FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 243,747 $103M 1.23% -3,325 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 159,819 $67.4M 0.5% +2,800 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 70,407 $29.7M 1.69% -49 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 69,958 $29.5M 1.85% -6,228 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 69,486 $29.3M 0.93% -2,546 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 58,581 $24.7M 1.86% +11 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 55,976 $23.6M 0.15% -1,550 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 52,256 $22M 4.5% +504 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 46,438 $19.6M 0.28% +1,184 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 46,239 $19.5M 1.23% +426 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 45,820 $19.3M 1.36% -392 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 44,030 $18.6M 0.49% +1,272 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,109 $17.7M 0.13% +7,398 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 41,199 $17.4M 1.5% -1,144 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 35,818 $15.1M 1.53% -228 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 33,093 $13.9M 1.28% -1,906 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 32,995 $13.9M 2.76% -260 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 30,552 $12.9M 4.61% +126 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 27,608 $11.6M 1.16% -813 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 22,844 $9.63M 0.69% +221 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,951 $8.41M 0.28% +1,556 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 19,891 $8.38M 3.05% +782 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,427 $7.35M 0.15% +52 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16,706 $7.04M 0.66% -322 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 16,579 $6.99M 1.42% +195 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 16,062 $6.77M 0.97% -72 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 15,821 $6.67M 0.49% +260 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,328 $5.62M 0.16% +5 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 12,952 $5.46M 0.07% -80 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 11,828 $4.99M 1.88% -825 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,577 $4.72M 0.11% +2,911 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,160 $4.7M 2.06% +608 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,623 $4.48M 0.39% -194 13F-HR Timeline Group ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 10,462 $4.41M 0.1% +473 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 9,548 $4.02M 0.68% -105 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 8,811 $3.71M 0.82% +5,750 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 8,150 $3.44M 0.37% -1,200 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,061 $3.4M 0.27% -204 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,840 $2.88M 0.15% +1,300 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,764 $2.85M 0.35% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,235 $2.63M 0.07% -332 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,122 $2.58M 1.54% -399 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,194 $2.49M 0.47% -3,186 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,869 $2.47M 0.07% +114 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,833 $2.46M 0.47% -320 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,734 $2.42M 0.26% -68 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,299 $2.23M 0.14% +214 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,293 $2.23M 0.17% -4 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,216 $2.2M 0.17% +60 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,897 $2.02M 1.35% +36 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,752 $2M 0.4% -129 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,731 $1.99M 0.32% -1,940 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,657 $1.96M 0.43% +2,061 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,525 $1.91M 0.03% +76 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,450 $1.88M 0.41% -227 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,412 $1.86M 0.59% -1,090 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 4,100 $1.73M 0.82% -2,000 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,040 $1.7M 1.46% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,013 $1.69M 1.14% -114 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,870 $1.63M 0.04% -22,115 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,605 $1.52M 1.31% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,337 $1.41M 0.41% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,272 $1.38M 0.14% +19 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,302 $1.36M 0.02% +318 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,188 $1.34M 0.4% -20 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,124 $1.32M 0.02% +367 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,017 $1.27M 0.48% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,007 $1.27M 0.2% -289 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,898 $1.22M 0.63% +5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,927 $1.19M 0.05% +681 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,801 $1.18M 0.42% -103 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,769 $1.17M 0.24% +155 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,681 $1.13M 0.06% -1,576 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,619 $1.1M 1.02% -10 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,600 $1.1M 0.2% -20 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,558 $1.08M 0.56% -300 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,442 $1.03M 0.03% +179 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,441 $1.03M 0.23% +124 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,289 $965K 0.29% -29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,263 $954K 0.08% +283 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,175 $917K 0.65% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,170 $915K 0.11% +15 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,145 $904K 0.19% -35 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,096 $884K 0.53% +48 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,093 $882K 0.49% 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,042 $861K 0.06% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,035 $858K 0.06% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,032 $857K 0.26% +13 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,955 $824K 0.63% +7 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,906 $803K 0.31% -440 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,948 $785K 0.11% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,860 $784K 0.48% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,725 $727K 0.21% -167 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,696 $715K 0.14% +63 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,644 $693K 0.39% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,642 $692K 0.08% +232 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,599 $674K 0.23% -17 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,593 $671K 0.11% +7 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,567 $661K 0.51% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,485 $626K 0.12% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,474 $621K 0.11% +55 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,441 $608K 0.23% -2,815 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,429 $602K 0.22% +14 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,417 $597K 0.04% +28 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,390 $586K 0.23% -3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,338 $564K 0.22% -23 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,298 $547K 0.02% -189 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,272 $536K 0.12% -63 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,259 $531K 0.35% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,243 $524K 0.31% -37 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,185 $500K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,167 $492K 0.16% +230 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,184 $477K 0.22% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,124 $474K 0.1% +7 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,114 $470K 0.04% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,046 $441K 0.02% -5 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,034 $436K 0.3% -10 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,004 $423K 0.25% 0 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 978 $412K 0.23% -3 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 970 $409K 0.1% -3,524 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 968 $408K 0.03% 0 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 951 $401K 0.18% -53 13F-HR/A Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 948 $400K 0.07% +62 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 977 $398K 0.22% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 967 $394K 0.12% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 926 $390K 0.07% +36 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 909 $383K 0.03% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 894 $377K 0.04% +4 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 889 $375K 0.07% -239 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 887 $374K 0.04% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 849 $358K 0.08% +1 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 856 $345K 0.07% -58 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 778 $328K 0.23% +88 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 801 $326K 0.14% +5 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 720 $304K 0.04% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 747 $301K 0.06% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 663 $279K 0.07% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 650 $274K 0.03% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 632 $266K 0.01% -146 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 619 $261K 0.2% -118 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 612 $258K 0.06% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 595 $251K 0.02% +387 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 594 $250K 0.07% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 587 $248K 0.18% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 682 $247K 0.08% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 585 $247K 0.03% -920 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 584 $246K 0.04% +17 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 566 $238K 0.03% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 562 $237K 0.09% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 549 $231K 0.13% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 544 $229K 0.21% -65 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 501 $211K 0.17% +264 13F-HR Timeline Friday Financial More: the full row for Friday Financial 510 $208K 0.04% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 492 $208K 0.06% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 492 $207K 0.09% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 488 $206K 0.08% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 484 $204K 0.12% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 482 $203K 0.09% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 360 $152K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 339 $143K 0.04% +24 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 284 $120K 0.07% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 211 $88.9K 0.05% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 179 $75.5K 0.01% -6 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 162 $68.3K 0.04% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 127 $53.5K 0.03% +11 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 126 $53K 0.02% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 109 $45.8K 0.03% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 100 $42.2K 0.02% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $42.2K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 82 $34.6K 0.01% -113 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 29 $12.2K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 23 $9.7K 0.01% +2 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3 $1.26K <0.01% 0 13F-HR Timeline