Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 48,462 $29.7M 2.33% -1,898 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 48,384 $29.6M 1.17% -208 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 48,198 $29.6M 0.5% +210 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 48,056 $29.4M 1.04% +286 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 47,630 $29.3M 3.53% -7,242 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 47,275 $29M 10.74% +2,011 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 47,176 $28.9M 16.09% +472 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 47,144 $28.9M 0.36% +42,182 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 46,122 $28.5M 11.86% -731 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,304 $28.4M 0.22% +5,359 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 46,112 $28.2M 14.16% +1,182 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 46,039 $28.2M 7.62% +310 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 46,006 $28.2M 7.75% +4,619 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 45,897 $28.1M 1.62% -569 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 45,819 $28.1M 3.21% +932 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 45,676 $28M 1.15% -631,747 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 45,598 $27.9M 0.03% -21 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 45,229 $27.7M 7.69% -572 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 45,186 $27.7M 0.45% -2,525 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 45,150 $27.6M 14.11% +10 13F-HR/A Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 45,042 $27.6M 19.73% +1,198 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 45,024 $27.6M 13.94% -546 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 45,017 $27.6M 5.01% +2,276 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 44,968 $27.5M 3% -306 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 44,924 $27.5M 7.83% +254 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 44,665 $27.4M 2.29% -9,934 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 44,604 $27.3M 6.57% +215 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 44,542 $27.3M 6.52% +6,255 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 44,402 $27.2M 1.65% +6,693 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 44,373 $27.2M 6.35% -358 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 44,284 $27.1M 4.25% +422 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44,112 $27M 1.74% +1,934 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 44,028 $27M 1.52% +5,060 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 43,869 $26.9M 9.51% +457 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 43,900 $26.9M 9.93% +5,286 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 43,632 $26.8M 0.57% +55 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 43,820 $26.8M 11.25% +1,367 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 43,814 $26.8M 0.57% +13,697 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 43,593 $26.7M 0.83% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 43,564 $26.7M 1.14% +406 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 43,386 $26.6M 18.32% -401 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 43,296 $26.5M 12.75% +31,855 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 43,028 $26.4M 10.3% +1,455 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 42,725 $26.2M 9.97% +659 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 42,472 $26M 0.85% +1,173 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 42,100 $25.8M 0.01% +8,400 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 42,099 $25.8M 6.43% +4,940 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 42,035 $25.7M 8.03% +66 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 41,787 $25.7M 1.04% +4,453 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 41,513 $25.5M 12.41% -8,518 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 41,375 $25.3M 23.8% -99 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 41,373 $25.3M 16.65% -677 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 41,142 $25.2M 0.62% +1,174 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 40,881 $25.1M 6.47% +400 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 40,985 $25.1M 13.34% -484 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,941 $25.1M 0.52% +1,510 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 40,858 $25M 10.94% +524 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 40,727 $25M 1.95% +192 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,687 $25M 1.44% +193 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 40,626 $24.9M 2.14% -49 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 40,735 $24.9M 9.53% +407 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 40,575 $24.8M 0.83% -2,112 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 40,524 $24.8M 5.74% -2,710 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 40,381 $24.8M 6.54% -140 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 40,471 $24.8M 0.89% +1,353 13F-HR Timeline EQ LLC More: the full row for EQ LLC 40,442 $24.8M 8.41% +695 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 40,239 $24.6M 10.61% +2,301 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 43,311 $24.6M 15.02% -1,105 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 40,105 $24.6M 0.85% -7,613 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 40,080 $24.5M 10.35% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 40,014 $24.5M 7.02% +21,853 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 39,991 $24.5M 1.37% -3,441 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 39,897 $24.4M 0.83% +4,691 13F-HR Timeline Group Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 39,844 $24.4M 6.36% -24 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 58,199 $24.3M 10.19% -7,585 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 39,543 $24.3M 19.26% +637 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 39,452 $24.2M <0.01% +422 13F-HR Timeline InvesTrust More: the full row for InvesTrust 39,239 $24M 8.8% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38,821 $23.8M 3.06% +52 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 38,700 $23.7M 0.01% -38,515 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 38,681 $23.7M 1.63% +85 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 38,669 $23.7M 3.21% -2,432 13F-HR Timeline PARK PRESIDIO CAPITAL LLC More: the full row for PARK PRESIDIO CAPITAL LLC 38,617 $23.6M 2.06% -321 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 38,613 $23.6M 1.6% +888 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 38,475 $23.6M 8.8% -174 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 38,450 $23.6M 3.9% -3,735 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 38,326 $23.5M 0.66% +10,915 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. 