BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,191 $1.06M 0.07% -8 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,190 $1.06M 0.4% -133 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 9,155 $1.06M 0.93% 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,135 $1.06M 1% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,123 $1.06M 0.15% +464 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9,106 $1.05M 0.84% -1,453 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,066 $1.05M 0.08% +43 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,039 $1.05M 0.27% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,015 $1.04M 0.08% +3,568 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 9,005 $1.04M 0.23% 0 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 9,000 $1.04M 0.84% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 8,968 $1.04M 0.75% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,961 $1.04M 0.01% -713 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,937 $1.03M 0.81% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,886 $1.03M 0.21% -434 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 8,866 $1.03M 0.26% -461 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 8,863 $1.03M 0.92% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,378 $1.03M 0.12% +845 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,378 $1.02M 0.98% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,774 $1.02M 0.04% +425 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 8,765 $1.01M 0.12% -25 13F-HR/A Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 8,760 $1.01M 0.81% -210 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 8,746 $1.01M 0.13% -9,832 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 8,736 $1.01M 0.63% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,706 $1.01M 0.12% +12 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 8,693 $1.01M 0.49% +300 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,676 $1M 0.65% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,643 $1M 0.06% -159 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,601 $995K 0.05% +2,401 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,591 $994K 0.11% -1,107 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,519 $986K 0.09% -130 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,517 $986K 0.12% -456 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 8,498 $983K 0.87% -222 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,474 $981K 0.07% +699 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 8,452 $978K 0.01% -200 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 8,451 $978K 0.57% +235 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,443 $977K 0.09% -175 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 8,430 $976K 0.43% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,426 $975K 0.07% +47 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,415 $974K 0.15% +215 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 8,401 $972K 0.06% +300 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 8,389 $971K 0.24% +137 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,309 $962K 0.36% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 8,251 $955K 0.59% +75 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,245 $954K 0.47% +115 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,235 $953K 0.06% +890 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 8,229 $952K 0.38% -922 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,209 $950K 0.03% +75 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,210 $950K 0.22% +186 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,172 $946K 0.37% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 8,130 $941K 0.13% +6,163 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 8,109 $938K 0.19% +15 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 8,076 $935K 0.09% -68 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,049 $931K 0.07% -1,000 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 8,042 $931K 0.27% 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 8,029 $929K 0.16% -340 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 8,029 $929K 0.79% -150 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,022 $928K 0.02% +1,745 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 8,000 $926K 0.38% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,996 $925K 0.13% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,981 $924K 0.62% +1 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,974 $923K 0.06% +312 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 7,962 $921K 0.12% -390 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,952 $920K 0.05% -619 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 7,948 $920K 0.63% +202 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,942 $919K 0.12% -641 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,713 $918K 0.03% -4,664 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,928 $917K 0.36% -99 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,920 $917K 0.15% +220 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,911 $916K 0.07% +1,555 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,909 $915K 0.08% +20 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,897 $914K 0.18% +422 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,895 $914K 0.42% 0 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 7,880 $912K 0.05% +542 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,873 $911K 0.12% -129 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,867 $910K 0.15% -103 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,831 $906K 0.06% -3,261 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 7,817 $905K 0.61% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,790 $901K 0.3% +8 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,789 $901K 0.4% +90 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,777 $900K 0.09% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,747 $896K 0.31% +25 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 7,745 $896K 0.16% -159 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 7,830 $896K 0.01% -38 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,733 $895K 0.33% -999 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,727 $894K 0.1% -564 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,721 $893K 0.06% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,711 $892K 0.2% -849 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,710 $892K 0.07% +754 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,706 $892K 0.27% +115 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,704 $892K 0.09% +2,049 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,696 $891K 0.45% -123 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,689 $890K 0.02% +301 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,684 $889K 0.41% +2,161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,673 $888K 0.67% +1 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,499 $883K 0.89% -369 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,601 $880K 0.16% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,590 $878K 0.42% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 7,540 $873K 0.29% -243 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,513 $869K 0.08% -7 