ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 486 $250K 0.06% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 485 $249K 0.02% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 485 $249K 0.08% 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 484 $249K 0.2% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 484 $249K 0.04% +23 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 483 $248K 0.27% +18 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 482 $248K 0.12% -18 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 542 $248K 0.11% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 482 $247K 0.24% +19 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 481 $247K 0.09% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 480 $247K 0.08% 0 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 479 $246K 0.16% +11 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 478 $246K 0.05% -69 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 478 $246K 0.11% 0 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 478 $245K 0.08% +12 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 477 $245K 0.32% -207 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 474 $244K 0.07% -18 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 473 $243K 0.21% +15 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 473 $243K 0.13% +52 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 471 $242K 0.14% +20 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 470 $242K 0.12% -24 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 470 $242K 0.1% -5 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 469 $241K 0.2% -205 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 468 $241K 0.22% -486 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 468 $240K 0.14% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 464 $238K 0.21% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 464 $238K 0.08% -128 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 462 $238K 0.1% -292 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 475 $238K 0.15% +30 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 461 $237K 0.05% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 461 $237K 0.11% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 461 $237K 0.2% -39 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 460 $236K 0.2% -47 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 460 $236K 0.06% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 460 $236K 0.14% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 459 $236K 0.11% +28 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 456 $234K 0.23% -84 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 454 $233K 0.03% +6 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 454 $233K 0.12% +60 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 453 $233K 0.18% +313 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 450 $231K 0.03% +62 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 470 $231K 0.02% +43 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 450 $231K 0.07% -18 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 450 $231K 0.07% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 450 $231K 0.03% +44 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 449 $231K 0.14% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 448 $230K 0.1% +60 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 447 $230K 0.09% -263 13F-HR/A Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 447 $230K 0.06% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 445 $229K 0.06% -77 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 444 $229K 0.14% -12 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 445 $229K 0.08% +4 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 443 $228K 0.21% 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 441 $227K 0.19% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 441 $227K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 441 $227K 0.22% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 440 $226K 0.21% new 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 439 $226K 0.24% +7 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 439 $225K 0.19% -4 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 435 $223K 0.04% +38 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 434 $223K 0.06% 0 13F-HR Timeline Scott & Selber, Inc. 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More: the full row for Atlas Brown,Inc. 429 $220K 0.08% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 428 $220K 0.08% +4 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 425 $218K 0.08% -499 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 424 $218K 0.04% +6 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 424 $218K 0.07% -76 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 423 $217K 0.07% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 423 $217K 0.01% +13 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 422 $217K 0.04% -475 13F-HR/A Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 421 $216K 0.04% +1 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 421 $216K 0.01% 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 418 $215K 0.03% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 418 $215K 0.08% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 418 $215K 0.04% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 417 $214K 0.09% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 416 $214K 0.23% +23 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 415 $213K 0.04% -48 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 413 $213K 0.21% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 413 $212K 0.1% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 413 $212K 0.05% -78 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 413 $212K 0.11% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 412 $212K 0.03% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 411 $211K 0.07% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 410 $211K 0.06% +138 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 410 $211K 0.1% +20 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 409 $210K 0.12% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 409 $210K 0.03% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 407 $209K 0.21% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 407 $209K 0.1% +7 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 407 $209K 0.1% -227 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 406 $209K 0.1% +2 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 402 $209K 0.21% +16 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 405 $208K 0.03% 0 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 404 $208K 0.1% -29 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 404 $208K 0.06% -232 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 404 $208K 0.07% +195 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 403 $208K 0.04% -135 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 402 $207K 0.09% 13F-HR Timeline SAMLYN CAPITAL, LLC in group SAMLYN CAPITAL, LLC More: the full row for SAMLYN CAPITAL, LLC 401 $206K <0.01% -8 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 400 $206K 0.05% +15 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 400 $206K 0.08% -45 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 400 $206K 0.13% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 400 $206K 0.28% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 399 $205K 0.12% +38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 399 $205K 0.03% +28 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 399 $205K 0.06% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 399 $205K 0.07% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 398 $205K 0.02% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 382 $205K 0.04% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 398 $205K 0.04% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 398 $205K 0.02% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 398 $205K 0.05% -217 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 379 $204K 0.14% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 397 $204K 0.22% +6 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 396 $204K 0.15% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 396 $204K 0.06% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 396 $203K 0.16% +1 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 395 $203K 0.06% -13 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 566 $203K 0.14% +216 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 395 $203K 0.02% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 395 $203K 0.14% -475 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 395 $203K 0.12% -181 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 394 $202K 0.13% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 393 $202K 0.15% +20 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 393 $202K 0.05% new 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 392 $201K 0.09% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 390 $200K 0.14% -47 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 385 $198K 0.04% +25 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 384 $197K 0.04% +381 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 378 $194K 0.11% +216 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 356 $183K 0.04% -1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 350 $180K 0.04% 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 343 $176K 0.06% +166 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 339 $174K 0.07% +218 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 336 $173K 0.08% -95 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 322 $165K 0.06% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 322 $165K 0.16% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 319 $164K 0.01% -295 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 349 $159K 0.12% +3 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 290 $159K 0.16% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 305 $157K 0.08% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 303 $155K 0.04% -35 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 301 $155K 0.02% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 301 $155K 0.03% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 297 $152K 0.08% +21 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 295 $152K 0.07% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 294 $151K 0.09% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 294 $151K 0.1% +10 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 290 $149K <0.01% -190 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 289 $149K 0.12% -23 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 287 $147K 0.05% -814 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 265 $145K 0.09% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 278 $143K 0.07% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 264 $136K 0.14% -67 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 256 $132K 0.08% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 254 $131K 0.06% new 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 251 $129K 0.12% +31 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 245 $126K 0.01% -105 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 242 $124K 0.05% +9 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 238 $123K 0.03% +3 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 236 $121K 0.12% +1 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 251 $121K 0.06% -13 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 230 $118K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 228 $117K 0.06% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 225 $115K 0.04% +3 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 221 $114K 0.02% -679 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 219 $113K 0.05% -6 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 218 $112K 0.03% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 215 $110K 0.09% +20 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 212 $109K 0.04% +51 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 211 $108K 0.01% +48 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 210 $108K 0.06% +180 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 207 $106K 0.01% -71 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 204 $105K 0.08% +21 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 202 $104K 0.06% -7 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 199 $102K 0.04% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 197 $101K 0.05% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 195 $100K 0.01% -50 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 190 $97.8K 0.05% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 189 $97K 0.03% +185 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 186 $96.1K 0.06% -419 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 956 $94.3K 0.04% +755 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 183 $94.2K 0.07% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 183 $94K 0.06% -12,939 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 180 $92.5K 0.01% -3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 173 $88.9K 0.01% -12 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 172 $88.4K 0.07% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 170 $87.4K 0.07% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 164 $84.3K 0.04% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 156 $80.2K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 153 $78.6K 0.02% new 13F-HR/A Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 152 $78.1K 0.02% 0 13F-HR Timeline