Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 17,233 $1.56M 0.98% +787 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 17,205 $1.56M 0.04% -773 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,200 $1.56M 0.06% -97 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 17,154 $1.56M 1.48% +611 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 17,122 $1.55M 0.15% -243,340 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,092 $1.55M 0.05% +478 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 16,693 $1.54M 0.04% -795 13F-HR Timeline Group NUANCE INVESTMENTS, LLC More: the full row for NUANCE INVESTMENTS, LLC 17,002 $1.54M 0.26% -1,536 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 17,000 $1.54M 0.44% -160 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 16,944 $1.54M 0.04% +1,442 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 16,830 $1.53M 0.14% -4,157 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 16,711 $1.52M 0.29% +3,301 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,682 $1.51M 0.25% -179 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 16,633 $1.51M 2.85% -1,234 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 16,599 $1.51M 0.35% -19 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 16,561 $1.5M 0.78% +620 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 16,554 $1.5M 0.84% -11,694 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,553 $1.5M <0.01% -19,777 13F-HR Timeline O'Connor Alternative Investments LLC More: the full row for O'Connor Alternative Investments LLC 16,500 $1.5M 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kenora Financial, LLC More: the full row for Kenora Financial, LLC 16,496 $1.5M 0.46% -441 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,485 $1.5M 0.06% +1,434 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 16,472 $1.49M 0.82% -115 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 16,430 $1.49M 0.37% +1,331 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,426 $1.49M 0.08% -3,548 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 16,392 $1.49M 0.01% +5,478 13F-HR/A Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 16,376 $1.49M 0.41% +3 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 16,352 $1.48M 0.33% -7,339 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,344 $1.48M 0.02% -1,897 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 16,287 $1.48M 0.33% +5,540 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 16,279 $1.48M 0.12% -7,605 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,273 $1.48M 0.1% +213 13F-HR/A Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 15,901 $1.47M 0.16% +363 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,217 $1.47M 0.01% -2,197 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,175 $1.47M 0.05% +15,033 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 16,120 $1.47M 0.91% +9,000 13F-HR Timeline BANK OZK More: the full row for BANK OZK 16,128 $1.46M 0.43% -43 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 16,123 $1.46M 0.49% +565 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,121 $1.46M 0.02% +4,794 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,088 $1.46M 0.19% -443 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 16,058 $1.46M 0.14% -4,437 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 16,011 $1.45M 0.35% +82 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 15,985 $1.45M 0.86% +372 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,971 $1.45M 0.08% +165 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 15,937 $1.45M 0.66% -1,498 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 15,837 $1.44M 0.1% -1,999 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 15,817 $1.44M 0.1% -550 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 15,814 $1.43M 0.21% -1,125 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 15,780 $1.43M 0.51% +3,298 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 15,711 $1.43M 0.6% -600 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,711 $1.43M 0.05% -3,978 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,709 $1.43M 0.02% -1,726 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,680 $1.42M 0.06% -908 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,677 $1.42M 0.07% -714 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 15,657 $1.42M 0.12% -126 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 15,648 $1.42M 0.08% -336 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,634 $1.42M 0.05% +1,185 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 15,593 $1.41M 0.7% -134 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,572 $1.41M 0.27% -178 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,556 $1.41M 0.07% -1,059 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,547 $1.41M 0.11% -342 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,546 $1.41M 0.09% -12,335 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,545 $1.41M 0.03% +2,930 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 15,522 $1.41M 0.05% -73,469 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,509 $1.41M 0.18% -2 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 15,483 $1.4M 0.23% -2,263 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 15,477 $1.4M 0.4% -962 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 15,429 $1.4M 0.29% +349 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 15,420 $1.4M 0.33% -5,223 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 15,403 $1.4M 0.09% +230 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 15,375 $1.4M 0.18% -2,074 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,369 $1.39M 0.28% -167 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,336 $1.39M 0.03% +136 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,272 $1.39M 0.11% +345 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15,256 $1.38M 0.08% +264 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 15,240 $1.38M 0.07% +1,380 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 15,229 $1.38M 0.23% -1,623 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,222 $1.38M 0.07% -636 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 15,213 $1.38M 0.02% +1,569 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,199 $1.38M 0.42% -220 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 15,186 $1.38M 0.48% +12,140 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 15,163 $1.38M 1% -80 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 15,119 $1.37M 0.51% -369 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 15,070 $1.37M 0.14% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,060 $1.37M 0.01% +6,459 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,058 $1.37M 0.12% -1,697 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,046 $1.37M 0.09% -1,410 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 15,040 $1.36M 0.12% +2,433 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 