JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 14,000 $1.14M 0.01% -1,980 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,000 $1.14M 0.37% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 14,632 $1.13M 0.46% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,782 $1.13M 0.09% +245 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 13,743 $1.12M 0.04% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 13,666 $1.12M 0.1% -79 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,658 $1.12M 0.38% -321 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 13,626 $1.11M 0.12% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13,601 $1.11M 0.58% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,560 $1.11M 0.05% -8,900 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 13,559 $1.11M 0.43% +332 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,394 $1.09M 0.01% -331 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,356 $1.09M 1.39% -10,950 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,341 $1.09M 0.05% +2,313 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 13,333 $1.09M 0.09% +2,686 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,285 $1.09M 0.16% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,245 $1.08M 0.22% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,232 $1.08M 0.11% -1,106 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 13,213 $1.08M 0.03% -766 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 13,206 $1.08M 0.05% +207 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 13,196 $1.08M 0.3% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,134 $1.07M 0.02% -145 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,006 $1.06M 0.19% +356 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,857 $1.05M 0.06% -276 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 12,737 $1.04M 0.01% -610 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 12,735 $1.04M 3% +117 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,717 $1.04M 0.1% -26 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 12,687 $1.04M <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,658 $1.03M 0.08% -6,585 13F-HR Timeline Trust Co More: the full row for Trust Co 12,647 $1.03M 0.12% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,641 $1.03M 0.6% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 12,615 $1.03M 0.41% +142 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 12,585 $1.03M 0.01% +133 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,560 $1.03M 0.26% +119 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 12,496 $1.02M 0.34% -1 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 12,419 $1.02M 0.09% -1,168 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,400 $1.01M 0.17% -910 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,382 $1.01M 0.24% +3,696 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,344 $1.01M 0.06% -78 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 12,336 $1.01M 0.23% +213 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 12,330 $1.01M 0.83% -1,852 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 12,313 $1.01M 0.21% -1,034 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,293 $1M 0.44% -289 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 12,286 $1M 0.92% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,250 $1M 0.28% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 12,234 $1000K 0.76% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,208 $998K 0.46% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 12,163 $994K 0.03% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,058 $986K 0.17% +1,200 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 12,050 $985K 0.73% +7,874 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 12,043 $984K 0.95% +1,988 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,028 $983K 0.04% +1,245 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 12,020 $982K 0.32% -130 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,006 $981K 0.3% new 13F-HR Timeline SC&H Financial Advisors, Inc. 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More: the full row for TCV Trust & Wealth Management, Inc. 11,629 $950K 0.09% -32 13F-HR Timeline MidAtlantic Capital Management, Inc. 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More: the full row for Vontobel Holding Ltd. 11,282 $922K <0.01% -2,500 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 11,232 $918K <0.01% +1,892 13F-HR/A Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,227 $918K 0.43% -876 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,223 $917K 0.81% +5,118 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 11,205 $916K 0.32% -1,817 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,171 $913K 0.07% -190 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,142 $911K 0.28% +1,489 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,119 $909K 0.06% -10,285 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 11,118 $909K 0.92% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 11,090 $906K 0.78% -4,300 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,087 $906K 0.14% -928 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 11,043 $903K 0.3% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 11,026 $901K 0.18% -140 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 10,977 $897K 0.51% -45 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,950 $895K 0.09% -269 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 10,880 $889K 0.25% +236 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,828 $885K 0.35% +775 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,825 $885K 0.13% -991 13F-HR/A Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,772 $880K 0.21% +245 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,759 $879K -4,338 Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 10,746 $878K 1.03% -736 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 10,746 $878K 0.15% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,649 $870K 0.39% +1,232 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 10,631 $869K 0.45% +227 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 10,620 $868K 0.36% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,607 $867K 0.01% -220,111 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,560 $863K 0.06% -889 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,552 $862K 0.32% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 10,538 $861K <0.01% +204 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 10,449 $860K 0.06% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,490 $857K 0.09% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,488 $857K 0.05% +235 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,442 $853K <0.01% -20,874 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,422 $852K 0.01% -10,888 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,370 $848K 0.06% -165 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 10,328 $844K 0.61% -171 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,313 $843K 0.09% -1,415 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 10,306 $842K 0.55% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,291 $841K 0.04% 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 8,639 $839K 0.77% 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 10,262 $839K 0.49% -307 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,222 $835K 0.07% -36 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 10,203 $834K 0.53% -345 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 10,197 $833K 0.7% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,179 $832K 0.28% +2,137 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 10,124 $827K 0.06% -219 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,067 $823K 0.06% -2,818 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,061 $822K 0.03% -244 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 10,054 $822K 0.38% -103 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,053 $822K 0.2% -190 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 10,052 $822K 0.12% -307 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 21,330 $821K 0.07% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,031 $820K 0.1% -9 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,993 $817K 0.05% -1,116 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,936 $812K 0.13% +79 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,930 $812K 0.34% +7,040 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,896 $810K 0.05% +3,410 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,905 $810K 0.06% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9,886 $808K 0.3% -307 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 9,860 $806K 0.29% +384 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 9,850 $805K 0.05% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,809 $802K 0.65% -100 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,799 $801K 0.02% -3,551 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9,765 $798K 0.29% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,750 $797K 0.19% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 9,705 $793K 0.19% -200 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,697 $793K 0.06% -1 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,693 $792K 0.29% +166 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,689 $792K 0.93% -1,926 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 9,688 $792K 0.12% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,663 $790K 0.03% +371 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 9,637 $788K 0.84% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 9,605 $785K 0.27% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,584 $784K 0.3% +102 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,580 $783K 0.21% -687 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 9,543 $780K 0.12% -224 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,426 $770K 0.07% -606 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 9,352 $764K 0.17% -470 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 9,351 $764K 0.49% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,332 $763K 0.17% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,303 $760K 0.57% 0 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 9,300 $760K 0.05% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,269 $758K 0.1% -130 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 9,246 $756K 0.31% +1,509 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 9,241 $755K 0.44% -16,071 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,228 $754K 0.03% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,218 $753K 0.02% +667 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 9,199 $752K 0.35% +2,358 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 9,140 $747K 0.02% +112 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,137 $747K 0.17% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 9,127 $746K 0.27% -40 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,105 $744K 0.04% -3,077 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 9,090 $743K 0.67% -128 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,063 $741K 0.12% +1,398 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,057 $740K 0.36% -309 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,025 $738K 0.48% -808 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,021 $737K 0.14% -2,356 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 9,012 $737K 0.23% -1,150 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,005 $736K 0.26% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,954 $732K 0.14% -25,822 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,951 $732K 0.25% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,936 $730K 0.59% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,936 $730K 0.1% -750 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,862 $724K 0.14% -1,578 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,849 $723K 0.1% +300 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,829 $722K 0.1% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 8,815 $720K 0.27% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,794 $718K 0.04% -10,565 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 9,776 $716K 0.14% -236 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,756 $716K 0.08% +42 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,712 $712K 0.1% -847 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,708 $712K 0.14% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,708 $712K 0.2% -646 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 8,664 $708K 0.23% -20 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,651 $707K 0.14% +31 13F-HR/A Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,636 $706K 0.1% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,631 $705K 0.06% -3,830 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,587 $702K 0.06% -2 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,566 $700K 0.07% -1,158 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,551 $699K 0.06% -4,156 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,540 $698K 0.02% +822 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,537 $698K 0.35% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,525 $697K 0.14% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,513 $696K 0.01% +1,902 13F-HR Timeline Group