Idaho Trust Co More: the full row for Idaho Trust Co 26,148 $1.57M 0.53% +6,490 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 26,136 $1.57M 0.56% -181 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26,098 $1.56M 0.58% -170 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 26,096 $1.56M 0.54% +4,258 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 25,813 $1.55M 0.01% +65 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25,694 $1.54M 0.05% +2,015 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 25,643 $1.54M 0.04% +5,024 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 25,580 $1.53M 0.21% +610 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 25,541 $1.53M 0.16% -5,179 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 25,513 $1.53M 0.47% -2,176 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,488 $1.53M 0.16% -1,413 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 25,303 $1.52M 0.02% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 25,285 $1.52M 0.03% -66,846 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 25,260 $1.51M 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 21,750 $1.3M 0.15% +192 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21,739 $1.3M 0.22% -673 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 21,542 $1.3M 0.24% +2,498 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 21,700 $1.3M 0.35% +870 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 21,524 $1.29M 0.07% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 21,484 $1.29M 0.86% -7,313 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 21,474 $1.29M <0.01% +5,727 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 21,472 $1.29M 0.23% +6,615 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 21,452 $1.29M 0.3% -360 13F-HR Timeline City State Bank More: the full row for City State Bank 21,419 $1.28M 0.37% +102 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21,349 $1.28M 0.62% -188 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 21,315 $1.28M 0.25% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 21,292 $1.28M 0.07% -2,037 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 21,293 $1.28M 0.25% -481 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 21,227 $1.27M 0.84% -297 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 21,198 $1.27M 0.18% -19 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 21,190 $1.27M 0.29% -1,866 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 20,914 $1.27M 0.05% new 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 21,172 $1.27M 0.41% -508 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,172 $1.27M 0.05% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 21,152 $1.27M 0.13% +1,481 13F-HR Timeline Cannon Financial Strategists, Inc. 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More: the full row for McClarren Financial Advisors, Inc. 13,647 $1.23M 0.75% -6,537 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 20,554 $1.23M 0.72% +124 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 20,514 $1.23M 0.64% -317 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 20,408 $1.22M 0.06% +4,413 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 20,310 $1.22M 1.63% +2,021 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 20,275 $1.21M 0.13% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 20,216 $1.21M 0.26% 0 13F-HR/A Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 20,194 $1.21M 0.71% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 20,186 $1.21M 0.13% +3,502 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 20,186 $1.21M 0.65% -35 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 20,139 $1.21M 0.24% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 20,096 $1.2M 0.06% +168 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 20,058 $1.2M 0.52% +559 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 20,016 $1.2M 0.1% +4 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,011 $1.2M 0.08% +461 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $1.2M 0.06% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 19,961 $1.2M 0.16% +428 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 19,899 $1.19M 0.44% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 19,845 $1.19M 0.38% +2,019 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 19,826 $1.19M 0.73% +281 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,767 $1.18M 0.09% +533 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,745 $1.18M 0.43% -537 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 19,740 $1.18M 0.56% +3,163 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 19,620 $1.18M 0.83% +3,135 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 19,596 $1.17M 0.35% +500 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19,525 $1.17M 0.13% +833 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 19,506 $1.17M 0.51% +1,455 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 19,422 $1.16M 0.09% +286 13F-HR Timeline Group Rydar Equities, Inc. 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More: the full row for Bridgewater Advisors Inc. 18,717 $1.13M 0.08% -1,031 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 18,867 $1.13M 0.29% +90 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 18,856 $1.13M 0.82% +7,668 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,758 $1.12M <0.01% -104,037 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 18,736 $1.12M 0.28% -924 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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