Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 32,127 $1.92M 0.9% +72 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 32,120 $1.92M 0.81% -524 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 32,116 $1.92M 0.99% +3,291 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 32,055 $1.91M 1.5% +1,293 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 32,027 $1.91M 0.22% +1,218 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 31,998 $1.91M 1.32% +1,897 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 31,742 $1.89M 1.36% -3,883 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 31,700 $1.89M 1.27% +39 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 31,647 $1.89M 0.13% -9 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 31,633 $1.89M 1.01% +92 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 31,616 $1.89M 0.06% -1,183 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 31,573 $1.88M 0.46% +865 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 31,571 $1.88M 0.5% -100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,496 $1.88M 0.06% +1,117 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 31,480 $1.88M 0.01% +248 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 31,352 $1.87M 1.23% -404 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 31,326 $1.87M 0.18% +970 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 31,323 $1.87M 0.45% -6,177 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 31,256 $1.87M 0.76% +1,908 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 31,229 $1.86M 0.05% -139 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 31,175 $1.86M 1.16% +6,998 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 31,138 $1.86M 0.55% -24 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 31,059 $1.85M 0.27% +329 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 31,040 $1.85M 1.17% -3,000 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 30,989 $1.85M 0.13% +4,271 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 30,980 $1.85M 0.19% 0 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 30,930 $1.85M 1.35% -13,968 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 30,866 $1.84M 0.97% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 30,865 $1.84M 0.18% -920 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 30,672 $1.83M 0.3% +2,909 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 30,575 $1.83M 1% -1,487 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 30,580 $1.81M 0.4% -516 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 30,302 $1.81M 0.13% +2,486 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 30,277 $1.81M 0.15% +100 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 30,177 $1.8M 1.41% -700 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 30,162 $1.8M 0.32% +776 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,123 $1.8M 0.04% +609 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30,095 $1.8M 0.24% -482 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 30,041 $1.79M 0.37% -570 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,041 $1.79M 0.07% +452 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 29,964 $1.79M 0.38% +1,584 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,883 $1.78M 0.15% +13,286 13F-HR Timeline Group Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 29,883 $1.78M 1.44% +1,424 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 29,878 $1.78M 0.64% +4,314 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 29,727 $1.77M +543 Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 29,700 $1.77M 0.3% +204 13F-HR Timeline Friday Financial More: the full row for Friday Financial 29,898 $1.76M 0.47% +784 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 29,453 $1.76M 0.44% -230 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 29,408 $1.76M 0.19% +201 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 29,406 $1.76M 0.14% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 29,293 $1.75M 0.06% +2,775 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29,180 $1.74M 0.32% -588 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 29,131 $1.74M 0.14% +1,112 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 29,120 $1.74M 1.54% -129 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 29,037 $1.73M 0.62% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 28,991 $1.73M 0.97% -878 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 28,963 $1.73M 0.14% +525 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 28,913 $1.73M 0.38% +3,136 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 28,827 $1.72M 0.1% +605 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 28,804 $1.72M 0.85% +381 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 28,782 $1.72M 0.14% +2,264 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 28,727 $1.71M <0.01% +7,802 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 28,725 $1.71M 0.14% -1,485 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 28,704 $1.71M 0.32% +34 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 28,657 $1.71M 0.14% +255 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 28,206 $1.68M 0.41% +3,647 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 28,185 $1.68M 1.03% -3,722 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 28,176 $1.68M 0.4% +3,823 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 28,146 $1.68M 0.11% +439 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 28,100 $1.68M 0.02% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 28,056 $1.67M 0.81% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28,031 $1.67M 1.13% -3,398 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 27,931 $1.67M 0.63% -549 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 27,868 $1.66M 0.15% +69 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 27,821 $1.66M 0.13% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 27,787 $1.66M 0.84% -510 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 27,759 $1.66M 0.02% +367 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 27,738 $1.66M 0.61% +783 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 27,632 $1.65M 0.3% +273 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 27,584 $1.65M 0.23% -269 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 27,528 $1.64M 0.28% +4,440 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,481 $1.64M 0.08% -1,085 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 27,477 $1.64M 0.87% +2,963 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 27,462 $1.64M 0.09% +3,816 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 27,405 $1.64M 0.29% -484 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 27,386 $1.63M 0.5% -171 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 27,649 $1.63M 0.38% +165 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 