Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 5,200 $902K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,192 $901K 0.05% -510 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,189 $900K 0.04% +33 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,186 $900K 0.05% +609 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,160 $895K 0.43% -57 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,145 $893K 0.06% +22 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 5,125 $889K 0.2% new 13F-HR Timeline Confluence Wealth Services, Inc. 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Paul & Associates, LLC 4,311 $748K 0.25% +944 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,301 $746K 0.04% +98 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,300 $746K 0.17% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,298 $746K 0.01% +1,472 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,297 $745K 0.25% +57 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,286 $744K 0.03% +46 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,274 $741K 0.32% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,271 $741K 0.1% -2,064 13F-HR Timeline OmniStar Financial Group, Inc. 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More: the full row for Everhart Financial Group, Inc. 4,153 $721K 0.07% -150 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,145 $719K 0.03% +125 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,141 $718K 0.16% -70 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,136 $718K 0.03% -981 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,090 $718K 0.05% +170 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,118 $714K 0.43% 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,117 $714K 0.15% -75 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,113 $714K 0.05% +298 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 4,100 $711K 0.09% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,089 $709K 0.19% +2,394 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,088 $709K 0.03% -454 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,092 $708K 0.09% -5,790 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,059 $704K 0.18% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,057 $704K 0.09% -384 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,051 $703K 0.04% +553 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,045 $702K 0.11% +436 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,758 $697K 0.19% +1,710 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,016 $697K 0.09% -1,872 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,009 $696K 0.04% -71 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,007 $695K 0.03% +807 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,000 $694K 0.38% 0 13F-HR Timeline Ifrah Financial Services, Inc. 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More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,776 $655K 0.08% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,775 $655K 0.65% -100 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,766 $653K 0.17% +225 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,765 $653K 0.15% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,765 $653K 0.25% +4 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 47,134 $653K 0.5% +42,235 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,749 $650K 0.19% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,746 $650K 0.15% -300 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,735 $648K 0.31% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,727 $647K 0.18% -458 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,703 $642K 0.07% +239 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,700 $642K 0.21% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,695 $641K 0.02% +18 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,695 $641K 0.27% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,687 $640K 0.02% new 13F-HR/A Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,676 $638K 0.42% -119 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,674 $637K 0.02% -189 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,671 $637K 0.32% +16 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,256 $633K 0.51% +1,024 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,643 $632K 0.32% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,641 $632K 0.02% -81 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,333 $630K 0.04% -390 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,633 $630K 0.17% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,625 $629K 0.1% +174 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,586 $629K 0.11% +769 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,615 $627K 0.23% -1,100 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,614 $627K 0.04% -992 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,611 $626K 0.04% -2,384 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,610 $626K 0.19% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,591 $623K 0.34% +25 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,563 $618K 0.02% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,559 $617K 0.06% +118 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,557 $617K 0.08% -15,702 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,538 $614K 0.01% new 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,532 $613K 0.06% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,521 $611K 0.03% -542 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,505 $608K 0.24% -465 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,491 $606K 0.08% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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