TAP Consulting, LLC More: the full row for TAP Consulting, LLC 5,638 $638K 0.13% -469 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,578 $631K 0.01% -525 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 5,518 $624K 0.54% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,518 $624K 0.01% +1,929 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,509 $623K 0.07% +2,370 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,445 $616K 0.03% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,431 $614K 0.03% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,416 $612K 0.06% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,414 $612K 0.37% +250 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,402 $611K 0.39% +120 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 5,386 $609K 0.27% -192 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,375 $608K 0.09% -157 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,228 $591K 0.06% +150 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,184 $586K 0.08% -314 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,146 $582K 0.01% -400 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,138 $581K 0.01% -2,521 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,122 $579K 0.01% +1,460 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,103 $577K 0.01% +216 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,098 $576K 0.01% -69 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,083 $575K <0.01% +669 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,063 $573K 0.36% 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 5,030 $569K 0.21% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,001 $566K <0.01% -72 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,981 $563K <0.01% -4,267 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,969 $562K 0.02% +956 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,952 $560K 0.02% -1,492 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,930 $558K 0.06% -101 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,882 $552K 0.18% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,859 $550K 0.03% -12,245 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,848 $548K <0.01% -323 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,834 $547K <0.01% -11,045 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,774 $540K 0.35% +55 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 4,750 $537K 0.18% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,721 $534K <0.01% +1,487 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,659 $527K 0.01% +563 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,652 $526K 0.01% -310 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,651 $526K 0.23% +139 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,644 $525K 0.07% +955 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,536 $513K 0.05% -119 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,522 $511K 0.02% -242 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,520 $511K 0.19% -208 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,459 $504K 0.13% -37 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,975 $496K <0.01% +275 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,381 $495K 0.17% +243 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 4,377 $495K 0.17% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,371 $494K 0.02% -5 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,365 $494K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,359 $493K 0.06% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,330 $490K 0.03% -1,500 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,326 $489K 0.03% -50 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,318 $488K 0.01% +92 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,310 $487K 0.02% -200 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,301 $486K 0.02% -186 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,280 $484K 0.03% -48 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,215 $477K 0.31% -10 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,209 $476K 0.06% -511 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,188 $474K <0.01% new 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,164 $471K 0.05% +78 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,154 $470K 0.02% -145 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,117 $466K <0.01% +90 13F-HR/A Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,120 $466K 0.12% -264 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,108 $465K 0.05% 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,100 $464K 0.08% +750 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,100 $464K 0.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,088 $462K 0.1% -421 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,059 $459K 0.02% +1,653 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,022 $455K 0.01% -2 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,006 $453K 0.17% -676 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,001 $452K 0.03% +20 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,991 $451K 0.02% +27 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,986 $451K 0.03% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,962 $448K 0.4% -135 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,920 $443K 0.01% -100 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,915 $443K 0.25% -1,340 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,981 $441K +1,668 Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,890 $440K 0.18% +1,460 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,886 $439K 0.03% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,882 $439K 0.04% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,865 $437K 0.22% +325 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,825 $433K 0.05% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,817 $432K 0.21% -102 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,816 $432K 0.11% -30 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,808 $431K 0.04% +5 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,803 $430K 0.28% -8 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,802 $430K 0.05% +295 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,792 $429K 0.01% +119 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,788 $428K 0.01% -33 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,820 $428K 0.06% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,785 $428K 0.07% new 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,785 $428K 0.14% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,780 $428K 0.09% +1,821 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,778 $427K 0.01% -1,033 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 3,770 $426K 0.01% +1,497 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,750 $424K 0.01% 0 13F-HR Timeline Group Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,740 $423K 0.04% -360 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,714 $420K 0.01% +41 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,693 $418K 0.01% +1,304 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,689 $417K 0.04% +13 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,669 $415K 0.04% -300 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,644 $412K 0.31% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,622 $410K 0.06% +127 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,597 $407K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,591 $406K 0.05% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,580 $405K 0.07% +866 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,575 $404K 0.18% +1 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,555 $402K 0.01% +583 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,530 $399K 0.02% -360 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,497 $395K 0.16% +71 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,468 $392K 0.01% +485 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,466 $392K 0.33% +857 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,451 $390K 0.03% +725 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 3,450 $390K 0.24% 0 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 3,441 $389K 0.21% -18 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,424 $387K 0.01% -100 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,408 $385K 0.28% 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,400 $385K 0.19% -621 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,385 $383K 0.07% -202 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,376 $382K 0.01% +3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,374 $382K 0.05% +689 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,324 $376K 0.12% 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,300 $373K 0.03% -2,225 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,280 $371K 0.05% 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,280 $371K 0.28% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,266 $369K 0.01% -67 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,242 $369K 0.03% +614 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,262 $369K 0.02% -183 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,240 $366K 0.03% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,227 $365K 0.01% -17 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,227 $365K 0.01% +37 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,227 $365K 0.01% -266 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,174 $359K 0.09% +840 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,115 $352K 0.01% -560 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,305 $350K 0.02% -302 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,093 $350K 0.1% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,078 $348K 0.01% +288 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,057 $346K 0.12% -486 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 3,050 $345K 0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,026 $342K 0.07% new 13F-HR/A Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,020 $342K 0.21% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 3,016 $341K 0.08% +20 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,014 $341K 0.02% -1,059 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $339K 0.07% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,996 $339K 0.01% +102 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,987 $338K 0.12% +7 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,973 $336K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,971 $336K 0.02% +30 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,967 $336K 0.04% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,949 $334K 0.01% new 13F-HR/A Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,938 $332K 0.02% -63 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,934 $332K 0.1% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,921 $330K 0.04% -473 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,920 $330K 0.04% -3,670 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,900 $328K 0.02% +1 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,893 $327K 0.11% -200 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 2,875 $325K 0.06% -8,781 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,866 $324K 0.01% new 13F-HR/A Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,860 $323K 0.3% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,858 $323K 0.01% +13 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,857 $323K 0.23% -100 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,819 $319K 0.03% 0 13F-HR/A Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,813 $318K -2,189 Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,778 $314K 0.12% +549 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,760 $312K 0.06% +77 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,753 $312K 0.14% 0 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,736 $309K 0.02% +230 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,725 $308K 0.18% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,721 $308K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,715 $307K 0.15% +19 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,698 $305K 0.01% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,696 $305K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,691 $304K <0.01% +296 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,659 $301K 0.11% +222 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 2,800 $300K 0.27% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,654 $300K 0.01% +146 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,641 $299K 0.57% +128 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,607 $295K 0.02% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,600 $294K 0.02% -504 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,580 $292K 0.04% 0 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,571 $291K 0.04% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,566 $290K 0.04% -200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,556 $289K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,519 $285K 0.01% +272 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,509 $284K 0.07% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,507 $284K 0.02% -327 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,500 $283K 0.13% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,502 $283K 0.02% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,495 $282K 0.1% +300 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,478 $280K 0.01% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,470 $279K 0.1% +165 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,469 $279K 0.07% 13F-HR/A Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,465 $279K 0.3% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,444 $276K 0.06% +7 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,439 $276K 0.11% -89 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,436 $275K 0.01% -1,134 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,429 $275K 0.33% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,419 $274K 0.02% +241 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,412 $273K 0.06% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,406 $272K 0.06% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,398 $271K 0.03% -50 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $271K 0.14% new 13F-HR Timeline