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 7,442 $861K 0.16% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 7,438 $861K 0.68% +127 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 7,431 $860K 0.21% +18 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,429 $860K 0.8% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,392 $855K 0.08% +586 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 7,390 $855K 0.07% 0 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,361 $852K 0.03% +576 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,348 $850K 0.17% -368 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,341 $850K 0.06% -184 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,336 $849K 0.04% -485 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,320 $847K 0.23% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,302 $845K 0.43% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,285 $843K 0.04% -75,064 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,270 $841K 0.27% -121 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,265 $841K 0.38% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,263 $841K 0.07% -357 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,262 $840K 0.02% -2,968 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,245 $838K 0.08% +62 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,230 $837K 0.17% +1,565 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 7,208 $834K 0.63% +7 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,194 $832K 0.77% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,190 $832K 0.08% +2,045 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 7,189 $832K 0.47% -277 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 7,175 $830K 0.12% -500 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,167 $829K 0.06% +591 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,156 $828K 0.37% +268 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 7,155 $828K 0.89% 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 7,154 $828K 0.81% -60 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,144 $827K 0.76% 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 7,140 $826K 0.12% -55 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7,114 $823K 0.27% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,112 $823K 0.26% -3,524 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,094 $821K 0.06% -250 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,088 $820K 0.36% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 7,086 $820K 0.12% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7,083 $820K 0.15% -55 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,070 $818K 0.65% -883 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 7,064 $817K 0.2% +194 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,062 $817K 0.18% +3,770 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 7,058 $817K 0.53% -123 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,048 $816K 0.07% +45 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,034 $814K 0.3% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,022 $813K <0.01% +2,599 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,024 $813K 0.38% +559 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,020 $812K 0.3% -864 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 7,019 $812K 0.03% +195 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,018 $812K 0.03% +29 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,015 $812K 0.12% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,013 $811K 0.53% +224 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 7,000 $810K 0.06% 0 13F-HR Timeline Group Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 7,000 $810K 0.37% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 6,980 $808K 0.61% -30 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,947 $804K 0.13% +187 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,942 $803K 0.06% +1 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,935 $803K 0.06% -1,177 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,936 $803K 0.24% +1,045 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,925 $801K 0.06% -235 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 6,911 $800K 0.22% +96 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,905 $799K 0.01% +3,647 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,902 $799K 0.46% -118 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,897 $798K 0.42% +2 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 6,882 $795K 0.39% -41 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,842 $792K 0.83% +88 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,811 $788K 0.06% +720 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,774 $784K 0.36% -10 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,771 $784K 0.26% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 6,766 $783K 0.12% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,761 $782K 0.07% +1,322 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,758 $782K 0.17% +3,415 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,774 $780K 0.15% +559 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,731 $779K 0.03% -727 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,684 $773K 0.45% +106 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 6,683 $773K <0.01% -274 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 6,677 $773K 0.04% -100 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,669 $772K 0.09% -226 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 6,669 $772K 0.49% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $771K 0.02% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,620 $766K 0.13% +190 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 6,610 $765K 0.02% 0 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,606 $764K 0.24% -471 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,593 $763K 0.52% -100 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 6,565 $760K 0.26% -1 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,564 $760K 0.2% +177 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,562 $759K 0.21% -1,750 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,536 $756K 0.24% -10 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,525 $755K 0.54% -136 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,513 $754K 0.03% -9 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,460 $748K 0.07% -183 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,452 $747K 0.05% +400 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,436 $745K 0.28% +33 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,432 $744K 0.13% -317 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,410 $742K 0.09% +152 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,406 $741K <0.01% +438 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,908 $740K 0.42% +795 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,386 $739K 0.36% -57 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,385 $739K 0.11% -2,221 13F-HR/A Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,380 $738K 0.16% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,363 $736K 0.04% -515 13F-HR/A Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,351 $733K 0.11% +379 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,335 $733K 0.35% -150 13F-HR Timeline