FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,650 $367K 0.03% -860 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,645 $367K 0.31% -237 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,627 $365K <0.01% +1,164 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,623 $365K 0.14% +32 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,622 $365K 0.04% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,616 $364K 0.07% +189 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,590 $362K 0.19% -38 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 4,529 $358K 0.38% +415 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,524 $357K 0.1% -101 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,523 $357K 0.17% -418 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,518 $357K 0.04% +89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,511 $356K 0.08% -75 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,500 $355K 0.07% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,490 $354K 0.03% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,468 $353K 0.09% +106 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,454 $351K 0.18% 0 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 4,445 $351K 0.14% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,422 $349K 0.03% -58 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,412 $348K 0.12% -2,474 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,398 $347K 0.16% -549 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,380 $346K 0.03% +2,458 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,365 $345K 0.02% -1,970 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,364 $344K 0.06% +548 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,354 $344K 0.2% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,331 $342K 0.04% +1,562 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,319 $341K 0.03% +42 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,299 $339K 0.07% -1,909 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,289 $339K 0.01% 0 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 4,270 $337K 0.03% 0 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,250 $335K 0.19% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 4,241 $335K 0.22% -6,984 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 4,241 $335K 0.02% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,235 $334K 0.08% -764 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,235 $334K 0.02% +270 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 4,225 $333K 0.19% +169 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,219 $333K 0.03% +4,215 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,215 $333K 0.01% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,179 $330K 0.05% -2 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,200 $330K 0.11% +312 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,160 $328K 0.28% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,152 $328K 0.04% -2,560 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,134 $326K 0.01% -1,000 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,125 $326K 0.03% +2,430 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,163 $325K 0.14% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,100 $324K 0.17% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4,087 $323K 0.28% -80 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,076 $322K 0.01% +541 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,074 $322K 0.06% 0 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 4,047 $319K 0.06% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,020 $317K 0.03% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,013 $317K 0.14% +395 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,000 $316K 0.17% -30 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,985 $315K 0.06% -1,151 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,934 $311K 0.05% +91 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,916 $309K 0.07% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,904 $308K 0.06% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 3,846 $304K 0.16% +18 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,805 $300K 0.04% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,798 $300K <0.01% +160 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,746 $296K 0.06% +1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,725 $294K 0.01% +22 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,695 $292K 0.01% +394 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,688 $291K 0.09% +8 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,687 $291K 0.11% +4 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 3,662 $289K 0.04% -1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,658 $289K 0.03% -11,681 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,655 $289K 0.01% -270 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 3,646 $288K 0.13% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,640 $287K 0.01% +200 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,638 $287K 0.26% -95 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,658 $287K 0.07% +1,394 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,632 $287K 0.12% -650 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,625 $286K 0.02% +146 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,615 $285K 0.05% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,611 $285K 0.02% +1,906 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,599 $284K 0.01% -21,125 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,596 $284K 0.19% -6,653 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,595 $284K <0.01% new 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,593 $284K 0.18% +24 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 3,624 $282K 0.24% -1,432 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,549 $280K 0.03% -342 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,534 $279K 0.04% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,520 $278K 0.03% -140 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,497 $276K 0.26% -16 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,486 $275K 0.03% -618 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,482 $275K 0.04% -1,011 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,477 $274K 0.02% -206 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,431 $271K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,378 $267K 0.01% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,371 $266K 0.05% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 3,360 $265K 0.08% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,351 $265K 0.09% +71 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,346 $264K 0.11% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,323 $262K 0.02% -504 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,307 $261K 0.14% -47 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,307 $261K 0.03% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,301 $261K 0.15% -33 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,296 $260K 0.04% 0 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 3,282 $259K 0.16% +339 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,256 $257K 0.04% -303 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,247 $256K 0.01% -1,485 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,221 $254K 0.04% +49 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,211 $253K 0.01% +22 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,203 $253K 0.09% +121 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,181 $251K 0.05% +6 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,194 $251K 0.13% -1,284 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,133 $247K 0.04% -417 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,132 $247K 0.01% new 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,132 $247K 0.06% -493 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,121 $246K 0.05% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,116 $246K 0.06% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,112 $246K 0.1% +2,426 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,109 $245K 0.05% +20 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,087 $244K 0.15% +21 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,074 $243K 0.04% -3,890 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 3,064 $242K 0.1% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,062 $242K 0.12% +241 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,055 $241K <0.01% -134 13F-HR Timeline Group Kintayl Capital LP More: the full row for Kintayl Capital LP 3,029 $239K 0.17% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,020 $238K 0.05% -388 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,014 $238K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,013 $238K 0.09% -443 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,000 $237K 0.13% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,997 $237K 0.27% +7 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,985 $236K 0.02% +385 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,966 $234K 0.02% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,961 $234K 0.02% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,953 $233K 0.09% -313 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 2,963 $233K 0.12% +3 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,928 $231K 0.36% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,927 $231K 0.01% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,925 $231K 0.01% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,925 $231K 0.06% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,912 $230K 0.03% +358 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,919 $230K 0.16% +152 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,953 $230K 0.04% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,902 $229K 0.03% -1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,880 $227K 0.05% +8 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,854 $225K <0.01% new 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 2,819 $224K 0.04% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,834 $224K 0.06% +20 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,807 $222K 0.24% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,791 $220K 0.06% -810 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,753 $217K 0.18% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,706 $214K 0.06% 0 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 2,694 $213K 0.23% -29 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,685 $212K 0.08% +18 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,679 $211K 0.04% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,666 $210K 0.12% -44 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,661 $210K 0.03% -96 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,660 $210K 0.23% +81 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,667 $210K 0.02% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,654 $210K 0.04% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,624 $207K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,611 $206K 0.02% -121 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,601 $206K 0.09% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,608 $206K 0.11% +7 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,600 $205K 0.02% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,600 $205K 0.03% +5 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,581 $204K 0.05% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,579 $204K 0.07% +2 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,576 $203K 0.15% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,576 $203K 0.1% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,567 $203K 0.08% -26 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,566 $203K 0.41% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,560 $202K 0.08% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,549 $201K 0.07% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,546 $201K 0.02% -252 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,482 $196K 0.04% -71 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,439 $193K 0.05% -66 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,404 $190K 0.18% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,373 $187K 0.07% -146 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 2,239 $177K 0.1% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,046 $162K <0.01% -206 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,034 $161K 0.04% -854 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,993 $157K 0.02% -512 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,987 $157K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,809 $143K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,802 $142K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,779 $140K 0.06% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,749 $138K 0.01% -1,303 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,715 $135K 0.03% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,667 $132K 0.14% -2,801 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,655 $131K 0.09% +12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,630 $129K 0.01% +1,068 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,607 $127K <0.01% +750 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,591 $125K 0.03% +1,522 13F-HR Timeline MOTCO More: the full row for MOTCO 1,580 $125K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,579 $125K 0.02% +1,484 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,530 $121K 0.12% +244 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,494 $118K 0.07% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,468 $116K <0.01% +13 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 1,400 $111K -2,629 Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,349 $106K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,349 $106K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,348 $106K 0.05% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,335 $105K 0.06% -90 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,325 $105K 0.03% -5,450 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,302 $103K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,303 $103K 0.02% 0 13F-HR Timeline