PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,100 $1.55M 0.14% +1,189 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,052 $1.54M 0.36% +62 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,047 $1.54M 0.28% -7 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,045 $1.54M +1,553 Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,044 $1.54M 0.61% -131 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,034 $1.53M 0.16% -136 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,034 $1.53M 0.36% -211 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 6,030 $1.53M 1.22% -202 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,006 $1.53M 1.42% -68 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,006 $1.53M 0.13% +44 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 5,999 $1.53M 0.43% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5,991 $1.52M <0.01% -185 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,988 $1.52M 1.45% -111 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,982 $1.52M 0.05% +208 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,981 $1.52M 0.73% +336 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,979 $1.52M 0.51% -8 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,967 $1.52M 0.59% -61 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,906 $1.51M 0.04% -1,015 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,919 $1.51M 0.02% -702 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,910 $1.5M 0.34% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,864 $1.5M 0.68% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,955 $1.5M 0.53% -198 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,880 $1.5M 0.17% -14 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,852 $1.49M 0.01% -8 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,839 $1.48M 0.09% -479 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,827 $1.48M 0.64% -3,121 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,797 $1.48M 0.65% -50 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,792 $1.47M 0.12% -48 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,790 $1.47M 0.15% +427 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,760 $1.46M 0.35% -9 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,756 $1.46M 0.01% -59 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,750 $1.46M 0.35% +1,763 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 5,743 $1.46M 0.1% -66 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,738 $1.46M 0.05% -29 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,738 $1.46M 1.41% -213 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,716 $1.45M 0.02% -798 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,713 $1.45M 0.17% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,705 $1.45M 0.9% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,693 $1.45M 0.06% +507 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,677 $1.44M 0.1% -107 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,674 $1.44M 0.19% +175 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,673 $1.44M 0.36% +1,104 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,673 $1.44M 0.68% +177 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,665 $1.44M 0.05% -2,700 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,651 $1.44M 0.1% +1 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,634 $1.43M 1.24% +2,390 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,576 $1.42M 0.27% -116 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 5,555 $1.41M 0.37% +409 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,541 $1.41M 1.18% -56 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 5,536 $1.41M 0.22% -255 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 5,507 $1.4M 1.03% +5 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,467 $1.39M 0.71% +1,309 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,454 $1.39M 0.24% +40 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5,425 $1.38M 1.19% +550 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,437 $1.38M 0.8% -17 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,435 $1.38M 0.05% -124 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,432 $1.38M 0.08% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,423 $1.38M 0.14% +268 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 5,421 $1.38M 1% +1,645 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,381 $1.37M 0.17% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 5,368 $1.37M 0.69% +738 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,343 $1.36M 0.06% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,330 $1.36M 0.87% +541 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,318 $1.35M 0.57% +49 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,308 $1.35M 0.51% -43 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,302 $1.35M 0.13% -66 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,299 $1.35M 0.19% +125 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,294 $1.35M 0.78% +100 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,291 $1.35M 0.03% -278 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 5,267 $1.34M 0.39% -502 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,279 $1.34M 0.3% -110 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,272 $1.34M 0.04% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,258 $1.34M 1% +189 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,633 $1.34M 1.27% +2,460 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,246 $1.33M 0.4% -15 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,204 $1.33M 0.03% -304 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,229 $1.33M 0.07% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,210 $1.32M 0.63% -199 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,192 $1.32M 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,202 $1.32M 0.03% -7,548 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 5,190 $1.32M 0.05% -74 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,189 $1.32M 0.16% +65 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 5,185 $1.32M 0.32% +80 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,176 $1.32M 0.24% -162 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,152 $1.31M <0.01% +169 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,152 $1.31M <0.01% 0 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,112 $1.3M 0.41% -508 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,094 $1.3M 0.5% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,092 $1.29M 0.83% +66 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 5,091 $1.29M 0.14% +392 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,083 $1.29M 0.32% -211 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,044 $1.28M 0.51% -91 