XML Financial, LLC More: the full row for XML Financial, LLC 9,931 $2.41M 0.19% -116 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 9,920 $2.41M 0.07% -130 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,871 $2.39M 0.03% -356 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 9,854 $2.39M 0.62% +218 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,698 $2.35M 0.33% -91 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 9,689 $2.35M 2.7% -487 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,686 $2.35M 0.11% -365 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 9,649 $2.34M 0.91% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,572 $2.32M 0.06% +2,348 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,532 $2.31M 0.06% +763 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,520 $2.31M 0.22% +2,872 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9,467 $2.3M 1.56% +230 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,404 $2.28M 0.24% +81 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,373 $2.27M 0.37% -585 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 9,370 $2.27M 0.53% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,366 $2.27M 1.57% -478 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 9,360 $2.27M 1.7% +180 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,355 $2.27M 1.03% -14 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 9,353 $2.27M 0.36% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,325 $2.26M 0.04% -2,109 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,324 $2.26M 0.09% -73 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,289 $2.25M 0.16% 0 13F-HR Timeline Ceredex Value Advisors LLC More: the full row for Ceredex Value Advisors LLC 9,262 $2.25M 0.07% -100,063 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,217 $2.24M 0.19% -276 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,191 $2.23M 0.76% +4,850 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,164 $2.22M 0.12% -26 13F-HR Timeline Security National Bank More: the full row for Security National Bank 9,138 $2.22M 0.32% -63 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,131 $2.22M 0.19% +145 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 9,125 $2.21M 0.87% -738 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,124 $2.21M 0.16% +281 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,063 $2.2M 0.93% +1,475 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 9,057 $2.2M 1.17% -9 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 9,053 $2.2M 0.1% +177 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 9,047 $2.2M 0.07% -248 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,025 $2.19M 0.51% -23 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,011 $2.19M 0.66% -195 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 9,011 $2.19M 0.04% -4,242 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,004 $2.18M 0.09% -189 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 8,988 $2.18M 0.39% -23 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,981 $2.18M 0.15% +4,225 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,664 $2.18M 0.1% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 8,972 $2.18M 0.08% -9,090 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 8,927 $2.17M 0.19% 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 8,882 $2.16M 0.09% +222 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,856 $2.15M 0.25% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,836 $2.14M 0.27% +435 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 8,803 $2.14M 0.14% new 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,800 $2.14M 0.94% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,913 $2.13M 0.33% -2,698 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,784 $2.13M 0.12% +255 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,741 $2.12M 1.17% +155 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,731 $2.12M 0.87% +63 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,713 $2.11M 0.05% +1,649 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 8,708 $2.11M 0.15% -91 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 8,684 $2.11M 0.63% -32 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,668 $2.1M 0.17% -381 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,663 $2.1M 0.3% -336 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 8,646 $2.1M 1.84% -69 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 8,645 $2.1M 0.08% +111 13F-HR Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 8,629 $2.09M 0.25% -398 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,582 $2.08M 0.11% -105 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,571 $2.08M 0.95% +131 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 8,570 $2.08M 0.9% -704 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,566 $2.08M 0.04% +190 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 8,543 $2.07M 0.03% +614 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,530 $2.07M 0.41% +7,230 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,445 $2.05M 0.21% -367 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 8,437 $2.05M 0.35% +3,900 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,414 $2.04M 0.95% +75 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,393 $2.04M 0.11% -1,542 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 8,386 $2.03M 1.2% -240 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,381 $2.03M 0.07% -38 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,061 $2.03M 0.08% -8,082 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,369 $2.03M 0.11% +1,366 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 8,232 $2M 0.42% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,231 $2M 0.62% -100 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,220 $1.99M 0.22% -1,025 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,205 $1.99M 0.06% +281 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,193 $1.99M 0.66% -127 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,192 $1.99M 1.4% -60 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 8,183 $1.99M 1.34% +500 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,160 $1.98M 0.27% +26 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,132 $1.97M 0.19% -218 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,112 $1.97M 0.07% +4,901 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 8,088 $1.96M 0.71% +63 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 8,041 $1.95M new Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,041 $1.95M 0.04% +62 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,013 $1.94M 0.41% +55 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,006 $1.94M 0.43% -681 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,727 $1.94M 0.14% +238 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,977 $1.94M 0.04% +116 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,960 $1.93M 0.05% -552 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,942 $1.93M 0.04% +8 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,915 $1.92M 0.54% +50 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,890 $1.91M 0.14% +124 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,885 $1.91M 0.11% +486 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,876 $1.91M 0.63% +200 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,865 $1.91M 0.05% +240 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,815 $1.9M 0.08% -76 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,802 $1.89M 0.06% +4,653 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 7,801 $1.89M 0.09% -8,349 13F-HR Timeline Group Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 7,788 $1.89M 1.21% -14 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 7,778 $1.89M 0.08% -255 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,684 $1.86M 0.21% +46 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,682 $1.86M 0.1% -70,553 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,676 $1.86M 0.07% -1,059 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,672 $1.86M 0.04% +20 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,614 $1.85M 0.53% +44 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,588 $1.84M 0.1% +335 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,575 $1.84M 0.04% +111 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 7,557 $1.83M 0.98% +74 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,552 $1.83M 0.28% -23 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,536 $1.83M 0.16% +284 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,533 $1.83M 0.18% +424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,514 $1.82M 0.11% -331 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,504 $1.82M 0.64% +2 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,499 $1.82M 0.24% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,496 $1.82M 0.19% -130 13F-HR Timeline Stolper Co More: the full row for Stolper Co 14,972 $1.81M 0.51% -12,535 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,480 $1.81M 0.34% +31 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,454 $1.81M 0.3% -1,170 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,454 $1.81M 0.1% +3,880 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,442 $1.81M 0.27% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,430 $1.8M 1.23% -125 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,427 $1.8M 0.4% -78 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,414 $1.8M 0.37% +34 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,385 $1.79M 0.02% -3,067 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,375 $1.79M 0.23% -313 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 7,343 $1.78M 0.83% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,333 $1.78M 0.23% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,329 $1.78M 0.25% +267 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,321 $1.78M 0.13% +630 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,291 $1.77M 0.17% -186 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,286 $1.77M 0.09% -564 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,218 $1.75M 0.1% -2,140 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,318 $1.75M 1.16% -240 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,168 $1.74M 0.05% +7,165 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,160 $1.74M 0.04% +2,507 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,160 $1.74M 0.51% -68 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,130 $1.73M 0.08% +36 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,111 $1.73M 0.1% -336 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,054 $1.71M 0.01% +1,993 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,053 $1.71M 0.01% -17 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 7,044 $1.71M 0.25% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 8,700 $1.71M 0.93% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,020 $1.7M 0.09% +278 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 6,985 $1.69M 1.11% +264 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 6,967 $1.69M 0.54% +5,802 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,957 $1.69M 1.03% -250 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,947 $1.69M 0.26% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,933 $1.68M 0.01% +242 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,919 $1.68M 0.33% -657 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,913 $1.68M 0.14% -5 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 6,904 $1.68M 0.78% +223 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 6,904 $1.68M 0.22% +944 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 6,891 $1.67M 0.29% +10 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 6,889 $1.67M 0.01% +1,079 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,869 $1.67M 0.76% -50 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,866 $1.67M 1.18% -926 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,893 $1.66M 0.08% +11 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,842 $1.66M 0.03% +1,915 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 7,012 $1.66M 1.05% -98 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,816 $1.65M 1.48% -54 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,799 $1.65M 0.54% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,793 $1.65M 0.37% +216 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,764 $1.64M 0.21% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6,762 $1.64M 0.1% -838 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,760 $1.64M 0.4% -273 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,754 $1.64M 0.02% +1,120 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,738 $1.63M 0.24% +37 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,735 $1.63M 0.16% +37 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,729 $1.63M 0.05% +961 13F-HR/A Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,694 $1.62M 0.05% +110 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,690 $1.62M 0.1% +350 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,684 $1.62M 0.04% -461 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,680 $1.62M 0.1% -8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,640 $1.61M 0.08% +3 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,626 $1.61M 0.29% +127 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,623 $1.61M 0.07% +5,639 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,622 $1.61M 0.05% -658 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,606 $1.6M 0.23% -167 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,600 $1.6M 0.08% +5 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,921 $1.6M 0.25% -186 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,597 $1.6M 0.78% +4,916 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,557 $1.59M 0.39% +73 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,548 $1.59M 0.69% +143 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,532 $1.58M 0.45% -324 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,519 $1.58M 0.64% +43 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,506 $1.58M 0.35% +132 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,505 $1.58M 0.23% +54 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,470 $1.57M 0.08% +1,046 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,462 $1.57M 0.2% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,456 $1.57M 0.08% +240 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 6,438 $1.56M 0.1% -740 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,442 $1.56M 0.91% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,441 $1.56M 0.03% +368 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,797 $1.56M 0.12% -239 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,410 $1.56M 0.48% -916 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 6,406 $1.55M 0.22% -137 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 6,234 $1.55M 1.15% +35 13F-HR Timeline