KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 4,383 $649K 0.34% -327 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,383 $649K 0.23% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,382 $649K 0.02% -160 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,379 $649K 0.16% -2,099 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,375 $648K 0.35% +3 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,370 $647K 0.14% -1 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,361 $646K 0.07% +343 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,347 $644K 0.06% +704 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,331 $641K 0.01% +1 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,329 $641K 0.07% +19 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,318 $640K 0.65% -6 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,307 $638K 0.03% -423 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,306 $638K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,269 $632K 0.05% +3 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,266 $632K 0.16% +12 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,260 $631K 0.12% +11 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,259 $631K 0.13% -8,548 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,253 $630K 0.38% -614 13F-HR Timeline Scott & Selber, Inc. 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More: the full row for Fortitude Advisory Group L.L.C. 4,084 $605K 0.27% +2 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 4,068 $602K 0.5% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,053 $600K 0.01% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,026 $596K 0.02% -439 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,007 $593K <0.01% -1,213 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,004 $593K 0.02% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $592K 0.24% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,992 $591K 0.04% -1,766 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,989 $591K 0.32% +97 13F-HR/A Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 3,977 $589K 0.45% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,793 $588K 0.27% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,968 $588K 0.24% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,964 $587K 0.3% +311 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,963 $587K 0.35% +120 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 4,033 $587K 0.48% -682 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,960 $587K 0.24% +279 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,955 $586K 0.35% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 3,938 $583K 0.22% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,938 $583K 0.44% -135 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,905 $578K 0.02% +530 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,900 $578K 0.26% +2,000 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,878 $574K 0.06% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,876 $574K 0.1% +406 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,858 $571K 0.2% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,857 $571K 0.41% +6 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,840 $571K 0.22% +493 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,844 $569K 0.34% -232 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,838 $568K 0.23% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,837 $568K 0.41% -93 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,836 $568K 0.01% +2,271 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,820 $566K 0.4% +77 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,813 $565K 0.25% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,805 $564K 0.05% +45 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,799 $563K 0.08% +6 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,790 $561K <0.01% -654 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,782 $560K 0.11% +5 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 3,780 $560K 0.57% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,770 $558K 0.19% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,765 $558K 0.36% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,763 $557K 0.13% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,757 $556K 0.06% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3,736 $553K 0.27% -7,592 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,730 $553K 0.26% +5 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,727 $552K 0.07% -741 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,725 $552K 0.31% +15 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,716 $550K 0.02% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 3,714 $550K 0.38% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,708 $549K 0.24% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,701 $548K 0.04% +47 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,700 $548K 0.09% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 3,691 $547K 0.16% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,681 $545K 0.06% +410 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Hurlow Wealth Management Group, Inc. 3,677 $545K 0.13% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,664 $543K 0.17% -70 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,450 $541K 0.52% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,653 $541K 0.06% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,651 $541K 0.33% +1,387 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 3,647 $540K 0.12% +790 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,635 $538K 0.02% -58 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,619 $536K 0.05% +19 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,482 $533K 0.17% +18 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,594 $532K 0.44% +6 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,593 $532K 0.09% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,592 $532K 0.31% +164 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,591 $532K 0.12% -2,154 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,590 $532K 0.13% +404 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,564 $531K 0.32% -28 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,574 $529K 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,570 $529K 0.01% +659 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,567 $528K 0.05% -2,719 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,553 $526K 0.37% +1,486 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,551 $526K 0.18% -94 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,547 $525K 0.32% +6 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,524 $522K 0.02% +745 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,518 $521K 0.09% +74 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,510 $519K 0.52% +584 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,499 $518K 0.18% 0 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 3,498 $518K 0.16% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,475 $515K 0.03% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,461 $513K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,458 $512K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,456 $512K 0.06% -90 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,455 $512K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,455 $512K 0.05% +450 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,437 $509K 0.16% -132,798 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,435 $509K 0.04% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,433 $508K 0.38% -39 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,428 $508K 0.03% +80 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,425 $507K 0.49% +758 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,412 $505K 0.35% +13 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,271 $505K 0.06% +370 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,386 $502K 0.06% +7 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,383 $501K 0.04% 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 3,362 $498K 0.06% -5,456 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 3,351 $496K 0.48% +3 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,345 $495K 0.23% +544 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,341 $495K 0.19% +14 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,330 $493K 0.06% +463 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,329 $493K 0.05% +116 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,326 $493K 0.15% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 3,305 $491K 0.18% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,309 $490K 0.01% -131 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,303 $489K 0.06% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,300 $489K 0.14% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,295 $488K 0.09% -547 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,288 $487K 0.22% +40 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,144 $486K 0.1% +137 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,277 $485K 0.33% +43 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,262 $483K 0.01% -134 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,261 $483K 0.11% +1 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,256 $482K 0.2% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,250 $481K 0.09% -100 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,250 $481K 0.05% -1,480 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,243 $480K 0.05% -235 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,242 $480K 0.49% -101 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,218 $477K 0.18% +19 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,207 $475K 0.27% +172 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,206 $475K 0.05% -841 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,206 $475K 0.09% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,200 $474K 0.03% +800 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,200 $474K 0.11% 0 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,183 $471K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,174 $470K 0.41% +145 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 3,162 $468K 0.16% +19 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,160 $468K 0.02% +21 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,143 $465K 0.02% -50 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,141 $465K 0.29% +18 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,138 $465K 0.03% -28 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,970 $465K 0.3% -476 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,126 $463K 0.05% -65 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,118 $462K 0.13% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,114 $461K 0.11% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,112 $461K 0.31% -14 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,108 $460K 0.2% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 3,105 $460K 2.09% -19,487 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,963 $460K 0.02% -197 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 3,101 $459K 0.29% -118 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,097 $459K 0.01% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,096 $459K 0.46% +183 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,085 $457K 0.32% +298 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,084 $457K 0.25% +16 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,083 $457K 0.4% -2,446 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,082 $457K 0.09% -338 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,075 $455K 0.16% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,065 $454K 0.01% +164 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,059 $453K 0.11% +200 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,055 $452K 0.15% +2 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,036 $450K 0.05% -87,567 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,892 $449K 0.03% -215 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,016 $447K 0.23% +1 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,008 $445K 0.06% +9 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 3,003 $445K 0.38% 13F-HR/A Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,001 $444K 0.23% 0 13F-HR/A Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,000 $444K 0.13% +1 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 2,989 $443K 0.21% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,983 $442K 0.26% -652 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,978 $441K 0.09% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,960 $438K 0.02% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,937 $435K 0.27% +157 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,936 $435K 0.31% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,935 $435K <0.01% 0 13F-HR Timeline Group