High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,926 $1.29M 0.31% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,050 $1.28M 0.2% -251 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,907 $1.28M 0.2% +5,348 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,899 $1.28M 0.46% +431 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,054 $1.27M 0.44% +246 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,829 $1.27M 1% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,817 $1.27M 0.04% -233 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,814 $1.27M 0.19% -75 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,809 $1.27M 0.09% -114 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,784 $1.26M 0.24% +68 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,726 $1.25M 0.73% -150 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,697 $1.25M 0.07% +424 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,664 $1.24M 0.52% +660 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,649 $1.24M 0.4% -1,906 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,647 $1.24M 0.62% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 7,634 $1.24M 0.84% -82 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,625 $1.24M 0.12% -9 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,622 $1.24M 0.2% +24 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 7,612 $1.23M 0.01% -865,161 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,600 $1.23M 0.04% -555 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 7,588 $1.23M 0.41% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 7,582 $1.23M 0.72% +1,839 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,569 $1.23M 0.13% -1,134 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 7,565 $1.23M 1.09% -2,165 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,554 $1.23M 0.09% -34 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,554 $1.23M 1.68% -58 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,725 $1.22M 0.98% -1,773 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,546 $1.22M 0.45% +185 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,545 $1.22M 0.11% +139 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,538 $1.22M 0.07% -62 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,536 $1.22M 0.69% +17 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,516 $1.22M 0.08% +2,856 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,510 $1.22M 0.05% +867 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,157 $1.22M 0.13% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,456 $1.21M 0.2% -622 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,408 $1.2M 0.06% +1,832 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,393 $1.2M 0.26% -175 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,377 $1.2M 0.23% +1,485 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 7,376 $1.2M 1.63% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,368 $1.2M 0.19% -123 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,365 $1.19M 0.13% -15,456 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,355 $1.19M 0.67% -27 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,269 $1.18M 0.49% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,480 $1.18M 0.32% +536 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,268 $1.18M 0.55% -26 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 7,265 $1.18M 0.56% +264 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 7,244 $1.17M 0.67% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,236 $1.17M 0.85% -65 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,224 $1.17M 0.22% -16 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,221 $1.17M 0.09% +597 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,210 $1.17M 0.02% -500 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,189 $1.17M 0.04% -100 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,187 $1.17M 0.21% +579 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,174 $1.16M 0.09% -305 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,172 $1.16M 0.09% +409 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,169 $1.16M 0.56% +763 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 7,150 $1.16M 0.48% -1,175 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,149 $1.16M 0.07% +115 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,125 $1.16M 0.27% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,088 $1.15M 0.11% +890 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,047 $1.14M 0.15% +93 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 7,014 $1.14M 0.5% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,007 $1.14M 0.04% +557 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,979 $1.13M 0.53% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,977 $1.13M 0.2% -34 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,975 $1.13M 0.27% +971 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,972 $1.13M 0.13% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,972 $1.13M 0.13% +250 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,968 $1.13M 0.3% +1,928 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,960 $1.13M 0.2% +1,712 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,931 $1.12M 0.02% +341 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,889 $1.12M 0.07% -153 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,885 $1.12M 0.17% 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,880 $1.12M +265 Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,865 $1.11M 0.14% -1,129 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,865 $1.11M 0.06% -46 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,852 $1.11M 0.33% -52 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,831 $1.11M 0.05% -10 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,122 $1.11M 0.18% -818 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,124 $1.11M 0.29% +301 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,806 $1.1M 0.17% +1 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,784 $1.1M 0.06% -284 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,773 $1.1M 0.21% -39 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,753 $1.1M 0.66% +635 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,740 $1.09M 0.32% -122 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,733 $1.09M 0.11% -183 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,696 $1.09M 0.15% +223 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,695 $1.09M 0.13% +282 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,679 $1.08M 0.65% -8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,669 $1.08M 0.04% +582 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,663 $1.08M 0.18% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,151 $1.08M 0.1% -830 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,647 $1.08M 0.02% -533 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,624 $1.07M 0.05% +9 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,600 $1.07M 0.06% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,599 $1.07M 0.2% +1,813 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,596 $1.07M 0.05% +94 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 6,600 $1.07M 0.01% new 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,588 $1.07M 0.16% -40 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 7,219 $1.07M 0.38% -74 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,560 $1.06M 0.01% +632 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,547 $1.06M 0.14% -90 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,544 $1.06M 0.19% +445 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,524 $1.06M 0.09% +2,826 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 6,472 $1.05M 0.42% +761 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,455 $1.05M 0.24% -169 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,448 $1.05M 0.04% +334 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,424 $1.04M 0.32% -200 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,414 $1.04M 0.26% -18 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,412 $1.04M 0.06% +6,317 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,402 $1.04M 0.1% -930 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,122 $1.04M 0.09% +2,491 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,399 $1.04M 0.06% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,388 $1.04M 0.12% +2,850 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,359 $1.03M 0.07% +392 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6,346 $1.03M 1.85% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,336 $1.03M 0.24% -1,725 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,328 $1.03M 0.26% -54 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 6,327 $1.03M 0.09% 0 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 6,300 $1.02M 0.01% -400 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,244 $1.01M 0.18% +438 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,247 $1.01M 0.05% +6 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,239 $1.01M 0.55% +185 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,236 $1.01M 0.21% -457 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,197 $1.01M 0.09% -30 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,192 $1M 0.08% -869 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,683 $1M 0.07% -298 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,168 $1M 0.02% -725 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,320 $998K 0.1% -15 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 6,136 $995K 0.06% +24 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 6,128 $994K 0.68% +873 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,110 $991K 0.38% -20 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,110 $991K 0.17% -637 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,109 $991K 0.39% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,100 $989K 0.08% -367 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,087 $987K 0.1% -15 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,071 $985K 0.18% +947 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,068 $984K 0.06% -1,941 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,068 $984K 0.02% -179 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,056 $982K 0.12% -22 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,099 $978K 0.4% -1 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,016 $976K 0.3% -2,048 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 6,000 $973K 0.04% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,978 $970K 0.34% -57 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,965 $967K 0.11% +26 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,950 $965K 0.49% -473 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,945 $964K 0.1% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,933 $962K 0.09% +282 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,666 $962K 0.29% -652 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,925 $961K 0.22% +566 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,900 $957K 0.41% -1,000 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,897 $956K 0.08% -398 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,887 $955K 0.33% -349 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,873 $953K 0.19% -893 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,870 $952K 0.06% +554 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,869 $952K 0.02% -377 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 5,845 $948K 0.12% -547 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,841 $947K 0.1% +2 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 5,833 $946K 0.21% -135 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,825 $945K 0.26% -226 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,810 $942K 0.84% +2,197 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,796 $940K 0.39% +93 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,795 $940K 0.16% -261 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,794 $940K 0.09% -303 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,792 $939K 0.04% +122 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,780 $938K 0.08% -13 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 5,768 $936K 0.52% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,755 $933K 0.13% +7 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 5,750 $933K 0.01% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,742 $931K 0.4% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,721 $928K 0.17% +7 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 5,721 $928K 0.18% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,720 $928K 0.03% -127 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,713 $927K 0.11% -699 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,710 $926K 0.06% +231 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,702 $925K 0.04% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,678 $921K 0.33% +1,726 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 5,725 $921K 0.08% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,666 $919K 0.04% +69 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,665 $919K 0.13% +1,361 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,664 $919K 0.06% -101 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,662 $918K 0.54% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,658 $918K 0.12% +2,986 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 5,651 $917K 0.23% -15 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,641 $915K 0.15% -6 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,636 $914K 0.06% -52 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,630 $913K 0.08% -1,029 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,599 $908K 0.15% -428 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,598 $908K 0.12% +38 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,540 $899K 0.05% -37 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,533 $898K 0.22% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,520 $895K <0.01% -2,581 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,516 $895K 0.09% +1,426 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,512 $894K <0.01% +420 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,510 $894K 0.33% +157 13F-HR Timeline Valmark Advisers, Inc. 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