Guerra Advisors Inc More: the full row for Guerra Advisors Inc 19,635 $6.44M 2.38% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,557 $6.42M 1.28% +61 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 19,533 $6.41M 0.11% +1,373 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,489 $6.4M 0.09% -448 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 19,484 $6.39M 0.6% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 19,444 $6.38M 0.64% +65 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 59,008 $6.36M 0.12% -298 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 19,360 $6.35M 1.22% +41 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 19,356 $6.35M 0.82% -228 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 19,352 $6.35M 0.4% -129 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 19,293 $6.33M 2.56% -1,747 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 19,273 $6.32M 4.52% +1,859 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 19,267 $6.32M 0.96% +8 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,122 $6.28M 4.53% -251 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 19,070 $6.26M 1.03% -95 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,027 $6.24M 2.31% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 18,997 $6.23M 3.76% -387 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 18,985 $6.23M 1.1% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,960 $6.22M 0.39% -309 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 18,955 $6.22M 1.61% +101 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 18,827 $6.21M 0.15% +493 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 18,851 $6.19M 0.37% +385 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,824 $6.18M 0.58% +83 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 18,729 $6.15M 2.45% +27 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 18,729 $6.15M 0.93% +253 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 18,645 $6.15M 1.98% +2,655 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,582 $6.11M 0.48% -11 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 18,619 $6.11M 0.77% -723 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,400 $6.05M 0.14% +15 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 18,430 $6.05M 3.53% +693 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,340 $6.02M 0.75% -348 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 18,278 $6M 4.41% +184 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 18,269 $6M <0.01% +4,364 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 18,267 $5.99M 0.24% +54 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,244 $5.99M 0.09% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,228 $5.98M 0.36% -214 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 18,166 $5.96M 3.2% +50 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 18,148 $5.96M 0.5% -562 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 18,104 $5.96M 0.37% +2,223 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 18,140 $5.95M 4.44% -81 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 18,068 $5.93M 0.43% -3,800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 17,997 $5.91M 7.11% -3,122 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 17,797 $5.86M 0.22% +295 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 17,809 $5.84M 2.61% -48 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 17,732 $5.82M 0.31% +58 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,713 $5.81M 0.27% +2,722 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 17,667 $5.8M 2.82% -1,336 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 17,630 $5.79M 2.97% -211 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,622 $5.78M 2.32% -180 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 17,154 $5.75M 2.63% +2,685 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17,499 $5.74M 0.23% +129 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 17,480 $5.74M 1.62% +3,856 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 17,473 $5.73M 3.63% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 17,426 $5.72M 0.98% -1,315 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 17,416 $5.72M 0.99% +42 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 17,363 $5.71M 1.08% +688 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,364 $5.7M 0.67% -278 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 17,332 $5.69M 5.56% -43 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 17,327 $5.69M 2.57% +884 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 17,325 $5.69M 0.11% +613 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 17,295 $5.68M 1.64% -376 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 17,172 $5.64M 0.45% +45 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 17,169 $5.63M 1.57% +109 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 17,154 $5.63M 0.8% +615 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,126 $5.62M 0.38% +4,207 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 16,975 $5.59M 0.69% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,021 $5.59M 0.38% -395 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,009 $5.58M 0.37% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,997 $5.58M 0.07% +7,134 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,995 $5.58M 2.75% -1,065 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 16,958 $5.57M 0.38% 0 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,909 $5.55M 0.5% +435 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 16,862 $5.53M 0.71% -614 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 25,687 $5.52M 0.94% +2,683 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 16,823 $5.52M 2.95% -11,086 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 16,811 $5.52M 1.58% -570 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,804 $5.52M 0.57% -792 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 16,716 $5.49M 1.26% -46 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 16,709 $5.48M 1.99% +21 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 16,685 $5.48M 0.91% -117 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 16,656 $5.47M 3.18% +34 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 16,636 $5.46M 0.64% +1,215 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 16,617 $5.45M 3.46% +295 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,590 $5.44M 1.14% -17 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 16,528 $5.42M 3.67% +321 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,465 $5.42M 0.34% -2,179 13F-HR Timeline Friday Financial More: the full row for Friday Financial 16,467 $5.4M 2.26% +149 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 16,457 $5.4M 8.06% -1,035 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 16,403 $5.4M 0.69% -256 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 16,341 $5.38M 0.46% -10 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 16,366 $5.37M 0.07% new 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 22,634 $5.36M 1.86% +10,890 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 16,299 $5.35M 1.7% -4,638 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,806 $5.34M 0.86% +368 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 16,238 $5.33M 0.73% -396 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 16,236 $5.33M 3.09% -81 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,210 $5.32M 0.68% -74 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 