38,252 $23.4M 0.47% +1,633 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 38,170 $23.4M 1.32% +5,064 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 38,072 $23.3M 9.21% -491 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 37,876 $23.2M 0.85% +607 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 37,785 $23.1M 0.55% -178 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 37,687 $23.1M 0.79% +219 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 37,367 $23M 10.56% +5,474 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 37,539 $23M 0.17% -904 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 37,520 $23M 3.16% +7,260 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 37,307 $22.8M 5.02% +77 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37,115 $22.7M 0.64% +102 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 37,108 $22.7M 10% +1,423 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 37,025 $22.7M 1.15% +618 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 36,990 $22.7M 2.92% +11,976 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 36,888 $22.6M 0.52% -743 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36,675 $22.5M 5.79% -2,148 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 36,641 $22.4M 0.37% +3,011 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 36,611 $22.4M 2.5% +1,177 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 36,562 $22.4M 2.75% +648 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 36,506 $22.4M 0.14% -5,851 13F-HR/A Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 36,367 $22.3M 11.81% +585 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 36,420 $22.3M 23.98% +2,338 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 36,277 $22.3M 0.53% +1,239 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 36,369 $22.3M 0.97% -288 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 36,320 $22.2M 12.35% +1,794 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 36,302 $22.2M 5.98% +1,181 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 36,220 $22.2M 1.95% +5,141 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 35,986 $22M +896 Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 35,821 $21.9M 1.98% +12,450 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,676 $21.8M 1.02% +9,266 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 35,665 $21.8M 8.11% -1,408 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 35,485 $21.7M 8.35% +2,784 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 35,423 $21.7M 1.06% -348 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 35,466 $21.7M 12.38% +2,563 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 35,299 $21.6M 0.41% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 35,244 $21.6M 0.69% +28 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 35,113 $21.5M 6.21% -8,599 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 34,861 $21.4M 0.99% -3,969 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 34,914 $21.4M 3.6% -8,415 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 34,852 $21.3M 2.01% -1,283 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 34,712 $21.3M 1.63% +317 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 34,797 $21.3M 6.29% -451 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 34,776 $21.3M 2.05% -570 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 34,689 $21.2M 6.28% -86 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 34,668 $21.2M 8.96% -1,318 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 34,574 $21.2M 11.46% -1,546 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 34,324 $21M 3.06% +42 13F-HR Timeline Busey Bank More: the full row for Busey Bank 34,292 $21M 0.59% +12,339 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 34,260 $21M 0.4% +172 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 33,347 $20.9M 4.65% -413 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 34,050 $20.9M 9.91% +30,452 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 34,032 $20.8M 11.94% +3,519 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 33,832 $20.7M 3.92% +19,525 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 33,768 $20.7M 2.2% +2,731 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 33,605 $20.6M 0.67% +150 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 33,469 $20.5M 6.53% +743 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 33,447 $20.5M 5.86% +193 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 33,191 $20.3M 1.09% -3,056 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 33,158 $20.3M 5.03% +1,673 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 33,100 $20.3M 2.02% -6,399 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 32,623 $20M 0.55% -338 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 32,560 $19.9M 3.17% +1,207 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 32,558 $19.9M 0.12% +4,287 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 32,406 $19.8M 7.69% +935 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 32,325 $19.8M 15.97% -907 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 32,363 $19.8M 0.04% -3,697 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 32,248 $19.7M 8.61% +605 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 32,207 $19.7M 6.65% -260 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 32,134 $19.7M 0.76% -6,963 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 32,121 $19.7M 4.8% -959 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 31,948 $19.6M 4.35% +863 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 31,937 $19.6M 8.65% +174 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 31,929 $19.6M 1.21% +2,314 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,887 $19.5M 0.65% -7,548 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 31,833 $19.5M 0.54% +139 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 31,558 $19.3M 7.91% +2,808 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 31,127 $19.1M 1.27% -1,083 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 31,063 $19M 4.76% +2,932 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 31,041 $19M 7.55% +1,429 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 31,007 $19M 2.62% -393 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 31,004 $19M 1.22% +512 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 30,724 $18.8M 4.6% +1,177 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 30,655 $18.8M 5.03% +454 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 30,592 $18.7M 1.17% -251 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 30,389 $18.6M 1.91% -1,925 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 30,346 $18.6M 10.36% +867 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 30,339 $18.6M 6.44% +8,478 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 30,203 $18.5M 11.53% +9,978 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 30,215 $18.5M 3.51% -12,387 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,130 $18.5M 0.44% +2,715 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 30,183 $18.4M 5.35% -4,747 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 30,058 $18.3M 1.13% +4,825 13F-HR Timeline FWG Investments, LLC. 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