KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,425 $1.2M 0.11% +208 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 12,331 $1.19M 0.22% -94,490 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 12,319 $1.19M 0.88% -509 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 12,304 $1.19M 0.36% +434 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,304 $1.19M 0.03% -974 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 11,796 $1.19M 0.43% +190 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 12,288 $1.18M 0.15% -120 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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More: the full row for Wealth Dimensions Group, Ltd. 12,137 $1.17M 0.21% -2 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,066 $1.16M 0.04% +1,399 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,923 $1.15M 0.36% +483 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,894 $1.15M 0.07% +101 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,886 $1.15M 0.08% +272 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,871 $1.14M 0.1% -1,491 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11,800 $1.14M 0.1% -99 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 11,793 $1.14M 0.17% -1,525 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 11,777 $1.14M 0.02% -3,153 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,717 $1.13M 0.39% +852 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,710 $1.13M 0.17% -71 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,698 $1.13M 0.13% +171 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,696 $1.13M 0.4% -132 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,692 $1.13M 0.13% -1,573 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,689 $1.13M 0.12% -374 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,682 $1.13M 0.44% -66 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 11,657 $1.12M 0.11% +28 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 11,616 $1.12M 0.55% +259 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 11,573 $1.12M 0.29% -305 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 11,559 $1.11M 0.94% -1,624 13F-HR Timeline Robinson Value Management, Ltd. 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More: the full row for Invesco Ltd. 10,568 $1.02M <0.01% +212 13F-HR Timeline Group Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 10,537 $1.02M 0.84% 13F-HR Timeline Trust Co More: the full row for Trust Co 10,478 $1.01M 0.09% +348 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,462 $1.01M 0.07% -1,556 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,367 $1.01M 0.03% -397 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,431 $1.01M 0.09% +13 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,426 $1.01M 0.11% -1,195 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,425 $1.01M 0.06% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 10,413 $1M 0.49% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,392 $1M 0.02% +1,222 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,370 $1000K 0.03% -834 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,321 $995K 0.65% +223 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Newman Dignan & Sheerar, Inc. 9,976 $962K 0.18% -324 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,957 $960K 0.1% +100 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,909 $956K 0.1% +176 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 9,863 $951K 0.41% -339 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,850 $950K 0.02% -393 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,850 $950K 0.8% +336 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 9,846 $949K 0.6% -50 13F-HR Timeline Armbruster Capital Management, Inc. 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More: the full row for Bedel Financial Consulting, Inc. 9,640 $930K 0.09% +289 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,614 $927K 0.16% -200 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 9,598 $926K 0.05% +3,586 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 9,588 $925K 0.14% +23 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 9,584 $924K 0.45% -550 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,579 $924K 0.22% +35 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 9,499 $916K 0.67% +105 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 9,480 $914K 0.45% +14 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 9,479 $914K 0.6% +3,585 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 9,443 $911K 0.74% -1,096 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,359 $903K 0.01% +3,050 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,352 $902K 0.02% -372 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,339 $901K 0.33% -243 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,304 $897K 0.16% -255 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,301 $897K 0.98% -12 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,280 $895K 0.01% +3,428 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,236 $891K 0.36% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 9,231 $890K 0.07% +4,922 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,227 $890K 0.04% -51 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,205 $888K 0.01% -4,396 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,171 $884K 0.22% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,160 $883K 0.23% +208 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,137 $881K 0.01% -1,150 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 9,130 $880K 0.14% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,120 $879K 0.12% +383 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,101 $878K 0.18% +514 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,031 $871K 0.03% +1,467 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,024 $870K 0.1% -5,275 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,879 $856K 0.02% -560 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,825 $851K 0.11% -86 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,812 $850K 0.2% +224 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,788 $847K 0.01% +126 13F-HR Timeline Group Ausdal Financial Partners, Inc. 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More: the full row for TD Waterhouse Canada Inc. 8,525 $825K <0.01% +145 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,535 $823K 0.47% -247 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,483 $818K 0.18% -88 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,453 $815K 0.02% +2,760 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,443 $814K <0.01% +28 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 8,429 $813K 0.03% +970 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,199 $811K 0.19% +592 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,385 $809K 0.03% -434 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,313 $802K 0.25% -154 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,309 $801K 0.02% +1,017 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,292 $800K 0.43% +42 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 8,254 $796K 0.55% -889 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 9,212 $794K 0.59% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 8,194 $790K 0.03% +47 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,185 $789K 0.43% +100 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 8,033 $788K 0.85% -3,606 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,176 $788K 0.02% -1,419 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,156 $786K 0.04% +171 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,147 $786K 0.01% +128 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,129 $784K 0.25% -7,905 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,128 $784K 0.1% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,119 $783K 0.36% +50 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,073 $779K 0.1% -1 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,032 $775K 0.09% +158 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,994 $771K 0.27% -290 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,986 $770K 0.14% -372 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,982 $770K 0.02% -418 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,946 $766K 0.04% +1,665 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,941 $766K 0.03% -1,435 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,939 $766K 0.48% -2,914 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,871 $759K 0.35% +234 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 7,869 $759K 0.09% -7,615 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,846 $757K 0.01% -1,604 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,841 $756K 0.07% -28 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 7,769 $749K 0.29% +1,134 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 7,697 $742K 0.28% +270 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,674 $740K 0.6% +323 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,670 $740K 0.04% -92 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,656 $738K 0.02% +100 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,844 $738K 0.09% +2,668 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,643 $737K 0.29% -130 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 7,629 $736K 1.11% 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 7,620 $735K 0.2% -14 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,587 $732K 0.31% -211 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7,578 $731K 0.09% +28 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,570 $730K 0.12% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,565 $729K 0.01% -140 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 7,558 $729K 0.34% -102 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,552 $728K 0.04% -77 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 7,547 $728K 0.15% -632 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 7,517 $725K 0.39% +519 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,325 $725K 0.1% -380 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 7,457 $719K 0.05% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,429 $716K 0.08% new 13F-HR Timeline CHILTON INVESTMENT CO INC. 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