SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 27,654 $12.5M 0.75% +347 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 27,650 $12.5M 4.04% +900 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 27,619 $12.5M 2.7% -3,059 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 27,611 $12.5M 1.8% -99 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 27,599 $12.5M 6.01% -222 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 27,596 $12.5M 1.68% -1,147 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 27,578 $12.5M 2.52% +1,501 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,510 $12.5M 0.79% +1,348 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 26,905 $12.5M 0.59% -1,078 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 27,465 $12.4M 4.97% +1,070 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 27,402 $12.4M 1.14% -4,059 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 27,337 $12.4M 0.62% +105 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 27,296 $12.4M 0.73% +929 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 27,266 $12.4M 1.83% +1,546 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,172 $12.3M 0.47% +2,062 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 27,094 $12.3M 2.43% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 27,067 $12.3M 6% +578 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 27,057 $12.3M 1.55% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 26,986 $12.2M 0.45% -3,245 13F-HR Timeline Eldred Rock Partners, LLC More: the full row for Eldred Rock Partners, LLC 26,914 $12.2M 4.18% +140 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 26,799 $12.1M 1.3% +519 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 26,726 $12.1M 3.75% +73 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 26,647 $12.1M 3.11% -2,970 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 26,629 $12.1M 1.29% -174 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 26,616 $12.1M 1.36% +170 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 26,614 $12.1M 0.15% +855 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,588 $12.1M 0.47% +5,573 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 26,503 $12M 1.35% +1,865 13F-HR/A Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 26,500 $12M 2.95% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 26,490 $12M 1.94% -30 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,448 $12M 0.65% -2,190 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,386 $12M 0.86% +4,098 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 26,378 $12M 7.05% +154 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 26,371 $12M 5.62% +76 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 26,222 $11.9M 1.31% -257 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 26,193 $11.9M 2.91% -238 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 26,159 $11.9M 11.4% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 26,041 $11.8M 0.75% +112 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 26,026 $11.8M 0.97% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 25,993 $11.8M 0.11% +946 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 25,989 $11.8M 1.38% +6 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 25,952 $11.8M 1.14% +1,604 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 25,342 $11.8M 2.92% -790 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 25,862 $11.7M 6.66% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 25,832 $11.7M 0.95% +11,537 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,750 $11.7M 0.35% +241 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 25,738 $11.7M 1.05% +552 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25,593 $11.6M 1.6% -205 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 25,592 $11.6M 3.81% -319 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 25,528 $11.6M 3.01% -308 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 25,500 $11.6M 5.61% 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 25,500 $11.6M 3.33% -178 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 25,472 $11.5M 8.9% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 25,330 $11.5M 0.11% +3,591 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 25,301 $11.5M 6.45% +182 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 25,300 $11.5M 0.85% -20 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 25,291 $11.5M 0.56% -193 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 25,281 $11.5M 0.55% -394 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 25,275 $11.5M 0.1% +629 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,273 $11.5M 1.12% +596 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 25,251 $11.4M 7.15% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,229 $11.4M 0.33% +2,628 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 25,200 $11.4M 0.31% +5,326 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 25,096 $11.4M 2.81% -425 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 25,057 $11.4M 0.51% +154 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25,019 $11.3M 0.15% -8,302 13F-HR/A Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 25,000 $11.3M 0.36% 0 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 25,000 $11.3M 2.42% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 24,953 $11.3M 0.37% -887 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 24,808 $11.2M 0.64% +1,109 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 24,796 $11.2M 5% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 24,793 $11.2M 1.29% +2,116 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 24,768 $11.2M 1.42% +31 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 23,799 $11.2M 0.31% +552 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 24,727 $11.2M 0.86% -7,401 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 24,651 $11.2M 0.29% +8,834 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 24,645 $11.2M 2.21% +621 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 24,626 $11.2M 9.56% 13F-HR Timeline Harspring Capital Management, LLC More: the full row for Harspring Capital Management, LLC 24,500 $11.1M 3.16% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 24,484 $11.1M 5.01% +6 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 24,431 $11.1M 5.11% -250 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 24,430 $11.1M 1.17% +868 13F-HR/A Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 24,421 $11.1M 4.84% -2,751 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 24,335 $11M 0.36% -4,124 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 24,304 $11M 1.08% +12,473 13F-HR Timeline INVESTMENTAKTIENGESELLSCHAFT FUER LANGF… More: the full row for INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 24,325 $11M 0.81% -3,355 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 24,258 $11M 0.46% -2,887 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 24,257 $11M 4.15% -5 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 24,249 $11M 2.29% +1,475 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 24,207 $11M 2.92% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 24,206 $11M 0.65% -1,779 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 24,163 $11M 1.7% -781 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 24,100 $10.9M 9.27% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 24,041 $10.9M 0.62% -370 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 23,997 $10.9M 1.95% -5,241 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 23,977 $10.9M 1.9% -607 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 24,079 $10.9M 0.84% +8,601 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 23,927 $10.8M 0.26% +2,289 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23,866 $10.8M 2.02% +94 