Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,480 $1.3M 0.27% +85 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,472 $1.3M 0.53% +176 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,468 $1.3M 0.31% +120 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,461 $1.29M 0.63% -36 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,461 $1.29M 0.12% +531 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,456 $1.29M 0.36% +180 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,377 $1.29M 0.06% +251 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,444 $1.29M 0.11% -63 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,434 $1.29M 0.35% -1,088 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,529 $1.28M 1.29% -50 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,419 $1.28M 0.99% 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,417 $1.28M 0.71% -10 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,416 $1.28M 0.8% +120 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 4,416 $1.28M 0.41% +89 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,406 $1.28M 0.26% +440 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 4,388 $1.27M 0.06% +894 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,387 $1.27M 0.1% -20 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,383 $1.27M 0.24% +29 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,381 $1.27M 0.26% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,378 $1.27M 0.26% -484 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,374 $1.27M 0.05% -1,304 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,374 $1.27M 1.84% +95 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,360 $1.26M 0.11% -270 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,357 $1.26M 0.71% -276 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,350 $1.26M 0.65% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 4,344 $1.26M 0.16% -16 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,336 $1.26M 0.05% -54 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,335 $1.26M 0.05% -646 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,334 $1.26M 0.21% -2,800 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,329 $1.25M 0.42% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,329 $1.25M 0.7% -495 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,326 $1.25M 0.38% -30 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,325 $1.25M 0.81% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,434 $1.25M 0.54% 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,308 $1.25M 0.03% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,303 $1.25M 0.24% +499 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,299 $1.25M 0.45% +9 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,294 $1.24M 0.45% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,293 $1.24M 0.12% -159 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,288 $1.24M 0.64% -81 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,282 $1.24M 0.02% -893 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 4,278 $1.24M 0.14% -18 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,273 $1.24M 0.12% -50 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,366 $1.23M 0.44% +726 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,240 $1.23M 1.2% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,227 $1.23M 0.08% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,220 $1.22M 0.16% +1,097 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,214 $1.22M 0.44% +1,190 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 4,203 $1.22M 0.16% +2,495 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,201 $1.22M <0.01% +254 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,200 $1.22M 1.02% +90 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,193 $1.22M 0.8% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,188 $1.21M 0.1% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,183 $1.21M 0.01% -269,750 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 4,180 $1.21M 0.7% -73 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,179 $1.21M 0.22% -188 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,176 $1.21M 0.85% -151 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,158 $1.21M 0.05% +4,094 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,154 $1.2M 1.14% -404 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 4,115 $1.2M 1.18% +47 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,147 $1.2M 0.04% +388 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,144 $1.2M 0.06% +3,320 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,057 $1.2M 0.25% -295 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,116 $1.19M 0.86% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,109 $1.19M 0.91% -65 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,105 $1.19M 0.2% -456 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,091 $1.19M 0.21% +12 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,088 $1.19M 0.15% +19 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,088 $1.19M 0.48% -276 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 4,071 $1.18M 0.34% +23 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 4,071 $1.18M 0.04% -683 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,064 $1.18M 0.49% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 4,055 $1.18M 0.84% +164 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,048 $1.17M 0.29% new 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,046 $1.17M 0.01% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,044 $1.17M 0.71% +22 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,040 $1.17M 0.4% -175 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,039 $1.17M 0.78% +88 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,032 $1.17M 0.35% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,024 $1.17M 0.18% +105 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,021 $1.17M 0.11% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,021 $1.17M 0.11% -246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,020 $1.17M 0.29% +120 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 3,996 $1.16M 0.44% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,988 $1.16M 0.46% -83 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 3,982 $1.15M 1.02% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,960 $1.15M 0.2% +176 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,959 $1.15M 0.27% -153 13F-HR Timeline Group Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,955 $1.15M 0.67% -1,266 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 3,937 $1.14M 0.36% -382 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,935 $1.14M 0.47% -308 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,933 $1.14M 0.85% -68 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,921 $1.14M 0.09% +332 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,921 $1.14M 0.12% -64 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,912 $1.13M 0.19% +143 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,909 $1.13M 0.23% +13 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 3,907 $1.13M 0.02% -5,700 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,906 $1.13M 0.79% +689 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,867 $1.12M 0.07% +43 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,859 $1.12M 0.11% -82 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,843 $1.11M 0.35% +69 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,821 $1.11M 0.52% +34 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,815 $1.11M 0.06% +105 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,806 $1.1M 0.5% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,802 $1.1M 0.07% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,920 $1.1M 0.48% +1 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,798 $1.1M 0.11% -18 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,788 $1.1M 0.37% -26 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,794 $1.1M 0.79% +89 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,711 $1.1M 1.06% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,783 $1.1M 0.28% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,783 $1.1M 0.51% +234 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,782 $1.1M 0.09% +300 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,781 $1.1M 0.02% +502 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,778 $1.1M 0.15% +69 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,777 $1.09M 0.03% -123 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,760 $1.09M 0.04% -141 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,758 $1.09M 0.14% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,753 $1.09M 0.48% -50 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,752 $1.09M 0.12% +14 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,751 $1.09M 0.04% 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,749 $1.09M 0.09% -222 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,740 $1.08M 0.04% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,734 $1.08M 0.25% -27 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,724 $1.08M 0.1% +1,241 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,722 $1.08M 0.22% +143 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 3,715 $1.08M 0.28% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,710 $1.08M 0.49% +3 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,705 $1.07M 0.46% +72 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,702 $1.07M 0.02% +347 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,701 $1.07M 0.42% +195 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,700 $1.07M 0.86% 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 3,767 $1.07M 1.06% 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,684 $1.07M 0.12% +665 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,681 $1.07M 0.94% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,675 $1.07M 0.09% +13 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,674 $1.07M 0.27% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,674 $1.06M 0.17% +704 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,665 $1.06M 0.8% -152 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,663 $1.06M 0.14% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,657 $1.06M 0.15% -10 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,656 $1.06M 0.07% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,653 $1.06M 0.4% +246 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,643 $1.06M 0.41% +181 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,404 $1.06M 0.43% -134 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,638 $1.05M 0.27% -30 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,634 $1.05M 0.4% -4 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,633 $1.05M 0.48% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,632 $1.05M 0.45% +13 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,630 $1.05M 0.18% -692 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,618 $1.05M 0.16% -1,034 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,610 $1.05M 0.18% +42 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,610 $1.05M 0.49% +264 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,610 $1.05M 0.37% -421 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,609 $1.05M 0.66% -94 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,602 $1.04M 0.13% +23 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,542 $1.04M 0.23% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,598 $1.04M 0.1% -5 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,597 $1.04M 0.53% -14 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,591 $1.04M 0.75% -3 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,587 $1.04M 0.18% -804 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,411 $1.04M 0.19% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,577 $1.04M 0.47% -9 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,575 $1.04M 0.06% -114 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,574 $1.04M 0.48% +383 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,571 $1.04M 0.31% +5 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,567 $1.03M 0.02% +2,705 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,560 $1.03M 0.09% +140 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,559 $1.03M 0.61% +16 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,556 $1.03M 0.72% -3,419 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,551 $1.03M 0.17% -707 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,550 $1.03M 0.53% -20 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,549 $1.03M 0.3% +667 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,548 $1.03M 0.19% +233 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,544 $1.03M 0.08% +164 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,540 $1.03M 0.07% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,537 $1.02M 0.14% +176 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,520 $1.02M 0.1% +406 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 3,518 $1.02M 0.85% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,512 $1.02M 0.07% +20 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,507 $1.02M 0.27% +2,080 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 3,505 $1.02M 0.33% +33 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,583 $1.01M 0.1% -49 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,482 $1.01M 0.81% -544 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,481 $1.01M 0.06% -16 13F-HR Timeline Elios Financial Group Inc. 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