RBO & CO LLC More: the full row for RBO & CO LLC 6,600 $923K 0.15% 0 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 6,585 $921K 0.11% -690 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 6,582 $920K 1.11% -25 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,579 $920K 0.28% -130 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,572 $919K 0.05% -64 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,570 $919K 0.05% +45 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 6,565 $918K 0.55% -293 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,538 $914K 0.16% -374 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,529 $913K 0.38% +716 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,493 $908K 0.1% +914 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,484 $907K 0.11% +708 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 6,477 $906K 0.48% -1,098 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,412 $903K 0.08% +491 13F-HR/A Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,451 $902K 0.33% +4,377 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,449 $902K 0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 5,414 $899K 0.58% +44 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,411 $896K 0.02% -1,339 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,397 $894K 0.38% -3,738 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,384 $893K +903 Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 6,377 $892K 0.05% -478 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,371 $891K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,366 $890K 0.04% -199 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,351 $888K 0.09% -121 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,328 $885K 0.07% +1,199 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,306 $881K 0.1% +3,408 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,290 $879K 0.02% +68 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,290 $879K 0.71% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,285 $879K 0.12% +252 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,282 $878K 0.3% -540 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 6,277 $878K 0.21% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,275 $877K 0.12% -360 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 6,275 $877K 0.18% -2,360 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,267 $876K 0.09% +100 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,818 $875K 0.46% -701 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,253 $874K 0.06% -254 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,240 $872K 0.58% -6,792 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,240 $872K 0.06% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,208 $868K 0.13% +768 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,197 $866K 0.44% -145 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 6,190 $865K 0.18% +2,025 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,186 $865K 0.24% +5,786 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,179 $864K 0.41% +193 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,715 $864K 0.37% +1,056 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,173 $863K 0.01% +589 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,168 $862K 0.21% -493 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 6,166 $862K 0.46% +115 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,154 $860K 0.45% +30 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,151 $860K 0.21% +62 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,139 $858K 0.27% -5 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,138 $858K 0.13% -309 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 6,135 $858K 0.96% -3,202 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 6,133 $857K 0.42% -38 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,130 $857K 0.18% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,129 $857K 0.25% +256 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,110 $854K 0.13% +357 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,108 $854K 0.57% +331 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,099 $853K 0.09% -561 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,094 $852K 0.1% +93 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,091 $852K 0.72% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 6,087 $851K 0.26% -1,478 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,079 $850K 0.1% -2 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 6,073 $849K 0.74% -27 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,294 $847K 0.19% -93 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,049 $846K 0.46% +88 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,048 $846K 0.17% -4,320 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,017 $841K 0.2% -301 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 6,017 $841K 0.05% -5,185 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,016 $841K 0.24% +82 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,009 $840K 0.09% 0 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 6,000 $839K 0.12% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,993 $838K 0.31% +163 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,991 $838K 0.09% -130 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 5,970 $835K 0.67% +766 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 5,946 $831K 0.23% +853 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,941 $831K 0.15% -86 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,935 $830K 0.2% +778 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,914 $827K 0.03% -622 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,913 $827K 0.2% -32 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 5,905 $826K 0.08% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,900 $825K 0.94% -500 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 5,899 $825K 0.19% +1,834 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,896 $824K 0.52% +1,049 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,890 $823K 0.2% +4,308 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,880 $822K 0.52% +60 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 5,878 $822K 0.62% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,878 $822K 0.17% +1,700 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,877 $822K 0.31% +18 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,874 $821K 0.92% +104 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,858 $819K 0.43% -99 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,856 $819K 0.07% -428 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,851 $818K 0.18% +738 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,842 $817K 0.07% +303 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 5,830 $815K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,822 $814K 0.03% +57 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,790 $810K 0.06% +37 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,783 $809K 0.23% -482 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,776 $808K 0.15% -79 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,765 $806K 0.16% +1,045 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,765 $806K 0.23% -17,387 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,750 $804K 0.02% -256 