Bison Wealth, LLC More: the full row for Bison Wealth, LLC 34,042 $964K 0.11% -23,858 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 38,679 $961K 0.07% -96,857 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 38,678 $961K 0.44% -2,972 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 38,586 $958K 0.54% +318 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 38,576 $958K 0.06% -7,314 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 38,560 $958K 0.09% -1,606 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 38,431 $955K 0.15% -262,882 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 38,393 $954K 0.1% +3,064 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 38,382 $953K 0.09% -813 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 38,373 $952K 0.01% +53 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 38,324 $952K 0.54% -8,841 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 38,266 $951K 0.02% +2,648 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 38,059 $945K 0.52% +195 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 38,043 $945K 0.15% +458 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 37,940 $942K 0.12% +2,888 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 37,930 $942K 0.16% +1,877 13F-HR Timeline Group Wright Wealth LLC More: the full row for Wright Wealth LLC 37,925 $942K 0.61% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 37,825 $940K 0.09% +5,194 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 37,772 $938K 0.15% -49 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 37,643 $935K 0.11% -1,138 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 37,262 $926K 0.22% -1,076 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37,147 $923K 0.04% -130 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 36,979 $919K 0.31% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 36,937 $918K 0.12% +2,440 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 36,790 $914K 0.64% +386 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 36,778 $914K 0.06% -1,538 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 36,719 $912K 0.3% -950 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 36,639 $910K 0.05% +2,385 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 36,593 $909K 0.05% +6,671 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 36,506 $907K 0.38% +5,276 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 36,462 $906K 0.91% +15,515 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 36,440 $905K 0.16% -2,713 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 36,395 $904K 0.06% +2,614 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 36,385 $904K 0.03% -766,210 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 36,351 $903K 0.05% +17,784 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 36,348 $903K 0.59% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 31,919 $901K 0.38% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 36,280 $901K 0.15% +770 13F-HR Timeline Tradewinds, LLC. 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More: the full row for Total Wealth Planning & Management, Inc. 36,160 $898K 0.71% 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 36,039 $895K <0.01% -182 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 35,870 $891K 0.03% -1,091 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 35,911 $891K 0.25% -1,064 13F-HR/A Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 35,866 $891K 0.05% -51 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 35,816 $890K 0.45% +1,599 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 35,565 $883K 0.3% +3,420 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 37,215 $883K 0.08% -161 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 35,485 $881K 0.01% -36,728 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,467 $881K 0.3% -1,456 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 35,458 $881K 0.02% -24 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 35,410 $880K 0.05% new 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 35,260 $876K 0.05% +1,750 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 35,138 $873K 0.45% -1,602 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 35,079 $871K 0.48% -409 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 35,064 $871K 0.03% -179 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 35,012 $870K 0.13% +275 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 34,997 $869K 0.2% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 34,828 $865K 0.15% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 34,767 $864K 0.14% +5,497 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 32,539 $863K 0.62% -249 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 34,734 $863K 0.03% +464 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 34,716 $862K 0.05% -8,895 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 34,687 $862K 0.68% -75 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 34,658 $861K 0.36% -350 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 34,425 $855K 0.07% +620 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 34,300 $852K 0.06% -864 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 34,285 $852K 0.15% -2,522 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 34,105 $847K 0.08% -519 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 34,103 $847K 0.88% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 33,922 $843K 0.2% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 33,913 $842K 0.09% +4,459 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 33,891 $842K 0.08% -210 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 33,885 $842K 0.16% +4,606 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 33,872 $841K 0.03% +12,355 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 33,871 $841K 0.06% +3,572 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 33,861 $841K 0.07% -488 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 33,862 $841K 0.12% -193 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 33,831 $840K 0.12% -1,710 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 33,827 $840K 0.05% +20 13F-HR Timeline United Bank More: the full row for United Bank 33,770 $839K 0.28% -1,186 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 33,739 $838K -18,910 Timeline PCB Capital LLC More: the full row for PCB Capital LLC 33,689 $837K 1.34% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 33,682 $837K 0.09% -2,206 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 33,624 $835K 0.24% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 35,576 $834K 0.19% +13,189 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 33,534 $833K 0.02% -4,251 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 33,369 $829K 0.19% -17,953 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 33,339 $828K 0.11% +11,487 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 33,318 $828K 0.37% -116 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 33,304 $827K 0.04% -1,791 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 33,227 $825K 0.17% -692 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 33,218 $825K 0.22% +1,661 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 33,111 $822K 0.13% +24,200 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 33,104 $822K 0.03% +1,229 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 33,074 $822K 0.66% +1,072 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 33,017 $820K 0.21% +674 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 33,014 $820K 0.2% -289 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 31,189 $819K 0.37% 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 