Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,690 $1.37M 0.01% -170 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 16,637 $1.37M 0.64% -425 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 16,599 $1.37M 0.11% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 16,573 $1.36M 0.34% +205 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 16,552 $1.36M 0.15% -2 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 16,360 $1.35M 0.48% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,300 $1.34M 0.01% -4,890 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 16,237 $1.34M 0.03% -1,258 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 16,181 $1.33M 0.12% +421 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 16,169 $1.33M 0.33% -1,225 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 16,074 $1.32M 0.09% -31,473 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 16,062 $1.32M 0.32% -17 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 16,023 $1.32M 0.11% -7,464 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 15,863 $1.31M 0.03% +748 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 15,777 $1.3M 0.87% +214 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 15,622 $1.29M 0.01% +2,268 13F-HR Timeline Group East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 15,566 $1.28M 0.4% -58 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 15,492 $1.28M 0.09% -19,488 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 15,465 $1.27M 0.02% -173,704 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,426 $1.27M 0.1% -12,656 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,192 $1.25M 0.02% +39 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,126 $1.25M 0.12% -1,632 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 15,120 $1.24M 0.26% -440 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 15,193 $1.24M 0.02% -187 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,079 $1.24M 0.01% +166 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 14,941 $1.23M 0.02% -4,260 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 14,851 $1.22M 0.95% +231 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 14,805 $1.22M 0.11% +823 13F-HR Timeline Group DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 14,830 $1.22M 0.16% -1,928 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14,757 $1.22M 0.02% +87 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,723 $1.21M 0.04% -148 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 14,675 $1.21M 0.13% new 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,662 $1.21M 0.01% new 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 14,614 $1.2M 0.46% -879 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 14,568 $1.2M 0.21% -287 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 14,487 $1.19M 0.57% -450 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 14,480 $1.19M 0.05% +245 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 14,450 $1.19M 0.04% -100 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 14,432 $1.19M 0.51% -2,728 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,359 $1.18M 0.02% -1,079 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 14,337 $1.18M 0.64% +97 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 14,252 $1.17M 0.14% +237 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,231 $1.17M 0.2% +1,634 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,000 $1.15M 0.07% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,970 $1.15M 0.11% 0 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 13,914 $1.15M <0.01% -512 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,795 $1.14M 0.74% -679 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,778 $1.13M 0.03% -1,639 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,718 $1.13M -1,309 Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 13,571 $1.12M 0.23% -231 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,567 $1.12M 0.51% +176 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 13,526 $1.11M 0.05% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 13,485 $1.11M 0.1% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,450 $1.11M 0.06% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 13,447 $1.11M 0.06% -424 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,747 $1.11M 0.03% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,354 $1.1M <0.01% +227 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 13,243 $1.09M 0.16% +2,970 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,107 $1.08M 0.01% -217 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 13,018 $1.07M 0.43% -169 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 13,007 $1.07M 0.24% -6,751 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 12,876 $1.06M 0.07% +2,133 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,861 $1.06M 0.07% +635 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 12,834 $1.06M 0.64% +1,332 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,736 $1.05M <0.01% -300 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12,687 $1.04M 0.05% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,600 $1.04M 0.13% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 12,590 $1.04M 0.62% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,535 $1.03M 0.01% +7 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,464 $1.03M 0.09% -220 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 12,380 $1.02M 0.44% -60 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,290 $1.01M 0.03% -375 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,270 $1.01M 0.06% -256 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,246 $1.01M 0.22% +514 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,817 $1.01M +1,436 Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,201 $1M 0.07% -864 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,138 $999K 0.08% -307 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,471 $999K 0.03% -660 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,003 $988K 0.01% +195 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,942 $983K 0.12% -745 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,932 $982K <0.01% -18 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,903 $980K 0.02% -24 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,886 $979K 0.1% -480 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 12,857 $976K 0.2% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 12,355 $970K 0.33% +988 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,757 $968K 0.04% +1,692 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,688 $962K 0.01% +1,635 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 11,612 $956K 0.14% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,536 $950K 0.03% +418 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,502 $947K 0.22% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,478 $945K 0.01% +1,706 13F-HR/A Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,478 $945K 0.04% -1,175 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,369 $936K 0.36% -3,993 