Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,183 $4.89M 0.5% +54 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,168 $4.88M 1.92% -26 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 9,164 $4.88M 0.5% +186 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 9,153 $4.87M 0.63% -72 13F-HR Timeline XXEC, Inc. More: the full row for XXEC, Inc. 9,130 $4.86M 4.21% -496 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 9,129 $4.86M 1.24% +183 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,106 $4.85M 0.79% +617 13F-HR/A Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 9,098 $4.85M 0.42% +48 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,084 $4.84M 1.29% +922 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,080 $4.83M 0.87% +11 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,070 $4.83M 4.05% -214 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,048 $4.82M 1.88% -71 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,045 $4.82M 2.74% +19 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 9,045 $4.82M 2% -1,892 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 9,025 $4.81M 2.09% -42 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 9,023 $4.8M 2.29% +258 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,998 $4.79M 1.15% -22 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 8,987 $4.79M 1.01% -14 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,987 $4.79M 0.44% -51 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 8,986 $4.79M 2.13% +205 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,985 $4.79M 1.52% 0 13F-HR/A Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 8,982 $4.78M 2.02% +995 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 8,977 $4.78M 1.95% +439 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,968 $4.78M 1.99% +1,755 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,948 $4.77M 0.74% +340 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,124 $4.76M 1.56% +874 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,926 $4.75M 0.6% -253 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 8,908 $4.74M 2.39% +236 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,898 $4.74M 0.44% -201 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,894 $4.74M 0.46% -520 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,865 $4.72M 1.05% +179 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,848 $4.71M 0.7% -20 13F-HR/A Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,841 $4.71M 3.33% -255 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,840 $4.71M 3.46% +95 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,833 $4.7M 2.48% -894 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 8,813 $4.69M 0.89% -615 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,810 $4.69M 0.13% +2,263 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,809 $4.69M 0.34% +45 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,808 $4.69M 0.56% +45 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,804 $4.69M 0.62% -352 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 8,795 $4.68M 1.24% +1 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,786 $4.68M 0.84% -114 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 8,779 $4.68M 0.43% +17 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,776 $4.67M 0.2% -6,161 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,770 $4.67M 0.42% +19 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 8,750 $4.66M 0.86% -4,350 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 8,747 $4.66M 7.1% +2,944 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,733 $4.65M 0.73% -75 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,724 $4.65M 0.14% +1,274 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,719 $4.64M 0.43% -108 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,703 $4.64M 1.08% +407 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 8,701 $4.63M 0.52% -157 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,685 $4.63M 0.63% +253 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 8,675 $4.62M 3.88% -91 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 8,674 $4.62M 4.18% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,671 $4.62M 0.65% +907 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,658 $4.61M 0.8% +358 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,656 $4.61M 0.88% +6,062 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 8,649 $4.61M 13.34% 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 8,640 $4.6M 1.88% +7,640 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,628 $4.59M 0.46% -3,941 13F-HR/A Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,626 $4.59M 1.41% -354 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 8,614 $4.59M 0.54% -90 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,608 $4.58M 0.09% +706 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,600 $4.58M 1.7% -99 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,589 $4.57M 0.43% +48 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 8,578 $4.57M 0.98% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,554 $4.56M 0.31% -40 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,542 $4.55M 1.71% +113 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,539 $4.55M 3.07% -1,031 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,529 $4.54M 1.55% -270 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 8,520 $4.54M 1.48% +233 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,519 $4.54M 1.06% +187 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,518 $4.54M 0.07% +34 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,517 $4.54M 0.35% -258 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 8,507 $4.53M 1.92% -382 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,503 $4.53M 1% -769 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,501 $4.53M 2.97% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,496 $4.52M 0.47% -493 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,494 $4.52M 1.84% +889 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,489 $4.52M 1.03% -7 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,455 $4.5M 2.84% -243 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,430 $4.49M 0.48% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 8,425 $4.49M 0.4% +58 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 8,404 $4.48M 5.07% -100 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,380 $4.46M 2.91% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,372 $4.46M 1.22% -1 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 8,344 $4.44M 2.71% -20 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,338 $4.44M 0.47% +249 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,332 $4.44M 0.14% 0 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 8,306 $4.42M 3.08% +450 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,302 $4.42M 0.91% -169 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,258 $4.4M 1.24% +45 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 8,244 $4.4M 0.43% +658 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,243 $4.39M 1.19% +294 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,229 $4.38M 0.46% +1,082 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,318 $4.38M 0.07% +890 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,224 $4.38M 0.77% -92 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 8,203 $4.37M 1.14% +5,865 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,189 $4.36M 