32,947 $818K 0.46% -179 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 32,887 $817K 0.01% -1,797 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 32,846 $816K 0.13% -527 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 32,793 $815K 0.23% +8,465 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 32,789 $814K 0.53% -300 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 32,744 $813K 0.29% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 32,742 $813K 0.22% -998 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 32,659 $811K 0.3% +774 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 32,642 $811K 0.68% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 32,627 $810K 0.13% -8,244 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 32,600 $810K 0.01% -1,850 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 32,589 $810K 0.02% -3,026 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 32,545 $808K 0.2% +500 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 32,520 $808K 0.34% -416 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 32,264 $801K 0.03% +985 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 32,208 $800K 0.05% -7,778 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 32,178 $799K 0.17% -937 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 32,148 $799K 0.1% +216 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 33,957 $798K 0.05% -397 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 32,116 $798K 0.11% +5,394 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 31,970 $794K 0.02% +370 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 31,913 $793K 0.06% -224 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 31,885 $792K 0.02% -5,348 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,832 $791K 0.03% -4,656 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 31,824 $791K 0.27% -6,756 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31,793 $790K 0.02% -5,242 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 31,783 $789K 0.09% +16,700 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 31,724 $788K 0.11% -7,077 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 31,715 $788K 0.36% -579 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 31,662 $786K 0.12% -174 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 31,655 $786K 0.53% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31,629 $786K 0.14% +717 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 31,625 $786K 0.07% -1,013 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 31,549 $784K 0.46% -2,954 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 31,490 $782K 0.16% -286 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 31,455 $781K 0.41% -1,043 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 32,843 $780K -8,356 Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 31,318 $778K 0.27% 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 31,198 $775K 0.09% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 31,164 $774K 0.04% +2,733 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31,162 $774K 0.04% +2,099 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 31,143 $774K 0.66% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 31,089 $772K 0.03% -1,642 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 31,071 $772K 0.09% -1,299 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 30,906 $768K 0.04% -20,632 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 30,899 $768K 0.08% -9,444 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 32,325 $767K 0.19% +599 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 30,437 $756K 0.09% -3,165 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 30,449 $756K 0.08% -19,127 13F-HR/A Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 30,397 $755K 0.26% +397 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 30,671 $753K 0.12% +16,114 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30,321 $753K 0.03% +582 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 30,311 $753K 0.29% +2,317 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 30,299 $753K 0.05% -36,467 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 30,230 $751K 0.11% -3,589 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 30,227 $751K 0.43% +3,888 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 30,214 $751K 0.2% -4,652 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 30,187 $750K 0.04% -1,310 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 30,099 $748K 0.14% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 30,096 $748K 0.46% +329 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 30,027 $746K 0.16% -1,792 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 29,979 $745K <0.01% +497 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 29,866 $742K 0.03% +10,858 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 29,802 $740K 0.49% +7,737 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 29,786 $740K 0.75% +128 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 29,695 $738K 0.25% +4,557 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 29,626 $736K 0.57% -4,000 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 29,523 $733K 0.1% +1,849 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 29,486 $732K 0.01% -1,034 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 29,473 $732K 0.1% +207 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 29,440 $731K 0.07% +144 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 29,419 $731K 0.75% -198 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 29,412 $731K 0.01% +9,605 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 29,389 $730K 0.12% +198 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 29,384 $730K 0.16% +198 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 29,375 $730K 0.11% +1,700 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 29,302 $728K 0.06% -6,382 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 29,259 $727K 0.37% -189 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 29,259 $727K 0.02% -2,421 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 29,253 $727K 0.63% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 29,227 $726K 0.52% +1,295 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 29,109 $723K 0.13% +6,045 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 29,099 $723K 0.07% -6,709 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 29,095 $723K 0.21% +740 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 29,072 $722K 0.15% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 29,056 $722K 0.14% -8,282 13F-HR Timeline S&CO INC More: the full row for S&CO INC 29,034 $721K 0.04% +47 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 28,946 $719K 0.15% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 28,939 $719K 0.06% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 28,914 $718K 0.08% +15,575 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 28,870 $717K 0.26% -275 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 28,857 $717K 0.01% -9,250 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 28,674 $712K 0.06% +103 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 28,615 $711K 0.06% -6,975 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 28,572 $710K 0.12% -1,388 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 28,567 $710K 0.16% +8,643 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 29,066 $707K 0.03% -3,356 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 28,473 $707K 0.1% -2,009 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 28,436 $706K 0.08% -460 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 28,434 $706K 0.05% -1,168 13F-HR Timeline