New Hampshire Trust More: the full row for New Hampshire Trust 4,437 $1.2M 0.23% -23 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,408 $1.19M 0.08% +3,417 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,407 $1.19M 0.69% +5 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,382 $1.19M 0.08% -351 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,352 $1.18M 0.03% -1,210 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,352 $1.18M 0.77% -100 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,345 $1.18M 0.1% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,288 $1.16M 0.1% +355 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,276 $1.16M 0.04% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,270 $1.15M 0.03% -4,611 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,255 $1.15M 0.07% -278 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,217 $1.14M 0.02% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,209 $1.14M 0.32% +84 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,186 $1.13M 0.04% -364 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,179 $1.13M 0.04% +361 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,178 $1.13M 0.23% -27 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,144 $1.12M 0.04% +118 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,121 $1.11M 0.28% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,106 $1.11M 0.13% -38 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,103 $1.11M 0.08% -44 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,096 $1.11M 0.01% +160 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,092 $1.11M 0.02% +181 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,074 $1.1M 0.04% -430 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,073 $1.1M 0.05% +3 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,073 $1.1M 0.01% -38 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,054 $1.1M 0.04% -284 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,023 $1.09M 0.01% +1,849 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,017 $1.09M 0.44% -114 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,000 $1.08M 0.06% +158 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,991 $1.08M 0.03% +52 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,990 $1.08M 0.02% -318 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,983 $1.08M 0.2% +7 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,978 $1.08M 0.18% +25 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,974 $1.07M 0.03% +1,920 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,951 $1.07M 0.14% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,951 $1.07M 0.27% -25 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,941 $1.07M 0.02% +63 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,908 $1.06M 0.02% +930 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,922 $1.06M 0.21% -206 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,916 $1.06M 0.07% +86 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,911 $1.06M 0.06% -320 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,906 $1.06M 0.05% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,905 $1.06M 0.1% -23 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,898 $1.05M 0.04% -642 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,874 $1.05M 0.02% +51 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,861 $1.04M 0.07% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,859 $1.04M 0.52% +840 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,842 $1.04M 0.09% +46 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,821 $1.03M 0.05% -129 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,819 $1.03M 0.1% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,815 $1.03M 0.02% +94 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,811 $1.03M 0.02% +101 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,778 $1.02M 0.22% +230 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,774 $1.02M 0.08% -10 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,772 $1.02M 0.59% +5 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,724 $1.01M 0.27% -39 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,718 $1.01M 0.45% -285 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,704 $1M 0.01% +778 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,701 $1M 0.02% +221 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,671 $993K 0.09% +181 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,662 $990K 0.05% -93 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,662 $990K 0.05% -24 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,650 $987K 0.01% +778 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,626 $981K 0.03% +24 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,619 $979K 0.26% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,607 $975K 0.05% +12 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,596 $973K 0.55% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,585 $970K 0.03% -56 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,581 $969K 0.05% -5 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,600 $968K 0.18% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,577 $968K 0.03% +258 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,567 $965K 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,529 $955K 0.07% -218 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,528 $954K 0.2% +110 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,515 $951K 0.2% -55 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,514 $950K 0.06% +1,063 13F-HR Timeline TOBAM More: the full row for TOBAM 3,509 $949K 0.23% +1,968 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,332 $949K +943 Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,500 $947K 0.36% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,477 $940K 0.18% -39 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,494 $939K 0.03% -12 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,467 $938K 0.28% +485 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,466 $937K 0.62% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,465 $937K 0.64% -102 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,452 $934K 0.34% +295 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,432 $928K 0.03% -18 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,430 $928K 0.45% -52 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,426 $927K 0.11% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,400 $920K 0.09% +1,200 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,394 $918K 0.55% +316 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,357 $908K 0.04% +245 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,351 $906K 0.23% -157 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,331 $901K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,320 $898K 0.02% +1,208 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,312 $896K 0.02% -2,910 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,310 $895K +970 Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,299 $892K 0.04% +17 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,235 $875K 0.14% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,233 $874K 0.06% -293 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,225 $872K 0.07% -291 13F-HR Timeline Group Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 3,221 $871K 0.71% -30 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,180 $865K 0.12% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,190 $863K 0.16% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,164 $856K 0.35% -94 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,129 $846K 0.16% -4 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,122 $844K 0.05% -46 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,015 $842K 0.5% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,099 $838K 0.07% +2 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,095 $837K 0.02% +351 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,057 $831K 0.03% -36 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,071 $826K 0.49% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,032 $820K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,023 $818K 0.01% +917 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,015 $815K 0.11% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,008 $814K 0.17% -12 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 3,000 $811K 0.17% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $811K 0.13% 0 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. 2,995 $810K 0.01% +397 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,990 $809K 0.04% -532 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,990 $809K 0.02% -7 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,990 $809K 0.26% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,708 $805K 0.02% -133 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,976 $805K 0.44% +315 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,974 $804K 0.03% +931 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,962 $801K 0.24% -23 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 2,945 $797K 0.58% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,941 $796K 0.04% +320 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,934 $794K +595 Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,934 $794K 0.23% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,933 $793K 0.42% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,923 $791K 0.15% -25 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,917 $789K 0.26% -341 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,915 $789K 0.02% +234 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,900 $784K 0.35% -78 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,893 $783K 0.54% -22 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,875 $778K 0.08% +556 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,875 $778K 0.19% +130 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,858 $774K 0.01% +220 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,845 $769K 0.02% +1,003 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,844 $769K 0.01% +250 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,835 $767K 0.07% +985 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,834 $767K 0.02% +28 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,827 $764K 0.02% +16 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,812 $761K 0.07% +1,615 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,808 $759K 0.08% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,804 $758K 0.21% -61 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,790 $755K 0.28% -25 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,786 $754K 0.08% -115 13F-HR/A Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,769 $753K 0.09% -20 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,784 $753K 0.05% +193 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,773 $750K 0.1% -55 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,772 $750K 0.01% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,766 $748K 0.04% -142 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,781 $748K 0.15% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,764 $747K 0.03% -99 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,749 $744K 0.12% +2,684 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,745 $742K 0.51% -50 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,743 $742K 0.16% -2 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,743 $742K 0.23% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,738 $741K 0.07% +760 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,725 $737K 0.01% +64 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,721 $736K 0.07% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,720 $736K 0.18% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,718 $735K 0.22% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,702 $731K 0.01% -546 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,700 $730K 0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,690 $728K 0.05% -214 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,682 $725K 0.03% -25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,674 $723K 0.06% -153 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,684 $723K 0.03% +118 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,670 $722K 0.09% +26 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,669 $722K 0.05% -2,553 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,660 $720K 0.34% +2 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,657 $719K 0.09% -24 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,648 $716K 0.03% -69 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,641 $714K 0.1% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,606 $705K 0.06% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,602 $704K 0.09% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,600 $703K 0.11% +7 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,560 $701K 0.09% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,586 $699K 0.06% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,585 $699K 0.04% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,580 $698K 0.06% +39 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,580 $698K 0.15% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,574 $697K 0.09% 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,575 $697K 0.24% -186 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,575 $696K 0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,567 $694K <0.01% -3,811 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,550 $690K 0.02% 0 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,549 $690K 0.02% -5,146 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,545 $688K 0.01% +63 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,526 $687K 0.12% +90 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,538 $686K 0.04% -284 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,537 $686K 0.02% +70 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,527 $683K 0.05% +21 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,523 $682K 0.1% -2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,517 $681K 0.04% -159 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,506 $678K 0.05% +16 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,505 $678K 0.02% +26 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,490 $673K 0.19% 0 13F-HR Timeline