1.22% +315 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,177 $4.35M 0.59% +178 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 8,157 $4.34M 1.66% +244 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,153 $4.34M 0.93% -1,200 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,146 $4.34M 0.88% -35 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 8,130 $4.33M 1.82% +135 13F-HR/A Timeline Finivi Inc. More: the full row for Finivi Inc. 8,121 $4.33M 3.48% +256 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,117 $4.32M 2.57% -59 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,113 $4.32M 1.7% +3,181 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,098 $4.31M 1.25% +173 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,091 $4.31M 2.64% +159 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,078 $4.3M 0.45% -84 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 8,077 $4.3M 1.75% -12,851 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,041 $4.28M 2.04% +3,133 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,039 $4.28M 0.81% +1,523 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,029 $4.28M 2.27% -369 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,019 $4.27M 0.76% -50 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,010 $4.27M 0.2% -2,021 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,992 $4.26M 0.89% -2,331 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,982 $4.25M 0.89% -227 13F-HR/A Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,968 $4.24M 3.39% +59 13F-HR/A Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,962 $4.24M 2.92% -1,400 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,952 $4.24M 2.2% +1,995 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,950 $4.23M 0.29% +87 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,944 $4.23M 1.23% +230 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 7,908 $4.21M 0.89% -80 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,906 $4.21M 1.49% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,905 $4.21M 0.31% +160 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 7,892 $4.2M 1.19% +1,841 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 7,864 $4.19M 1.28% +406 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 7,861 $4.19M 0.69% +215 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,853 $4.18M 0.74% -424 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,848 $4.18M 0.67% 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,845 $4.18M 2.12% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,827 $4.17M 0.44% +60 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,811 $4.16M 0.4% +156 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 7,810 $4.16M 4.51% -14,557 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 7,800 $4.15M 1.69% -145 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 7,846 $4.15M 1.5% +277 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,787 $4.15M 3.3% -5 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,771 $4.14M 1.26% -311 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,768 $4.14M 0.17% -255 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 7,756 $4.13M 2.2% -203 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,738 $4.13M 0.2% +787 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 7,739 $4.12M 0.23% -811 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,721 $4.11M 1.56% -74 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,716 $4.11M 0.5% +349 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,697 $4.1M 0.16% -5,322 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,688 $4.09M 0.47% +550 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,688 $4.09M 2.55% -340 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,683 $4.09M 2.76% -125 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,670 $4.08M 0.32% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 7,658 $4.08M 4.72% -146 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 7,647 $4.07M 2.57% -1,026 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,639 $4.07M 0.92% +899 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,637 $4.07M 1.23% -18 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,631 $4.06M 0.19% +894 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,607 $4.05M 1.27% -100 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,603 $4.05M 0.02% +1,553 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,594 $4.04M 0.26% +43 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 7,594 $4.04M 1.69% -1,601 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,594 $4.04M 0.58% -2 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 7,590 $4.04M 0.26% +235 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 7,583 $4.04M 2.12% -45 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 7,581 $4.04M 2.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,573 $4.03M 1.21% +79 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 7,796 $4.01M 1.08% -957 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 7,514 $4M 2.72% +12 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,513 $4M 1.69% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,511 $4M 2.86% +153 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 7,500 $3.99M 3.78% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 7,494 $3.99M 0.33% -3 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,793 $3.99M 2.1% -244 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,469 $3.98M 0.33% -649 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,454 $3.97M 0.52% -316 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 7,452 $3.97M 0.48% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 7,448 $3.97M 1.29% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,426 $3.95M 0.33% +493 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 7,420 $3.95M 3.09% +139 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 7,397 $3.94M 0.37% +836 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,394 $3.94M 0.76% -65 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 7,391 $3.94M 1.46% +114 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 7,386 $3.93M 1.89% -354 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,383 $3.93M 0.19% -66 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,375 $3.93M 0.37% +702 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,375 $3.93M 1.82% -786 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,367 $3.92M 0.42% +161 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,362 $3.92M 3.47% -25 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,351 $3.91M 0.33% +372 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,342 $3.91M 2.72% -1 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 7,327 $3.9M 1.54% +790 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,324 $3.9M 1% -141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 7,317 $3.9M 1.86% +224 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,303 $3.89M 0.88% -19 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,302 $3.89M 3.22% +224 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,203 $3.89M 1.19% +63 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 7,300 $3.89M 0.92% +700 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,287 $3.88M 1.85% +108 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,278 $3.88M 1.12% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,273 $3.87M 0.28% +100 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,272 $3.87M 1.37% -24 13F-HR Timeline