Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,148 $284K 0.23% +17 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,135 $282K 0.03% +27 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,124 $281K 0.03% -62 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,121 $280K 0.24% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,103 $278K 0.09% +13 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,100 $278K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,099 $277K 0.16% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,097 $277K 0.1% +1 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,093 $277K 0.03% -207 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,091 $276K 0.01% -22 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,089 $276K 0.2% +367 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,089 $276K 0.11% +247 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,943 $276K 0.03% -24 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,085 $276K 0.01% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,080 $275K 0.05% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,080 $275K 0.16% -75 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,905 $274K 0.21% -268 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,062 $273K 0.05% -1,196 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,052 $271K 0.23% +185 13F-HR/A Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,038 $269K 0.06% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,013 $268K 0.02% -268 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,024 $268K 0.09% -612 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,020 $267K 0.03% +109 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,017 $267K <0.01% +396 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,014 $266K <0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,013 $266K 0.03% +360 13F-HR Timeline Group Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 2,010 $266K 0.01% -75,633 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,994 $264K 0.02% +10 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,992 $263K 0.03% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,985 $262K 0.04% +14 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,983 $262K 0.04% -5 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,974 $261K 0.05% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,964 $258K 0.03% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,952 $258K 0.21% -7 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,951 $258K 0.16% +280 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,940 $256K 0.01% -845 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,936 $256K 0.18% -31 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 1,929 $255K 0.21% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,791 $254K 0.02% +112 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,919 $254K 0.01% -14,115 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,919 $254K <0.01% -296 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,918 $254K 0.12% +88 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,909 $252K 0.01% +141 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,900 $251K 0.02% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,899 $251K 0.06% -10 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,893 $250K 0.09% -575 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 1,893 $250K 0.22% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,889 $250K 0.09% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,890 $250K 0.01% +3 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,882 $249K +207 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,881 $249K <0.01% +185 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,880 $248K 0.03% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,878 $248K 0.08% +31 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,869 $247K 0.12% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,858 $246K 0.1% 13F-HR/A Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,853 $245K 0.03% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,850 $245K 0 Timeline Indivisible Partners More: the full row for Indivisible Partners 1,843 $244K 0.02% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,840 $243K 0.12% +17 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,828 $242K 0.04% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,818 $240K 0.04% +77 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,814 $240K 0.05% -6 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,814 $240K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,813 $240K <0.01% -3,800 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,810 $239K 0.06% -43 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,804 $238K 0.04% -45 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,797 $238K 0.04% +1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,791 $237K 0.01% +25 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,776 $235K 0.08% +831 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,769 $234K 0.02% -149 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,768 $234K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,768 $234K 0.08% -1,295 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,767 $234K 0.13% -45 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,766 $233K 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,765 $233K 0.03% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,764 $233K 0.03% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,763 $233K 0.1% -71 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,759 $232K 0.01% -305 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,751 $231K 0.15% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,728 $228K 0.23% -39 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,723 $228K 0.05% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,717 $227K 0.01% 0 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,715 $227K 0.14% -403 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,710 $226K 0.16% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,706 $225K 0.05% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,705 $225K <0.01% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,705 $225K 0.13% -252 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,699 $225K 0.05% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,684 $223K 0.07% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,675 $221K 0.09% -451 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,659 $221K 0.01% -187 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,661 $220K <0.01% +87 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,661 $220K 0.14% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,655 $219K 0.03% +54 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,650 $218K 0.01% -554 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,575 $218K 0.09% +82 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,646 $218K 0.02% -64 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,641 $217K 0.03% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,641 $217K 0.17% -116 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,640 $217K 0.01% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,632 $216K 0.11% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,632 $216K 0.03% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,630 $215K 0.16% +6 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,618 $214K 0.11% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,609 $213K 0.01% -1,764 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,502 $212K 0.04% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,602 $212K 0.1% -79 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,601 $212K 0.02% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,600 $211K 0.02% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,595 $211K 0.09% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,595 $211K 0.01% -898 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,591 $210K 0.11% +195 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,473 $210K 0.13% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,585 $210K 0.01% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,585 $209K 0.03% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,584 $209K 0.08% -13 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,583 $209K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,440 $209K <0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,577 $208K 0.04% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,569 $207K 0.04% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,551 $205K 0.01% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,550 $205K 0.05% new 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,547 $204K 0.01% +47 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,537 $203K 0.03% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,529 $202K 0.01% -440 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,527 $202K <0.01% new 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,525 $202K 0.03% new 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,517 $201K 0.12% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,511 $200K 0.02% +21 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,506 $199K 0.04% +314 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,485 $196K 0.01% -12 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,481 $196K 0.01% +65 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,465 $194K 0.01% +14 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,454 $192K 0.06% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,452 $192K 0.1% -11 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,448 $191K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,427 $189K 0.02% +452 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,406 $186K <0.01% +482 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,404 $186K 0.12% -88 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,395 $184K 0.02% +22 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,383 $183K 0.06% +719 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,354 $179K 0.02% -253 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,329 $176K 0.16% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,312 $173K 0.34% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,217 $171K 0.02% +64 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,504 $168K 0.05% -8,283 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,261 $167K 0.06% -103 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,257 $166K 0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,196 $158K 0.04% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,166 $154K 0.12% +136 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,150 $152K 0.08% +165 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,087 $144K 0.04% +3 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,076 $142K 0.73% +9 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,049 $139K 0.06% -64 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,047 $138K 0.01% +346 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,045 $138K 0.01% +31 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,043 $138K <0.01% +5 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,043 $138K 0.01% -163 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,030 $136K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,025 $135K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 975 $135K <0.01% +290 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,020 $135K 0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 999 $133K 0.04% -25 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,001 $132K 0.11% 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 991 $131K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 981 $130K 0.02% -106 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 977 $129K 0.05% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 964 $127K 0.01% -95 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 951 $126K <0.01% -1,070 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 946 $125K 0.01% +31 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 925 $122K 0.01% -112 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 923 $122K 0.04% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 917 $121K 0.06% +4 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 915 $121K +30 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 911 $120K 0.02% -79 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 908 $120K <0.01% -305 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 888 $117K 0.07% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 884 $117K 0.02% +13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 852 $113K 0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 806 $107K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 801 $106K 0.07% -1,068 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 774 $102K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 768 $102K <0.01% +43 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 760 $100K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 742 $98.1K 0.05% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 734 $97.2K 0.01% -5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 732 $96.7K 0.01% +13 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 694 $92.8K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 690 $91K 0.01% +37 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 679 $90.5K 0.02% +212 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 678 $89.6K 0.07% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 677 $89.4K 0.05% -22 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 660 $87.2K 0.02% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 640 $85.3K <0.01% +58 13F-HR Timeline CNB Bank More: the full row for CNB Bank 641 $84.7K 0.04% -49 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 620 $82K 0.05% -247 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 603 $79.7K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 581 $76.8K 0.01% -13 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 568 $75.1K 0.01% +20 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 565 $75K 0.01% 0 13F-HR Timeline