Single Point Partners, LLC More: the full row for Single Point Partners, LLC 11,233 $433K 0.09% -4,890 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,232 $433K 0.04% +31 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,193 $432K 0.01% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,009 $427K 0.08% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,012 $425K 0.11% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 11,000 $424K 0.29% -2,430 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,907 $421K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,778 $416K 0.06% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,752 $415K 0.05% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,747 $415K 0.17% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10,623 $410K 0.33% +30 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,600 $409K 0.03% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,511 $405K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,394 $401K 0.05% +16 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,303 $400K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,273 $396K 0.02% -26 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,257 $396K 0.06% -10,257 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,255 $396K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 10,250 $395K 0.03% -12,630 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 10,210 $395K 0.07% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,186 $393K 0.11% -838 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,182 $393K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,128 $391K 0.01% -154 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 10,125 $391K 0.18% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,065 $388K 0.03% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,883 $381K 0.06% -58 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 9,832 $379K 0.05% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,810 $378K 0.15% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,752 $376K 0.18% -10 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,750 $376K 0.04% +2,089 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,687 $374K 0.02% +27 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,681 $373K 0.05% -168 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,646 $372K 0.15% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,640 $372K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,630 $371K 0.15% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,588 $370K <0.01% +2,726 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,490 $366K 0.03% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,468 $365K 0.04% +2,662 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,457 $365K 0.16% +26 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,455 $365K 0.02% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 9,410 $363K 0.06% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,364 $361K <0.01% -825 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,313 $359K 0.28% -814 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,303 $359K 0.02% 0 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 9,260 $357K 0.05% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 9,243 $357K 0.13% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,242 $356K 0.16% -50 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,240 $356K 0.03% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 9,232 $356K 0.27% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,173 $354K 0.02% -1,082 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,116 $352K 0.06% +25 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 9,115 $352K 0.04% -292 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,099 $351K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,042 $349K 0.02% -513 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,990 $347K 0.12% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,631 $345K 0.28% +28 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,832 $341K 0.04% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 8,726 $337K 0.15% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 8,696 $335K 0.14% +25 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,677 $335K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,670 $334K 0.02% +187 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 8,666 $334K 0.17% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,639 $333K 0.01% 0 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 8,581 $331K 0.09% +24 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,557 $330K 0.04% +1,154 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 8,516 $328K 0.14% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,488 $327K 0.18% -72,604 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,453 $326K 0.05% -373 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,437 $325K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,395 $324K 0.01% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 8,296 $320K 0.23% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,288 $320K 0.02% +3,231 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,288 $320K 0.02% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,283 $319K 0.05% -5,443 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,260 $319K 0.07% -830 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,188 $316K 0.09% +22 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,187 $316K 0.03% +23 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 8,158 $315K 0.04% 0 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,124 $313K 0.05% +23 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,120 $313K 0.18% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,043 $310K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,031 $310K 0.02% new 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 7,965 $307K 0.05% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,936 $306K 0.08% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 7,949 $306K 0.07% +22 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 7,900 $305K 0.14% -1,503 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,857 $303K <0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,840 $302K 0.03% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,766 $301K 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,810 $301K 0.02% -675 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,700 $299K 0.05% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,676 $296K 0.01% -118 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,674 $296K 0.07% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,652 $295K 0.07% -667 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 7,546 $291K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,493 $291K 0.03% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 7,521 $290K 0.07% -781 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,486 $289K 0.08% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,451 $287K 0.18% -329 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 7,435 $287K 0.15% +292 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,380 $285K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,310 $282K 0.04% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,267 $280K 0.1% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,250 $280K 0.22% -2,534 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,239 $279K <0.01% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,232 $279K 0.08% -4 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,221 $279K 0.06% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,176 $277K 0.02% -135 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,167 $276K 0.01% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 7,114 $274K 0.11% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 7,071 $273K 0.19% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,940 $268K 0.07% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 6,907 $266K 0.15% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,904 $266K <0.01% +19 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,885 $266K 0.07% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,872 $265K <0.01% 0 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,848 $264K 0.03% +16 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,837 $264K 0.04% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 6,824 $263K 0.07% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,726 $259K 0.16% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,705 $259K 0.12% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,692 $258K 0.09% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,672 $257K 0.16% +258 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,666 $257K 0.02% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,544 $252K 0.11% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,509 $251K 0.04% +37 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,477 $250K 0.03% 0 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 6,452 $249K 0.12% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,430 $248K 0.01% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,422 $248K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,374 $246K 0.01% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 6,270 $242K 0.1% -1,107 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,259 $241K 0.02% +7 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,253 $241K 0.04% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 6,199 $239K 0.08% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,197 $239K 0.14% -250 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,175 $238K 0.03% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,148 $237K 0.01% -5,859 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,143 $237K 0.1% +25 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,125 $236K 0.01% +3,913 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,068 $234K 0.17% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 6,009 $232K 0.13% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,000 $231K <0.01% 0 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 5,951 $230K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,888 $227K <0.01% +16 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,885 $227K 0.01% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,811 $224K 0.1% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,670 $219K 0.12% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,661 $218K 0.03% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,636 $217K 0.02% +16 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,623 $217K 0.01% -1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,602 $216K 0.01% -1,527 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,595 $216K 0.1% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 5,569 $215K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,557 $214K 0.05% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,516 $213K 0.01% new 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 5,508 $212K 0.14% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 5,508 $212K 0.78% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,500 $212K 0.01% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,500 $212K 0.09% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,502 $212K 0.04% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,452 $210K 0.07% -240 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,446 $210K <0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,437 $210K 0.04% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,429 $209K 0.01% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,395 $208K 0.02% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,356 $207K 0.07% -27,730 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,347 $206K 0.1% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,293 $204K 0.04% -6,096 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,288 $204K 0.03% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 5,250 $202K 0.02% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 5,250 $202K 0.04% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,213 $201K 0.08% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 5,203 $201K 0.09% -9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,722 $183K 0.06% -502 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,492 $173K 0.03% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,380 $169K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,034 $156K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,879 $150K 0.03% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,728 $144K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,685 $142K 0.03% +11 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,680 $142K 0.08% -2,136 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,605 $139K 0.04% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,516 $136K 0.03% +2,381 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,333 $129K 0.03% -1,383 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,267 $126K 0.05% -1,606 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,135 $121K 0.02% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,087 $119K 0.07% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,019 $116K 0.03% -169 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $116K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,000 $116K 0.05% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,855 $110K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,654 $102K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,637 $102K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,600 $100K <0.01% -850 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,422 $93.4K <0.01% +2,098 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,363 $91.1K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,225 $85.8K 0.06% +52 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,164 $83.5K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,131 $82.2K <0.01% +2,064 13F-HR Timeline Group