Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,545 $1.02M 0.12% -80 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,543 $1.02M 0.53% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,524 $1.01M 0.11% +28 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,511 $1.01M -9 Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,509 $1.01M 0.12% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,506 $1.01M 0.08% +239 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,505 $1.01M 0.11% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,504 $1.01M 0.44% -1 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,504 $1.01M 0.06% 0 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,500 $1M 0.7% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,469 $995K 0.14% -377 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 3,448 $990K 0.44% -37 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,431 $985K 0.05% -266 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,425 $983K 1.13% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,424 $983K 0.16% -168 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,422 $982K 0.25% 0 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,420 $982K 0.2% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,417 $981K 0.13% +9 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,410 $979K 0.01% -450 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,384 $971K 0.35% -46 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,373 $968K 0.1% -120 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,372 $968K 0.06% +14 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,365 $966K 0.04% -7,739 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,363 $966K 0.05% -2 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 3,335 $957K 0.15% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,331 $956K 0.02% -298 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,327 $955K 0.57% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,320 $952K <0.01% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,303 $948K 0.01% -126 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,284 $943K 0.34% +48 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,269 $938K 0.14% -40 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,262 $936K 0.01% +13 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,256 $934K 0.04% -41 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,254 $934K 0.36% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,240 $930K 0.08% +319 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,238 $929K 0.08% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,228 $926K 0.01% -99,272 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,222 $925K 0.27% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,220 $924K 0.05% -174 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,220 $924K 0.3% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,216 $923K 0.03% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,209 $921K 0.43% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,207 $920K 0.11% +7 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,150 $904K 0.3% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,133 $899K 0.02% +46 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,121 $896K 0.14% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,116 $894K 0.01% +2,305 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,110 $893K 0.11% -97 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,100 $890K 0.07% -43 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,097 $889K 0.03% +209 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,091 $887K 0.03% +1 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,090 $887K 0.05% -192 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,059 $878K 0.03% -1,325 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,051 $876K 0.1% +2,176 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,037 $872K 0.24% -30 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,033 $870K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,031 $870K 0.01% -2,869 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,000 $861K 0.12% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,996 $860K 0.39% -74 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,989 $858K 0.11% +1,489 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,986 $857K 0.07% +69 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,984 $856K 0.06% -48 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,739 $855K +1,092 Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 2,977 $854K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,970 $852K 0.01% +150 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,952 $847K 0.33% -10 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,950 $847K 0.61% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,950 $847K 0.65% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,704 $843K 0.17% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,933 $842K 0.02% +282 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,924 $839K 0.29% -239 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,910 $835K 0.12% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,905 $834K 0.06% +503 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,890 $830K 0.06% +293 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,874 $825K 0.01% +1,242 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,873 $825K 0.06% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,862 $821K 0.14% -358 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,858 $821K 0.44% +12 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,854 $819K 0.03% -190 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,850 $818K 0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,846 $817K 0.02% -332 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,873 $811K 0.05% -1,213 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,813 $807K 0.2% -50 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,809 $806K 0.06% +19 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,795 $802K 0.32% +12 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,785 $799K 0.1% -1 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,775 $796K 0.44% +2,065 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,763 $793K 0.03% -147 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,753 $790K 0.11% -76 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,739 $786K 0.17% +46 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,730 $784K 0.03% -25 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,718 $780K 0.03% +3 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,717 $780K 0.23% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,715 $779K 0.01% -320 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,701 $775K 0.28% -170 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,700 $775K 0.11% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,700 $775K 0.29% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,697 $774K 0.42% -5,739 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,681 $769K 0.13% +6 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,676 $768K 0.02% -68 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,664 $765K 0.15% +30 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,660 $763K 0.04% +1 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,602 $751K 0.07% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,604 $747K 0.12% -189 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,594 $747K 0.07% -110 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,601 $747K 0.02% +573 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,579 $740K 0.05% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 2,570 $738K 0.54% -700 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,568 $737K 0.03% -43 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,559 $734K 0.05% +23 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,555 $733K 0.23% -15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,545 $730K 0.04% +5 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,541 $729K 0.02% -450 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,540 $729K 0.08% +81 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,522 $724K 0.07% -86 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,515 $722K 0.01% -202,400 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,507 $720K 0.01% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 2,500 $718K 0.81% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,494 $716K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,491 $715K 0.05% -27 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,472 $709K 0.05% +4 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,467 $708K 0.05% +3 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,465 $707K 0.02% -7 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,462 $707K 0.23% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,460 $706K 0.3% +8 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 2,458 $705K 0.17% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,438 $700K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,428 $697K 0.02% -1 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,415 $693K <0.01% -704 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,399 $689K 0.25% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,390 $686K 0.01% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,372 $681K 0.26% -708 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2,368 $680K 0.01% -470 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,363 $678K 0.32% -52 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,238 $677K 0.06% -32 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,352 $675K 0.08% -928 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,349 $674K 0.02% +2 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,357 $674K 0.03% -2 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,340 $672K 0.28% -25 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,340 $672K 0.25% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,335 $670K 0.17% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,325 $667K 0.56% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,316 $665K 0.01% +8 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,314 $664K 0.02% +1 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,295 $659K 0.1% +5 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,292 $658K 0.02% +16 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,292 $658K 0.2% -4 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,290 $657K 0.02% +16 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,183 $654K 0.16% +9 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,277 $653K 0.03% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,275 $653K 0.36% +2 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,269 $651K 0.19% -45 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,168 $645K 0.04% +1,001 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,244 $644K 0.19% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 2,235 $641K 0.48% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,230 $640K <0.01% -40 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,225 $639K 0.03% -15 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,211 $635K 0.62% -730 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,209 $634K 0.37% -125 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,201 $632K 0.07% -4 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,200 $632K 0.09% +4 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,197 $631K 0.12% -20 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,181 $626K 0.01% -5,595 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,177 $625K 0.04% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,172 $623K 0.02% -5 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,168 $622K 0.02% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,138 $614K 0.55% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,129 $611K 0.14% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,126 $610K 0.04% -50 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,123 $609K 0.01% +13 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,123 $609K 0.09% -34 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,115 $607K 0.15% -180 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,112 $606K 0.02% +86 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,096 $602K 0.03% +2 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,094 $601K 0.05% -187 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,087 $599K 0.03% +387 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,087 $599K 0.02% +325 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,081 $597K 0.2% +200 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,072 $597K 0.04% +142 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 2,076 $596K 0.15% +1 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,073 $595K 0.06% -99 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,071 $594K 0.53% +55 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,069 $594K <0.01% -100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,064 $592K 0.09% -30 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 2,006 $590K 0.08% -52 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,050 $588K 0.03% -78 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,882 $588K 0.02% +895 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,048 $588K 0.09% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,040 $585K 0.14% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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