Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,289 $1.67M 0.24% +2,386 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 12,255 $1.67M 0.72% +187 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 12,243 $1.67M 0.24% -3,562 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,225 $1.66M 0.39% -200 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 12,208 $1.66M 0.64% +340 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 12,200 $1.66M 0.38% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 12,164 $1.66M -8,242 Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,151 $1.65M 0.36% -122 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,138 $1.65M 0.15% +2,012 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 12,135 $1.65M 0.49% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,134 $1.65M 0.27% -1,077 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,131 $1.65M 0.33% +629 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 12,107 $1.65M 1.01% -976 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,087 $1.64M 0.2% -719 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 12,074 $1.64M 0.39% +2,723 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,043 $1.64M 0.2% +2,536 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 12,043 $1.64M 0.11% -751 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 12,034 $1.64M 0.38% +65 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,996 $1.63M 0.18% -2,189 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 11,974 $1.63M 0.18% +6 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 11,969 $1.63M 1.31% +367 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,967 $1.63M 0.65% -820 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,954 $1.63M 0.07% -908 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,950 $1.63M 0.13% -41 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 11,945 $1.62M 1.06% -1,000 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 11,941 $1.62M 0.06% +8,940 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,819 $1.62M 0.61% -247 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,920 $1.62M 0.09% +552 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 11,904 $1.62M 0.35% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,894 $1.62M 0.12% +1,428 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 11,877 $1.62M 1.07% -128 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,870 $1.61M 0.78% +4 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,853 $1.61M 0.72% -40 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 11,844 $1.61M 0.78% +13 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,841 $1.61M 0.11% +445 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,555 $1.61M 0.12% +79 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,784 $1.6M 0.17% +141 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,772 $1.6M 0.1% -81 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 11,702 $1.59M 1.51% -276 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,693 $1.59M 0.06% -316 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 11,684 $1.59M 0.3% -39 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,665 $1.59M 0.16% +269 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 11,655 $1.58M 0.71% -449 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 11,609 $1.58M 0.97% +1,067 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 11,600 $1.58M 0.02% 0 13F-HR Timeline Group GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 11,510 $1.57M 0.02% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 11,500 $1.56M 0.11% new 13F-HR Timeline Group R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 11,433 $1.56M 0.88% +233 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,405 $1.55M 0.2% +1,315 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 11,404 $1.55M 0.26% -114,058 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,355 $1.54M 0.2% +269 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,341 $1.54M 0.1% +244 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,339 $1.54M 0.18% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 11,319 $1.54M 0.03% +521 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 11,294 $1.54M 1.23% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 11,291 $1.54M 0.9% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,276 $1.53M 0.7% -2,159 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 11,272 $1.53M 0.31% +2 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 11,263 $1.53M 0.75% +12 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,253 $1.53M 0.07% -219 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,192 $1.52M 0.11% +9,197 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11,189 $1.52M 0.06% +752 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,176 $1.52M 0.03% +592 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 11,175 $1.52M 1.24% -900 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,158 $1.52M 0.3% -150 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 11,113 $1.51M 0.49% -40 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 11,109 $1.51M 1.05% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 11,031 $1.5M 0.26% -220 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 10,999 $1.5M 0.2% +6 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,997 $1.5M 0.23% +660 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 11,322 $1.5M 1.51% +716 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 10,950 $1.49M 0.67% -350 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,917 $1.48M 0.19% +6,892 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,914 $1.48M 0.39% +75 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 10,862 $1.48M 0.55% -673 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10,859 $1.48M 0.1% -780 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,854 $1.48M 0.33% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,841 $1.47M 0.02% +377 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10,815 $1.47M 1.34% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,800 $1.47M 0.1% +801 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 10,798 $1.47M 0.54% -1,076 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 10,789 $1.47M 0.51% 0 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 10,776 $1.47M 0.56% +27 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,754 $1.46M 0.32% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 10,732 $1.46M 0.07% -388 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 10,725 $1.46M 0.01% +7,192 13F-HR/A Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,720 $1.46M 0.13% +1,604 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 10,706 $1.46M 1.27% -249 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,640 $1.45M 0.3% -1,700 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 10,624 $1.44M 0.06% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,606 $1.44M 0.43% +151 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 10,590 $1.44M 1.08% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,551 $1.44M 0.34% -527 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,564 $1.44M 0.27% -5,288 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,540 $1.43M 0.77% -3,533 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,535 $1.43M 0.22% -15 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 10,527 $1.43M 0.3% -189 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,525 $1.43M 0.14% +232 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,519 $1.43M 0.85% -123 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 10,497 $1.43M 0.8% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 10,490 $1.43M 0.1% +297 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,485 $1.43M 0.5% +7,275 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,459 $1.42M 0.02% +418 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 10,391 $1.41M 0.53% +28 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,396 $1.41M 0.04% +208 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,380 $1.41M 0.46% -275 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 10,375 $1.41M 0.47% -998 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,612 $1.41M 0.11% +2,503 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 10,334 $1.41M 0.67% -8,550 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,299 $1.4M 0.15% -10 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,291 $1.4M 0.7% -657 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,271 $1.4M 0.04% -131 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,235 $1.39M 0.16% -83 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 10,233 $1.39M 0.23% +18 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 10,221 $1.39M 0.66% new 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 10,198 $1.39M 0.5% +1,782 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,226 $1.38M 0.12% -489 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,144 $1.38M 0.22% +752 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 10,140 $1.38M 0.3% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,125 $1.38M 0.09% +1,723 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,091 $1.37M 0.07% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 10,090 $1.37M 1.54% +280 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 10,071 $1.37M 0.16% +60 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,297 $1.37M 0.23% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 10,004 $1.36M 0.22% +476 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,000 $1.36M 0.45% -1,119 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.36M 0.07% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,994 $1.36M 0.01% -532 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,970 $1.36M 0.24% +420 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 9,952 $1.35M 0.37% +109 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,909 $1.35M 0.14% -240 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 9,894 $1.35M 0.14% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,806 $1.33M 0.09% +47 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 9,805 $1.33M 0.5% +292 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 9,800 $1.33M 0.08% +1,919 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 9,794 $1.33M 0.08% -1,064 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,884 $1.33M 0.18% -4,017 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 9,761 $1.33M 0.22% -97 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,748 $1.33M 0.54% +50 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 9,741 $1.32M 0.28% -3,683 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 9,694 $1.32M 0.85% -250 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,692 $1.32M 0.59% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,416 $1.32M 0.39% +6,705 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 9,679 $1.32M 0.18% 0 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 9,669 $1.32M 0.24% -24 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,591 $1.3M 0.09% -514 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9,587 $1.3M 0.49% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,436 $1.3M 0.25% +5,209 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 9,553 $1.3M 0.6% -376 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 9,544 $1.3M 0.65% +7,552 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,541 $1.3M 0.06% +4,789 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 9,502 $1.29M 0.41% +240 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,494 $1.29M 0.34% +3,700 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 9,463 $1.29M 0.46% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,456 $1.29M 0.23% +468 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 14,137 $1.28M 0.17% +8,165 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,430 $1.28M 0.04% +1,742 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,429 $1.28M 0.05% +820 13F-HR Timeline Group Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 9,428 $1.28M 0.32% -1,394 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 9,333 $1.27M 0.2% -219 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,299 $1.26M 0.06% -538 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,270 $1.26M 0.08% +221 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,221 $1.25M 0.09% -24 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 9,217 $1.25M 0.18% -376 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9,208 $1.25M 0.36% -802 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 10,807 $1.25M 0.03% -102 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 9,205 $1.25M 0.19% -169 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 9,176 $1.25M 0.67% +173 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 9,120 $1.24M 0.53% +727 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 9,092 $1.24M 0.81% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,074 $1.23M 0.58% -183 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,068 $1.23M 0.25% +615 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 90,164 $1.23M 0.6% +80,550 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 13,541 $1.23M 0.41% -1,514 13F-HR/A Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 9,016 $1.23M 1.15% +8,290 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,009 $1.23M 1.01% -51 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,004 $1.22M 0.57% -14 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,215 $1.22M 0.89% +198 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,939 $1.22M 0.26% +1 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,935 $1.22M 0.17% -9,537 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,922 $1.21M 0.13% +590 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,870 $1.21M 0.18% -96 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 8,867 $1.21M 0.06% -1,607 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,848 $1.2M 0.09% +2,802 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 8,828 $1.2M 0.12% -1,183 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,784 $1.19M 0.05% -252 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,754 $1.19M 0.53% -93 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,754 $1.19M 0.3% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 8,744 $1.19M 0.37% -398 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,740 $1.19M 1.09% -518 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,720 $1.19M 0.42% 0 13F-HR Timeline Group Family Legacy, Inc. 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