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,039 $1.28M 0.12% -2,557 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,030 $1.28M 0.07% -789 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,006 $1.27M 0.92% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,960 $1.26M 0.25% -81 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,940 $1.26M 0.21% -957 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,934 $1.25M 0.71% +991 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,922 $1.25M 0.78% -43 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,913 $1.25M 0.33% -276 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,888 $1.24M 0.57% -105 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,885 $1.24M 0.07% -600 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,885 $1.24M 0.35% +56 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,883 $1.24M 0.53% -14 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,863 $1.24M 0.01% -90 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,847 $1.23M 0.09% +52 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,844 $1.23M 0.44% +44 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,835 $1.23M 0.14% -161 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,834 $1.23M <0.01% -758 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,827 $1.23M 0.08% -116 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,812 $1.22M 1.12% +380 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,803 $1.22M 0.2% -580 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,799 $1.22M 0.04% +1,235 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,789 $1.22M 0.31% +2 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,786 $1.22M 0.07% +2,145 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 4,785 $1.22M 0.76% -497 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,774 $1.21M 0.11% +1,017 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,756 $1.21M 0.14% -1,419 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,747 $1.21M 0.57% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,742 $1.21M 0.41% +308 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,739 $1.21M 0.12% -27 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,716 $1.2M 0.01% -3,465 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,694 $1.19M 0.83% -208 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 4,691 $1.19M 0.54% -208 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,673 $1.19M 0.02% +126 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,666 $1.19M 0.04% -64 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,661 $1.19M 0.19% -7 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,646 $1.18M 0.39% -116 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,624 $1.18M 0.2% -135 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,627 $1.18M 0.13% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,624 $1.18M 0.18% +50 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,620 $1.17M 0.13% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,614 $1.17M 0.17% +206 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,587 $1.17M 0.15% -10 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,583 $1.17M 0.41% -39 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,527 $1.15M 0.8% +1,109 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,485 $1.14M 0.71% +13 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,492 $1.14M 0.17% -936 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,484 $1.14M 0.11% -122 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,200 $1.14M 0.71% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,470 $1.14M 0.08% +776 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,461 $1.13M 0.1% -1,853 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,457 $1.13M 0.71% +437 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,435 $1.13M 0.21% +434 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,428 $1.13M 0.28% +461 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,392 $1.12M 0.53% +612 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,362 $1.11M 0.07% -316 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,355 $1.11M 0.82% -2,125 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,355 $1.11M 3.11% -104 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,345 $1.1M 0.47% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,345 $1.1M 0.08% +125 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,343 $1.1M 0.38% -710 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,338 $1.1M 0.1% +719 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,302 $1.09M 0.14% +2,821 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,300 $1.09M 0.77% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,270 $1.09M 0.42% -187 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,277 $1.09M 0.53% +152 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,275 $1.09M 0.57% +18 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,274 $1.09M 0.4% -74 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,264 $1.08M 0.07% +522 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,252 $1.08M 0.1% +61 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,226 $1.08M 0.15% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,235 $1.08M 0.21% +3,149 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,224 $1.07M 0.18% -15 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,217 $1.07M 0.74% +39 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,197 $1.07M 0.74% -85 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,183 $1.06M 0.07% +4 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,173 $1.06M 0.53% -27 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,169 $1.06M 0.57% +385 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,134 $1.05M 0.06% +22 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,108 $1.04M 0.72% -37 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,100 $1.04M 0.59% -14,261 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,094 $1.04M 0.08% +61 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,092 $1.04M <0.01% -14,287 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 4,086 $1.04M 1.26% -11 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,083 $1.04M 0.24% +135 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,080 $1.04M 0.82% +37 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,073 $1.04M 0.41% +22 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,067 $1.03M 0.04% -63 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,057 $1.03M 0.07% -1,141 13F-HR/A Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,039 $1.03M 0.82% +1,594 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,005 $1.02M 0.08% +16 13F-HR Timeline Bedel Financial Consulting, Inc. 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