Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,936 $516K 0.05% -146 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,936 $516K 0.02% +724 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,738 $512K 0.23% -4,768 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 4,884 $510K 0.02% -36 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,837 $508K 0.45% 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,842 $506K 0.05% 0 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,822 $504K 0.39% +442 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,807 $502K 0.01% +2,228 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,800 $502K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,788 $500K 0.03% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 4,771 $499K <0.01% +464 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,716 $493K 0.38% -24 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,673 $488K 0.01% +98 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,653 $486K 0.12% +255 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,649 $486K 0.86% -1,231 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,603 $481K 0.01% -312 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,600 $481K 0.14% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,531 $474K 0.07% +227 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,529 $473K 0.02% -292 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,517 $472K <0.01% +1,745 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,507 $471K 0.02% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,505 $471K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,498 $470K <0.01% +1,171 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,468 $467K 0.08% -105 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,438 $464K 0.13% +6 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,599 $461K 0.16% +2,888 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,337 $453K 0.15% +73 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,330 $453K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,306 $450K 0.04% +2 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,252 $446K 0.02% +33 13F-HR/A Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,228 $445K 0.07% -1,057 13F-HR Timeline Copley Financial Group, Inc. 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More: the full row for Moors & Cabot, Inc. 4,026 $421K 0.02% +643 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 4,005 $419K 0.14% +90 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,001 $418K 0.29% +23 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $418K 0.22% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,986 $417K 0.03% -304 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,980 $416K 0.01% -336 13F-HR/A Timeline ETF Store, Inc. 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Empirical Wealth Management 3,125 $327K 0.01% -601 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,114 $325K 0.1% +74 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 3,085 $322K 0.6% new 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 3,080 $322K 0.16% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,074 $321K 0.24% +195 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,071 $321K <0.01% -55,987 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,071 $321K 0.06% -80 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,064 $320K 0.08% +487 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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More: the full row for Post Resch Tallon Group Inc. 2,838 $297K 0.26% +2 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,829 $296K 0.32% new 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,824 $295K 0.03% +1,250 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 2,817 $294K 0.28% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,810 $294K 0.1% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,773 $292K 0.05% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,780 $291K 0.07% +4 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,771 $290K 0.06% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,757 $288K 0.03% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,750 $287K 0.28% -250 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,747 $287K 0.12% +110 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,004 $286K 0.32% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,732 $286K <0.01% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,722 $285K 0.06% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,628 $283K 0.04% -5 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,700 $282K 0.06% -31 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for SMITH, MOORE & CO. 2,607 $272K 0.02% -606 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,604 $272K 0.02% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,599 $272K 0.07% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,483 $272K 0.07% +117 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,593 $271K 0.01% -22 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,591 $271K 0.08% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,572 $269K 0.02% -11 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,571 $269K 0.13% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,021 $268K 0.39% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,810 $268K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,557 $267K 0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,548 $266K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,541 $266K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,523 $264K 0.07% -31 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,516 $263K 0.12% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,506 $262K <0.01% +226 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,468 $258K 0.07% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,446 $256K 0.03% -17 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,435 $254K 0.01% -658 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,428 $254K 0.13% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,424 $253K 0.03% -12,623 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,423 $253K 0.01% -585 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,416 $253K 0.07% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,396 $250K 0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,373 $248K <0.01% -400 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,361 $247K 0.03% -14,611 13F-HR/A Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,352 $246K 0.02% +15 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,346 $245K 0.19% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 2,326 $243K <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,313 $242K <0.01% new 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,307 $241K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,293 $240K <0.01% -645 13F-HR/A Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,285 $239K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,489 $236K 0.03% 0 13F-HR/A Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,245 $235K 0.05% 0 13F-HR Timeline