AMG National Trust Bank More: the full row for AMG National Trust Bank 2,201 $542K 0.01% -3,771 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,181 $537K 0.19% +15 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,179 $537K 0.23% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,175 $535K 0.02% -93 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,170 $534K 0.01% -100 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,170 $534K 0.05% -112 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,225 $533K 0.14% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 2,130 $524K 0.43% +15 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,123 $523K 0.19% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,119 $522K 0.01% +182 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,104 $518K 0.24% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,101 $517K 0.05% +3 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,100 $517K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,093 $516K 0.01% -7 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,080 $512K <0.01% +121 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,094 $511K 0.02% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,053 $505K 0.1% -2 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,042 $503K 0.14% -666 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 2,039 $502K 0.05% +654 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,032 $500K 0.05% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,024 $498K 0.03% +899 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,024 $498K 0.01% +58 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,021 $498K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,019 $497K 0.01% +38 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,014 $496K 0.01% +1,012 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,014 $496K 0.03% -105 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,000 $492K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,999 $492K 0.06% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,999 $492K 0.17% -302 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,993 $491K 0.01% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,991 $490K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,978 $487K 0.02% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,964 $484K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,962 $483K 0.15% +680 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,948 $480K 0.06% +17 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 1,946 $479K 0.34% +140 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,916 $472K 0.01% -18 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,910 $470K 0.14% +910 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,907 $470K 0.06% -1,325 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,904 $469K 0.1% +464 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,896 $467K 0.12% +2 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,889 $465K 0.04% 0 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 1,883 $463K 0.34% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,863 $459K 0.08% +4 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,829 $450K 0.12% -159 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,818 $448K 0.17% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,818 $448K 0.17% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,816 $447K 0.15% +81 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,804 $444K 0.02% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,800 $443K 0.04% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,789 $440K 0.04% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,775 $437K 0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,770 $436K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,767 $435K 0.01% +24 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,767 $435K 0.05% +20 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,758 $433K 0.09% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,755 $432K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,734 $427K 0.19% -120 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,730 $426K 0.02% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,722 $424K 0.06% -275 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,714 $422K 0.04% +84 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,700 $419K 0.17% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,700 $419K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,725 $417K 0.13% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,692 $417K 0.34% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,687 $415K 0.05% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,687 $415K 0.04% +220 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,681 $414K 0.05% +173 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,673 $412K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,732 $412K 0.05% -59 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,672 $412K 0.11% -123 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,668 $411K 0.13% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,660 $409K 0.04% -915 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,652 $407K 0.17% +2 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,649 $406K 0.29% -2 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,641 $404K 0.22% -989 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,639 $404K 0.06% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,629 $401K 0.03% -119 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,628 $401K 0.21% +1 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,625 $400K 0.18% new 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,622 $399K 0.01% +39 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,609 $398K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,608 $396K <0.01% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,607 $396K 0.21% -153 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,606 $395K 0.01% +5 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,597 $393K 0.02% -78 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,591 $392K 0.32% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,590 $392K 0.02% +6 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,586 $390K 0.03% +99 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,584 $390K 0.14% -6 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,584 $390K 0.16% +1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,580 $389K 0.01% +9 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,575 $388K 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,571 $387K <0.01% -134 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,570 $387K 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,566 $386K 0.02% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,565 $385K 0.07% new 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,562 $385K 0.17% new 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 1,560 $384K 0.09% 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,559 $384K <0.01% -1,427 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,549 $381K 0.1% -527 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,548 $381K 0.06% -265 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,535 $378K 0.13% +3 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 1,534 $378K 0.29% -1,103 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,527 $376K 0.06% -11 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,525 $375K 0.04% -200 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,525 $375K 0.04% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,517 $374K 0.03% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,515 $373K 0.04% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,514 $373K 0.08% +119 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,521 $372K 0.07% -208 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,510 $372K 0.08% +1,040 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,507 $371K 0.18% +7 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,505 $370K 0.01% -9 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,492 $367K 0.22% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,492 $367K 0.05% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,487 $366K 0.15% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,487 $366K 0.11% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,483 $365K 0.03% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,479 $364K 0.04% -30 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 1,479 $364K 0.23% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,476 $363K 0.08% 0 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 1,466 $361K 0.17% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,464 $360K 0.06% -712 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,462 $360K 0.05% +1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,514 $359K 0.01% +405 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,456 $359K 0.31% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,453 $358K 0.24% -24 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,444 $356K 0.11% +1,359 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,443 $355K <0.01% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,429 $352K 0.01% +56 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,407 $345K 0.03% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,392 $343K 0.16% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,391 $342K 0.15% -2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,388 $342K 0.02% -73 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 1,383 $341K 0.1% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,378 $339K 0.16% +3 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,370 $337K 0.12% 0 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,359 $335K 0.04% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,358 $334K 0.05% -231 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,355 $334K <0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,352 $333K 0.01% +65 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,352 $333K 0.19% -197 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,351 $333K 0.01% +1,019 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,344 $331K 0.02% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,344 $331K 0.02% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,350 $331K 0.04% +275 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,606 $331K 0.06% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,342 $330K <0.01% +418 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,340 $330K 0.07% +840 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,340 $330K 0.01% -96 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,335 $329K <0.01% +189 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,334 $328K 0.1% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,328 $327K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,316 $324K 0.02% 0 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,314 $324K 0.02% +42 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,314 $323K 0.24% +2 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,301 $320K 0.25% 0 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 1,298 $320K 0.16% +2 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,293 $318K 0.06% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,293 $318K 0.02% 0 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,292 $318K 0.05% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,292 $318K <0.01% 0 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,290 $318K 0.06% +116 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,288 $317K <0.01% +313 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,283 $316K 0.09% -1,509 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,273 $313K 0.01% +606 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,263 $311K 0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,262 $311K 0.01% +171 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,260 $310K 0.02% -590 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,256 $309K 0.09% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,255 $309K 0.13% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,283 $308K 0.05% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,234 $304K 0.02% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,230 $303K 0.06% -33 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,201 $296K 0.08% 0 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 1,200 $295K 0.15% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,188 $293K <0.01% new 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 1,180 $291K 0.14% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,180 $290K 0.01% +81 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,179 $290K 0.06% -87 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,171 $288K 0.01% +1 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,170 $288K 0.01% 0 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 1,167 $287K 0.06% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,159 $285K 0.08% +31 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,156 $285K 0.03% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,155 $284K 0.01% -203 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,150 $283K 0.02% -12 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,144 $282K 0.01% +94 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,142 $281K 0.05% -67 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,142 $281K 0.12% -255 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,138 $280K 0.06% 0 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 1,136 $280K 0.15% +3 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,131 $278K 0.04% -10 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,128 $278K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,104 $272K 0.01% -915 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,104 $272K 0.04% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,100 $271K 0.02% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,295 $271K 0.08% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,097 $270K 0.01% 0 13F-HR Timeline