Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 742 $13.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 724 $12.9K 0.01% -327 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 700 $12.5K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 656 $11.7K <0.01% -42 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 636 $11.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 611 $10.9K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 590 $10.6K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 586 $10.4K <0.01% +142 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 570 $10K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 556 $9.89K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 500 $8.89K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 500 $8.89K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 498 $8.86K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 485 $8.63K <0.01% new 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 452 $8.51K 0.01% new 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 420 $7.47K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $7K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 368 $6.55K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 361 $6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 300 $5.49K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $5.34K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 285 $5.07K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 283 $5.04K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. 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More: the full row for TFC Financial Management, Inc. 2 $36 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $36 <0.01% 0 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 32,312 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.