Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,183 $737K 0.09% -435 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 13,141 $735K 0.31% -429 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,839 $718K 0.02% +162 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,806 $716K 0.01% -80 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 12,379 $692K 0.33% -25,999 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 12,489 $687K 0.08% +2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 12,087 $676K 0.05% +179 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 11,992 $671K 0.07% +5,796 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,991 $671K <0.01% +319 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,946 $668K 0.05% -858 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 11,932 $667K 0.25% -1,881 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,826 $661K 0.01% +1,439 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 11,343 $634K <0.01% +8,524 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,140 $623K 0.03% +322 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 11,020 $616K 0.09% -75 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,007 $616K 0.19% -608 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,966 $613K 0.01% -15 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 11,047 $599K 0.11% +872 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,600 $593K 0.01% -165 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,560 $591K 0.14% +627 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 10,357 $579K 0.12% +245 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 10,335 $578K 0.04% +2,535 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 10,251 $573K 0.14% -892 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,145 $567K 0.09% +32 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,133 $567K <0.01% -11,185 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,994 $559K 0.08% +3,273 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 9,992 $559K 0.12% +21 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,987 $559K 0.03% -1,363 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,559 $535K 0.28% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 9,480 $530K 0.08% -1,471 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,412 $526K 0.01% -405 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,350 $523K 0.1% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,173 $513K 0.08% -827 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,069 $507K <0.01% -1,510 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 9,032 $505K 0.12% -476 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,852 $495K 0.03% +2,167 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,819 $493K 0.01% +446 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 8,760 $490K 0.32% +248 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8,720 $488K 0.04% -800 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,594 $481K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 8,724 $469K 0.15% +83 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,294 $464K <0.01% new 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,466 $463K 0.27% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,268 $462K 0.06% -160 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 8,232 $460K 0.46% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,200 $459K 0.01% -11 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,129 $455K <0.01% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,940 $444K 0.33% +1,623 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,910 $442K 0.04% +288 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 7,981 $442K 0.04% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,887 $441K 0.04% +6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,786 $435K <0.01% -15 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 7,741 $433K 0.16% +253 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 7,733 $433K 0.35% +79 13F-HR/A Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 7,406 $414K 0.08% +236 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,358 $412K <0.01% -9,966 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,324 $410K <0.01% -182 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 7,263 $406K 0.11% -619 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,217 $404K 0.25% +15 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,189 $402K 0.02% +1,052 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,147 $400K 0.02% -2 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,091 $397K <0.01% +2,731 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 7,085 $396K 3.68% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,835 $382K <0.01% -300 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 6,834 $382K 0.29% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,800 $380K 0.29% +670 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 6,755 $378K 0.37% -2,772 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 6,724 $376K 0.01% -101 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,821 $374K 0.04% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,626 $371K 0.08% +3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,587 $368K 0.01% -1,498 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 6,585 $368K 0.15% +360 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,557 $367K 0.03% -149 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 6,546 $366K 0.17% +673 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,545 $366K 0.02% +140 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,473 $362K 0.01% -351 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,370 $356K 0.11% +40 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 6,334 $354K 0.14% +8 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 6,277 $351K 0.16% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,261 $350K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 6,219 $348K 0.03% -603 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,210 $347K 0.04% -407 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,188 $346K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,277 $345K <0.01% +76 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,126 $343K 0.06% -274 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 6,114 $342K 0.14% -191 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 6,062 $339K 0.04% +3 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,962 $333K 0.16% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,956 $333K 0.03% 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,934 $332K 0.08% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,849 $327K 0.01% +23 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,843 $327K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,842 $327K <0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,792 $324K 0.07% -99 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,773 $323K <0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,762 $322K 0.04% new 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,710 $319K 0.12% -109 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,666 $317K 0.03% -106 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,546 $310K 0.12% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,546 $310K 0.12% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,510 $308K <0.01% +405 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,465 $306K <0.01% -2,123 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5,434 $304K 0.07% -128 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,422 $303K <0.01% -796 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5,417 $303K 0.23% +291 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 5,352 $299K 0.14% -172 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,287 $296K 0.01% +1,457 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,242 $293K 0.01% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,145 $288K 0.06% -425 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 5,096 $285K 0.05% -137 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,050 $282K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,013 $280K 0.02% -355 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 5,000 $280K 0.11% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,993 $279K 0.01% -4 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,904 $274K 0.14% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,856 $272K 0.02% -971 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,738 $265K 0.08% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,735 $265K 0.02% 0 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,613 $258K <0.01% -176 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,598 $257K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,585 $256K <0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,538 $253K 0.09% -84 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,476 $250K <0.01% -4,347 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,462 $250K <0.01% -410 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 4,420 $247K 0.24% -2,020 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,391 $246K 0.01% -58 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,321 $242K <0.01% +17 13F-HR/A Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,317 $241K 0.02% +1 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,493 $241K 0.03% -39 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,286 $240K 0.01% +424 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,230 $237K 0.02% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,221 $236K 0.03% new 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 4,215 $236K 0.13% -335 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,202 $235K 0.07% -80 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,186 $234K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,182 $234K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,236 $232K 0.02% +11 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,134 $231K <0.01% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,127 $231K 0.03% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,091 $229K 0.01% -5,179 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,069 $228K 0.01% -682 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,031 $225K 0.02% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,018 $225K 0.06% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,011 $224K 0.01% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,010 $224K 0.02% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,988 $223K 0.01% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,967 $222K 0.01% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 3,965 $222K 0.05% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,958 $221K 0.09% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,915 $219K 0.08% new 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,850 $215K 0.05% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,836 $215K 0.04% -569 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 3,827 $214K 0.19% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,819 $214K 0.02% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,797 $212K 0.04% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,775 $211K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,757 $210K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,729 $209K 0.01% -11 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,728 $209K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,704 $207K <0.01% -866 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,703 $207K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,685 $206K 0.01% +190 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,673 $205K 0.15% -611 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,668 $205K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,637 $203K 0.01% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,632 $203K 0.01% -736 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 3,635 $202K 0.15% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,589 $201K 0.01% -681 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,585 $201K 0.02% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,576 $200K 0.07% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,516 $197K 0.07% -102 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,486 $195K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,459 $193K <0.01% +5 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,323 $186K 0.14% +16 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 3,253 $182K 0.45% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clean Yield Group More: the full row for Clean Yield Group 3,223 $180K 0.04% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,089 $173K 0.07% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,082 $172K 0.07% +157 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,060 $171K 0.06% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,840 $159K 0.02% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,811 $157K 0.11% -19 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,692 $151K 0.04% +188 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,365 $132K <0.01% -153 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,228 $125K 0.01% -7 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,062 $115K 0.02% +464 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,042 $114K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,907 $107K 0.04% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,904 $106K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,827 $102K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,770 $99K 0.03% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,669 $92.5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,645 $92K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,642 $91.8K 0.03% +35 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,526 $85.3K 0.02% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,504 $84.1K 0.04% -8 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,310 $73.3K <0.01% +252 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,183 $66.2K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,141 $63.8K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,124 $62.8K 0.01% -752 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,115 $62.4K <0.01% -19 13F-HR Timeline