RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,979 $1.14M 0.38% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,975 $1.14M 0.06% +592 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,972 $1.14M 0.11% +312 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,955 $1.14M 0.11% -1,084 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,950 $1.14M 0.03% +142 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,939 $1.13M 0.27% -8 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,933 $1.13M 0.04% -1,072 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,921 $1.13M 0.29% -443 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,914 $1.13M 0.03% -273 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,913 $1.13M 0.08% +376 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,911 $1.13M 0.6% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,899 $1.12M 0.1% -2 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,896 $1.12M 0.04% -618 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,889 $1.12M +54 Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,840 $1.11M 0.29% 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,826 $1.11M 0.1% -517 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,812 $1.1M 1.4% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,787 $1.1M 0.03% +863 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 4,746 $1.09M 0.59% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,747 $1.09M 0.05% -5,118 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,746 $1.09M 0.28% -107 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,725 $1.08M 0.49% -808 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,693 $1.08M 0.17% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,681 $1.07M 0.08% +903 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,983 $1.07M 0.37% +50 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,662 $1.07M 0.22% +1,181 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,661 $1.07M 0.03% +107 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,621 $1.06M 0.25% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,594 $1.05M 0.03% -44 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,588 $1.05M 0.32% +8 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. 4,579 $1.05M 0.02% +2,933 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,577 $1.05M 0.04% -11 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,557 $1.05M 0.51% -207 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,551 $1.04M 0.23% +1,479 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,541 $1.04M 0.01% -149 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,515 $1.04M 0.12% +113 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,502 $1.03M 0.02% +225 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,500 $1.03M 0.03% +152 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,500 $1.03M 0.34% +110 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,490 $1.03M 0.06% +4 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,477 $1.03M 0.4% +301 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 4,473 $1.03M 1.17% -369 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,445 $1.02M 0.31% -15 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 4,437 $1.02M 0.06% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,436 $1.02M 0.11% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,430 $1.02M 0.22% +14 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,426 $1.02M 0.1% -119 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,394 $1.01M 0.08% +2,199 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,386 $1.01M 0.79% -99 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,376 $1M 0.08% -723 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,373 $1M 0.52% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,369 $1M 0.06% -191 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,368 $1M 0.04% -1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,358 $1M 0.04% -337 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,351 $998K 0.28% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,347 $998K 0.03% -41 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,346 $998K 0.86% -50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,332 $994K 0.12% -17 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,328 $993K 0.25% -270 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,322 $992K 0.41% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,321 $992K 0.07% +1,275 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,304 $988K 0.06% +50 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,551 $987K 0.18% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 4,295 $986K 1.27% +4,220 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,287 $984K 0.43% -56 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,285 $984K 0.04% +53 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,271 $980K 0.04% +1,871 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,257 $977K 0.1% -398 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,248 $975K 0.59% +149 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,207 $966K 0.25% +905 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,201 $964K 0.37% -10 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,199 $964K 0.08% +587 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,175 $958K 0.1% -1,284 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,175 $958K 0.96% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,172 $958K 0.25% new 13F-HR/A Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,162 $955K 0.56% +515 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,132 $949K 0.12% -375 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,130 $948K 0.11% -120 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,127 $947K 0.29% +376 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,126 $947K 0.23% 0 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 4,118 $945K 0.24% -8 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,101 $941K 0.31% -66 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,101 $941K 0.17% -1,665 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,098 $941K 0.81% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,069 $934K 0.07% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,067 $934K 0.08% -432 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,060 $932K 0.05% -156 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,055 $931K 0.27% -430 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,046 $929K 0.04% +335 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,037 $928K 0.04% -1,328 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,037 $927K 0.1% +120 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,020 $924K 0.1% -29 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,024 $924K 0.77% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,017 $922K 0.08% +207 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,000 $919K 0.09% -2,395 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 4,000 $918K 0.19% new 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,983 $914K 0.15% -33 13F-HR/A Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,982 $914K 0.01% -672 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,979 $913K 0.02% 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,952 $907K 