FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,056 $1.03M 0.29% new 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,052 $1.03M 0.79% +11 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,039 $1.02M 0.07% -1,028 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,037 $1.02M 0.03% -126 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,017 $1.01M 0.37% -30 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,015 $1.01M 0.29% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,011 $1.01M 0.78% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,008 $1.01M 0.02% -244 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 2,000 $1M 0.77% +1,250 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,998 $1M 0.05% -745 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,994 $1000K 0.01% -661 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,980 $993K 0.14% -50 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,980 $993K 0.01% -6,506 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,979 $992K 0.13% -5 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,977 $991K 0.07% -346 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,972 $989K 0.2% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,964 $985K 0.34% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,958 $980K 0.04% -140 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,951 $978K 0.06% -911 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,949 $977K 0.79% -957 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,949 $977K 0.08% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,947 $976K 0.2% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,945 $975K 0.02% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,937 $971K 0.24% +472 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 1,935 $970K 0.78% -94 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,934 $970K 0.62% +20 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,932 $969K 0.42% +36 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,601 $969K 0.29% -4 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,931 $968K 0.27% -37 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,929 $967K 0.2% +1 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,926 $966K 0.61% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,925 $965K 0.14% +309 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,924 $965K 0.06% -116 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 1,763 $961K 0.95% -184 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,912 $959K 0.08% -183 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,911 $958K 0.34% +129 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,898 $952K 0.13% -40 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,896 $951K 0.04% -48 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,893 $949K 0.65% +165 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,893 $949K 0.19% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,864 $944K 0.09% -6,043 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,877 $941K 0.07% -138 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,873 $939K 0.2% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,869 $937K 0.05% +97 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,861 $933K 0.03% +577 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,861 $933K 0.09% -20 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,853 $931K 0.11% -90 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,848 $927K 0.22% +3 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,846 $926K 0.52% -605 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,844 $925K 0.03% +152 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,832 $918K 0.06% -12 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,825 $915K 0.55% -566 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,825 $915K 0.82% +125 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,813 $909K 0.11% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,813 $909K 0.13% +4 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 1,811 $908K 0.07% -822 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,804 $905K 0.12% -205 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,802 $903K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,801 $903K 0.07% +24 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,799 $902K 0.44% -151 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,798 $902K 0.11% -41 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,796 $901K 0.04% -166 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,785 $895K 0.15% -280 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,770 $887K 0.18% -100 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,766 $885K 0.37% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,763 $884K 0.05% +245 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,762 $883K 0.38% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,762 $883K 0.52% +1,047 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,759 $882K 0.25% -98 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,742 $873K 0.06% +40 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,739 $872K 0.19% +25 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,732 $868K 0.12% +222 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,722 $863K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,720 $863K 0.06% +127 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,720 $862K 0.57% +256 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,719 $862K 0.05% +404 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,715 $860K 0.03% -969 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 1,714 $859K 0.18% -91 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,711 $859K 0.01% -242 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,710 $857K 0.03% -31,892 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,615 $851K 0.02% -184 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,696 $850K 0.68% +51 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,693 $850K 0.15% -203 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 1,670 $837K 0.68% 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,668 $836K 0.13% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,661 $833K 0.05% +23 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,656 $830K 0.04% -35 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,655 $830K 0.02% -541 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,651 $828K 0.12% +36 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,651 $828K 0.11% -334 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,644 $824K 0.09% +58 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,631 $818K <0.01% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,625 $815K 0.22% +63 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,625 $815K 0.24% +39 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,623 $814K 0.03% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,609 $807K 0.08% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,603 $804K 0.13% -129 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,602 $803K 1.28% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,598 $801K 0.55% -96 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,589 $797K 0.37% +62 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,586 $796K 0.05% +347 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,587 $795K 0.2% +84 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,585 $795K 0.25% +143 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,585 $795K 0.15% +50 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,578 $791K 0.04% -325 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,576 $790K -119 Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,569 $787K 0.22% +183 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,565 $785K 0.07% -244 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,554 $785K 0.04% -554 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,562 $783K 0.46% +151 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,552 $778K 0.05% -17 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 1,550 $777K 0.25% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,550 $777K 0.22% +138 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,540 $772K 0.6% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,531 $768K 0.06% -170 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,528 $766K 0.06% +86 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,528 $766K 0.1% +523 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,525 $765K 0.18% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,524 $764K 0.02% +312 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,488 $764K 0.01% +240 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,516 $760K 0.02% -525 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,510 $757K 0.27% -3 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,437 $757K 0.09% -2,736 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,506 $755K 0.17% 0 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,505 $755K 0.01% -1,009 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,503 $754K 0.21% -252 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,502 $753K 0.04% -139 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,500 $752K 0.07% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,495 $750K 0.01% +260 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,491 $748K 0.42% -20 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,490 $747K 0.05% -97 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,488 $746K 0.07% +19 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,487 $746K 0.02% -232 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,477 $741K 0.07% -13 13F-HR/A Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,476 $740K 0.33% -10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,475 $740K 0.07% -89 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,467 $736K 0.01% -197 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,459 $733K 0.08% +735 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,458 $731K 0.02% -392 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,456 $730K 0.16% +440 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,454 $730K 0.03% -436 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,447 $726K 0.12% -92 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,476 $725K 0.16% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,447 $725K 0.07% +10 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,445 $725K 0.14% +56 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,445 $724K <0.01% -67 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,438 $722K 0.17% +188 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,410 $719K 0.03% +6 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,433 $718K 0.1% +45 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,428 $716K 0.21% +814 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,394 $716K 0.14% -3 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,419 $711K 0.22% +30 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,416 $710K 0.11% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,416 $710K 0.12% -50 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,415 $709K 0.04% +43 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,413 $709K 0.2% -14 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,413 $708K 0.07% +247 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,413 $708K 0.09% +556 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,413 $708K 0.01% -24 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,412 $708K 0.03% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,413 $708K 0.22% -5 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,411 $708K 0.14% +117 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,407 $705K 0.14% -10 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,404 $704K 0.52% +8 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,398 $701K 0.12% -6 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,396 $700K 0.05% -165 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 1,396 $700K 0.06% +17 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,391 $697K 0.31% +15 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,389 $696K 0.06% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,387 $696K <0.01% -1,357 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,386 $695K 0.2% +716 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,385 $694K 0.04% -293 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,374 $690K 0.25% +33 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,372 $688K 0.43% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,368 $686K 0.13% -90 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,367 $685K 0.28% -119 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,364 $684K 0.05% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,364 $684K 0.25% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,360 $682K 0.03% -293 13F-HR/A Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 1,351 $677K 0.69% -125 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,345 $674K 0.12% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,342 $673K 0.23% -109 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,342 $673K 0.24% +133 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,339 $671K 0.28% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,336 $670K 0.03% +33 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,328 $666K 0.03% -117 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,319 $663K 0.11% -230 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,317 $660K 0.02% +808 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,315 $659K 0.01% -1,391 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,315 $659K 0.04% -2,398 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,269 $656K 0.01% -23 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,303 $653K 0.02% +79 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,301 $652K 0.23% -196 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,298 $651K 0.01% -196 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,297 $650K 0.03% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,294 $649K 0.07% +409 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,294 $649K 0.06% -41 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,290 $647K 0.02% -102 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,272 $638K 0.26% +104 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,264 $634K 0.03% -419 13F-HR Timeline Group