Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,525 $2.06M 0.05% -141 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,522 $2.06M 0.2% +1 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,502 $2.06M 0.11% +216 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,500 $2.06M 0.19% -4,554 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,483 $2.05M 0.25% +302 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,479 $2.05M 0.12% +1,411 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,477 $2.05M 0.26% +3,058 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,470 $2.04M 0.62% -75 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,457 $2.04M 1.1% +1 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 5,452 $2.04M 1.19% +1,069 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,424 $2.03M 0.11% -806 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,423 $2.03M 0.11% +135 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,422 $2.03M 0.42% -12 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,409 $2.02M 0.35% -42 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,408 $2.02M 0.17% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,404 $2.02M 0.04% +269 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,399 $2.02M 1.25% +15 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,373 $2.01M 0.03% +300 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,348 $2M 0.21% +302 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,342 $2M 0.11% +450 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,323 $1.99M 0.12% -2,637 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,304 $1.98M 0.66% -266 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,300 $1.98M 0.17% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 5,287 $1.98M 1.13% 0 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 11,000 $1.98M 0.26% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,263 $1.97M 0.4% 0 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 5,250 $1.96M 0.96% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,242 $1.96M 0.37% +8 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,223 $1.95M 0.29% +1,457 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,222 $1.95M 0.54% +141 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 5,210 $1.95M 0.85% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,189 $1.94M 0.16% +1,033 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,176 $1.93M 0.15% -50 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,175 $1.93M 1.01% +251 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,170 $1.93M 0.03% -6,907 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,163 $1.93M 0.07% +722 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,157 $1.93M 0.3% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,158 $1.93M 0.38% +566 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,151 $1.92M 0.97% -3 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,148 $1.92M 0.44% +676 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,103 $1.91M 0.03% -295 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,091 $1.9M 0.5% +711 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,063 $1.89M 0.1% +342 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,045 $1.89M 0.12% +470 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,039 $1.88M 0.7% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,030 $1.88M 0.04% +11 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,019 $1.88M 0.92% -435 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 5,000 $1.87M 0.46% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,972 $1.86M 0.12% +66 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,966 $1.86M 0.64% -946 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,963 $1.85M 0.12% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,961 $1.85M 0.72% -1,058 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,944 $1.85M 0.12% +1,326 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,941 $1.85M 0.61% -449 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,936 $1.84M 0.07% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,932 $1.84M 0.22% +1,587 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,918 $1.84M 0.14% +16 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,910 $1.84M 0.05% -124 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,910 $1.83M 0.08% +27 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,901 $1.83M 0.09% +141 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,898 $1.83M 0.04% -21 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,878 $1.82M 0.13% -5,263 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,877 $1.82M 0.1% +336 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,843 $1.81M 0.09% +3,904 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,841 $1.81M 0.6% +1 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 19,006 $1.81M 0.32% +713 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,838 $1.81M 0.41% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,837 $1.81M 0.07% +1,184 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,836 $1.81M 0.43% +41 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,820 $1.8M 0.45% +1 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 4,819 $1.8M 3.36% +210 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,811 $1.8M 0.12% +1,039 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,807 $1.8M 0.11% +512 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,914 $1.79M 0.13% -20 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,722 $1.76M 0.15% -9 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,721 $1.76M 0.51% +2,194 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,720 $1.76M 0.11% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,719 $1.76M 0.06% -1 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,696 $1.76M 0.19% -34 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,693 $1.75M 0.07% +919 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,675 $1.75M 0.83% +500 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,673 $1.75M 0.23% -373 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,673 $1.75M 0.1% +113 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,663 $1.74M 0.12% -431 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,656 $1.74M 0.1% +3,792 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,655 $1.74M 0.19% -1,139 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,652 $1.74M 0.16% +3,268 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,649 $1.74M 0.53% +1 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,649 $1.74M +306 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,639 $1.73M 0.07% +281 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,632 $1.73M 0.22% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,631 $1.73M 0.18% +684 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,631 $1.73M 0.08% +65 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,624 $1.73M 0.31% -31 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,613 $1.72M 0.14% +145 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,595 $1.72M 0.03% +112 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 4,587 $1.71M 0.18% -8 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,585 $1.71M 0.27% +1,610 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,559 $1.7M 0.08% -83 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,557 $1.7M 0.47% +1,348 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,524 $1.69M 0.07% -7,955 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,510 $1.69M 0.31% +2 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,510 $1.69M 0.32% -94 13F-HR/A Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,500 $1.68M 0.18% +2,781 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,470 $1.67M 0.16% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,451 $1.66M 0.16% +3,650 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,446 $1.66M 0.2% +5 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,440 $1.66M 0.06% +27 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,420 $1.65M 0.62% +17 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,416 $1.65M 0.23% +2,003 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,416 $1.65M 0.52% -222 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,414 $1.65M 0.53% +174 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,404 $1.65M 0.25% +10 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,404 $1.65M 0.65% -92 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,380 $1.64M 0.02% +828 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,390 $1.64M 0.74% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,381 $1.64M 0.49% +24 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 15,125 $1.64M 0.98% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,373 $1.63M 0.34% +104 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,372 $1.63M 0.14% +468 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,353 $1.63M 0.27% +358 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,347 $1.62M 0.14% +2,089 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,341 $1.62M 0.1% -50 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,327 $1.62M 0.21% +3,340 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,306 $1.61M 0.44% -7,258 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 4,306 $1.61M 1.17% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,303 $1.61M 0.55% +22 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,296 $1.61M 0.03% -1,194 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,296 $1.61M 1.32% +188 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,291 $1.6M 0.4% +560 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,290 $1.6M 0.31% +114 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,282 $1.6M 0.14% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,280 $1.6M 1% -439 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,277 $1.6M 0.16% +928 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,274 $1.6M 0.24% +859 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,250 $1.59M 0.32% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,243 $1.59M 0.04% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,221 $1.58M 0.38% +2 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,220 $1.58M 0.69% -266 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 4,219 $1.58M 0.4% +433 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,210 $1.57M 0.58% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,205 $1.57M 0.15% +3,314 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,198 $1.57M 0.07% -1,681 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,191 $1.57M 0.35% +166 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,242 $1.57M 0.09% +2,212 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,187 $1.56M 0.86% -100 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,179 $1.56M 0.26% -127 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,171 $1.56M 0.56% -500 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,160 $1.55M 0.27% -220 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,159 $1.55M 0.04% -85,921 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,156 $1.55M 0.02% -1,042 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,136 $1.55M 0.58% +27 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,133 $1.54M 0.06% +14 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,121 $1.54M 0.02% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,116 $1.54M 0.03% -55 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,112 $1.54M 0.07% +13 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,108 $1.54M 0.07% -75 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,102 $1.53M 0.04% +262 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 4,176 $1.53M 0.72% -257 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,095 $1.53M 0.05% +511 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,089 $1.53M 0.01% -50 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 4,088 $1.53M 0.25% -1,158 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,087 $1.53M 0.09% +351 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,086 $1.53M 0.41% +497 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,084 $1.53M 0.09% +1,080 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,079 $1.52M 0.05% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,073 $1.52M 0.61% +414 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,064 $1.52M 0.28% +21 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,064 $1.52M 0.46% -50 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,034 $1.51M 0.65% +1,454 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,032 $1.51M 0.03% +1,353 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 4,029 $1.51M 1.26% -80 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,027 $1.5M 0.14% +294 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 4,025 $1.5M 0.03% +1,384 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,022 $1.5M 0.13% -279 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,006 $1.5M 1.03% +3,045 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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