Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 27,771 $523K 0.29% +12,024 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 27,418 $516K 0.22% -463 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 26,265 $495K 0.1% +8,715 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 25,793 $486K 0.48% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 25,349 $477K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,257 $476K <0.01% -3 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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More: the full row for CIBC WORLD MARKET INC. 12,000 $226K <0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,949 $225K 0.01% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,929 $225K 0.09% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 11,780 $222K 0.11% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 11,674 $220K 0.05% new 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,605 $200K 0.07% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,586 $199K 0.03% -54 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,407 $177K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,208 $117K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,959 $112K 0.01% +66 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,881 $111K 0.08% -170 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,446 $83.7K <0.01% +2,367 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,415 $83.2K <0.01% +1,491 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,358 $82.1K 0.01% +118 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,322 $81.4K <0.01% -2,827 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,394 $63.9K 0.04% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,354 $63.2K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,179 $59.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,114 $58.7K <0.01% +551 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,658 $50.1K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,422 $46K <0.01% +40 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,411 $45.4K 0.01% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,313 $43.6K <0.01% +681 13F-HR/A Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,100 $39.6K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,825 $34.4K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,806 $34K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,696 $31.9K <0.01% new 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,500 $28.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,387 $26.1K <0.01% +430 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,326 $25K <0.01% +602 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,158 $21.8K <0.01% +334 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,150 $21K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,056 $19.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 984 $18.5K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 937 $17.6K <0.01% +269 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 722 $13.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 412 $7.76K <0.01% -1,578 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 392 $7.39K <0.01% +235 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 380 $7.16K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 374 $7.05K 0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 361 $6.8K <0.01% -266 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6,592 $6.59K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 343 $6.46K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 341 $6.42K -727 Timeline First PREMIER Bank More: the full row for First PREMIER Bank 220 $4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 183 $3.45K <0.01% 0 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 162 $3.05K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 140 $2.64K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 94 $1.77K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 65 $1.23K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 58 $1.11K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 45 $848 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 38 $718 <0.01% new 13F-HR Timeline