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 11,263 $927K 0.1% -79 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,220 $924K 0.07% +331 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,193 $923K 0.15% +2 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,525 $921K 0.19% -265 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,176 $920K 0.01% -2,910 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 11,100 $914K 0.02% 0 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,086 $913K 0.01% +3,875 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,086 $913K 0.02% +57 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 11,082 $912K 0.49% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,025 $908K 0.08% -49 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,012 $907K 0.03% -62 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,000 $906K 0.06% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,077 $905K 0.06% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,949 $902K 0.28% -216 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,907 $898K 0.01% -5,130 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,854 $894K 0.41% +30 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,825 $891K -1,726 Timeline Argent Trust Co More: the full row for Argent Trust Co 10,809 $890K 0.03% -800 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,762 $886K 0.03% -492 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,725 $883K 0.15% +1,130 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,718 $883K 0.02% +47 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 10,717 $882K 0.79% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,714 $882K 0.02% +108 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,750 $880K 0.01% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 10,647 $876K 0.6% -500 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,615 $874K 0.01% +206 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,541 $868K 0.22% +7,170 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,392 $856K 0.02% +53 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,391 $856K 0.04% -24 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,370 $854K 0.07% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,355 $853K 0.08% +400 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,336 $851K 0.02% -433 13F-HR Timeline InvesTrust More: the full row for InvesTrust 10,327 $850K 0.31% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,316 $849K 0.03% -66 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,310 $849K 0.15% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,300 $848K 0.14% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 10,280 $846K 0.1% -65 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,228 $842K 0.03% +608 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 10,188 $839K 0.38% -400 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,182 $838K 0.01% -971 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,173 $838K 0.02% +7,471 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,128 $834K 0.04% -517 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,106 $832K 0.02% -2,079 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,095 $831K 0.19% +13 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,093 $831K 0.01% +2,583 13F-HR Timeline Group AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $823K 0.17% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,987 $822K 0.02% +106 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,975 $821K 0.02% -1,778 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,974 $821K 0.28% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,969 $821K 0.03% +750 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,797 $807K 0.04% +2,780 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,743 $802K 0.35% +62 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,664 $796K 0.15% +2,278 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 9,650 $795K 0.17% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,603 $791K 0.22% +1,826 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 9,600 $790K 0.07% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 9,599 $790K 0.07% -1,933 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,595 $790K 0.01% -481 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,593 $790K 0.02% -990 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,579 $789K 0.15% +11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,547 $786K 0.01% -544 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,491 $781K 0.31% -105 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,378 $772K 0.02% -581 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,325 $768K 0.02% -204 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,307 $766K 0.01% -117 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 9,301 $766K 0.3% -4,086 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,276 $764K 0.03% -240 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 9,260 $762K 0.01% -11,019 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 9,243 $761K 0.06% +3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,224 $760K 0.02% +178 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,222 $759K 0.06% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,213 $759K 0.3% -134 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,179 $756K 0.03% +22 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,150 $753K 0.01% +1,548 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,144 $753K 0.08% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 9,133 $752K 0.55% -1,192 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,116 $751K 0.02% -71 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 10,015 $744K 0.44% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,012 $742K 0.04% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,991 $740K 0.01% +78 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,950 $737K 0.06% -100 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,635 $731K 0.02% +751 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,863 $730K 0.01% -772 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,780 $723K 0.01% +773 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,768 $722K 0.09% +4,595 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 8,748 $720K 0.55% -514 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 8,700 $716K 0.05% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,728 $714K 0.03% +1,480 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,656 $713K 0.05% +1,635 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,087 $711K 0.02% -1,428 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,620 $710K 0.03% +27 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 8,611 $709K 0.22% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,575 $706K 0.09% +4 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 8,575 $706K 0.5% +2,407 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,540 $703K 0.01% +2,026 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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