SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 5,256 $1.13M 0.75% -1,285 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,256 $1.13M 0.14% +18 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,242 $1.13M 0.06% +84 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,236 $1.13M 0.26% -284 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,174 $1.12M 0.02% +1,363 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,794 $1.12M 0.39% -5,358 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,169 $1.12M 0.13% -34 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 5,172 $1.11M 0.33% +919 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,178 $1.11M 0.13% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 5,133 $1.11M 0.64% -338 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,123 $1.11M 0.42% -43 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,113 $1.1M 0.04% +1,632 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,111 $1.1M 0.07% -265 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,088 $1.1M 0.81% -21 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,073 $1.09M 0.04% +21 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 5,050 $1.09M 0.58% new 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,045 $1.09M 0.57% -240 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,045 $1.09M 0.23% -24 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 5,041 $1.09M 0.78% -35 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,034 $1.09M 0.01% -3,773 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,025 $1.08M 0.18% -16 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 5,020 $1.08M 1.45% -280 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,995 $1.08M 0.01% +214 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,995 $1.08M 0.33% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,960 $1.08M 0.17% +273 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,959 $1.07M 0.34% +13 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 4,937 $1.07M 0.93% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 4,926 $1.06M 0.18% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,911 $1.06M 0.07% -47 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,893 $1.06M 0.06% -144 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,871 $1.05M 1.04% +3 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,863 $1.05M 0.21% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,857 $1.05M 0.28% new 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 $1.05M 0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,834 $1.04M 0.96% -31 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,806 $1.04M 0.23% +96 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,799 $1.04M 0.11% +759 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,774 $1.03M <0.01% +759 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,769 $1.03M 0.05% +9 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,763 $1.03M 0.62% +175 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,753 $1.03M 0.48% +306 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,752 $1.03M 0.05% +9 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,743 $1.02M 0.07% -387 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,728 $1.02M 0.11% -347 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,715 $1.02M 0.13% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,657 $1.01M 0.06% +175 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,682 $1.01M 0.29% -385 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,680 $1.01M 0.11% +1 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,667 $1.01M 0.27% -112 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,662 $1.01M 0.13% -558 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,659 $1.01M 0.13% -60 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,647 $1M 0.06% +751 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,646 $1M 0.39% +92 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,622 $997K 0.19% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,579 $988K 0.74% -104 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,563 $985K 0.14% -139 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,558 $984K 0.02% -4,110 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,551 $982K 0.1% -3 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,545 $981K 0.37% -165 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,544 $981K 0.21% -23 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,535 $979K 0.09% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,530 $978K 0.06% -205 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,525 $976K 0.07% +100 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,516 $974K 0.18% +1 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,515 $974K 0.02% -175 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,510 $973K 0.65% +3,340 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,498 $971K 0.09% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 4,496 $970K 0.32% -76 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,494 $970K 0.24% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,494 $970K 0.32% -372 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,487 $968K 0.03% -1,339 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 4,485 $968K 0.02% +539 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,474 $965K 0.07% -446 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,472 $965K 0.19% +25 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,466 $964K 0.12% 0 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,464 $963K 0.12% -234 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,460 $962K 0.14% -43 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,457 $962K 0.14% +174 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 4,451 $960K 0.45% -73,600 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,425 $960K 0.25% +252 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,426 $955K 0.01% +474 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,391 $953K 0.33% +2,070 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,408 $951K 0.04% +294 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,406 $951K 0.02% +98 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,396 $949K 0.2% +148 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,386 $946K 1.14% -477 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,374 $944K 0.67% -132 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,370 $943K 0.08% -484 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,338 $940K 0.06% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,349 $938K 0.02% +291 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,345 $938K 0.18% -25 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 4,304 $929K 0.18% -2,108 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 4,297 $927K 0.2% -179 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,296 $927K 0.03% +345 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,289 $926K 0.36% +2,350 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,283 $924K 0.03% +770 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 4,274 $922K 0.28% -142 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,269 $921K 0.26% -2 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,268 $921K 