Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,267 $1.2M 0.13% +1,121 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,252 $1.2M 0.08% +570 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,248 $1.2M 0.7% -239 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 7,239 $1.2M 0.66% +173 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,223 $1.19M 0.49% -589 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 7,221 $1.19M 0.37% +616 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 7,134 $1.18M 0.69% -110 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 7,133 $1.18M 0.01% -5,738 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,131 $1.18M 0.19% -191 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,125 $1.18M 0.27% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,172 $1.18M 0.18% -75 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,087 $1.17M 0.37% -395 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 7,077 $1.17M 1.02% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 7,014 $1.16M 0.5% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,992 $1.16M 0.22% +7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,984 $1.15M 0.34% +2,476 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 6,972 $1.15M 1.54% -594 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,963 $1.15M 0.1% +118 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,959 $1.15M 0.16% +1,219 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,958 $1.15M 0.29% +36 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,942 $1.15M 0.16% -880 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,852 $1.14M 0.24% +598 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,910 $1.14M 0.08% +254 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,880 $1.14M 0.48% -116 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,875 $1.14M 0.17% -415 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,865 $1.14M 0.06% -1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,850 $1.13M 0.19% -35 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 6,844 $1.13M 0.73% -2,915 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,832 $1.13M 1.05% +1 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,833 $1.13M 0.4% +795 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,831 $1.13M 0.16% +12 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,827 $1.13M 0.2% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,820 $1.13M 0.02% -7,257 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 6,819 $1.13M 0.2% -2,165 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,813 $1.13M 0.19% +1,070 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,803 $1.12M 0.02% +219 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,795 $1.12M 0.07% +19 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,784 $1.12M 0.02% -66 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,779 $1.12M 0.56% -200 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,772 $1.12M 0.13% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,756 $1.12M 0.51% -3,066 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,723 $1.11M 0.19% +4,268 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 6,723 $1.11M 0.28% -16,518 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,719 $1.11M 0.27% +1,306 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,712 $1.11M 0.13% +620 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,710 $1.11M 0.07% +29 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 6,690 $1.11M -144 Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,667 $1.1M 0.06% -162 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,663 $1.1M 0.18% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,644 $1.1M 0.76% +644 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,643 $1.1M 0.09% +207 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,630 $1.1M 0.26% +48 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 6,622 $1.09M 0.55% +1 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,611 $1.09M 0.23% -806 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,591 $1.09M 0.04% +1,476 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,587 $1.09M 0.06% +3,680 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,572 $1.09M 0.04% +10 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,566 $1.09M 0.25% -342 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,552 $1.08M 0.02% +999 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,539 $1.08M 0.57% -140 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,517 $1.08M 0.06% -3,516 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,504 $1.08M 0.3% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,495 $1.07M 0.27% -7 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,494 $1.07M 0.04% -395 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,488 $1.07M 0.13% +612 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 6,460 $1.07M 0.59% -63 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,449 $1.07M 0.11% +861 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 6,444 $1.07M 0.13% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,399 $1.06M 0.07% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,392 $1.06M 0.04% -56 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 6,357 $1.05M 0.35% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,355 $1.05M 0.25% -151 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,355 $1.05M 0.08% +232 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,347 $1.05M 0.01% +765 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,345 $1.05M 0.11% -186 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 6,344 $1.05M 0.21% -794 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,339 $1.05M 0.07% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,331 $1.05M 0.43% +192 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 6,327 $1.05M 0.09% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,327 $1.05M 0.1% +2,056 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,325 $1.05M 0.05% +34 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 6,287 $1.04M 0.09% 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,732 $1.03M 0.05% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,232 $1.03M 0.05% +1,119 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,216 $1.03M 0.08% -728 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,189 $1.02M 0.1% +22 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,188 $1.02M 0.18% +37 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,187 $1.02M 0.37% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,193 $1.02M 0.01% +422 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,173 $1.02M 0.21% +237 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 6,111 $1.02M 0.26% +712 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,159 $1.02M 0.13% +400 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,093 $1.02M 0.22% -622 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,147 $1.02M 0.16% +416 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,144 $1.02M 0.11% -2,767 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,142 $1.02M 0.05% +904 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,138 $1.01M 0.13% -250 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,124 $1.01M 0.04% -800 