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 23,853 $10.8M 12.29% -3,123 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,851 $10.8M 0.9% +5,746 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23,741 $10.8M 1.98% +34 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 23,651 $10.7M 0.25% -229 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 23,630 $10.7M 0.94% -641 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 23,591 $10.7M 4.24% +113 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 23,560 $10.7M 0.78% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 23,548 $10.7M 1.11% -302 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 23,473 $10.6M 7.94% 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 23,448 $10.6M 1.11% -152 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 23,442 $10.6M 0.77% -1,459 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 23,319 $10.6M 0.19% -1,533 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 23,231 $10.5M 3.05% +142 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 23,203 $10.5M 0.16% +1,257 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 23,144 $10.5M 3.17% +35 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 23,113 $10.5M 5.35% +295 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 22,528 $10.5M 1.05% +2,725 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 22,980 $10.4M 0.4% +1,018 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 22,855 $10.4M 2.02% +1,116 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 22,818 $10.3M 0.63% -696 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 22,761 $10.3M 0.4% -1,514 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 22,740 $10.3M 0.56% +4,048 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 22,709 $10.3M 0.72% -3 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 22,705 $10.3M 1.04% +379 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 22,698 $10.3M 0.2% +1 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 22,685 $10.3M 2.82% -3,637 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 22,721 $10.2M 2.4% +12,537 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 22,580 $10.2M 2.83% +193 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 22,490 $10.2M 0.81% -386 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 22,444 $10.2M 0.66% -6,767 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 22,442 $10.2M 0.74% -597 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 22,441 $10.2M 0.87% +1,919 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 22,432 $10.2M 0.83% +306 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 22,367 $10.1M 6.57% -19,555 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 22,824 $10.1M 1.66% +1,611 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 22,326 $10.1M 0.7% -34 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 22,320 $10.1M 0.61% +120 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 22,314 $10.1M 4.45% -440 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 22,304 $10.1M 2.11% +1,173 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 22,230 $10.1M 0.02% -23,320 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 22,200 $10.1M 0.94% +426 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 22,159 $10M 4.94% +22 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 22,156 $10M 0.8% +1,099 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 22,085 $10M 3.2% -128 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 22,020 $9.98M 0.38% +3,201 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 22,012 $9.98M 4.6% +9,264 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 21,998 $9.97M 2.09% +2,901 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 21,996 $9.97M 1.41% -1,545 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 21,893 $9.92M 2.19% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 21,889 $9.92M 0.62% +1,343 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 21,877 $9.92M 1.97% +11 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 21,778 $9.87M 0.89% -24 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 21,737 $9.85M 3.45% +410 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 21,712 $9.84M 0.57% +1,611 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 21,660 $9.82M 5.59% +6 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 21,658 $9.82M 0.77% -84 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 21,634 $9.81M 3.49% -102 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 21,617 $9.8M 3.89% -409 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 21,550 $9.77M 0.75% -466 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 21,545 $9.77M 0.71% +35 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 21,501 $9.75M 0.23% -532 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,490 $9.74M 0.87% -228 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 21,483 $9.74M 5.36% 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 21,468 $9.73M 6.7% +43 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21,418 $9.71M 1.61% +1,285 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,408 $9.7M 1.14% +9,653 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,402 $9.7M 0.26% 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 21,395 $9.7M 3.32% +75 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 21,283 $9.65M 2.24% +184 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 21,241 $9.63M 0.5% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 21,207 $9.61M 1.1% +51 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 19,124 $9.61M 4.35% 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 21,175 $9.6M 3.77% -875 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 21,160 $9.59M 8.11% -17,600 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 21,121 $9.57M 0.55% -43 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 21,118 $9.57M 3.74% +321 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 21,001 $9.52M 0.58% +186 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 20,966 $9.5M 1.11% -142 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 20,951 $9.5M 0.76% +8,075 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 20,928 $9.49M 4.33% -11,446 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 20,902 $9.47M 1.84% -158 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 20,872 $9.46M 0.74% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 20,815 $9.43M 0.65% -276 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 20,775 $9.42M 1.61% +266 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 20,771 $9.41M 6.51% -50 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,750 $9.41M 0.27% +1,096 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 20,747 $9.4M 0.32% -453 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 20,714 $9.39M 1.27% +1,666 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,697 $9.38M 0.75% +242 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 20,677 $9.37M 0.62% -5,630 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 20,567 $9.32M 1.34% +915 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,560 $9.32M 1.39% -105 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 20,549 $9.31M 3.28% +52 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 20,548 $9.31M 2% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 20,518 $9.3M 2.11% 0 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 20,494 $9.3M 3.36% -47 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 20,484 $9.28M 0.58% -258 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 20,975 $9.28M +1,925 Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 20,471 $9.28M 0.81% -206 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 20,427 $9.26M 6.87% -109 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 20,409 $9.25M 1.82% +1,452 13F-HR Timeline