VeraBank, N.A. More: the full row for VeraBank, N.A. 22,995 $4.29M 0.8% +8,459 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 22,880 $4.29M 0.21% -208 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 22,831 $4.28M 0.08% +962 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 22,930 $4.28M 0.25% +787 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 22,907 $4.27M 0.01% +246 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,862 $4.26M 0.11% +386 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,836 $4.26M 0.16% -5,495 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 22,806 $4.25M 0.38% -525 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 22,757 $4.24M 2.03% +221 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 22,574 $4.21M 3.63% +332 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 22,571 $4.21M 0.36% -239 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 22,520 $4.2M 0.05% +80 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 22,511 $4.2M 1.6% -1,327 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 22,500 $4.2M 1.89% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 22,491 $4.19M 1.55% -24,502 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 22,418 $4.18M 1.66% -18 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 22,395 $4.18M 0.27% +6,592 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 22,373 $4.17M 0.12% +10,834 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 22,292 $4.16M 0.34% +209 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 22,241 $4.15M 1% +291 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 22,217 $4.14M 2.99% +3,391 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 22,119 $4.13M 0.2% -1,616 13F-HR Timeline AMARA FINANCIAL, LLC. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 21,426 $4M 0.61% +141 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 21,421 $3.99M 0.08% -7,756 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 21,415 $3.99M 1.08% -642 13F-HR Timeline United Bank More: the full row for United Bank 21,343 $3.98M 1.38% -92 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 21,504 $3.97M 1.44% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 21,295 $3.97M 3.66% -570 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 21,270 $3.97M 1.63% +81 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21,213 $3.96M 0.07% +1,000 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,194 $3.95M 0.21% -236 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21,148 $3.94M 0.46% -23 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 21,076 $3.93M 1.84% +34 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 20,964 $3.93M 1.1% +812 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 20,993 $3.91M 0.46% -969 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 20,956 $3.91M 0.98% +100 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 20,896 $3.9M 0.24% +5,514 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 20,847 $3.89M 0.36% +6,575 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 20,685 $3.86M 0.81% -64 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 20,660 $3.85M 0.83% +785 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,505 $3.82M 0.3% -630 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 20,445 $3.81M 0.49% -140 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 20,353 $3.8M 0.13% +1,519 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 20,332 $3.79M 1.59% -514 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20,208 $3.77M 0.36% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,204 $3.77M 0.87% +1,049 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 20,200 $3.77M 0.74% +35 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 20,188 $3.76M 0.48% +1,312 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 20,010 $3.75M 1.49% +815 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,104 $3.75M 0.18% +12,206 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,040 $3.74M 0.21% +122 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,027 $3.73M 0.75% -171 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,019 $3.73M 0.2% +363 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 19,916 $3.72M 0.63% -4 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 19,912 $3.71M 1.93% +6,314 13F-HR/A Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 19,903 $3.71M 1.2% -418 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 19,870 $3.71M 0.06% +921 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 19,849 $3.7M 0.92% -29 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 19,847 $3.7M +2,358 Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 19,817 $3.7M 1.2% +412 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 19,768 $3.69M 0.71% -151 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 19,720 $3.68M 1.97% -2,659 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 19,698 $3.67M 0.12% +7,542 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 19,673 $3.67M 0.77% -115 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,621 $3.66M 0.13% -205 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 19,590 $3.65M 0.31% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 19,590 $3.65M 0.22% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 19,728 $3.65M 1.48% +1,507 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,556 $3.65M 0.4% -2,128 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,490 $3.63M <0.01% new 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 19,489 $3.63M 3.2% -242 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 19,430 $3.62M 0.88% -2,879 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,428 $3.62M 0.3% +521 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 19,418 $3.62M 2.19% -734 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 19,416 $3.62M 1.66% -268 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,326 $3.6M 0.52% -553 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 19,263 $3.6M 1.77% -15 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 19,285 $3.6M 2.1% +2,897 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 19,189 $3.58M 0.64% +130 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 19,094 $3.56M 3.18% +1,041 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,070 $3.56M 0.55% -99 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 19,063 $3.56M 0.29% +2,640 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 