Beacon Bank & Trust More: the full row for Beacon Bank & Trust 50,513 $3.61M 0.78% +1,618 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 50,191 $3.58M 0.2% +232 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 50,139 $3.58M <0.01% +45,370 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 50,046 $3.57M 0.02% +9,824 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $3.57M 3.23% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 49,931 $3.56M 0.27% +45,923 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 49,768 $3.55M 0.01% +13,661 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 49,265 $3.52M 1.16% +1,621 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 48,863 $3.49M 0.08% +470 13F-HR/A Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 48,847 $3.49M 0.56% -2,409 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 48,807 $3.48M 0.01% +7,316 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 48,695 $3.48M 0.24% +4,564 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 48,630 $3.47M 0.07% +661 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 48,258 $3.44M 0.33% -6,949 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 48,246 $3.44M 0.5% +956 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 48,002 $3.43M 0.21% +20,646 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 47,338 $3.41M 0.02% -547 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 47,649 $3.4M 1.18% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 47,537 $3.39M 0.08% -7,826 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 47,101 $3.36M 0.84% +1,321 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 46,891 $3.35M 1.76% -4,962 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 46,740 $3.34M 0.08% +1,086 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 46,704 $3.33M <0.01% +29,582 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 46,477 $3.32M 0.19% +11,664 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 46,214 $3.3M 1.96% -239 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 45,435 $3.24M 0.7% -4,271 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,397 $3.24M 0.09% -504 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 45,340 $3.24M 0.01% +729 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,583 $3.18M 0.28% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,489 $3.18M 0.02% -2,704 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 44,407 $3.17M 0.2% +1,182 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 44,371 $3.17M 2.05% +1 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 44,360 $3.17M 0.11% +21,927 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 44,193 $3.15M 0.05% +255 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 44,105 $3.15M 1.18% -344 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 43,848 $3.13M 0.39% -866 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,641 $3.11M 0.07% +15,158 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 43,558 $3.11M 0.06% +171 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 43,203 $3.08M 0.71% -1,616 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 43,045 $3.07M 0.06% -1,260 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 42,927 $3.06M 0.13% -748 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 42,900 $3.06M 1.31% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 42,596 $3.04M 1.37% +2,497 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 42,316 $3.02M 0.12% -235 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 42,053 $3M 0.04% +790 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,043 $3M 0.1% +1,478 13F-HR Timeline Group Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 41,967 $3M 2.13% +158 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 41,848 $2.99M 0.2% -13,394 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 41,660 $2.97M 0.29% -171 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 41,610 $2.97M 1.09% +3,234 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 41,485 $2.96M 0.53% 0 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 40,983 $2.92M 0.43% -2,641 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 40,491 $2.89M 0.01% +10,518 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 40,250 $2.87M 0.51% +4,884 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 39,761 $2.84M 1.49% -3,807 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 39,353 $2.81M 0.27% +1,724 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 39,278 $2.8M 0.11% -23,814 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 39,267 $2.8M 0.24% -562,951 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 39,246 $2.8M 0.55% +2,361 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 38,932 $2.78M 0.32% +372 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 38,654 $2.76M 1.4% -255 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 38,251 $2.73M 1.25% +7,109 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. 38,151 $2.72M 0.05% +1,921 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 37,923 $2.71M 0.19% +227 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 37,690 $2.69M 0.58% -100 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 37,378 $2.67M 0.42% -2,501 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 37,251 $2.66M 0.04% -174 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37,019 $2.64M 0.11% -375 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 36,851 $2.63M 0.07% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36,596 $2.61M 0.31% -237 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 36,164 $2.61M 0.06% -1,950 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 36,333 $2.59M 0.07% 0 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 35,598 $2.54M 0.11% +3 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 35,517 $2.53M 0.71% +1,509 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 35,355 $2.52M 0.2% +3,063 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,192 $2.51M 0.02% +123 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 35,168 $2.51M 0.51% +15,229 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 34,973 $2.5M 0.05% -223 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 34,817 $2.48M 0.22% -326 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,626 $2.47M 0.3% -500 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 34,155 $2.44M 0.05% -438 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 33,920 $2.42M 0.38% +2,195 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 33,883 $2.42M 0.51% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 33,845 $2.42M 1.1% +1,202 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 33,734 $2.41M 0.83% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 33,618 $2.4M 0.15% -482 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 33,526 $2.39M 0.21% -1,628 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 33,452 $2.39M 0.15% +185 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 33,342 $2.38M 0.79% -19 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,262 $2.37M <0.01% -422 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 32,824 $2.34M 0.05% -1,043 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32,814 $2.34M 0.05% +5,653 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 32,677 $2.33M 0.32% -3,277 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 32,565 $2.32M 0.24% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 32,435 $2.31M 0.17% -439 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 32,392 $2.31M 0.68% +40 