Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,620 $427K 0.05% -209 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,611 $427K 0.01% +39 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,560 $424K 0.11% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,537 $423K 0.03% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 7,537 $423K 0.43% +189 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 7,490 $420K 0.28% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,444 $417K 0.04% -20,306 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,418 $416K 0.05% -15 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,413 $416K 0.03% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,417 $415K 0.15% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,396 $415K 0.04% +262 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 7,382 $414K 0.1% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,340 $412K 0.25% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,311 $410K 0.04% +600 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,282 $408K 0.09% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,272 $408K 0.01% -705 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 7,361 $405K 0.02% -305 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,210 $404K 0.06% -80 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,376 $403K 0.05% +297 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 7,187 $403K 0.03% -3 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,147 $401K 0.38% +575 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 7,045 $395K 0.03% +100 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,029 $394K <0.01% -4,364 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,011 $393K 0.01% +651 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,004 $393K 0.02% -957 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,003 $393K 0.02% +610 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,002 $393K 0.04% +20 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 7,000 $392K 1.03% new 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 7,000 $392K 0.33% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,965 $391K 0.03% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,939 $389K 0.02% 0 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 6,879 $386K <0.01% -1,106 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,875 $385K 0.07% +262 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,862 $385K 0.02% +359 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 6,860 $385K 0.27% +705 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,800 $381K 0.03% -310 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 6,798 $381K 0.35% -200 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 6,689 $375K 0.05% -39 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,665 $374K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,662 $374K 0.01% -498 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,660 $373K 0.09% -7,100 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,629 $373K 0.32% +2,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,649 $373K 0.01% -5,507 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 6,754 $371K 0.06% -445 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,603 $370K 0.06% +5 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,540 $367K 0.21% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,478 $364K 0.01% +81 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,455 $362K 0.09% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,443 $361K 0.01% +1,869 13F-HR Timeline Group Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 6,429 $360K 0.41% +5 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 6,414 $360K 0.21% +842 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 6,413 $360K 0.21% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 6,400 $359K 0.03% -400 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,375 $357K 0.05% -3,563 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,475 $356K 0.03% +79 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 6,555 $356K 0.08% -240 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,348 $356K 0.02% +500 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,316 $354K 0.02% -295 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,314 $354K 0.01% +14 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,292 $353K 0.02% +2,042 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,252 $351K 0.09% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,252 $351K 0.02% -1,027 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 6,251 $350K 0.09% +198 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 6,236 $350K 0.06% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,292 $349K 0.02% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,199 $348K <0.01% +4,489 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,433 $346K 0.11% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,162 $346K 0.01% -14 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,134 $344K 0.05% +2,200 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,131 $344K 0.17% -14,910 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,086 $341K 0.01% +403 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,078 $341K 0.21% +267 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 6,065 $340K 0.41% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,048 $339K 0.12% +220 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,046 $339K 0.17% -48 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,022 $338K 0.01% +193 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,025 $337K 0.09% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,001 $336K 0.27% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,986 $336K 0.12% +13 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,975 $335K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,967 $335K 0.01% -255 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 5,961 $334K 0.1% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,959 $334K 0.19% +98 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,944 $333K 0.01% +802 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,937 $333K 0.16% -169 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,895 $331K 0.02% -944 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,862 $329K 0.26% +516 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 5,861 $329K 0.11% +33 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,858 $328K 0.04% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,846 $328K <0.01% new 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,829 $327K 0.06% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,811 $326K 0.01% +68 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 5,800 $325K 0.32% -15 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,784 $324K 0.04% -170 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,800 $324K 0.02% -100 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,763 $323K 0.07% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,744 $322K 0.03% +1,694 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,737 $322K 0.01% +880 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,737 $322K 0.21% +180 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,719 $321K 0.02% +649 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,672 $318K 0.12% -719 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,660 $317K 0.02% -1,667 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,657 $317K 0.07% -3,140 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,657 $317K 0.18% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,642 $316K 0.02% +767 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,637 $316K 0.04% +926 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,798 $315K 0.04% +960 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,600 $314K 0.02% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,596 $314K 0.07% -305 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,595 $314K 0.01% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,587 $313K 0.05% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,587 $313K 0.01% +166 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,555 $311K 0.09% -48 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,495 $308K 0.02% +18 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,479 $307K 0.04% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,462 $306K 0.04% new 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,460 $306K 0.01% +1,036 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 5,439 $305K 0.43% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,777 $305K 0.02% -430 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,432 $305K 0.04% -1,500 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,426 $304K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,367 $301K 0.14% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,363 $301K 0.02% +15 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,339 $299K 0.04% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,336 $299K 0.24% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,313 $298K <0.01% -180 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,303 $297K 0.06% -14 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 5,301 $297K 0.23% -140 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,244 $294K 0.01% +1,144 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,242 $294K 0.02% -2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,242 $294K 0.01% -368 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,221 $293K 0.13% +157 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,187 $292K 0.16% +30 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,187 $291K 0.01% -2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,183 $291K 0.03% +393 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,183 $291K <0.01% -147 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,121 $287K 0.03% -142 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,118 $287K 0.11% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 5,109 $286K 0.01% -1,513 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,084 $285K 0.03% -146 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,030 $282K 0.09% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,007 $281K <0.01% +116 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 5,006 $281K 0.24% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,995 $280K 0.01% -132 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,992 $280K 0.1% -1,206 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,973 $279K 0.06% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,960 $278K 0.39% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,958 $278K 0.01% -2,056 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,954 $278K 0.05% -90 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,954 $278K 0.23% +5 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,946 $277K 0.01% -1,976 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,945 $277K 0.13% +45 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,930 $276K 0.1% -59 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,897 $275K 0.08% +16 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,878 $274K 0.02% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,857 $272K 0.05% +2,131 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,852 $272K <0.01% -195 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,855 $272K 0.04% -300 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,842 $271K 0.05% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,827 $271K 0.13% +279 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,814 $270K 0.05% +250 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,805 $269K 0.04% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,799 $269K 0.01% 0 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,798 $269K 0.12% -3,563 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,760 $267K 0.06% -153 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,758 $267K 0.02% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,747 $266K 0.19% +39 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 4,739 $266K 0.13% -31 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,733 $265K 0.02% +490 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,729 $265K 0.21% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,703 $264K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,701 $264K 0.01% -127 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,688 $263K 0.02% +208 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,666 $262K 0.14% -8,272 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,654 $261K 0.04% +9 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,633 $259K 0.01% +142 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,600 $258K <0.01% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,927 $257K 0.14% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,550 $255K 0.03% +300 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,506 $253K 0.13% -64 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,504 $253K 0.03% -8 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,503 $252K 0.08% +14 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,476 $251K 0.01% +279 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,470 $251K 0.07% -3,275 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,468 $251K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,461 $250K 0.11% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,445 $249K 0.14% +4 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,378 $245K 0.01% +125 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,370 $245K 0.02% 0 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,363 $245K 0.07% -6,739 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,362 $245K 0.02% -1,611 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,351 $244K 0.13% +35 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,351 $244K 0.08% +250 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,350 $244K 0.02% -1,477 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 4,336 $243K <0.01% -2,315 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,318 $242K 0.01% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,317 $242K 0.09% +23 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 4,315 $242K 0.05% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,295 $241K 0.17% +50 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,283 $240K 0.24% 0 13F-HR Timeline