Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,400 $857K 0.04% +235 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,388 $855K +347 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,363 $852K 0.04% +1,095 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,300 $845K 0.04% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,289 $844K 0.05% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,228 $837K 0.02% -4,255 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,214 $835K 0.13% -289 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,200 $834K 0.21% -1,000 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,175 $831K <0.01% -15,409 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,146 $827K 0.04% -403 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,019 $813K 0.03% +2,339 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,996 $810K 0.05% -49 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,941 $804K 0.04% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,923 $801K 0.23% -100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,875 $796K 0.12% +221 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,859 $794K 0.13% -1,203 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,740 $780K 0.39% +47 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,715 $777K 0.05% -93 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,550 $758K 0.01% +160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TI-TRUST, INC More: the full row for TI-TRUST, INC 6,430 $744K 0.44% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,413 $742K 0.01% +608 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,410 $742K 0.04% -2,249 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,393 $740K 0.02% +1,333 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,370 $737K 0.04% +457 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,313 $731K 0.64% -14,159 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,308 $730K 0.01% -927 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,262 $725K 0.02% -90 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,259 $725K <0.01% +700 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,237 $722K 0.01% -100 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,232 $721K 0.01% +78 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,175 $715K 0.01% +990 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,170 $714K 0.03% -179 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,164 $714K 0.06% +328 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,157 $713K 0.07% -347 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 6,145 $711K +1,691 Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 6,115 $708K 0.38% -815 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,085 $704K 0.18% -141 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,082 $704K 0.08% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,077 $704K 0.01% +402 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,055 $701K 0.18% +404 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 6,043 $700K <0.01% -189,641 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,034 $699K 0.03% +69 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,031 $698K 0.02% -9 13F-HR/A Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 6,006 $695K 0.13% -244 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,989 $693K 0.01% +229 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,942 $688K 0.17% -60 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,933 $687K 0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,842 $676K 0.01% +1,248 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,834 $675K 0.14% +13 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,829 $675K 0.01% -144 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,766 $668K 0.02% +2,524 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,755 $666K 0.11% +6 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,722 $663K 0.16% +496 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,687 $658K 0.02% -2,201 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,674 $657K 0.06% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,640 $653K 0.03% +98 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,608 $649K 0.03% -797 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,602 $649K 0.01% -461 13F-HR Timeline City State Bank More: the full row for City State Bank 5,580 $646K 0.17% -12 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,541 $641K 0.05% +140 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,527 $640K <0.01% +281 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,523 $639K <0.01% +2,176 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,490 $636K <0.01% +1,911 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 5,485 $635K 0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 5,463 $632K 0.13% +3,254 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,422 $628K 0.01% +18 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,416 $627K 0.09% +419 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,409 $626K 0.08% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 5,406 $626K 0.93% -433 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,379 $623K 0.01% -1,265 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,356 $620K 0.01% +922 13F-HR/A Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,336 $618K 0.25% -20 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,321 $616K 0.18% +4,671 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,321 $616K 0.18% -20 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,278 $611K 0.01% -217 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,267 $610K 0.01% -99 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,327 $610K +151 Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,245 $607K 0.16% -81 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,233 $606K 0.01% 0 13F-HR Timeline Group Odyssean, LLC More: the full row for Odyssean, LLC 5,233 $606K 0.22% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,230 $605K 0.06% +1,203 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,222 $605K 0.04% +21 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,211 $603K 0.04% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,191 $601K <0.01% +251 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 5,180 $600K 0.32% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,179 $600K 0.06% -46 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,179 $600K 0.19% -185 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,168 $598K 0.09% +36 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 5,162 $598K 0.55% -90 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,156 $597K 0.01% +1,528 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,112 $592K 0.02% -552 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,049 $585K 0.08% +84 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,000 $579K 0.13% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,959 $574K 0.01% -5,576 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,931 $571K 0.02% +2,215 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,923 $570K 0.01% -3,985 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,902 $567K 0.05% +2,293 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,900 $567K 0.43% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,900 $567K 0.01% -2,873 