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 32,381 $2.31M 3.45% +822 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32,294 $2.3M 0.11% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 32,237 $2.3M 1.6% +1,185 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 32,135 $2.29M 0.34% +30 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 32,112 $2.29M 0.09% +100 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 32,052 $2.29M 0.32% +943 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 32,000 $2.28M 0.41% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 31,986 $2.28M 0.64% -725 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 31,885 $2.28M 0.62% -1,704 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 31,815 $2.27M 0.16% -128 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 31,772 $2.27M 0.03% +3,056 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,573 $2.25M 1.07% -659 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 31,396 $2.24M 0.07% -990 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,383 $2.24M 0.05% +2,450 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 31,282 $2.23M 0.13% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 31,256 $2.23M 0.14% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 31,220 $2.23M 2.02% -740 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 31,201 $2.23M 1.12% -789 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,091 $2.22M 0.17% +2,321 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 31,024 $2.21M 0.9% +52 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,841 $2.2M 0.05% +1,733 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,439 $2.17M 0.03% -168 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 30,290 $2.16M 0.22% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 30,270 $2.16M 0.04% +2,455 13F-HR Timeline Group CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 30,229 $2.16M 0.15% +76 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 29,853 $2.16M 3.2% -5,747 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 29,191 $2.08M 0.1% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 29,179 $2.08M 0.55% -765 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 28,976 $2.07M 0.13% -309 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 28,834 $2.06M 0.95% -1,275 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 28,778 $2.05M 0.36% -218 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28,390 $2.03M 0.28% -46 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 28,338 $2.02M 0.01% +6,145 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 28,293 $2.02M 0.02% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 28,247 $2.02M 0.04% -137 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 28,220 $2.01M 1.46% -11,563 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 28,147 $2.01M 0.17% +137 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 28,065 $2M 0.32% +7,815 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 27,784 $1.98M 0.15% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 27,674 $1.98M 1.1% +8,042 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 27,272 $1.95M 0.49% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26,608 $1.9M 0.11% +3,744 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 25,919 $1.88M 1.27% +4,509 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 26,365 $1.88M 0.07% +4,814 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 26,025 $1.86M 0.61% -1,797 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 700 $1.85M 1.39% -26,144 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 25,880 $1.85M 0.28% -14 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 25,865 $1.85M 0.86% +1,338 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,714 $1.84M 0.36% +28 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 25,615 $1.83M 0.24% +2,481 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 25,499 $1.82M 0.03% 0 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 25,418 $1.81M 0.62% +1,822 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 25,419 $1.81M 0.68% +890 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 25,366 $1.81M 0.28% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 25,192 $1.8M 0.44% +105 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 25,065 $1.79M 0.03% +598 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 25,005 $1.78M 0.4% -70 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 24,885 $1.78M 0.23% +10,467 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 24,841 $1.77M 0.34% +64 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 24,747 $1.77M 0.4% +119 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 24,675 $1.76M 0.14% +1,950 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 24,623 $1.76M 0.17% +2,779 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 24,567 $1.75M 0.14% -1,612 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 24,756 $1.75M 0.08% -1,686 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 24,434 $1.74M 0.58% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 24,147 $1.72M 0.56% -5,320 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,746 $1.72M 0.67% +375 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 23,652 $1.69M 0.08% -863 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23,307 $1.66M 0.19% +1,736 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 23,210 $1.66M 0.06% +412 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,185 $1.65M 0.27% -209 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 23,054 $1.65M 0.19% +2,226 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 22,911 $1.64M 0.48% +228 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 22,911 $1.64M 0.19% -317 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 22,803 $1.63M 0.03% -4,923 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 22,765 $1.62M 0.05% +4,003 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 22,642 $1.62M 0.05% +1,862 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 22,506 $1.61M 0.06% -1,552 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 22,385 $1.6M 0.43% +1,752 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 22,352 $1.6M 1.43% +319 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 22,347 $1.59M 0.68% +2,328 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22,282 $1.59M 0.73% +188 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 22,057 $1.57M 0.99% +1,030 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 22,020 $1.57M 0.07% -100 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 21,966 $1.57M 1.22% +34 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 21,946 $1.57M 0.76% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 21,794 $1.56M 0.16% +1,486 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 21,512 $1.54M 0.08% +16,512 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,472 $1.53M 0.23% -962 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21,417 $1.53M 0.39% +1 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 21,406 $1.53M 0.1% -740 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 21,402 $1.53M 0.08% +243 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 20,970 $1.53M 1.27% -345 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 21,394 $1.53M 0.38% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 21,340 $1.52M 0.01% -795 13F-HR/A Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,314 $1.52M 0.05% -1,097 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 21,309 $1.52M 0.14% 0 13F-HR Timeline