Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,322 $887K 0.05% -687 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,278 $882K 0.01% 0 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 7,223 $875K 0.09% -300 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 7,138 $865K 0.23% +1,182 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 7,082 $858K 0.31% -166 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,081 $858K 0.03% +249 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 7,080 $858K 0.24% -121 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,042 $853K 0.2% -702 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 7,000 $848K 0.18% new 13F-HR Timeline Capital International Investors group of 2 filers holding More: the full row for Capital International Investors 6,992 $847K -43,985 Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,961 $844K 0.17% -314 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,958 $843K 0.14% +4,369 13F-HR Timeline Group BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 6,942 $841K 0.22% -8,275 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,917 $838K 0.01% +1,228 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,793 $823K 0.23% +1,323 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,787 $823K 0.25% -826 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 6,768 $820K 0.17% -112 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,753 $818K 0.29% +127 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,750 $818K 0.34% -179 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,726 $815K 0.1% +238 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 6,700 $812K 0.27% +1,865 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,690 $811K 0.27% +1,238 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,273 $802K 0.06% -555 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,590 $799K 0.03% +3,872 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,522 $791K 0.03% +1,379 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,481 $785K 0.07% +163 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,449 $782K 0.32% +211 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,439 $780K 0.02% -192 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,412 $777K 0.27% +94 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,370 $772K 0.16% +3,254 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,369 $772K 0.02% -568 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,363 $771K 0.02% -1,319 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,352 $770K 0.05% +458 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,351 $770K 0.15% -1,010 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,340 $768K 0.13% 0 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,328 $767K 0.28% +80 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 6,307 $764K 0.68% +711 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,269 $760K 0.01% -33,026 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,262 $759K 0.04% +3,060 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,252 $758K 0.76% 0 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,249 $757K 0.02% +52 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,245 $757K 0.04% -41 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,240 $756K 0.03% +488 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,230 $755K 0.01% -1,586 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,223 $754K 0.03% +1,369 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,202 $752K 0.51% +428 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,175 $748K 0.03% -10,555 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,155 $746K 0.37% -600 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,148 $745K 0.05% +839 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,080 $737K 0.22% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,056 $734K 0.16% -774 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,047 $733K 0.02% -184 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,042 $732K 0.01% -29,183 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 6,031 $731K 0.16% -100 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,017 $729K 0.21% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,007 $728K 0.23% +3,039 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,005 $728K 0.09% -46 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 5,996 $727K 0.51% -1,504 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,916 $717K 0.03% +267 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 5,903 $715K 0.01% +836 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,900 $715K 0.01% +269 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 5,878 $712K 0.58% +565 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,533 $707K +2,045 Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 5,800 $703K 0.03% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 5,800 $703K 0.67% 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,784 $701K 0.04% -140 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,778 $700K 0.02% +358 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,748 $697K 0.02% +1,876 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,296 $692K 0.13% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,700 $691K 0.06% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,669 $687K 0.04% -472 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,663 $686K 0.05% -390 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,692 $686K 0.01% +582 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,625 $682K 0.05% -186 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,600 $679K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,593 $678K 0.08% -36 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,980 $677K 0.01% +939 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,264 $673K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,546 $672K 0.04% -242 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,533 $671K 0.04% -105 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,491 $666K 0.05% -514 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,473 $663K 0.25% +1,921 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 5,455 $661K 0.37% +48 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,450 $661K 0.18% new 13F-HR Timeline Group Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 5,435 $659K 0.4% -587 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,435 $659K 0.03% +2,421 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,405 $655K <0.01% -1,389,611 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,399 $654K 0.04% +908 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,364 $650K 0.25% +531 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 5,354 $649K 0.38% -710 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,346 $648K 0.01% +4 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,344 $648K 0.07% +24 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,320 $645K 0.15% +225 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 5,312 $644K 0.03% -460 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,301 $642K 0.57% -10 13F-HR Timeline Group FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 5,300 $642K 0.29% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,260 $638K 0.04% +445 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,257 $637K 0.02% -442 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,241 $635K 0.04% -397 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,196 $633K 0.06% +560 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,222 $633K 0.13% -117 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 5,218 $632K 0.04% +2 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,212 $632K 0.03% -55 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,210 $631K 0.03% -1,944 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,209 $631K 0.02% -377 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,206 $631K 0.04% +3,712 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,161 $626K 0.03% +101 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,152 $624K 0.01% -105 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,149 $624K 0.01% +273 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,148 $624K 0.1% +25 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,096 $618K 0.09% +202 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,080 $616K 0.04% +338 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,077 $615K 0.4% +10 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,176 $615K 0.09% +156 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,070 $614K 0.29% -90 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,997 $614K 0.04% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,034 $610K 0.1% +193 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,020 $608K 0.04% -63 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,017 $608K 0.19% -416 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,006 $607K 0.02% +697 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,006 $607K 0.1% +64 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,003 $606K 0.02% +102 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 5,000 $606K 0.09% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,993 $605K 0.35% +4,198 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,977 $603K 0.07% -205 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,976 $603K 0.09% +10 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,976 $603K 0.14% -105 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,974 $603K 0.04% 0 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 4,973 $603K 2.23% -16,266 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,967 $602K 0.02% +1,485 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,966 $602K 0.08% -2,100 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,961 $601K 0.1% -17,604 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,960 $601K 0.03% -9,838 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,945 $599K 0.26% +234 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,931 $598K 0.06% -115 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 4,900 $594K 0.56% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,895 $593K 0.02% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,882 $592K 0.17% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,869 $590K 0.01% +1,789 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,825 $585K 0.09% -899 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,806 $582K 0.32% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,803 $582K 0.15% +33 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,802 $582K 0.08% +2,225 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,793 $581K 0.31% -40 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,785 $580K 0.02% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,745 $575K 0.13% +560 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,740 $574K 0.13% -14 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,737 $574K 0.37% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,730 $573K 0.29% -325 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,723 $572K 0.11% +32 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,726 $572K 0.15% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,714 $571K 0.01% -199 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,700 $570K 0.04% new 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,690 $568K 0.33% -16 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,676 $567K 0.29% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,676 $567K 0.1% +489 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,675 $567K 0.12% +1,445 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,655 $564K 0.01% -308 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,654 $564K 0.04% +239 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,358 $563K 0.16% +19 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,623 $560K 0.41% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,601 $558K 0.01% +262 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,597 $557K 0.01% +717 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,593 $557K 0.24% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,579 $555K <0.01% -4,370 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,568 $554K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,543 $551K 0.01% +383 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,542 $550K 0.03% +1,200 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,529 $549K 0.1% +400 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,527 $549K 0.03% -816 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,525 $548K 0.19% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,522 $548K 0.27% -226 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,520 $548K 0.53% -356 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,506 $546K 0.08% +905 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,482 $543K 0.01% -1,950 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,472 $542K 0.04% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,439 $538K 0.08% -133 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,422 $536K 0.01% -10,850 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,420 $536K 0.02% +716 13F-HR/A Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,413 $535K 0.04% -117 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,413 $535K 0.37% -501 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,404 $534K 0.11% +682 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,403 $534K 0.12% -500 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,402 $534K 0.03% +462 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,392 $533K 0.08% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,082 $530K 0.04% -214 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,363 $529K 0.05% 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,345 $527K 0.31% -9,262 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,344 $526K 0.06% +430 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,338 $526K 0.24% -200 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,316 $523K 0.13% -145 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,308 $522K 0.16% new 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,306 $522K 0.47% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,300 $521K 0.24% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,298 $521K 0.05% +4 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,282 $519K 0.07% -1,013 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,279 $519K 0.04% -279 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,262 $517K 0.28% -499 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,250 $515K 0.25% +150 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,239 $514K 0.01% +178 13F-HR Timeline Group