19,059 $3.55M 0.26% -352 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 18,973 $3.54M 0.02% +1,457 13F-HR/A Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18,939 $3.53M 0.42% new 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 18,870 $3.52M 1.55% +17,954 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 18,843 $3.51M 2% +2,099 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 18,712 $3.49M 1.29% +1,372 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 18,697 $3.49M 0.2% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 18,672 $3.48M 0.2% -1,094 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,667 $3.48M 0.39% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 18,638 $3.48M 0.14% +28 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,500 $3.47M 0.12% +11,773 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 18,578 $3.46M 1.12% -1,718 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 18,543 $3.46M 0.94% -1,477 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,538 $3.46M 0.13% -3,383 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,440 $3.44M 0.19% +451 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18,229 $3.4M 0.2% +87 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 18,144 $3.38M 0.42% -1,317 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,989 $3.35M 0.3% +215 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 17,911 $3.34M 3.33% 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 17,673 $3.3M 2.39% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,661 $3.29M 0.18% -6,253 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 17,594 $3.28M 2.16% +1,641 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,557 $3.27M 0.08% -41,501 13F-HR/A Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 17,552 $3.27M 1.58% -246 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 17,434 $3.25M 1.33% +2,004 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,368 $3.24M 0.08% -62,827 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,246 $3.22M 0.11% +3,457 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,156 $3.21M 0.34% +676 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 17,169 $3.21M 0.6% -1,946 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,151 $3.2M 0.12% -162 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 17,148 $3.2M 2.34% +1,105 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 17,092 $3.19M 0.46% -102 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,025 $3.17M 0.01% +2,267 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 16,911 $3.15M 0.15% -13,481 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 16,809 $3.15M 0.03% +2,764 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,830 $3.14M 0.39% +2,455 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 16,814 $3.14M 0.38% +2,423 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 16,816 $3.14M 1.58% +5,257 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 16,793 $3.13M 1.33% +2,939 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 16,713 $3.12M 0.56% -60 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 16,692 $3.11M 1.68% -1,585 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,656 $3.11M 0.18% +586 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 16,623 $3.1M 0.78% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16,480 $3.09M 0.28% -323 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,509 $3.08M 0.83% -50 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,506 $3.08M 0.16% +218 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 16,446 $3.07M 0.37% 0 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 16,444 $3.07M 2.95% +53 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 16,390 $3.06M 0.84% +1,415 13F-HR/A Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 16,344 $3.05M 0.85% -23 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 16,257 $3.04M 1.6% +143 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,301 $3.04M 0.13% +535 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 16,288 $3.04M 1.7% +120 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,143 $3.01M 0.04% +4 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,018 $3M 0.11% -212 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 16,076 $3M 2.91% -249 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 16,064 $3M 1.88% +406 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,010 $2.99M 0.16% +568 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 15,939 $2.97M 0.73% -20 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 15,865 $2.96M 1.43% -44 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,821 $2.95M 0.03% -1,523 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 15,789 $2.94M 0.49% -193 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,560 $2.92M 0.49% +26 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 15,537 $2.9M 0.43% +7,617 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,509 $2.89M 0.22% -18,332 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 15,491 $2.89M 1.66% +886 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 15,479 $2.89M 0.48% -845 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,463 $2.88M 0.05% +777 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,379 $2.88M 0.34% +29 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,402 $2.87M 0.89% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,268 $2.85M 0.37% -7,925 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15,028 $2.8M 0.18% +386 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,944 $2.79M 0.07% +869 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 14,912 $2.78M 0.5% -288 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 14,896 $2.78M 0.96% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,879 $2.77M 0.39% +677 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 14,833 $2.77M 1.27% -868 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 14,781 $2.76M 0.24% -253 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 14,771 $2.75M 1.86% +811 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 14,733 $2.75M 0.27% +328 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 14,630 $2.73M 0.38% -269 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,517 $2.71M 0.05% +627 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,506 $2.71M 0.22% +15 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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