15,032 $1.36M 0.11% +10,907 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,000 $1.36M 0.46% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 14,927 $1.35M 0.92% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 14,918 $1.35M 0.34% +50 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 14,912 $1.35M 0.1% -659 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,889 $1.35M 0.04% -103 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,844 $1.35M 0.09% +11,002 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 14,837 $1.35M 0.1% -5,184 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 14,820 $1.34M 0.07% +38 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,812 $1.34M 0.26% +1 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 14,800 $1.34M 0.95% new 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 14,793 $1.34M 0.4% +1,134 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 14,787 $1.34M 0.04% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 14,737 $1.34M 0.2% +870 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,707 $1.33M 0.25% -908 13F-HR/A Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 14,700 $1.33M 0.02% -121 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 14,613 $1.33M 0.71% -172 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 14,608 $1.33M 0.16% -966 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,586 $1.32M 0.02% -1,824 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 14,573 $1.32M 0.13% +3,510 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 14,565 $1.32M 0.35% -2,078 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 14,522 $1.32M 0.53% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 14,521 $1.32M 0.46% -1,409 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 14,502 $1.32M 0.3% +324 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 16,123 $1.31M 0.01% +2,057 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,475 $1.31M 0.4% -250 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 14,475 $1.31M 0.34% -1,935 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,472 $1.31M 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 14,446 $1.31M 0.19% -153 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,443 $1.31M 0.3% -345 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 14,416 $1.31M 0.41% +2,679 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,357 $1.3M 0.02% -756 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 14,355 $1.3M 0.28% -431 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 14,327 $1.3M 0.5% +175 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 14,324 $1.3M 0.1% -478 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 14,295 $1.3M 0.27% -44 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 12,214 $1.29M 0.85% -8,480 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 14,216 $1.29M 0.28% +937 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,984 $1.29M 0.08% +1,046 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 14,115 $1.28M 0.13% -1,169 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 14,061 $1.28M 0.15% +12,474 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 14,037 $1.27M 0.12% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,033 $1.27M 0.06% -45 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 13,999 $1.27M 0.02% -42 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 13,987 $1.27M 0.3% -113 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,966 $1.27M 0.06% +6,323 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 13,923 $1.26M 0.33% +1,984 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 13,918 $1.26M 0.05% -489 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 13,873 $1.26M 0.1% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,844 $1.26M 0.12% +2,145 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,805 $1.25M 0.05% +301 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 13,682 $1.24M 0.12% -217 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 13,000 $1.24M 0.19% 0 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,639 $1.24M 0.11% -638 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 13,629 $1.24M 0.16% -100 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 13,605 $1.23M 0.13% -5 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13,605 $1.23M 0.13% -2,065 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 13,565 $1.23M 0.76% -59 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 13,560 $1.23M 0.33% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 13,541 $1.23M 0.41% -945 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 13,533 $1.23M 0.07% -2,957 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,495 $1.22M 0.07% +5,386 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,495 $1.22M 0.03% +154 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 13,485 $1.22M 0.45% -60 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13,484 $1.22M 0.56% +2 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 13,455 $1.22M 0.23% -2,054 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 13,411 $1.22M 0.6% +4,874 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,403 $1.22M 0.4% -225 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,333 $1.21M 0.12% -200 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,322 $1.21M 0.06% -376 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 13,282 $1.21M 0.91% -851 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 13,281 $1.21M 0.09% -119 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,233 $1.2M 0.45% +2,310 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 13,214 $1.2M 0.07% -623 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 13,207 $1.2M 0.3% -1,521 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,153 $1.19M 0.08% +2,157 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,136 $1.19M 0.09% +2,113 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 13,033 $1.18M 0.08% -1,753 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,021 $1.18M 0.65% +1,269 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,011 $1.18M 0.29% +424 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,990 $1.18M 0.04% +1,023 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 12,943 $1.17M 0.03% -1,114 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,902 $1.17M 0.03% -18 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 11,397 $1.17M 0.26% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 12,847 $1.17M 1% +620 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 12,844 $1.17M 0.16% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 12,842 $1.17M 0.29% +288 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 12,821 $1.16M 0.57% -1,302 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 12,817 $1.16M 1.38% +29 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 12,780 $1.16M 0.29% -1,491 13F-HR Timeline Everhart Financial Group, Inc. 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