HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,026 $1.43M 0.38% +127 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,025 $1.43M 0.21% -2 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,020 $1.42M 0.58% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 6,004 $1.42M 0.86% +121 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,962 $1.41M 0.21% +25 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 5,961 $1.41M 0.27% +22 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 5,957 $1.41M 0.13% +500 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,918 $1.4M 0.03% -1,100 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 5,898 $1.4M 0.43% +98 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,894 $1.39M 0.13% +700 13F-HR Timeline Group LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 5,873 $1.39M 1.01% -38 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,631 $1.38M 0.4% -46 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 5,835 $1.38M 0.59% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,801 $1.37M 0.09% +168 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 5,792 $1.37M 1.21% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,790 $1.37M 1.22% +2 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,789 $1.37M 0.14% 0 13F-HR Timeline Turn8 Private Wealth Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 5,667 $1.34M 0.2% +57 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,661 $1.34M 0.11% -22 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,658 $1.34M 0.75% +3 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,637 $1.33M 0.32% +37 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,634 $1.33M 0.24% +2,277 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 5,581 $1.33M 1.03% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 5,625 $1.33M 1.04% -200 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,603 $1.33M 0.1% -338 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 5,582 $1.32M 0.31% -218 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 5,577 $1.32M 0.22% -50 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 5,576 $1.32M 1.14% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,550 $1.31M 0.12% +522 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,550 $1.31M 0.05% -547 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 5,533 $1.31M 0.95% -59 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 5,519 $1.31M 0.17% -1 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 5,513 $1.3M 0.52% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,507 $1.3M 0.19% +850 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,503 $1.3M 0.09% +3 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,501 $1.3M 1.15% -279 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,500 $1.3M 0.02% -500 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 5,495 $1.3M 0.42% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,493 $1.3M 0.23% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,477 $1.3M 0.23% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,462 $1.29M 0.09% +385 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,448 $1.29M 0.06% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,437 $1.29M 0.68% -100 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,433 $1.29M 0.04% -961 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,428 $1.28M 0.04% +74 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,423 $1.28M 0.18% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,400 $1.28M 0.48% -208 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,311 $1.28M 0.08% +3,224 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,350 $1.27M 0.01% +616 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,332 $1.26M 0.16% -4 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,328 $1.26M 0.22% +28 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 5,311 $1.26M 0.61% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,307 $1.26M 0.07% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,288 $1.25M 0.06% -40 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 5,275 $1.25M 0.5% -38 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,272 $1.25M 0.15% -48 13F-HR Timeline Accredited Investors Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 5,222 $1.24M 0.22% 0 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 5,221 $1.24M 0.74% -45 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,211 $1.23M 0.81% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 5,197 $1.23M 0.28% -135 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,167 $1.23M <0.01% +551 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 5,183 $1.23M 0.19% -42 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,179 $1.23M 0.02% -10 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,168 $1.22M 0.08% +565 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,155 $1.22M 0.04% +21 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 5,153 $1.22M 0.2% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,147 $1.22M 0.43% +140 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,138 $1.22M 0.38% -48 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,130 $1.21M 0.17% +447 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,113 $1.21M 0.14% -16 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,111 $1.21M 0.25% +80 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,104 $1.21M 1.01% -600 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 5,090 $1.2M 0.13% +626 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,085 $1.2M 0.16% +369 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,066 $1.2M 0.12% +18 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,566 $1.2M <0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,040 $1.19M 0.3% +71 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5,032 $1.19M 0.35% -590 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,029 $1.19M 0.94% +6 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,028 $1.19M 0.29% +2,127 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,018 $1.19M 0.12% +6 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,012 $1.19M 0.55% +33 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,995 $1.18M 0.32% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,985 $1.18M 0.63% -441 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,984 $1.18M 0.89% +466 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,980 $1.18M 0.06% +441 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,950 $1.17M 0.49% +4 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 4,926 $1.17M 0.17% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,921 $1.16M 0.07% +298 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,918 $1.16M 0.76% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,918 $1.16M 0.17% -378 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,912 $1.16M 0.2% -129 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,881 $1.16M 0.78% +2 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 4,878 $1.15M 1.05% +2,543 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,866 $1.15M 0.37% +247 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,863 $1.15M 0.22% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,863 $1.15M 0.72% +2,175 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,860 $1.15M 0.4% -25 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,861 $1.15M 0.17% +436 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,854 $1.15M 0.01% 0 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,842 $1.15M 0.05% +3,325 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,789 $1.14M 0.38% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,830 $1.14M 0.15% -131 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,825 $1.14M 0.88% -1,015 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,813 $1.14M 0.2% +2 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,808 $1.14M 0.06% -217 13F-HR Timeline Group GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 4,782 $1.13M 0.79% -469 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,780 $1.13M 0.21% +4 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,778 $1.13M 0.99% -400 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,776 $1.13M 0.07% +352 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 4,760 $1.13M 0.73% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,755 $1.13M 0.07% +232 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,752 $1.12M 0.76% -166 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 4,723 $1.12M 0.25% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,720 $1.12M <0.01% -1,875 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,715 $1.12M 0.15% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 99,591 $1.11M 0.26% +96,489 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,704 $1.11M 0.32% -770 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,702 $1.11M 0.1% -26 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,696 $1.11M 0.11% +21 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,683 $1.11M 0.42% +2 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,680 $1.11M 0.26% -246 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,678 $1.11M 0.03% -235 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,652 $1.1M 0.06% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,664 $1.1M 0.01% +405 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,664 $1.1M 0.13% +21 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,658 $1.1M 0.26% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,654 $1.1M 0.65% -2,315 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 4,645 $1.1M 1.01% +65 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,643 $1.1M 0.11% +9 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,639 $1.1M 0.86% +22 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,638 $1.1M 0.09% -44 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.1M 0.26% new 13F-HR Timeline Amount filed as zero, left out of ratios. SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,622 $1.09M 0.18% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,586 $1.09M 0.07% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,632 $1.08M 0.2% -1,042 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,554 $1.08M 0.01% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,550 $1.08M 0.18% +2,284 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,544 $1.08M 0.18% +775 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,543 $1.08M 0.2% -98 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,540 $1.07M 0.07% -33 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 4,534 $1.07M 0.3% +58 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,521 $1.07M 0.01% +38 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,518 $1.07M 0.17% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,514 $1.07M 0.07% +556 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,514 $1.07M 0.24% +182 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,503 $1.07M 0.34% -430 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,501 $1.07M 0.39% -166 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,498 $1.06M 0.08% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,498 $1.06M -3,966 Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,496 $1.06M 0.17% -67 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,494 $1.06M 0.21% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,493 $1.06M 0.18% +113 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,469 $1.06M 0.4% +1 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,468 $1.06M 0.04% +9 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,456 $1.05M 0.2% +13 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,455 $1.05M 0.61% +106 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,440 $1.05M 0.02% +214 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,436 $1.05M 0.27% -299 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 4,435 $1.05M 0.29% -103 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,433 $1.05M 0.05% +1,138 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,423 $1.05M 0.2% -6,551 13F-HR/A Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,406 $1.04M 0.06% +283 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,398 $1.04M 0.1% +18 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,373 $1.03M 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,372 $1.03M 0.04% -692 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 4,344 $1.03M 0.25% -72 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,338 $1.03M 0.56% -175 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,328 $1.02M 0.07% +600 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,314 $1.02M 0.22% +1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,307 $1.02M 0.09% 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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