496 $4.85M 2.27% +145 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 6,483 $4.84M 1.04% -119 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,481 $4.84M 2.27% +62 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,478 $4.84M 0.26% -95 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 6,472 $4.83M 2% -65 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,461 $4.83M 0.73% -22 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 6,461 $4.82M 2.66% +8 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6,460 $4.82M 2.21% -1,421 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 6,455 $4.82M 7.37% +1,434 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,453 $4.82M 0.77% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,447 $4.81M 1.19% +639 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 6,440 $4.81M 1.16% -103 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,419 $4.79M 2.49% +73 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,410 $4.79M 0.18% -560 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,410 $4.79M 0.81% +482 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,414 $4.78M 0.47% -339 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 6,388 $4.77M 1.26% +1,065 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,358 $4.75M 0.22% -46 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 6,355 $4.75M 1.15% -106 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,353 $4.74M 0.72% -4 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,348 $4.74M 2.08% -23 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,345 $4.74M 0.24% +1,033 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 6,343 $4.74M 0.6% +105 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,342 $4.74M 1.58% -4,869 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,337 $4.73M 0.64% -229 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,337 $4.73M 0.75% -12 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 6,317 $4.72M 0.33% -47 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,299 $4.7M 0.19% -138 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,298 $4.7M 2.35% -497 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,292 $4.7M 0.21% new 13F-HR/A Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,261 $4.68M 1.05% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 6,255 $4.67M 2.94% +1,876 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,179 $4.67M 0.58% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,249 $4.67M 0.3% +2,658 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 6,245 $4.66M 2.47% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,243 $4.66M 0.85% +26 13F-HR Timeline SC&H Financial Advisors, Inc. 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