JT Stratford LLC More: the full row for JT Stratford LLC 58,695 $4.18M 0.46% -655 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 58,663 $4.18M 1.01% +2,080 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 58,615 $4.18M 0.43% -7,745 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 58,375 $4.16M 0.51% +21,374 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 58,356 $4.16M 1.16% +1,688 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 58,340 $4.16M 0.89% +17,364 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 58,252 $4.15M 1.24% -3,114 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 58,225 $4.15M 0.23% +11,752 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 58,194 $4.15M 0.29% -3,041 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 57,909 $4.13M 2% +13 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 57,857 $4.12M 3.4% -191 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 58,167 $4.12M 3.62% +2,772 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 57,784 $4.12M 2.36% -996 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 57,581 $4.1M 3.24% +1,161 13F-HR/A Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 57,539 $4.1M 1.22% -884 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 57,310 $4.08M 1.59% +7,435 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 57,176 $4.07M 0.09% +1,735 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 57,151 $4.07M 0.21% -4,083 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 57,044 $4.06M 1.27% -100 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 56,864 $4.05M 0.11% +2,666 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 56,824 $4.05M 0.26% -10,950 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 56,795 $4.05M 0.78% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 56,725 $4.04M 0.17% +904 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 56,614 $4.03M 1.08% -92 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 56,404 $4.02M 0.13% +941 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 56,290 $4.01M 0.2% +1,730 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 54,980 $4.01M 0.8% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 56,046 $3.99M 0.05% -598 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 55,990 $3.99M 1.22% -612 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 55,579 $3.96M 2.13% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 55,492 $3.95M 0.96% +8,531 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 55,281 $3.94M 0.13% +4,625 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 55,221 $3.93M 2.02% +9,513 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 55,087 $3.92M 0.11% -354 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 55,011 $3.92M 0.11% -1,053 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 54,911 $3.91M 0.24% -1,375 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 54,876 $3.91M 2.86% +612 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 54,822 $3.91M 0.93% -44 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 55,072 $3.91M 1.65% +3,258 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 54,804 $3.9M 0.13% -1,480 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 54,731 $3.9M 0.8% +740 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 54,256 $3.87M 0.58% +6,224 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 54,192 $3.86M 0.89% -640 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 55,065 $3.84M 0.27% +12,576 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 54,337 $3.84M 1.23% -1,717 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 53,780 $3.83M 0.24% +13,060 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 53,755 $3.83M 1.15% +248 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 53,466 $3.81M 0.46% +1,536 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 53,432 $3.81M 0.01% -10,599 13F-HR Timeline Group SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 53,356 $3.8M 1.28% +332 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 53,245 $3.79M 1.27% +686 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 53,235 $3.79M 0.72% +7,710 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 53,108 $3.78M 0.34% -68 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 53,094 $3.78M 2.77% -1,215 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 52,901 $3.77M 1.56% +36,223 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 52,892 $3.77M 0.23% -43,119 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 52,781 $3.76M 0.95% +2,748 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 52,716 $3.76M 0.35% -130 13F-HR/A Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 52,714 $3.76M 3.02% +2,181 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 52,463 $3.74M 0.25% -299 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 52,403 $3.73M 1.17% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 52,288 $3.73M 0.69% -1,333 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 52,144 $3.72M 0.21% -546 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 51,980 $3.7M 0.4% +744 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 51,751 $3.69M 0.38% -14,878 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 51,693 $3.68M 0.96% +126 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 51,566 $3.67M 0.23% +3,821 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 57,114 $3.66M 2.31% -14,879 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 51,294 $3.65M 0.04% +2,338 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 51,215 $3.65M 0.05% -3,277 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 51,172 $3.65M 0.02% 0 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 51,065 $3.64M 2.63% +8,165 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 51,058 $3.64M 0.3% +13,581 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 50,976 $3.63M 2.73% +1,395 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 50,873 $3.62M 0.07% -43,293 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 50,802 $3.62M 0.18% +1,646 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 50,745 $3.62M 2.09% -824 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 50,724 $3.61M 0.29% +27,697 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 50,230 $3.58M 0.14% +4,287 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 49,864 $3.55M 1.6% +610 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 49,729 $3.54M 0.84% -20,425 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 49,581 $3.53M 0.79% -4,355 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 49,557 $3.53M 1.29% +256 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 49,431 $3.52M 2.48% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 48,958 $3.49M 0.14% -7,168 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 48,690 $3.47M 2.8% +1,690 13F-HR/A Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 48,689 $3.47M 0.73% -15,288 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 48,636 $3.47M 0.33% +2,452 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 48,610 $3.46M 0.11% +3,890 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 48,848 $3.46M 0.4% +13,483 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 48,515 $3.46M 0.07% -5,944 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 48,361 $3.45M 1.99% -8,744 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 48,354 $3.45M 4.1% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 48,293 $3.44M 0.74% +7,713 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 48,069 $3.42M 0.11% -39,611 13F-HR Timeline BAYBAN More: the full row for BAYBAN 47,953 $3.42M 2.62% -576 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 47,807 $3.41M 2.79% +3,414 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 47,698 $3.4M 0.3% -2,201 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 47,559 $3.39M 3.68% +252 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 47,429 $3.38M 