Souders Financial Advisors More: the full row for Souders Financial Advisors 9,239 $6.82M 0.87% +769 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,228 $6.81M 0.75% +95 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,204 $6.79M 0.36% -72 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 9,191 $6.78M 4.14% -385 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,145 $6.75M 1.1% +13 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 9,143 $6.75M 3.19% +571 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 9,122 $6.73M 3.78% +74 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 8,699 $6.73M 1.84% -1,524 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,098 $6.72M 0.86% -1,468 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 9,070 $6.69M 1.31% +115 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,051 $6.68M 0.31% +1,279 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 9,049 $6.68M 0.8% +222 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 9,028 $6.66M 2.89% -37 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,008 $6.65M 5.24% +322 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,986 $6.63M 0.36% -709 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 8,984 $6.63M 2.28% +2,283 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,981 $6.63M 0.86% +282 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,917 $6.58M 0.45% +498 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 8,915 $6.58M 0.4% new 13F-HR/A Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,894 $6.56M 1.69% -167 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 8,875 $6.55M 2.87% -329 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,849 $6.53M 1.43% +1,168 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,844 $6.53M 0.22% +269 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,828 $6.52M 0.51% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,816 $6.51M 1.36% +64 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 8,804 $6.5M 1.81% -242 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,803 $6.5M 2.59% +1,657 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,769 $6.47M 3.04% -668 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,762 $6.47M 0.19% +546 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,752 $6.46M 2.96% +649 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,711 $6.43M 1.11% -7,734 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,710 $6.43M 3.18% +52 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,701 $6.42M 1.71% +250 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 8,700 $6.42M 2.16% +150 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,914 $6.42M 1.51% -377 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 8,691 $6.42M 1.69% -793 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,675 $6.4M 1.17% +7,719 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,649 $6.38M 2.98% +15 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,648 $6.38M 0.76% +3,685 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,645 $6.38M 5.68% -130 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 8,635 $6.37M 3.04% -50 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 8,628 $6.37M 2.16% -939 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,621 $6.36M 1.7% -398 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,590 $6.34M 0.77% +3,577 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 8,810 $6.34M 1.48% -470 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 8,574 $6.33M 0.4% -447 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 8,560 $6.32M 0.75% -640 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 8,540 $6.3M 4.67% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,532 $6.3M 1.23% -8 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,797 $6.28M 1.32% +19 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,491 $6.27M 0.61% -256 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 8,483 $6.26M 0.44% +7,797 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 8,456 $6.24M 1.14% +1,156 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 8,442 $6.23M 0.14% -1,271 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 8,433 $6.22M 1.55% +164 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,709 $6.22M 1.45% -955 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,419 $6.21M 4.42% +62 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 8,411 $6.21M 3.5% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,396 $6.2M 1.1% +60 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,381 $6.19M 3.71% +407 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,377 $6.18M 0.61% +558 13F-HR Timeline Group Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 8,371 $6.18M +439 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,515 $6.16M 0.32% -24 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,343 $6.16M 1.92% +3,284 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 8,341 $6.16M 3.43% +872 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,358 $6.15M 0.48% +3,433 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 8,334 $6.15M 4.7% +183 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,326 $6.15M 2.31% -185 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,312 $6.13M 0.59% +276 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 8,301 $6.13M 0.77% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,300 $6.13M 2.07% 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,267 $6.1M 1.49% -57 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,250 $6.09M 0.47% +194 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 8,226 $6.07M 3.46% +2,047 13F-HR Timeline Yong Rong (HK) Asset Management Ltd More: the full row for Yong Rong (HK) Asset Management Ltd 8,200 $6.05M 1.46% -21,800 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,198 $6.05M 2.22% -167 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 8,185 $6.04M 0.93% +1,029 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 8,181 $6.04M 0.78% -1,370 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,179 $6.04M 1.95% -56 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,192 $6.03M +1,924 Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 8,168 $6.03M 4.11% -85 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,161 $6.02M 2.1% +500 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 8,160 $6.02M 11.2% -15,340 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,155 $6.02M 4.89% +196 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,201 $6.02M 0.38% +20 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,540 $6.02M 1.05% +62 13F-HR/A Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 8,142 $6.01M 0.85% -11 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 8,141 $6.01M 1.79% +84 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,140 $6.01M 0.98% -25 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,132 $6M 3.2% +92 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,129 $6M 1.24% +93 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 8,125 $6M 2.27% +6,271 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 8,116 $5.99M 2.88% +138 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,115 $5.99M 0.3% +146 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,082 $5.97M 0.26% +1,658 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,074 $5.96M 1.5% +654 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 8,072 $5.96M 2.24% -220 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 8,029 $5.93M 3.54% +3,617 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 8,029 $5.93M 0.09% +1,225 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,022 $5.92M 2.11% +31 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,015 $5.92M 0.79% -323 13F-HR Timeline Group BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 8,000 $5.9M 1.2% -8,000 13F-HR Timeline Value Star Asset Management (Hong Kong)… More: the full row for Value Star Asset Management (Hong Kong) Ltd 8,000 $5.9M 18.19% +4,000 13F-HR Timeline SCALAR GAUGE MANAGEMENT, LLC More: the full row for SCALAR GAUGE MANAGEMENT, LLC 8,000 $5.9M 3.38% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,997 $5.9M 0.77% -980 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 7,990 $5.9M 4.4% -135 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 7,990 $5.9M 2.46% 0 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 7,987 $5.9M 1.87% new 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 7,956 $5.87M 3.51% +125 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 7,950 $5.87M 8.65% +3,500 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,945 $5.86M 1.3% -2,662 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,928 $5.85M 0.08% +305 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,911 $5.84M 0.54% +41 13F-HR Timeline Group CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 7,894 $5.83M 2.61% -630 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,880 $5.82M 0.48% -955 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 7,879 $5.82M 1.6% -490 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 7,872 $5.81M 1.83% +338 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,846 $5.79M 2.98% +222 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,838 $5.79M 0.19% +3,680 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,825 $5.78M 0.61% -65 13F-HR Timeline Group GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 7,819 $5.77M 2.29% +93 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 7,797 $5.75M 1.02% +288 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 7,788 $5.75M 4.18% -349 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,776 $5.74M 0.55% +190 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,759 $5.73M 0.9% +197 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 7,340 $5.73M 2.89% +545 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,726 $5.7M 0.13% -1,527 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 7,707 $5.69M 0.71% +1,846 13F-HR Timeline Group CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 7,700 $5.68M 2.39% -264 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,696 $5.68M 1.14% +398 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,651 $5.65M 1.96% +360 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,644 $5.64M 0.92% +6,388 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 7,614 $5.62M 1.81% +735 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,612 $5.62M 2.22% +75 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,611 $5.62M 3.44% +43 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,586 $5.6M 0.05% +1,143 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 7,581 $5.6M 1.08% +140 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,565 $5.58M 2.11% -149 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 7,553 $5.57M 0.55% +677 13F-HR Timeline Tenzing Global Management, LLC More: the full row for Tenzing Global Management, LLC 7,500 $5.54M 3.72% -2,000 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,489 $5.53M 0.53% +1,140 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,483 $5.52M 4.11% +58 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,465 $5.51M 1.36% -64 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,452 $5.5M 0.66% +165 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 7,443 $5.49M 3.79% +1,783 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,440 $5.49M 1.42% -120 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,427 $5.48M 0.45% +14 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 7,422 $5.48M 4.04% +588 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,402 $5.46M 0.61% +9 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,398 $5.46M 2.75% +19 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 7,344 $5.42M 2.52% +660 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,338 $5.42M 1.67% +74 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 7,334 $5.41M 3.37% -156 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,326 $5.41M 0.63% +445 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,324 $5.41M 2.3% +993 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,276 $5.4M 1% -17,753 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 7,305 $5.39M 2.4% -316 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,302 $5.39M 0.46% +1,327 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 7,409 $5.36M 0.91% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 7,252 $5.35M 0.63% +199 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,242 $5.35M 0.63% -111 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,240 $5.34M 1.3% -77 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,236 $5.34M 0.1% +712 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,231 $5.34M 0.88% +262 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,228 $5.33M 0.92% +1,300 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 7,222 $5.33M 3.47% +579 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33,775 $5.33M 0.45% -54 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,213 $5.32M 2.7% -57 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,212 $5.32M 3.61% +91 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,212 $5.32M 2.84% +870 13F-HR Timeline Group Telligent Fund, LP More: the full row for Telligent Fund, LP 7,200 $5.31M 4.86% -2,800 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,197 $5.31M 1.72% +287 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,195 $5.31M 0.31% -67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,185 $5.3M 0.81% +794 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,181 $5.3M 0.78% +124 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,175 $5.3M 2.48% -198 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,175 $5.3M 0.66% +238 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,162 $5.29M 0.41% +2,222 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,158 $5.28M 1.26% -194 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,152 $5.28M 0.53% +342 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,147 $5.28M 0.73% +22 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 7,141 $5.27M 0.31% +14 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 7,138 $5.27M 2.07% -131 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,130 $5.26M 1.24% -331 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,148 $5.24M 1.01% -1,437 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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