16,194 $5.31M 1.22% -733 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 16,162 $5.3M 0.84% -17 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 16,120 $5.29M 2.17% +5,478 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 16,112 $5.29M 0.07% -92,157 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,034 $5.26M 0.28% +2,081 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 16,028 $5.26M 2.63% +925 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,002 $5.25M 0.25% -1,944 13F-HR Timeline American Trust More: the full row for American Trust 15,927 $5.23M 0.44% +281 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,894 $5.22M 4.67% +4 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 15,852 $5.2M 0.62% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 15,825 $5.19M 0.76% +139 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,676 $5.17M 0.06% +1 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 15,758 $5.17M 4.44% +409 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 15,753 $5.17M 0.77% +168 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,705 $5.17M 0.01% +2,229 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,735 $5.16M 0.65% -482 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 15,727 $5.16M 0.65% +323 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 15,672 $5.14M 0.93% +821 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 15,668 $5.14M 1.01% -152 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,486 $5.14M 0.54% -889 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 15,650 $5.14M 3.01% +35 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 15,643 $5.13M 2.63% -852 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 15,598 $5.12M 1.09% -489 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,589 $5.12M 0.18% +798 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 15,578 $5.11M 1.76% +368 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,435 $5.08M 1.55% -400 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 15,458 $5.07M 1.76% -4,695 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,436 $5.07M 0.34% -1,918 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,307 $5.02M 3.11% -600 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 15,281 $5.01M 2.76% +3,337 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,214 $4.99M 0.38% -364 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,210 $4.99M 0.34% -393 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 15,199 $4.99M 1.95% -43 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,186 $4.98M 0.29% +3,905 13F-HR Timeline Security National Bank More: the full row for Security National Bank 15,174 $4.98M 0.76% +4,537 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 15,123 $4.96M 0.92% -1,275 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 15,116 $4.96M 2.81% -369 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,074 $4.95M 1.19% +2,250 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 15,072 $4.95M 2.59% -41 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 15,044 $4.94M 2.29% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,988 $4.93M 0.13% +1,988 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 15,010 $4.93M 2.84% -346 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 15,000 $4.92M 0.59% -1,000 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 14,988 $4.92M 1.54% +1,197 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 14,983 $4.92M 1.15% +6 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 14,922 $4.9M 1.24% -1,002 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 14,854 $4.87M 2.74% -329 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 14,810 $4.86M 1.11% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 14,771 $4.85M 1.67% 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 14,768 $4.85M 0.5% -115 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 14,751 $4.84M 1.22% +254 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,720 $4.83M 3.15% -66 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 14,713 $4.83M 2.36% -260 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,641 $4.8M 0.27% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 14,603 $4.79M 0.68% +42 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 14,542 $4.77M 3.83% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 14,522 $4.77M 3.92% -611 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,470 $4.75M 2.72% -10 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,457 $4.74M 1.07% -42 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 14,442 $4.74M 2.98% +157 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,431 $4.74M 0.42% -143 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14,418 $4.73M 0.45% +1,362 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 14,393 $4.72M 1.17% +507 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,380 $4.72M 0.44% -545 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 14,350 $4.71M 0.34% -400 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 14,323 $4.7M 0.33% -2,987 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 14,306 $4.69M 0.44% +201 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,263 $4.68M 0.06% +1,155 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,255 $4.68M 1.28% +150 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 14,248 $4.68M 2.31% +1,105 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 13,975 $4.66M 1.22% +633 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,199 $4.66M 2.1% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,164 $4.65M 0.38% +5 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 14,134 $4.64M 3.9% -7 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 14,121 $4.63M 0.81% +9,832 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,114 $4.63M 1.1% +75 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,088 $4.62M 1.93% +50 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 14,035 $4.61M 0.82% +539 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,037 $4.61M 0.2% +1,278 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,028 $4.59M 0.28% +2,317 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 13,977 $4.59M 0.24% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,955 $4.58M 1.01% +599 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,928 $4.57M <0.01% +8,698 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 13,900 $4.56M 0.27% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 13,890 $4.56M 0.89% -76 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 13,855 $4.55M 0.63% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,841 $4.54M 0.92% -258 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,819 $4.53M 0.16% +10,380 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,805 $4.53M 0.15% +334 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 13,759 $4.52M 2.01% -226 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,752 $4.51M 0.16% +144 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 13,746 $4.51M 3.92% -2,323 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,688 $4.49M 3.06% -1,721 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,684 $4.49M 0.01% +21 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13,682 $4.49M 0.99% +826 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,649 $4.48M 0.26% -513 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,645 $4.48M 2.41% -505 13F-HR Timeline Bear Mountain Capital, Inc. 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