Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,682 $264K 0.17% -45 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,679 $264K 0.11% -150 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,678 $264K 0.22% -990 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,675 $263K 0.01% +50 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,660 $261K 0.03% +599 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,656 $260K 0.39% -255 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,650 $259K 0.01% -62 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,648 $259K 0.11% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,645 $259K 0.09% -1,374 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,641 $258K 0.01% -3,708 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,633 $257K 0.04% +469 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,633 $257K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,632 $257K 0.01% -5,705 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,720 $256K 0.04% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,630 $256K 0.04% -370 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,631 $256K 0.02% +39 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,624 $255K 0.05% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,618 $254K 0.09% -180 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,617 $254K 0.08% -375 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,617 $254K 0.04% +91 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,616 $254K 0.05% -747 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,607 $253K 0.05% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,607 $253K 0.03% -311 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,599 $251K 0.01% -178 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,599 $251K 0.03% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,600 $251K 0.06% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,594 $251K 0.29% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,594 $251K 0.18% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 738 $249K <0.01% new 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,586 $249K 0.04% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,584 $249K 0.01% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,579 $248K 0.03% -795 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,578 $248K 0.13% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,577 $248K 0.01% +315 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,573 $247K 0.21% -20 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $247K 0.15% -1,573 13F-HR Timeline Amount filed as zero, left out of ratios. Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,566 $246K 0.2% -887 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,559 $245K 0.02% -59 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,557 $245K 0.01% -4 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,541 $242K <0.01% +163 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,540 $242K 0.01% -95 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,519 $239K 0.04% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,518 $239K 0.01% -70 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,504 $236K 0.09% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,500 $236K 0.02% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,499 $236K <0.01% +307 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,495 $235K 0.03% +28 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,493 $235K 0.02% +82 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,492 $235K <0.01% new 13F-HR Timeline Group Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 1,506 $233K 0.2% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,481 $233K <0.01% +4 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,508 $233K 0.01% -4 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,479 $233K 0.01% -1 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,479 $233K 0.01% -76 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 1,477 $232K 0.03% -113 13F-HR Timeline City State Bank More: the full row for City State Bank 1,476 $232K 0.06% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 1,475 $232K 0.05% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,473 $232K 0.1% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,475 $231K 0.03% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,468 $231K 0.02% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,467 $231K 0.06% -1 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,466 $230K 0.09% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,465 $230K 0.02% +8 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,561 $230K 0.01% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,463 $230K 0.12% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,458 $229K 0.01% +184 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,453 $229K 0.09% -160 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,453 $228K 0.02% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,450 $228K 0.01% +224 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,450 $228K 0.02% 0 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,440 $226K 0.02% -100 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,435 $226K 0.02% -49 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,433 $225K 0.01% -100 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,429 $225K 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,429 $225K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,426 $224K 0.02% +5 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,425 $224K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,423 $224K 0.01% +358 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,404 $223K <0.01% -171 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,441 $222K 0.02% -470 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,413 $222K 0.2% -35 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,410 $222K 0.08% -79 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,405 $221K 2.72% +882 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,406 $220K 0.01% +37 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,400 $220K 0.07% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,400 $220K 0.1% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,400 $220K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,391 $219K 0.01% +87 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,390 $219K <0.01% -118 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 1,386 $218K 0.01% +25 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,380 $217K 0.11% -231 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,380 $217K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,387 $217K 0.02% -16 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 1,371 $216K 0.18% +10 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,369 $215K <0.01% -36,966 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,365 $215K 0.04% -135 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,358 $214K <0.01% -213 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,357 $213K 0.16% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,357 $213K 0.04% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,355 $213K 0.07% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,354 $213K 0.07% +101 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,347 $212K 0.07% -313 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,338 $210K 0.13% +25 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,337 $210K 0.02% -1 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,336 $210K 0.05% +63 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,336 $210K 0.1% -50 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,333 $210K 0.01% -96 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,331 $209K 0.07% -294 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,329 $209K 0.01% -25 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,328 $209K 0.13% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,322 $208K 0.04% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,321 $208K 0.01% +90 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,321 $208K 0.22% +199 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,311 $206K 0.01% -194 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,311 $206K 0.01% 0 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,311 $206K 0.11% +9 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,302 $205K 0.12% +24 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,301 $205K 0.03% +252 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,297 $204K 0.01% -5 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,297 $204K <0.01% -997 13F-HR Timeline MOTCO More: the full row for MOTCO 1,291 $203K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,404 $202K 0.02% -291 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,284 $202K <0.01% +20 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,284 $202K 0.02% -386 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,281 $201K 0.2% -229 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,280 $201K 0.18% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,277 $201K 0.04% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,277 $201K 0.03% +120 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,276 $201K 0.06% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,276 $201K 0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,275 $200K <0.01% +32 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,271 $200K 0.03% +12 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,263 $199K <0.01% -37 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,217 $191K 0.02% -20 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,210 $190K 0.01% +7 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,179 $185K 0.19% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,177 $185K <0.01% -306 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,150 $181K 0.08% -150 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,148 $180K 0.04% -30 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,147 $180K 0.06% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,143 $180K 0.03% +10 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,139 $179K 0.01% +8 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,117 $176K 0.15% +932 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,115 $175K 0.02% -6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,105 $174K 0.07% -68 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,100 $173K 0.01% -123,924 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,093 $172K <0.01% -419 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,080 $170K 0.12% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,068 $168K 0.08% +227 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,065 $167K <0.01% -18 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,000 $157K 0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 939 $148K 0.14% +6 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 708 $147K 0.02% -2,471 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 930 $146K 0.05% -305 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 939 $145K <0.01% -938 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 910 $143K 0.04% +269 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 907 $142K 0.02% -975 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 906 $142K 0.05% -93 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 871 $137K 0.01% +37 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 847 $133K 0.04% -111 13F-HR Timeline CX Institutional More: the full row for CX Institutional 843 $133K <0.01% -1,126 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 841 $132K 0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 833 $131K 0.07% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 822 $129K 0.03% -4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 806 $127K <0.01% +223 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 795 $125K 0.01% +48 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 792 $125K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 789 $124K <0.01% +54 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 788 $123K 0.08% -45 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 768 $121K 0.1% +5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 763 $120K 0.01% -21 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 754 $118K 0.06% +13 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 750 $118K 0.15% -120 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 749 $118K 0.01% +533 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 745 $117K 0.01% -16 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 743 $117K 0.02% -8 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 737 $116K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 689 $108K 0.01% -380 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 679 $107K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 678 $107K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 665 $105K 0.01% +96 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 664 $104K 0.05% +15 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 656 $102K 0.05% -14 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 620 $97.5K 0.03% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 612 $96.2K 0.04% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 590 $92.8K 0.02% -25 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 590 $92.8K 0.04% -109 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 586 $92.1K 0.02% -155 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 578 $90.9K <0.01% -2 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 575 $90.4K 0.07% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 569 $89.5K <0.01% +51 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 564 $88.7K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 561 $88.2K 0.03% -275 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 560 $88K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 540 $84.9K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 537 $84K 0.01% -16 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 527 $83.6K 0.03% +41 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 517 $81.3K 0.01% -445 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 515 $81K 0.02% -6 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 500 $78.6K 0.01% 0 13F-HR Timeline