Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 18,641 $12.4M 1.51% +10,789 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 18,608 $12.4M 3.61% -227 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 18,602 $12.4M 4.97% +882 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 18,568 $12.4M 5.56% -225 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 18,550 $12.4M 0.47% -763 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 18,546 $12.4M 2.54% -293 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 18,449 $12.3M 5.55% -185 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,415 $12.3M 3.43% +39 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 18,402 $12.3M 3.18% -150 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,341 $12.2M 0.12% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 18,318 $12.2M 2.94% -41 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 18,311 $12.2M 4.36% -3,369 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 18,269 $12.2M 7.5% -515 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 18,262 $12.2M 6.88% -1,949 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 18,255 $12.2M 0.71% +65 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,238 $12.1M 2.65% -819 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 18,203 $12.1M 0.4% +1,333 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 18,153 $12.1M 2.92% +1,395 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 18,133 $12.1M 0.05% +7,025 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 18,101 $12.1M 0.53% +2,290 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,980 $12M 1.81% -3,860 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,965 $12M 1.54% -3 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 17,954 $12M 5.27% -635 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,935 $11.9M 0.89% -342 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 17,910 $11.9M 2.22% +10 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,793 $11.9M 0.76% -2,547 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 17,781 $11.8M 3.96% -16 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 17,753 $11.8M 2.54% -15 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 17,713 $11.8M 4.83% +878 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 17,660 $11.8M 0.48% +6 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 17,650 $11.8M 5.27% -1,606 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,638 $11.8M 2.11% +642 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 17,591 $11.7M 3.5% -40 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,581 $11.7M 2.32% -140 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,527 $11.7M 1.19% -11,110 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 17,487 $11.6M 0.33% +1,446 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 17,482 $11.6M 2.77% -126 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 17,462 $11.6M 1.49% -368 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 17,458 $11.6M 8.55% -248 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 17,362 $11.6M 0.22% +536 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,353 $11.6M 2.31% +3,773 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 17,336 $11.6M 0.02% -1,848 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 17,296 $11.5M 0.92% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,280 $11.5M 0.66% +24 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 17,270 $11.5M 4.33% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 17,198 $11.5M 1.53% -293 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 17,178 $11.4M 11.84% -230 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 17,150 $11.4M 1.62% +193 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 17,122 $11.4M 0.16% -2,100 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 17,034 $11.3M 6.97% -144 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,004 $11.3M 0.36% -387 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 17,001 $11.3M 1.64% +52 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 16,936 $11.3M 10.9% -3,325 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 16,821 $11.3M 0.61% -11 13F-HR/A Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 16,905 $11.3M 6.03% -447 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 16,864 $11.2M 3.54% -267 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 16,863 $11.2M 1.63% +277 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 16,845 $11.2M 0.99% -99 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,808 $11.2M 3.11% +678 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 16,806 $11.2M 4.42% +95 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,507 $11.2M 0.42% +3,070 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,787 $11.2M 0.75% +352 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 16,690 $11.2M 0.08% -1,549 13F-HR Timeline Group X-Square Capital, LLC More: the full row for X-Square Capital, LLC 16,720 $11.1M 3.48% +98 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 16,682 $11.1M 0.83% -2,250 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 16,681 $11.1M 4.42% +997 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,633 $11.1M 2.39% +17 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 16,631 $11.1M 2% +80 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 16,602 $11.1M 3.7% +4,124 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,587 $11.1M 0.02% +1,269 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,567 $11M 0.15% -170 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 16,553 $11M 6.72% +480 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,515 $11M 0.95% +2,626 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 16,493 $11M 4.52% +3,683 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 16,272 $10.9M 3.17% +134 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 16,368 $10.9M 13.12% +72 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 16,270 $10.9M 4.05% +1,320 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,288 $10.9M 3.07% +2,396 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 16,277 $10.8M 6.82% +2,522 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 16,252 $10.8M 2.55% -266 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 16,228 $10.8M 0.8% -13 13F-HR Timeline Mount Capital Ltd More: the full row for Mount Capital Ltd 16,200 $10.8M 3.87% -7,900 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 16,187 $10.8M 0.4% -1,653 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 16,183 $10.8M 1.27% 0 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 16,172 $10.8M 6.11% +945 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 16,134 $10.7M 0.4% -518 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 16,128 $10.7M 0.56% -465 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 16,123 $10.7M 0.9% -6 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 16,074 $10.7M 5.74% +8,604 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,054 $10.7M 2.26% -139,871 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 16,051 $10.7M 1.09% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,039 $10.7M 0.61% -70 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 15,966 $10.6M 2.22% -332 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 15,952 $10.6M 0.87% -62 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 16,003 $10.6M 0.66% +13,553 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 15,923 $10.6M 2.87% -1,586 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 15,848 $10.6M 5.7% +8,828 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 15,750 $10.5M 3.88% -12,352 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15,728 $10.5M 0.38% +51 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,720 $10.5M 1.23% +3,561 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 15,709 $10.5M 1.27% -85 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,702 $10.5M 2.28% +382 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 15,695 $10.5M 1.51% +3 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 15,668 $10.4M 9.96% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 15,658 $10.4M 0.79% -1,124 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 15,650 $10.4M 0.39% -9,502 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 15,645 $10.4M 1.82% -153 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 15,645 $10.4M 4.43% -18 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 15,637 $10.4M 4.94% -305 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,615 $10.4M 0.9% -2,705 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,589 $10.4M 0.36% +4,752 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 15,576 $10.4M 1.24% -374 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 15,570 $10.4M 6.31% -639 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 15,568 $10.4M 1.8% -143 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,378 $10.4M 1.09% -328 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 15,535 $10.3M 1.69% -61 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 15,531 $10.3M 2.92% -782 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 15,456 $10.3M 7.37% -452 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 15,446 $10.3M 0.65% +543 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,410 $10.3M 1.06% +366 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 15,352 $10.2M 0.59% +62 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 15,289 $10.2M 8.74% +2,440 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 15,287 $10.2M 2.22% -479 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 15,263 $10.2M 0.61% +390 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,238 $10.2M 0.47% +300 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 15,230 $10.1M 0.03% -25,896 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 15,195 $10.1M 1.01% +26 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,119 $10.1M 3.94% -6,336 13F-HR/A Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 15,150 $10.1M 5.75% -140 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 15,138 $10.1M 0.13% +14 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,124 $10.1M 0.11% -109 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 15,117 $10.1M 1.17% -2,209 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 15,113 $10.1M 1.62% -113 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 15,096 $10.1M 2.32% +6,120 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,044 $10M 0.29% -603 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 15,006 $10M 2.08% -411 13F-HR Timeline Greenvale Capital LLP More: the full row for Greenvale Capital LLP 15,000 $9.99M 0.8% -6,500 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 15,000 $9.99M 8.2% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 14,966 $9.97M 8.1% -1,957 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 14,944 $9.96M 1.85% -341 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,939 $9.95M <0.01% +8,789 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 14,919 $9.94M 2.32% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 14,863 $9.9M 0.38% -1,698 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,833 $9.88M 2.71% -797 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 14,820 $9.87M 0.67% +498 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 14,813 $9.87M 0.62% +335 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 14,717 $9.8M 8.89% +253 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 14,656 $9.76M 4.35% -755 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,642 $9.75M 0.42% -26 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 14,637 $9.75M 5.42% -2,539 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,585 $9.74M 1.78% +8 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 14,590 $9.7M 4.75% +1,296 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,520 $9.67M 1.08% -3,465 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 14,457 $9.63M 0.64% +5,559 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 14,330 $9.63M 6.48% +284 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,445 $9.62M 2.91% -367 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 14,428 $9.61M 1.6% +7 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 14,410 $9.6M 6.93% +423 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,345 $9.56M 0.31% -384 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,216 $9.47M 1.87% +40 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 14,157 $9.43M 1.77% -744 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 14,100 $9.39M 0.17% +66 13F-HR/A Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 14,090 $9.39M 7.44% -1,994 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,072 $9.37M 0.5% -68 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 14,067 $9.37M 2.93% +1,862 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 14,052 $9.36M 3.61% -36 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,023 $9.34M 2.5% -5,356 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 13,972 $9.31M 2.07% +277 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 13,967 $9.3M 7.94% +17 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,962 $9.3M 0.55% -562 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,959 $9.3M 0.74% +435 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 13,864 $9.24M 3.05% +70 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 13,834 $9.22M 0.79% -158 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,403 $9.21M 2.47% -2,323 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13,823 $9.21M 0.7% +199 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,817 $9.2M 0.78% -193 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,751 $9.19M 2.37% -1,043 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 13,792 $9.19M 40.46% -24,146 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 13,762 $9.17M 4.65% -308 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 13,738 $9.15M 11.35% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,739 $9.15M 0.76% -635 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 13,719 $9.14M 2.28% +847 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,715 $9.14M 0.39% -299 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 13,708 $9.13M 6.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,705 $9.13M 4.37% -240 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 13,689 $9.12M 4.31% +151 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 13,671 $9.11M 6.5% 0 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 13,648 $9.09M 5.25% -1,452 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13,646 $9.09M 2.28% +7,178 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,632 $9.07M 0.23% +1,407 13F-HR/A Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,552 $9.03M 0.88% -559 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 13,513 $9.03M 4.33% -227 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,547 $9.02M 0.72% +176 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,517 $9M 0.34% +4,262 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,495 $8.99M 0.6% -644 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,478 $8.98M 0.76% +1,028 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 13,476 $8.98M 0.01% -322 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 13,475 $8.98M 0.01% +5,471 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 13,469 $8.97M 9.09% +2,292 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 13,416 $8.94M 1.53% +4,144 13F-HR Timeline