0.34% -148 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 47,396 $3.38M 1.39% +6,887 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 47,357 $3.37M 1.87% +2,181 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 47,264 $3.37M 0.35% -48,244 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 47,235 $3.37M 0.94% +565 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 47,197 $3.36M 0.3% +5,489 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 47,151 $3.36M 0.17% +1,130 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 47,034 $3.35M 0.62% +40,524 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 47,021 $3.35M 0.81% +8,848 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 47,582 $3.35M 0.38% +538 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 46,977 $3.35M 1.04% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 47,652 $3.34M 0.71% +2,177 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 46,785 $3.33M 0.99% -1,007 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 46,693 $3.33M <0.01% -6,226 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 46,654 $3.32M 0.43% +283 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 46,636 $3.32M 2.03% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 46,612 $3.32M 0.27% +1,380 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 46,366 $3.3M 0.47% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 46,212 $3.29M 0.28% -209 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 46,187 $3.29M 0.68% 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 46,107 $3.29M 2.68% +2,523 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.28M 0.78% new 13F-HR Timeline Amount filed as zero, left out of ratios. DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 45,891 $3.27M 0.78% -810 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 45,823 $3.26M 0.05% -289 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 45,624 $3.25M 2.91% +598 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 45,525 $3.24M 2.62% -913 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 45,475 $3.24M 1.58% +1,203 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 45,281 $3.23M 1.4% +391 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 45,256 $3.22M 2.79% -2,006 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 45,094 $3.21M 1.66% +4,289 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 45,079 $3.21M 2.4% +11,165 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 45,052 $3.21M 1.54% -2,356 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 44,937 $3.2M 0.41% +486 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 44,798 $3.19M 0.08% -1,361 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 44,167 $3.15M 0.34% +11,807 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44,020 $3.14M 2.11% -8,188 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 43,861 $3.13M 2.45% -1,000 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 43,850 $3.12M 1.16% +27,800 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 43,795 $3.12M 0.35% +2,050 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 43,552 $3.1M 2.17% -1,855 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 43,479 $3.1M 0.21% -1,885 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 43,109 $3.07M <0.01% +2,050 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 43,082 $3.07M 0.09% +10,581 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 43,076 $3.07M 0.22% -2,094 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 42,724 $3.04M 1.67% +5,004 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 42,575 $3.03M 0.63% -631 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 42,566 $3.03M 0.37% +295 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 42,562 $3.03M 0.11% +4,401 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 42,509 $3.03M 0.56% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 42,318 $3.02M 0.97% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 42,172 $3M 0.15% -1,034 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 42,061 $3M 2.05% -622 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 42,028 $2.99M 0.52% -8,066 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 42,025 $2.99M 0.56% +2,179 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 42,025 $2.99M 0.12% +2,900 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 41,865 $2.98M 0.24% +1,540 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 41,799 $2.98M 1.69% -2,205 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 41,790 $2.98M 0.62% +10,068 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 41,698 $2.97M 1.86% -4,276 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 41,676 $2.97M 0.13% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41,609 $2.96M 0.57% -2,099 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 41,595 $2.94M 1.37% -1,177 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 41,299 $2.94M 1.58% +2,479 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 41,186 $2.93M 1.39% +41,186 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 41,028 $2.92M 0.01% -334 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 41,013 $2.92M 0.71% +510 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 40,722 $2.9M 1.5% -97 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 40,335 $2.9M 0.27% -282 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 40,369 $2.88M 1.19% -112 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 40,304 $2.87M 2.31% +2,409 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 40,270 $2.87M 0.33% +30,055 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 40,253 $2.87M 1.34% -360 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 40,186 $2.86M 0.18% +487 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 40,107 $2.86M 0.03% +1,446 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 40,082 $2.86M 0.21% -23 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 39,994 $2.85M 0.86% +583 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 39,907 $2.84M 0.97% +212 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 39,655 $2.83M 0.42% +2,459 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 39,652 $2.83M 0.4% -695 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 39,454 $2.81M 1.08% +295 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 39,279 $2.8M 0.03% -5,958 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 39,261 $2.8M 0.37% -414 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 39,004 $2.78M 1.45% new 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 38,974 $2.78M 2.28% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 38,939 $2.77M 0.83% -3,939 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 38,925 $2.77M 0.61% -1,324 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 38,911 $2.77M 0.86% +27,432 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 38,894 $2.77M 4.55% -44,638 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 38,750 $2.76M 0.04% -17,868 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 38,675 $2.76M 3.45% -1,581 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 38,877 $2.75M 2.69% -287 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 38,535 $2.75M 0.13% -253 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 38,529 $2.75M 1.07% +201 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 38,461 $2.74M 0.95% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 38,415 $2.74M 0.24% +5,041 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 38,384 $2.73M 0.03% +4,174 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 38,384 $2.73M 0.85% +1,168 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 38,289 $2.73M 0.03% -435 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 38,268 $2.73M 0.35% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 38,250 $2.73M 0.35% -2,550 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 38,139 $2.72M 2.02% -14 13F-HR Timeline