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,893 $566K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,856 $562K 0.01% +167 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 4,850 $561K <0.01% -5,769 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,846 $561K 0.53% 0 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,825 $559K 0.28% +15 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,824 $558K 0.04% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,806 $556K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,794 $555K -34 Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,792 $555K 0.01% +196 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,948 $552K 0.01% -1,109 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,743 $549K 0.1% -636 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 4,718 $546K 0.15% -143 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,718 $546K 0.04% -49 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,717 $546K 0.04% +2,790 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,711 $545K 0.02% -287 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,824 $544K 0.41% +1,207 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,671 $541K <0.01% new 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 4,665 $540K 0.07% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,663 $540K 0.04% -40 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,654 $539K 0.03% +75 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,622 $535K 0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,589 $531K 0.07% +1,606 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,584 $531K 0.02% +411 13F-HR/A Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,559 $528K 0.05% new 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,549 $527K 0.03% -322 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,542 $526K 0.1% -173 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,528 $524K 0.15% -162 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,513 $523K 0.08% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,504 $521K 0.01% +881 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,482 $519K 0.02% -88 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 4,481 $519K 0.25% +37 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,470 $517K 0.01% -5,036 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,379 $507K 0.04% +29 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,368 $506K 0.05% +386 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,350 $504K 0.22% -112 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,335 $502K 0.07% -1,013 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,322 $500K 0.01% -73 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,321 $500K 0.06% 0 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,300 $498K 0.14% -100 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,254 $492K 0.06% +229 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,249 $492K 0.23% -44 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,241 $491K 0.06% -210 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,223 $489K 0.08% +2,275 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,213 $488K 0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,196 $486K 0.1% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,189 $485K 0.04% +131 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,177 $484K 0.31% +134 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,168 $483K 0.01% +19 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,152 $481K 0.03% +1,627 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,113 $476K 0.03% +685 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,098 $476K 0.24% +22 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,103 $475K 0.02% -10,191 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,088 $473K 0.01% -513 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,077 $473K 0.03% -11 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,058 $470K 0.09% +400 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,050 $469K 0.03% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,043 $468K 0.16% +1,232 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,029 $466K 0.03% -23 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,000 $463K 0.05% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,982 $461K <0.01% 0 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,975 $460K 0.28% +109 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,966 $459K 0.08% -1,590 13F-HR Timeline Bruce & Co., Inc. More: the full row for Bruce & Co., Inc. 3,945 $457K 0.13% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,931 $455K 0.02% -65 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,918 $454K 0.07% -341 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,889 $450K 0.04% +342 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,853 $446K 0.16% +9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,856 $445K 0.02% +50 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,824 $443K 0.04% +33 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,806 $441K 0.03% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,793 $439K 0.42% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 3,788 $439K 0.24% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,770 $436K 0.05% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,760 $435K 0.01% +325 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,739 $433K 0.02% +31 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,724 $431K 0.01% +148 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,719 $431K 0.09% +681 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,719 $431K 0.02% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,700 $428K 0.17% +832 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,700 $428K 0.07% -992 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,687 $427K <0.01% +21 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,666 $424K 0.1% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,659 $424K 0.05% -83 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,662 $424K 0.01% +48 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,669 $423K 0.02% +477 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,634 $421K 0.02% +29 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,618 $419K 0.03% +415 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,637 $419K 0.03% +54 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,562 $412K 0.36% +61 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,554 $411K 0.01% new 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,529 $409K 0.03% +47 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,529 $409K 0.02% -2,553 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,524 $408K 0.2% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,522 $408K 0.14% +323 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,505 $406K 0.01% +3,087 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,548 $402K 0.01% +634 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,463 $401K 0.04% -18,464 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 3,456 $400K <0.01% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,455 $400K 0.02% -3 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,427 $397K 0.17% -25 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,418 $396K 0.1% -1,107 13F-HR Timeline