Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,776 $848K 0.18% +258 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,748 $844K 0.23% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,713 $839K 0.03% -204 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,712 $839K 0.27% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,685 $835K 0.41% +1 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,671 $833K 0.39% 0 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 5,650 $830K 0.39% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,638 $828K 0.04% -260 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,954 $826K 0.03% -409 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,595 $822K 0.21% -13,065 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,580 $819K 0.07% +75 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,580 $819K 0.59% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,550 $815K 0.16% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,545 $814K 0.25% +363 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,539 $813K 0.06% +799 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,502 $808K 0.5% -348 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,489 $806K <0.01% +4,316 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,489 $806K 0.04% -121 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,494 $806K 0.15% -149 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,485 $805K 0.37% -100 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,483 $805K 0.4% -376 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,474 $804K 0.02% +1,578 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,461 $802K 0.06% +349 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,457 $801K 0.22% -360 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,455 $801K -361 Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,412 $795K 0.03% +1,868 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,400 $793K 0.07% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,391 $792K 0.19% -21 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,389 $792K 0.09% +2,268 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,382 $790K 0.21% -289 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,366 $788K 0.04% -188 13F-HR Timeline Boit C F David More: the full row for Boit C F David 5,360 $787K 0.4% -1,000 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,356 $787K 0.35% +9 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,351 $786K 0.03% -1,540 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,350 $786K 0.03% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,350 $786K 0.53% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,350 $786K 0.42% -48 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,341 $784K 0.03% +1,514 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,328 $783K 0.04% -357 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 5,328 $782K 0.44% -2,820 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,314 $780K 0.05% -1,126 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 5,309 $780K 0.01% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 5,308 $780K 0.01% -36,320 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,298 $778K 0.08% +924 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,267 $774K 0.39% -110 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,254 $772K 0.01% +70 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,250 $771K 0.08% -40 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,231 $768K 0.5% +156 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 5,935 $766K 0.57% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,217 $766K 0.02% +1,859 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,216 $766K 0.15% +2 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,208 $765K 0.04% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,201 $764K 0.08% +1,642 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,200 $764K 0.25% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,199 $763K 0.07% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,191 $762K 0.52% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,188 $762K 0.06% +340 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,150 $756K 0.03% -417 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,147 $756K 0.56% -15 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,136 $754K 0.35% -225 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,107 $750K 0.03% +185 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,104 $750K 0.37% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,094 $748K 0.1% -59 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,088 $747K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,337 $746K 0.34% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,077 $746K 0.21% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,071 $745K 0.05% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,059 $743K 0.17% +6 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,048 $741K 0.12% +60 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,045 $741K 0.49% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,044 $741K 0.02% +926 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,016 $737K 0.02% +32 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,016 $736K 0.11% +63 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,011 $736K 0.08% -355 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,010 $736K 0.19% -8,642 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 5,000 $734K 0.01% -6,000 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,000 $734K 0.14% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,978 $731K 0.23% +35 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,950 $727K 0.12% +222 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,920 $726K 0.01% +795 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,900 $720K 0.06% -573 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,898 $719K 0.06% -40 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,892 $718K 0.44% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,885 $717K 0.32% -97 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,882 $717K 0.34% +6 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,862 $714K 0.1% -42 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,854 $713K 0.04% +256 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,848 $712K 0.06% +3,234 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,835 $710K 0.02% +2,653 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,823 $708K 0.04% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,823 $708K 0.31% -575 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,818 $708K 0.28% -2,021 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,816 $707K 0.02% -176 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,788 $703K 0.28% -80 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,787 $703K 0.12% -68 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,779 $702K 0.05% -639 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,774 $701K 0.1% +58 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,774 $701K 0.36% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,771 $701K 0.04% +10 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,757 $699K 0.25% -50 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,748 $697K 0.21% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,743 $697K 0.24% +95 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,728 $694K 0.04% +718 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,722 $693K 0.04% +87 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,720 $693K 0.44% -1,299 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,719 $693K 0.02% -285 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,697 $690K 0.35% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,670 $686K 0.08% -60 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,666 $685K 0.11% -135 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,654 $683K 0.29% -250 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,632 $680K 0.12% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,628 $680K 0.22% +50 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,605 $676K 0.2% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,589 $674K 0.14% +21 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,580 $673K 0.37% -63 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,556 $669K 0.1% -247 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,549 $668K 0.09% +51 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,543 $667K 0.04% -44 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,539 $667K 0.14% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,525 $665K 0.14% +200 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,518 $664K 0.05% -131 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,515 $663K 0.08% -83 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,512 $663K 0.08% +2,486 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,507 $662K 0.1% +172 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,498 $661K 0.06% +36 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,491 $660K 0.04% -32 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,471 $657K 0.61% -11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,466 $656K 0.1% +220 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,464 $656K 0.32% -125 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,461 $655K 0.22% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,453 $654K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,445 $653K 0.01% -837 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 4,439 $652K 0.03% 0 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,436 $651K 0.66% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,435 $651K 0.41% -280 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,420 $649K 0.73% -9,288 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,403 $647K 0.04% +1,094 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,394 $645K 0.16% 0 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,393 $645K 0.33% -178 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,387 $644K <0.01% -1,165 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,386 $644K 0.05% +857 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,379 $643K 0.01% -168 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,378 $643K 0.02% -801 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,375 $643K 0.04% +25 13F-HR/A Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,366 $641K 0.12% -1,500 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,366 $641K 0.23% -244 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,363 $641K 0.01% +961 13F-HR Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,360 $640K 0.02% -31 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,356 $640K 0.05% +905 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,329 $636K 0.06% -1,223 13F-HR/A Timeline UNITED BANK More: the full row for UNITED BANK 4,316 $634K 0.08% -684 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,299 $631K 0.12% +4,197 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,268 $627K 0.28% +195 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,248 $624K 0.07% +132 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,238 $622K 0.09% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,227 $621K 0.37% -325 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,195 $616K 0.07% +634 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 4,189 $615K 0.26% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,182 $614K 0.09% -924 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,159 $611K 0.33% -105 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,146 $609K 0.06% +776 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,139 $608K 0.05% -123 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,131 $607K 0.22% +376 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,125 $606K 0.25% -2,850 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,121 $605K 0.05% -285 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,104 $603K 0.6% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,078 $599K 0.45% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,075 $598K 0.02% -86 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,070 $598K 0.03% -29 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,064 $597K 0.14% +252 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,064 $597K 0.08% -622 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,036 $593K 0.02% +1,377 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,028 $592K 0.37% -2,079 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 4,021 $591K 0.1% 0 13F-HR Timeline One Madison Group LLC More: the full row for One Madison Group LLC 4,000 $587K 0.08% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,965 $582K 0.02% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,962 $582K 0.2% -528 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,948 $580K 0.02% +772 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,947 $580K 0.41% +160 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,945 $579K 0.06% +362 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,915 $575K 0.06% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,915 $575K 0.19% -3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,910 $574K 0.03% +594 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,906 $574K 0.03% -158 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,951 $572K 0.05% +923 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,889 $572K <0.01% -2,488 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,888 $571K 0.1% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,887 $571K 0.5% -395 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,886 $571K 0.04% -1,654 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,880 $570K 0.06% +275 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,879 $570K 0.44% +540 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,875 $569K 0.02% +138 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,874 $569K 0.03% +294 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,860 $567K 0.37% -150 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,826 $565K 0.22% -11 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,846 $565K 0.34% -2,050 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,835 $563K 0.05% -1,282 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,834 $563K 0.15% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,825 $562K 0.21% -400 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,803 $559K 0.07% +608 13F-HR Timeline