0.23% +700 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,950 $907K 0.4% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,950 $907K 0.11% -974 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,932 $903K 0.12% +21 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 3,906 $898K 0.04% +255 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,897 $895K 0.33% +210 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,895 $894K 0.62% -10 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,880 $892K 0.03% -266 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,859 $886K 0.21% -18 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,804 $873K 0.37% +127 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,779 $867K 0.43% +30 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,777 $867K 0.4% +130 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,774 $866K 0.77% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,754 $862K 0.09% -1,795 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,751 $861K 0.12% -117 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,746 $860K 0.22% +1,440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,743 $859K 0.52% +468 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,727 $856K 0.02% -74 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,713 $852K 0.13% +134 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,707 $851K 0.16% -95 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 3,707 $851K 0.04% +147 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,704 $850K 0.02% -5,193 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,688 $847K 0.28% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,665 $841K 0.12% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,658 $840K 0.11% +303 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,651 $838K 0.34% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,632 $835K 0.18% -263 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,620 $831K 0.02% +9 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,620 $831K 0.03% -120,853 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,615 $830K 0.01% +2,100 13F-HR Timeline Group Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,610 $829K 0.73% 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,609 $828K 0.3% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,587 $823K 0.61% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,566 $819K 0.03% -957 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,566 $819K 0.17% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,561 $818K 0.06% +836 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 3,558 $817K 0.04% +433 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 3,550 $815K 0.46% -95 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,544 $813K 0.18% -1,175 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,532 $811K 0.4% +150 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,517 $807K 0.02% +40 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,510 $806K 0.04% +628 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 3,500 $803K 0.41% +2,000 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,492 $802K 0.15% 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,482 $799K 0.14% +281 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,474 $797K 0.21% -1,132 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,465 $795K 0.16% +42 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,463 $795K 0.27% +123 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 3,178 $794K 0.5% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,451 $792K 0.05% +209 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,446 $791K 0.09% -110 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,427 $787K 0.02% -360 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,418 $786K 0.37% -41 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,416 $784K 0.27% +3 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,414 $784K 0.44% -68 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,410 $783K 0.06% -7,729 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,407 $782K 0.03% +2,410 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,379 $776K <0.01% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,371 $774K 0.05% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 3,354 $771K 0.18% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,355 $770K 0.04% -217 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,351 $769K 0.07% -277 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,350 $769K 0.05% +238 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,304 $758K 0.1% -223 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,300 $758K 0.06% +676 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,295 $756K 0.1% -200 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,290 $755K 0.29% -180 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,285 $754K 0.22% +95 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,272 $751K 0.31% +35 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,265 $749K 0.24% -450 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,261 $749K 0.12% +97 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,260 $748K 0.05% +2 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,260 $748K 0.06% +1,485 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 3,262 $748K 0.36% +170 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,253 $747K 0.29% -11 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,250 $746K 0.1% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,248 $746K 0.14% -75 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,240 $744K 0.13% 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,217 $738K 0.25% -220 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,210 $737K 0.13% -500 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 3,196 $734K 0.26% -755 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,187 $732K 0.1% +424 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,175 $729K 0.15% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,162 $726K 0.2% -28 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,156 $726K 0.13% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,160 $725K 0.35% 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 3,147 $722K 0.25% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,113 $715K 0.02% -1,157 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,904 $713K 0.05% +120 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,100 $712K 0.07% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,448 $711K 0.08% -514 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,097 $711K 0.2% -475 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,093 $710K 0.36% -112 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,088 $709K 0.01% +336 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,080 $707K 0.15% +736 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,077 $706K 0.38% -162 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,075 $706K 0.12% -109 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,941 $705K 0.71% -4 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,066 $704K 0.02% +146 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,061 $703K <0.01% +357 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,054 $701K 0.04% -462 13F-HR Timeline