27,336 $1.63M 0.08% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 27,259 $1.63M 0.4% -3,364 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 27,256 $1.63M 0.64% +2,609 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 27,255 $1.63M 0.03% -144 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 26,839 $1.62M 0.53% +989 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 27,179 $1.62M 0.81% +3,103 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 27,160 $1.62M 0.14% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 27,595 $1.62M 0.33% +1,075 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 27,148 $1.62M 0.51% 0 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 27,023 $1.61M 0.54% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 27,020 $1.61M 0.03% -1,381 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 27,012 $1.61M 0.58% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 26,938 $1.61M 0.41% +27 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 26,901 $1.61M 0.15% +21,344 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 26,846 $1.6M 0.66% +108 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 26,834 $1.6M 0.15% +19,676 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 26,761 $1.6M 0.22% +795 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 26,741 $1.6M 0.81% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 26,726 $1.6M 0.14% +2,291 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,720 $1.59M 0.44% +215 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 26,659 $1.59M 0.36% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 26,579 $1.59M 0.04% +14,627 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 26,549 $1.58M 1.16% new 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 26,509 $1.58M 0.13% -525 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 26,481 $1.58M 0.13% -272 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 26,471 $1.58M 1.26% +6,001 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26,457 $1.58M 1.27% +684 13F-HR/A Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 26,421 $1.58M 0.42% +1,052 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 26,357 $1.57M <0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 26,207 $1.56M 0.15% -11,702 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 26,145 $1.56M 0.93% -297 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 26,128 $1.56M 0.2% +20 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 25,997 $1.55M 0.41% +532 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 25,997 $1.55M 0.8% +96 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 25,948 $1.55M 0.07% -149 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 25,899 $1.55M 0.26% +3,141 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 25,842 $1.54M 3.1% -14,158 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 25,791 $1.54M 1.15% +5,443 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,684 $1.53M 0.12% -2,085 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 25,673 $1.53M 0.21% -21,620 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 25,574 $1.53M 0.15% +4 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 25,536 $1.52M 0.58% +131 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 25,221 $1.51M 0.22% -89 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 25,195 $1.5M 0.62% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 25,127 $1.5M 1.26% +9,736 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 25,104 $1.5M 0.02% new 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 25,096 $1.5M 1.1% -44 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 25,000 $1.49M 0.11% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 24,886 $1.49M 0.13% -1,611 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 24,732 $1.48M 0.38% -657 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 24,650 $1.47M 0.13% +114 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 25,108 $1.47M 0.55% new 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 24,595 $1.47M 1.28% 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 24,561 $1.47M 0.64% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 24,519 $1.46M 0.12% +710 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 24,484 $1.46M 0.1% -204 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 24,481 $1.46M 0.41% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,269 $1.45M 0.13% -2,320 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 24,261 $1.45M 0.52% +644 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 24,154 $1.44M 0.84% -216 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 24,077 $1.44M 0.37% -1,343 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 23,839 $1.42M 0.23% +40 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 23,717 $1.42M 0.72% +9,725 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 23,658 $1.41M 0.26% +73 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 23,600 $1.41M 0.28% -114 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 23,588 $1.41M 0.08% -1,334 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,492 $1.4M 0.86% +3 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 23,411 $1.4M 0.45% +575 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 23,396 $1.4M 0.31% +1,419 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 23,382 $1.4M 0.31% -1,193 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 23,373 $1.4M 1.2% -502 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 23,372 $1.4M 0.26% -1,125 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 23,369 $1.39M 0.1% -1,213 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 23,359 $1.39M 0.1% -3,556 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 23,330 $1.39M 0.83% +75 13F-HR Timeline Busey Bank More: the full row for Busey Bank 23,325 $1.39M 0.03% -1,757 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 23,269 $1.39M 0.71% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 23,184 $1.38M 0.19% +2,354 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 23,150 $1.38M 0.17% -650 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 23,138 $1.38M 0.43% +942 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 23,133 $1.38M 1.03% -868 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 23,070 $1.38M 0.05% +740 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 23,059 $1.38M 0.29% +2,512 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 23,013 $1.37M 0.04% +544 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 22,889 $1.37M 0.01% 0 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 22,795 $1.36M 0.21% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 22,669 $1.35M 0.35% -148 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 22,645 $1.35M 0.54% 0 13F-HR Timeline Topor & Co. 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