EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,845 $356K 0.02% -204 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,832 $353K 0.03% +1 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,828 $353K 0.01% +68 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,825 $352K 0.01% -2,462 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,824 $352K 0.09% -249 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,822 $351K 0.03% +361 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,822 $351K 0.03% +46 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,821 $351K 0.01% -98 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,812 $349K 0.1% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,810 $349K 0.13% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,807 $349K 0.14% +14 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,799 $347K 0.1% +58 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,793 $346K 0.04% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,777 $343K 0.3% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,778 $342K 0.27% -104 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,768 $341K 0.03% +8 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,760 $339K 0.05% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,759 $339K 0.01% +620 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,756 $339K 0.08% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,752 $338K 0.07% +156 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,750 $337K 0.03% -321 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,746 $337K 0.05% +251 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,746 $337K 0.05% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,742 $336K 0.01% +198 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,727 $333K 0.13% -36 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,727 $333K 0.01% +196 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,728 $333K 0.03% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,722 $332K 0.13% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,720 $332K 0.06% +116 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,714 $331K 0.01% +125 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,713 $330K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,712 $330K 0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,709 $330K 0.03% -82 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 1,710 $330K 0.3% 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 1,708 $329K 0.16% -50 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,705 $329K 0.05% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,704 $329K 0.02% -201 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,700 $328K 0.02% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,700 $328K 0.03% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,697 $327K 0.39% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,696 $327K 0.01% +1 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,688 $326K 0.07% +3 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,682 $324K 0.01% -158 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,681 $324K 0.13% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,680 $324K 0.02% +51 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,679 $324K 0.09% 0 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 1,673 $323K 0.07% +213 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,672 $322K 0.02% +94 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,671 $322K 0.03% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,668 $322K 0.07% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,660 $320K 0.07% -25 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,655 $319K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,649 $318K 0.1% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,643 $317K 0.03% -177 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,641 $316K 0.03% -365 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,640 $316K 0.02% +21 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,627 $314K 0.01% +155 13F-HR Timeline Group Econ Financial Services Corp More: the full row for Econ Financial Services Corp 1,623 $313K 0.18% +6 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,622 $313K 0.05% +1,000 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,614 $311K 0.04% -65 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,602 $309K 0.11% +350 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,601 $309K 0.14% -161 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,600 $309K 0.13% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,600 $309K 0.23% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,598 $308K 0.04% +202 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,597 $308K 0.08% -35 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,595 $308K 0.13% -135 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,593 $307K 0.12% -18 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,588 $306K 0.02% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,586 $306K 0.16% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,584 $305K 0.23% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,584 $305K 0.15% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,579 $305K 0.03% -1,147 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,578 $304K 0.17% +22 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,575 $304K 0.03% 0 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 1,569 $303K 0.15% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,568 $302K 0.01% -42 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,566 $302K 0.12% -145 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,563 $301K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,559 $301K 0.03% +20 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,559 $301K 0.12% +10 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,558 $300K 0.09% 0 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,553 $299K 0.03% -3 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,551 $299K 0.06% 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,548 $299K 0.01% -148 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,546 $298K 0.14% -43 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,537 $296K 0.17% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,530 $295K 0.06% -45 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,530 $295K 0.03% -179 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,529 $295K 0.04% -528 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,525 $294K 0.08% +2 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,490 $294K 0.19% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,502 $294K 0.06% +26 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,523 $294K 0.03% +23 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,511 $291K 0.04% +32 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,501 $289K 0.08% -95 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,500 $289K 0.08% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,500 $289K 0.16% -571 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $289K 0.15% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,493 $288K 0.03% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,491 $288K 0.08% -309 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,487 $287K 0.03% -73 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,483 $286K <0.01% 0 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,477 $285K <0.01% +64 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,475 $285K 0.13% +35 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,468 $283K 0.11% +13 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,466 $283K <0.01% +214 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,457 $281K 0.01% -15 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,455 $281K 0.25% 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,448 $279K 0.12% +1 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,440 $278K 0.07% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,438 $277K <0.01% -490 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,437 $277K 0.06% +48 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,421 $274K 0.02% +134 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,420 $274K 0.23% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,415 $273K 0.06% -3,391 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,411 $272K 0.09% +65 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,408 $272K 0.03% -48 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,408 $271K 0.02% +10 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,405 $271K 0.26% 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,400 $270K 0.34% -400 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,396 $269K 0.06% +93 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,394 $269K 0.1% +294 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,391 $268K 0.27% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,390 $268K 0.11% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,390 $268K 0.18% -300 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,389 $268K 0.01% -42 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,381 $266K 0.09% 0 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,380 $266K 0.21% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,377 $266K 0.04% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,378 $266K 0.05% -22 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,378 $266K 0.06% -26 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,376 $265K 0.09% +290 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,365 $263K 0.03% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,361 $262K 0.08% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,350 $260K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,343 $259K 0.04% -669 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,342 $259K 0.04% +8 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,342 $259K 0.09% +21 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,342 $259K 0.18% 0 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,334 $257K 0.25% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,333 $257K 0.06% -23 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,329 $256K 0.05% +64 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,326 $256K 0.04% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,325 $256K 0.03% +120 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,325 $256K 0.04% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,320 $254K 0.07% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,316 $254K 0.06% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,179 $253K 0.24% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,312 $253K 0.14% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,291 $249K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,290 $249K 0.12% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,286 $248K 0.13% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,285 $248K 0.07% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,284 $248K 0.06% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,284 $248K 0.07% -578 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,280 $247K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,278 $246K 0.01% +67 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,276 $246K 0.02% -121 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,270 $245K 0.15% +170 13F-HR Timeline Group ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,270 $245K 0.29% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,266 $244K 0.07% -115 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,266 $244K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,261 $243K 0.04% +54 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,259 $243K 0.07% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,259 $243K 0.18% +108 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,258 $243K 0.26% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,256 $242K 0.02% -81 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,250 $241K 0.08% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,244 $240K 0.07% -110 13F-HR Timeline American Trust More: the full row for American Trust 1,242 $240K 0.02% -78 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,242 $240K 0.01% +113 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,240 $239K 0.04% 0 13F-HR/A Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,238 $239K 0.01% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,235 $238K 0.19% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,232 $238K 0.02% +28 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,237 $237K 0.01% 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 1,230 $237K 0.19% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,227 $237K 0.02% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,225 $236K 0.16% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,222 $236K 0.14% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,221 $235K 0.13% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,219 $235K 0.02% -9 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,216 $235K 0.14% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,213 $234K 0.04% -50 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,211 $234K 0.12% +122 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,210 $233K 0.09% +3 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,209 $233K 0.1% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,200 $231K 0.01% 0 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,197 $231K 0.06% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,189 $229K 0.13% -30 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,187 $229K 0.06% +20 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,237 $229K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,183 $228K 0.21% +7 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,180 $228K 0.09% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,181 $228K 0.01% -18 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,181 $228K 0.02% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,181 $228K 0.01% +6 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,178 $227K <0.01% +5 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,175 $227K 0.12% new 13F-HR Timeline