HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,777 $916K 0.17% -4 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,769 $914K 0.35% +2,070 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,766 $913K 0.06% +200 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,763 $912K 0.72% +417 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,757 $911K 0.02% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,748 $908K 0.48% -28 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,748 $908K 0.32% +6 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 3,738 $906K 0.41% -11,735 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,733 $905K 0.07% +265 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,728 $904K 0.22% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,727 $903K 0.14% -20 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,727 $903K 0.39% +16 13F-HR Timeline Delaney Capital Management Ltd. 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More: the full row for TCV Trust & Wealth Management, Inc. 3,661 $887K 0.07% +2,060 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 3,657 $886K 0.68% -6 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,667 $886K 0.05% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,653 $885K 0.13% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,653 $885K 0.31% -1,506 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,650 $885K 0.18% +405 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,647 $884K 0.01% +20 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,638 $882K 0.28% +4 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,632 $880K 0.17% +16 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,616 $876K 0.11% +102 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,614 $876K 0.02% -800 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,611 $875K 0.62% +10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,604 $874K 0.1% +185 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,599 $872K 0.34% 13F-HR/A Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,596 $872K 0.07% -153 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,595 $872K 0.24% +113 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,595 $871K 0.32% 0 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,595 $871K 0.12% -76 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,593 $871K 0.41% -450 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,585 $869K 0.01% -125 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,585 $869K 0.34% +45 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,584 $869K 0.39% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,581 $868K 0.12% -9 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,574 $866K 0.05% +454 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,572 $866K 0.29% +4 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,548 $860K 0.1% +475 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,543 $859K 0.05% +594 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,528 $855K 0.07% +242 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,526 $855K 0.12% -64 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,517 $852K 0.1% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,515 $852K 0.39% +30 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,510 $851K 0.26% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,503 $849K 0.27% +102 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,500 $848K 0.01% -3,293 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,498 $848K 0.1% -656 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,492 $846K 0.2% -1,992 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,491 $846K 0.06% +121 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,486 $845K 0.11% +33 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,483 $844K 0.43% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,481 $844K 0.07% -137 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,480 $844K 0.15% -240 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,471 $841K 0.01% +12 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,464 $840K 0.25% -728 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,464 $840K 0.07% +169 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,464 $840K 0.15% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,464 $840K 0.09% -82 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,458 $838K 0.41% -145 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,458 $838K 0.17% +1,119 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,452 $837K 0.1% +1,376 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,445 $835K 0.61% -3,981 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,442 $835K 0.03% -894 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,437 $833K 0.06% -45 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,435 $833K 0.05% -175 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,432 $832K 0.4% +61 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,429 $831K 0.3% +130 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 3,425 $830K 0.11% -8 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,416 $828K 0.11% +570 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 3,413 $827K 0.3% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,413 $827K 0.12% -58 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,410 $826K 0.34% +5 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,407 $826K 0.03% -4,980 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 3,405 $825K 0.06% -711 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,402 $825K 0.32% +3 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,401 $824K 0.03% +512 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 3,398 $824K 0.15% -107 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,396 $823K 0.11% -319 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,394 $823K 0.17% +15 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,388 $821K 0.16% -14 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,384 $820K 0.12% -259 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,865 $820K 0.21% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,376 $818K 1.21% -152 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 3,374 $818K +1,409 Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,372 $817K 0.14% -156 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,288 $816K 1.11% -37 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,366 $816K 0.19% +386 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,364 $815K 0.19% -115 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,363 $815K 0.04% -656 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,353 $813K 0.07% -178 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,349 $812K 0.16% -5 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,349 $812K 0.27% +2,075 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,344 $811K 0.09% -500 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,335 $808K 0.25% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,334 $808K 0.23% -27 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,331 $807K 0.18% -100 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,331 $807K 0.07% -44 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,327 $806K 0.5% -83 13F-HR Timeline Group WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 3,320 $805K <0.01% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,310 $802K 0.27% -455 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,302 $800K 0.24% +31 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,302 $800K 0.3% -121 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,301 $800K 0.1% +6 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,295 $799K 0.18% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,290 $797K 0.4% -289 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,280 $795K 0.11% -629 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,276 $794K 0.06% +8 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,271 $793K 0.1% +584 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,271 $793K 0.15% +911 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,267 $792K 0.85% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,266 $792K 0.04% -57 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,263 $791K 0.09% +42 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,263 $791K 0.05% +147 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,260 $790K 0.18% 0 13F-HR/A Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,259 $790K 0.5% -2,048 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,250 $788K 0.09% +1,604 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,250 $788K 0.2% +21 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,236 $784K 0.24% +200 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,233 $784K 0.74% +96 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 3,232 $783K 0.72% +61 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,231 $783K 0.16% -225 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,231 $783K 0.13% +1,162 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,219 $780K 0.16% -126 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,215 $779K 0.06% -200 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,200 $776K 0.02% +51 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 3,200 $776K 0.26% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,603 $775K 0.09% +236 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,198 $775K 0.03% -10,297 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,191 $773K 0.01% +49 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,183 $772K 0.14% +56 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,180 $771K 0.09% -21 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,174 $769K 0.03% -240 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,169 $768K 0.27% 0 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 3,166 $767K 0.58% +1,139 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,160 $766K 0.14% +72 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,160 $766K 0.26% -325 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,151 $764K 0.28% +33 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,120 $764K 0.49% +2 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,147 $763K 0.08% -18 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,145 $762K 0.34% -632 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,142 $762K 0.13% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,142 $762K 0.66% -123 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,135 $760K 0.07% +60 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,118 $756K 0.51% +9 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,119 $756K 0.07% -37 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,111 $754K 0.63% +204 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,109 $754K 0.07% +4 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,108 $753K 0.29% -1,076 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,106 $753K 0.05% -134 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,105 $753K 0.08% +66 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,101 $752K 0.06% +571 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,087 $748K 0.5% +630 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,084 $748K 0.08% -81 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,083 $747K 0.05% -45 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,080 $747K 0.21% +50 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 3,078 $746K 0.39% -9,895 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,077 $746K 0.03% +320 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,077 $746K 0.13% -619 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 3,072 $745K 0.21% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,070 $744K 0.15% -2 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,069 $744K 0.67% +740 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,061 $742K 0.33% +1,394 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,057 $741K 0.1% +80 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 3,055 $741K 0.18% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,050 $739K 0.29% -100 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,045 $738K 0.27% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,045 $738K 0.3% -79 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,041 $737K 0.1% +48 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,040 $737K 0.14% -46 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,036 $736K 0.73% +50 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,035 $736K 0.04% -1,211 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 3,239 $736K 0.22% -38 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,035 $736K 0.38% -106 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,033 $735K 0.14% +128 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,032 $735K 0.08% -498 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,029 $734K 0.07% -4 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,024 $733K 0.38% +201 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,021 $732K 0.32% -6 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,017 $731K 0.07% +361 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,014 $731K 0.1% -161 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,012 $730K 0.08% -15 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,076 $730K 0.05% +4 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,004 $728K 0.09% +1,015 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,002 $728K 0.08% -237 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,000 $727K 0.2% -8 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,000 $727K 0.04% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,999 $727K 0.2% +1,302 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,997 $726K 0.08% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,997 $726K 0.21% -53 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,996 $726K 0.05% -790 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,995 $726K 0.66% -60 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,993 $725K 0.05% -34 13F-HR Timeline