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,112 $1.01M 0.35% +1,757 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,110 $1.01M 0.26% +49 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,110 $1.01M 0.14% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,099 $1.01M 0.44% +994 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,082 $1.01M 0.12% -371 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,070 $1M 0.23% -900 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,062 $1M 0.07% +110 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,049 $1M 0.36% +52 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,042 $999K 0.02% +1,097 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 6,017 $995K 0.91% +161 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 6,000 $992K 0.05% new 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,987 $990K 0.43% -123 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 5,974 $988K 2.21% 0 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,913 $986K 0.19% -33 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 5,959 $985K 0.76% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,948 $983K 0.11% +3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,947 $983K 0.07% -722 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,945 $983K 0.05% +3,411 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,945 $983K 0.08% -1,020 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,945 $983K 0.1% -87 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,944 $983K 0.02% -6,139 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,934 $981K 0.05% +424 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 5,918 $978K 0.22% +105 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 5,900 $976K 0.01% -400 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,900 $976K 0.37% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,873 $971K 0.06% +204 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,872 $971K 0.86% -11,568 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,098 $971K 0.31% -1,056 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,852 $968K 0.15% -192 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,847 $967K 0.27% +70 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,840 $966K 0.05% -1,281 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,825 $963K 0.04% -436 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,800 $959K 0.19% -31 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,791 $957K 0.07% +85 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,784 $956K 0.01% new 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 5,783 $956K 0.18% +2,493 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,777 $955K 0.03% -299 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,725 $955K 0.07% +535 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 5,774 $955K 0.09% -267 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 5,768 $954K 0.58% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,764 $953K 0.11% +2 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,757 $952K 0.09% +208 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 5,756 $952K 0.22% -10 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,748 $950K 0.16% +333 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,748 $950K 0.52% -16 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,736 $948K 0.21% +531 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,733 $948K 0.39% -1 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,709 $944K 0.34% -400 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,700 $942K 0.67% +281 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,696 $942K 0.16% +1,052 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,685 $940K 0.5% +304 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,678 $939K 0.23% +61 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,666 $937K 0.09% -501 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,664 $937K 0.06% +764 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,659 $936K 0.04% -731 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,655 $935K <0.01% -19 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,654 $935K 0.05% -864 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,641 $933K 0.08% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,637 $932K 0.09% -1,819 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,587 $932K 0.12% +932 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,619 $929K 0.15% +20 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 5,617 $929K 0.66% +816 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,579 $928K 0.3% +29 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,599 $926K 0.06% -126 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,642 $925K 0.06% +4,391 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,575 $922K 0.05% +630 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,509 $919K 0.11% +430 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,549 $917K 0.55% -5 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 10,002 $916K 0.61% -100 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,541 $916K 0.18% -254 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,538 $916K 0.1% +150 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 5,510 $911K 0.87% 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 5,509 $911K 0.92% -683 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,500 $909K 0.11% +249 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 5,482 $906K <0.01% +201 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 5,479 $906K 0.12% -181 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,471 $905K 0.04% -50 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,635 $904K 0.03% +49 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,466 $904K 0.04% -146 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,465 $904K 0.33% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,463 $903K <0.01% -77 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,462 $903K 0.01% -62 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,734 $902K 0.07% -17 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,456 $902K 0.1% +458 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,455 $902K 0.17% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,450 $901K 0.45% -500 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,442 $900K 0.07% +1,420 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,439 $899K 0.06% +465 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,604 $899K 0.14% +203 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,586 $899K 0.19% -122 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,424 $897K 0.31% -2,732 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,409 $894K 0.11% -59 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,329 $881K 0.04% +1,288 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,274 $880K 0.09% +141 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,312 $878K 0.06% +327 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,291 $875K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,253 $875K 0.04% +1,360 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,282 $873K 0.38% new 13F-HR Timeline Claro Advisors Inc. 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