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,727 $801K 0.24% -478 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,724 $800K 0.23% -3 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,722 $800K 0.23% +468 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,722 $800K 0.6% 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,721 $800K 0.31% +506 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 5,711 $798K 0.67% -1,520 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,707 $798K 0.29% -99 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,704 $797K 0.12% +363 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,700 $797K 0.17% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,692 $796K 0.12% +451 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,691 $796K 0.69% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,679 $794K 0.11% +261 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,674 $793K 0.04% +665 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 5,655 $791K 0.11% +125 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,629 $787K 0.06% -172 13F-HR Timeline TOBAM More: the full row for TOBAM 5,628 $787K 0.34% -18,262 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,623 $786K 0.12% +151 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,609 $784K 0.55% +83 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 5,599 $783K 0.12% -241 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,588 $781K 0.07% -3,783 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,587 $781K 0.21% +45 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,558 $777K 0.27% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,558 $777K 0.14% -376 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,554 $777K 0.54% +2,713 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,554 $776K 0.06% +1,018 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,552 $776K 0.38% +8 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,538 $774K 0.58% +115 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,533 $774K 0.42% +233 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,533 $774K 0.44% -16 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 5,531 $773K 0.34% -2,310 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,524 $772K 0.3% +2,258 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,516 $771K 0.49% +1,105 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 5,516 $771K 0.54% -1,393 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,515 $771K 0.41% -181 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,510 $770K 0.25% -280 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,509 $770K 0.23% -556 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 5,500 $769K 0.08% +400 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 5,498 $769K 0.19% -471 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,484 $767K 0.15% +171 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,485 $767K 0.06% +255 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,479 $766K 0.1% +200 13F-HR Timeline MOTCO More: the full row for MOTCO 5,463 $764K 0.08% +500 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,462 $764K 0.18% -9 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,461 $764K 0.09% +457 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,460 $763K 0.05% -409 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,451 $762K 0.06% -472 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,449 $762K 0.39% -14 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,424 $758K 0.46% +4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,424 $758K 0.29% -91 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,828 $756K 0.54% +608 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,405 $756K 0.38% new 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 5,395 $754K 0.42% +11 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,388 $753K 0.07% +268 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,381 $752K 0.02% +52 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,371 $751K 0.39% -13 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,355 $749K 0.03% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,483 $747K 0.07% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,331 $745K 0.21% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,330 $745K 0.39% +710 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,325 $744K 0.07% -100 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,312 $743K 0.26% +1,987 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,309 $742K 0.07% -117 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 5,304 $742K 0.04% +21 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,302 $741K 0.6% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,808 $739K 0.19% +1,718 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,279 $738K 0.18% +3,813 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,279 $738K 0.09% -41 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,273 $737K 0.07% -217 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,265 $736K 0.23% +6 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,261 $736K 0.08% -50 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,263 $736K 0.27% -170 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,259 $735K 0.21% -32 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,239 $732K 0.22% +2,705 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,239 $732K 0.15% -1,059 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 5,234 $732K 0.59% +44 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,223 $730K 0.45% +1,427 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,216 $729K 0.15% +167 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 5,215 $729K 0.66% -261 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,210 $728K 0.17% +106 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 5,208 $728K 0.05% -82 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,191 $726K 0.05% -200 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,187 $725K 0.24% +1,097 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,180 $724K 0.16% -424 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,177 $724K 0.23% -438 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,159 $721K 0.12% +658 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,145 $719K 0.02% +21 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,143 $719K 0.34% -7 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,309 $718K 0.23% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,133 $718K 0.12% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,132 $717K 0.16% -243 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,122 $716K 0.44% +172 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,120 $716K 0.06% +245 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,113 $715K 0.06% +1,451 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,104 $714K 0.23% +236 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 5,100 $713K 1.28% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,074 $709K 0.32% +207 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 5,073 $709K 0.13% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,072 $709K 0.45% +767 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,072 $709K 0.17% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 5,068 $709K 0.29% -677 13F-HR Timeline