WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,473 $669K 0.4% -675 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,469 $668K 0.15% -2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,482 $666K 0.06% +669 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,455 $664K 0.08% -93 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,440 $664K 0.44% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,439 $660K 0.11% -261 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,414 $653K 0.15% -5 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,410 $652K 0.52% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,399 $649K 0.05% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,392 $647K 0.03% +19 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,380 $644K 0.06% -4,042 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,376 $643K <0.01% -15 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,361 $639K 0.04% -67 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,358 $638K 0.24% +56 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,354 $637K 0.06% -400 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,354 $637K 0.53% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,345 $634K 0.18% +27 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,342 $633K 0.04% +676 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,337 $632K 0.03% -12,154 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,336 $632K 0.03% -263 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 2,317 $627K 0.5% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,305 $623K 0.06% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,305 $623K 0.18% -25 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,300 $622K 0.15% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,295 $621K 0.01% +65 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,294 $621K 0.49% +14 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,281 $620K 0.02% +48 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,290 $619K 0.08% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,290 $619K 0.09% +512 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,286 $618K 0.05% +67 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,285 $618K 0.01% -50 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,275 $615K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,273 $615K 0.05% +450 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,272 $615K 0.01% +430 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,266 $613K 0.09% +33 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,247 $608K 0.35% -20 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,243 $607K 0.01% +442 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,230 $603K 0.02% -33 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,218 $600K 0.03% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,218 $600K 0.32% +261 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,205 $596K 0.5% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,203 $596K 0.14% +7 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,200 $595K 0.15% -19 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,198 $594K 0.18% +13 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $594K 0.14% 0 13F-HR Timeline Amount filed as zero, left out of ratios. ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,190 $592K 0.02% 0 13F-HR/A Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,189 $592K 0.22% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,186 $591K 0.01% -16,466 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,179 $589K 0.09% -100 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,185 $587K 0.4% +120 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,164 $585K 0.44% -10 13F-HR Timeline SWS Partners More: the full row for SWS Partners 2,141 $583K 0.13% +11 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,150 $582K 0.35% -100 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,150 $582K 0.19% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,149 $581K 0.04% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,146 $580K 0.02% +15 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,137 $578K 0.11% -86 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,137 $578K 0.01% +42 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,136 $578K 0.06% +167 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,136 $578K 0.11% -800 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,115 $572K 0.68% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,113 $572K 0.45% -22 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,106 $570K 0.06% 0 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,100 $568K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,097 $567K 0.01% -798 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,096 $566K 0.07% -16 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,088 $565K 0.22% -4 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,074 $561K 0.02% -33 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,071 $560K 0.01% +23 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,055 $556K 0.07% -81,708 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,130 $554K 0.02% +888 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,035 $554K 0.29% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,028 $549K 0.09% +51 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,024 $547K 0.12% +131 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,000 $541K 0.01% new 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,000 $541K 0.1% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2,000 $541K 0.36% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,000 $541K 0.05% -110 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,000 $541K 0.03% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,997 $540K 0.05% +18 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,984 $540K 0.09% -1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,995 $540K 0.09% -538 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,991 $539K 0.07% +170 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,988 $538K 0.06% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,975 $534K 0.06% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,958 $530K 0.4% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,945 $529K 0.05% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,955 $529K 0.04% -243 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,945 $526K 0.03% -205 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,941 $525K 0.06% -817 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,936 $524K 0.04% -133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,930 $522K 0.22% -25 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,921 $520K 0.02% +523 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,909 $516K 0.01% -98 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,908 $516K 0.17% -20 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $514K 0.36% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,899 $514K 0.01% +65 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,889 $511K 0.02% -58 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,878 $508K 0.03% +565 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,869 $506K 0.25% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,865 $504K 0.02% -674 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,863 $504K 0.02% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,861 $503K 0.14% -10 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,859 $503K 0.09% -139 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,854 $501K 0.11% +1 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,854 $501K 0.13% -5 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,851 $501K 0.05% -6 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 1,850 $500K 0.65% +49 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,857 $499K 0.1% +111 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,851 $498K 0.03% +101 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,837 $497K 0.11% -6 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,837 $497K 0.03% +616 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,831 $495K 0.01% +390 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,831 $495K 0.04% -75 13F-HR/A Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,821 $493K 0.02% +5 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,820 $492K 0.17% +24 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,800 $490K 0.13% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,808 $489K 0.05% +75 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,806 $488K 0.01% -181 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,803 $488K 0.03% -1,493 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,799 $487K 0.29% -654 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,795 $485K 0.01% -279 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,791 $484K 0.19% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,795 $484K 0.06% -638 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,783 $482K <0.01% -217 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,776 $480K +370 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,776 $480K 0.02% +122 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 1,774 $480K 0.01% -190 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,770 $479K 0.06% +390 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,769 $478K 0.06% -54 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,767 $478K 0.3% -165 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,759 $476K 0.02% +1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,751 $474K 0.06% -29 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,750 $473K 0.13% -318 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,749 $473K 0.05% -20 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,748 $473K 0.01% +718 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,748 $473K <0.01% new 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,731 $468K 0.08% -79 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,730 $468K 0.05% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,725 $467K 0.03% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,717 $464K 0.08% +178 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,717 $464K 0.12% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,716 $464K 0.04% -59 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,714 $464K 0.04% -200 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,713 $463K 0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,694 $461K 0.11% -1,067 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,700 $461K 0.1% +6 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,700 $460K 0.02% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,700 $460K 0.04% -25 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,694 $458K 0.05% +405 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,692 $458K 0.04% -694 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,685 $456K 0.34% +50 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,684 $455K 0.06% -50 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,681 $455K 0.12% -25 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,680 $454K 0.05% +172 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,680 $454K 0.06% -126 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,679 $454K 0.12% -108 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,675 $453K 0.09% +100 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,675 $453K 0.02% 0 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,674 $453K 0.01% -59 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,671 $452K 0.07% -20 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,670 $452K 0.06% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,650 $446K 0.04% +11 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,644 $445K 0.09% -33 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,639 $443K 0.02% +184 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,621 $438K 0.09% +3 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,619 $438K 0.05% -95 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,617 $437K 0.02% +393 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,614 $437K 0.29% -54 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,614 $436K <0.01% -300 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,604 $436K 0.21% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,604 $434K 0.02% +13 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,603 $434K 0.05% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,599 $433K 0.06% +32 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,598 $432K 0.08% -12 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,586 $431K 0.1% -141 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,595 $431K 0.19% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,594 $431K 0.01% +128 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,593 $431K 0.05% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,590 $430K 0.12% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,590 $430K 0.02% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,589 $430K 0.04% +1 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,582 $428K 0.02% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,581 $428K 0.1% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,577 $427K 0.04% +78 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,575 $426K 0.02% -4 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 729 $426K 0.35% -845 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,571 $425K 0.01% +38 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,570 $425K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,563 $423K 0.05% +17 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,562 $423K 0.09% +6 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,555 $421K 0.32% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,543 $420K 0.03% -1,183 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,553 $420K 0.01% +486 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,552 $420K 0.24% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,550 $419K 0.02% +55 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,550 $419K 0.02% -71 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,549 $419K 0.05% +88 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,539 $418K 0.03% +6 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,546 $418K 0.02% -18 13F-HR Timeline Group