0.69% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,266 $920K 0.45% 0 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 4,205 $920K 0.27% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,260 $919K 0.06% +957 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,243 $918K 0.12% +3,012 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,249 $917K 0.54% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,241 $915K 0.05% -286 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,236 $914K 0.59% +135 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,228 $912K 0.02% -133 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,224 $911K 0.25% +99 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,216 $910K 0.07% +676 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,215 $910K 0.11% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,171 $900K 0.57% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,165 $899K 0.1% -146 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 4,142 $894K 0.17% +1 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,135 $892K 0.05% +171 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,129 $891K 0.68% +18 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,089 $882K 0.08% +65 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,083 $881K 0.22% -319 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,043 $881K 0.12% -1 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,076 $880K 0.43% -260 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,070 $878K 0.06% -1,698 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 4,065 $877K 0.65% +394 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,103 $877K 0.5% -611 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,053 $875K 0.08% -50 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,045 $873K 0.03% -276 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,971 $872K 0.14% +1,016 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,040 $872K 0.1% +15 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,013 $866K 0.03% +2,919 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,005 $864K 0.12% -209 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,001 $863K 0.21% -122 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,993 $862K 0.31% +419 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,991 $861K 0.75% +2,483 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,980 $859K 0.01% +157 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,974 $858K 0.24% -1 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,955 $857K 0.02% -41 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,968 $856K 0.1% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,943 $851K 0.18% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 3,938 $850K 0.26% -182 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,926 $847K 0.05% +594 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,923 $847K 0.25% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 3,904 $842K 0.22% -204 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 3,902 $842K 0.72% -50 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,870 $835K 0.1% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,867 $834K 0.12% -421 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,851 $831K 0.46% -86 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,850 $831K 0.56% -5 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,846 $830K 0.75% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,800 $825K 0.39% +607 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,802 $824K 0.19% +106 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,814 $823K 0.03% -813 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,812 $822K 0.12% -324 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,806 $821K 0.04% -470 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,799 $820K 0.07% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,768 $813K 0.79% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,765 $812K 0.03% +278 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,763 $812K 0.06% +1 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,760 $811K 0.06% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,760 $811K <0.01% -476 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,759 $811K 0.31% +23 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,749 $809K 0.73% -35 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,748 $809K 0.35% +7 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,747 $809K 0.04% -50 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,738 $807K 0.07% +952 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 3,718 $802K 0.24% +16 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,717 $802K 0.45% +601 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,714 $802K 0.05% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,711 $801K 0.28% +137 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,703 $799K 0.45% +104 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,700 $798K 0.05% +50 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,697 $797K 0.24% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,677 $797K 0.13% +10 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,688 $796K 0.07% -17 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,687 $796K 0.05% -503 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,652 $792K 0.95% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,671 $792K 0.05% +716 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,660 $790K 0.51% -40 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,656 $789K 0.29% +73 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,652 $788K 0.04% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,651 $788K 0.05% -237 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,821 $787K 0.35% -7 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 3,634 $784K 0.62% +1,145 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,629 $783K 0.25% +10 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,623 $782K 0.09% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,617 $781K 0.11% -55 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,586 $777K 0.2% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,599 $777K 0.19% -1 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,596 $776K 0.01% +25 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,589 $774K 0.03% new 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 3,584 $773K 0.49% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,576 $772K 0.18% -45 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,571 $771K 0.06% -81 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,570 $770K 0.11% -29 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,568 $770K 0.26% -64 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,564 $769K 0.05% -58 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,553 $767K 0.07% +72 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,550 $766K 0.37% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,536 $763K 0.04% +1,811 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,534 $763K 0.18% -5,820 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,533 $762K 0.51% +195 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,500 $760K 0.23% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,518 $759K 0.07% 0 13F-HR Timeline