Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,969 $532K 0.34% +2 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,961 $531K 0.06% +291 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,955 $530K 0.07% -1,723 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,913 $527K 0.04% +1,990 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,906 $526K 0.4% +5,815 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,864 $526K <0.01% -1,672 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,833 $519K 0.05% 0 13F-HR/A Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,798 $516K 0.05% -214 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $516K 0.01% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,775 $514K 0.07% -48 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,770 $514K 0.2% -3,391 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,760 $513K <0.01% +156 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,751 $512K 0.03% +60 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,540 $511K 0.08% -1,301 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,709 $508K 0.02% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,687 $506K 0.03% -584 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,667 $505K 0.24% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 5,659 $504K 0.14% +781 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,656 $504K 0.14% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,648 $503K 0.09% -60 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,636 $502K 0.04% new 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,621 $501K 0.05% +402 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,611 $500K 0.19% -80 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,596 $498K 0.02% -4,089 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,585 $497K 0.03% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,577 $497K 0.35% -36 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,537 $493K 0.01% +1,225 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,534 $493K 0.04% +673 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $491K 0.45% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,513 $491K 0.31% +2 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,506 $490K 0.01% +2,205 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,493 $489K 0.04% -6,495 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,455 $486K 0.01% -631 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,448 $485K 0.07% -76 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 5,439 $484K 0.08% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,434 $484K 0.16% +8 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,414 $482K 0.57% -10,025 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 5,379 $479K 0.21% +25 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,344 $476K 0.01% -2,200 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,340 $476K 0.07% -3,455 13F-HR/A Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 5,337 $475K 0.41% -39 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,335 $475K 0.06% +7 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 53 $475K 0.6% -5,189 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,329 $475K 0 Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,313 $473K 0.18% -853 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,288 $471K 0.03% +313 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,272 $470K 0.19% +406 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,258 $468K 0.04% +4,039 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,219 $465K 0.12% -539 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,195 $463K 0.22% +41 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,189 $462K 0.07% +932 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,183 $462K 0.07% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,179 $461K 0.22% +477 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,169 $460K <0.01% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,162 $460K 0.38% -12 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,140 $458K 0.08% -34 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 5,129 $457K 0.25% -267 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 5,087 $453K 0.25% -91 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,084 $453K 0.2% -306 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,076 $452K 0.01% +49 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 5,057 $450K 0.03% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,056 $450K 0.18% +60 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,021 $447K 0.1% +300 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,013 $446K 0.26% -64 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 5,007 $446K 0.16% +67 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 5,004 $446K 0.17% +1,148 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,000 $445K 0.14% -1,008 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 5,000 $445K 0.21% -2,500 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $445K 0.09% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,990 $444K 0.15% -84 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,990 $444K 0.12% -2 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,971 $443K 0.08% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,968 $442K 0.24% -10 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,966 $442K 0.13% new 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $440K 0.13% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,939 $440K 0.31% -64 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,930 $439K 0.07% -1,255 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,928 $439K 0.02% +66 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,923 $438K 0.01% -9,361 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,922 $438K 0.04% +15 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,898 $436K 0.09% -249 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,893 $436K 0.11% -1,792 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,893 $436K 0.03% -719 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,886 $435K 0.07% +3 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,877 $434K 0.03% -17,443 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,845 $431K 0.06% -215 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,838 $431K <0.01% +2,222 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,831 $430K 0.27% +3 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,830 $430K 0.03% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,825 $430K 0.48% +8 13F-HR/A Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,788 $426K 0.25% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,788 $426K 0.02% -174 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,781 $426K 0.02% -17 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,737 $422K 0.05% -790 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,734 $422K 0.34% -1,037 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,732 $421K 0.08% -2,061 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,726 $421K 0.01% +854 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,718 $420K 0.27% -420 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,702 $419K 0.02% 0 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,699 $419K 0.29% -12 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,693 $418K 0.19% +70 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,693 $418K 0.18% -50 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,692 $418K 0.14% -74 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,670 $417K 0.02% -502 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,672 $416K 0.06% -758 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 4,631 $416K 0.28% -2,772 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,663 $415K 0.13% 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,652 $414K 0.33% -716 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,639 $413K 0.02% -1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,622 $412K 0.03% -1,308 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,606 $410K 0.19% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,597 $409K 0.05% +45 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,516 $409K 0.47% -503 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,574 $407K 0.01% -4,067 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,557 $406K 0.05% -2,386 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,550 $405K 0.11% +166 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,529 $403K 0.18% +789 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,525 $403K 0.06% +400 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,522 $403K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,501 $401K 0.04% 0 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,476 $399K 0.31% +9 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,476 $399K 0.01% -665 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,468 $398K 0.05% +16 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,444 $396K 0.07% -407 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,444 $396K 0.07% -290 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,437 $395K 0.05% -32 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,432 $395K 0.3% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,422 $394K 0.03% -293 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,403 $392K 0.07% +1,688 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,403 $392K 0.07% -87 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,398 $392K 0.01% +384 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,348 $388K 0.05% +251 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,347 $387K 0.08% new 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 4,338 $386K 0.24% -13 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $386K 0.18% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $386K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Exchange Bank More: the full row for Exchange Bank 4,300 $383K 0.3% -587 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,300 $383K 0.27% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,289 $382K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4,288 $382K 0.19% +1,560 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,269 $380K <0.01% +22 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,260 $379K 0.25% -40 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 32,667 $379K 0.1% +28,264 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,239 $378K 0.17% -543 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,218 $376K 0.01% -2 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,206 $375K 0.07% +229 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,193 $373K 0.03% -50 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,185 $373K 0.1% 0 13F-HR/A Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,162 $371K 0.05% -249 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,155 $370K 0.09% -975 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,155 $370K 0.21% +41 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,150 $370K 0.05% -635 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,137 $368K 0.25% +60 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,116 $367K 0.1% +20 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,108 $366K 0.02% -60 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,109 $365K 0.14% +247 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,054 $361K 0.01% -602 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,034 $359K 0.09% -2,045 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,024 $358K 0.07% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,022 $358K 0.06% -209 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,017 $358K 0.13% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,009 $357K 0.07% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,000 $356K 0.24% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,993 $356K 0.03% -493 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,987 $355K 0.06% -4,764 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,978 $355K 0.04% +751 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,969 $353K 0.23% +65 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,969 $353K 0.29% +84 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,959 $353K 0.09% +16 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,950 $352K 0.03% -576 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,909 $348K 0.09% -381 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,900 $347K 0.07% -741 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,897 $347K 0.02% -2,700 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,877 $345K 0.06% -2,449 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,870 $345K 0.19% -826 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,869 $345K 0.1% +2 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,862 $344K 0.11% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,842 $342K 0.03% +36 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,836 $341K 0.09% +266 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,815 $340K 0.04% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,812 $339K 0.18% -110 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,790 $338K 0.09% -101 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,774 $336K 0.03% -118 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,754 $334K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,735 $333K 0.2% +795 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 3,736 $333K 0.14% -410 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,720 $331K 0.02% -153 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,712 $330K 0.13% +33 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,706 $330K 0.07% +1,411 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,698 $329K 0.09% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,690 $329K 0.05% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,680 $328K 0.58% +20 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,679 $328K 0.11% +403 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,658 $326K 0.26% +339 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,643 $324K 0.13% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,639 $324K 0.01% +733 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,632 $323K 0.04% -31 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,631 $323K 0.02% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,624 $323K 0.01% +76 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,618 $322K <0.01% +960 13F-HR Timeline