Roundview Capital LLC More: the full row for Roundview Capital LLC 22,474 $515K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22,430 $514K <0.01% +16,951 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 22,168 $508K 0.07% -3,406 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,139 $507K 0.02% +733 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 21,909 $502K 0.02% +4,957 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 21,848 $501K 0.03% +1,230 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,646 $496K 0.04% +1,763 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 21,426 $491K 0.09% new 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 21,359 $489K 0.27% -543 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,290 $488K <0.01% 0 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,967 $480K 0.01% +3,771 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,820 $477K 0.04% -4,446 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,808 $477K 0.02% +7,648 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 20,793 $476K 0.11% +7,557 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 20,781 $476K 0.29% +334 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 20,583 $472K 0.3% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 20,604 $471K 0.06% +801 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 20,347 $466K 0.12% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 20,304 $465K 0.05% -229 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 20,060 $460K 0.05% new 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 19,939 $457K 0.43% +228 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 19,780 $453K 0.46% +734 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 19,694 $451K 0.12% +2,080 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 19,326 $443K 0.37% +4,670 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 19,124 $438K 0.21% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,628 $427K <0.01% -467 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,538 $425K 0.08% -1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 18,317 $420K <0.01% +1,996 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 18,172 $416K 0.01% +7,073 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 18,155 $416K 0.05% +4,352 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 18,012 $415K 0.04% -979 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 18,070 $414K 0.09% +3,685 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,057 $414K 0.11% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 17,998 $412K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,965 $412K 0.04% +14,213 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 17,909 $410K 0.16% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 17,766 $407K 0.13% +2,531 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,590 $403K <0.01% -13,054 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 17,514 $401K 0.15% +2,945 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,506 $401K 0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 17,279 $396K 0.31% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 16,974 $389K <0.01% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 16,789 $385K 0.11% -74,030 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 16,749 $384K 0.11% +328 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 16,327 $374K 0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 16,233 $372K 0.04% +744 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,229 $372K 0.02% -9,540 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,207 $371K 0.02% +16,184 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 16,353 $371K 0.25% +980 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 16,084 $368K 0.03% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 16,000 $367K 0.36% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 15,951 $365K 0.01% -3,593 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 15,924 $365K 0.16% +1,964 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15,900 $364K 0.07% +88 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 15,891 $364K 1.21% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15,860 $363K <0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 15,807 $362K 0.06% +2,172 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 15,786 $362K 0.39% -923 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 15,706 $360K 0.51% new 13F-HR Timeline City State Bank More: the full row for City State Bank 15,691 $359K 0.09% +300 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 15,614 $358K 0.04% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 15,592 $357K 0.04% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,562 $357K 0.01% +4,057 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 15,489 $355K 0.01% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 15,353 $352K 0.37% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 15,139 $347K 0.04% +2,508 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,068 $345K 0.18% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,060 $345K 0.01% -1,747 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 14,989 $343K 0.01% -6,816 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,722 $336K 0.02% +1,500 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 14,646 $336K 0.26% -777 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 14,485 $332K 0.14% -1,747 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 14,383 $330K 0.04% +4,021 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,172 $325K 0.01% new 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 14,119 $323K 0.18% -79 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,970 $320K 0.01% +13 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 13,960 $320K 0.09% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 13,946 $319K 0.15% -144 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,866 $318K 0.01% +10,873 13F-HR/A Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 13,829 $317K 0.02% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 13,703 $314K 0.1% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,678 $313K <0.01% -2,215 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,595 $311K 0.08% -3,992 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 13,542 $310K 0.17% +15 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,529 $310K 0.02% -119 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,503 $308K 0.06% -4,887 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 13,431 $308K 0.07% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 13,431 $308K 0.08% +12,783 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 13,348 $306K 0.03% -200 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,291 $304K 0.12% +399 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,249 $304K 0.13% -184 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,140 $301K 0.03% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 13,131 $301K 0.01% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 13,012 $298K 0.2% new 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 12,937 $296K <0.01% -1,166 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,931 $296K 0.14% +2,617 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 12,945 $296K 0.23% +10,205 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,900 $296K 0.15% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 12,805 $293K 0.26% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 12,782 $293K 0.02% +987 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 12,715 $291K 0.22% +96 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,686 $291K 0.11% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,664 $290K 0.01% -265 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,658 $290K 0.02% -3,095 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 12,641 $290K 0.08% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,300 $282K 0.12% -666 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 12,186 $279K 0.23% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,993 $275K 0.09% +10,537 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,925 $273K 0.01% +37 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 11,778 $270K 0.15% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,665 $267K 0.08% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 11,651 $267K 0.08% +11,324 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 11,651 $267K 0.08% +10,321 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 11,600 $266K 0.1% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 11,367 $260K 0.12% +607 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,311 $259K 0.02% +7,465 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 11,141 $255K 0.15% -7,362 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 11,078 $254K 0.57% +36 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 10,982 $252K 0.07% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 10,954 $251K 0.07% +16 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,877 $249K 0.16% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 10,816 $248K 0.45% new 13F-HR Timeline American Trust More: the full row for American Trust 10,788 $247K 0.02% +806 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,690 $245K 0.02% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,645 $244K 0.13% +15 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 10,593 $243K <0.01% new 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,560 $242K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,507 $241K 0.04% -113 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 10,494 $240K 0.06% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,431 $239K <0.01% new 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 10,420 $239K 0.03% +104 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,325 $237K 0.06% -1,723 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 10,321 $236K 0.06% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 10,308 $236K 0.12% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 10,299 $236K 0.03% +46 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,178 $233K 0.12% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,175 $233K 0.03% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,148 $232K 0.01% +966 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,017 $229K 0.06% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,003 $229K 0.1% -40,423 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 9,978 $229K 0.18% -638 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,758 $224K 0.1% +129 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,720 $223K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9,662 $221K 0.03% -169,661 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,594 $220K <0.01% +57 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,557 $218K 0.13% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 9,509 $218K 0.14% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,403 $215K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,400 $215K 0.03% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 9,380 $215K 0.11% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,320 $214K 0.19% -28,352 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,236 $212K 0.02% -271 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,231 $211K <0.01% +140 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 9,201 $211K 0.16% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,100 $208K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 9,088 $208K 0.07% -1,065 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,017 $207K <0.01% -18 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,000 $206K 0.13% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,755 $201K 0.03% +883 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,500 $195K 0.11% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,382 $192K 0.01% +1,564 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 8,312 $190K 0.27% 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,049 $184K 0.12% +241 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,689 $176K 0.02% -548 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 7,414 $170K 0.78% +1,810 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,214 $165K new Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,000 $160K 0.01% -28 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,454 $148K 0.07% -330 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,392 $146K 0.05% -26,026 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6,016 $138K 0.09% +5,717 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,829 $133K 0.04% +433 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,484 $126K 0.02% +1,216 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,994 $114K 0.01% -2,595 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,953 $113K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,762 $109K <0.01% -277 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,549 $104K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,504 $103K 0.05% -41 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,355 $99.8K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,229 $96.9K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,174 $95.6K 0.07% -489 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,119 $94.4K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,106 $94.1K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,000 $91.1K 0.05% +2,000 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,941 $90.3K 0.07% -29 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,732 $85.5K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,637 $83.3K 0.07% +2,868 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,428 $78.5K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,339 $76.5K 0.04% +1,914 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,327 $76.2K 0.01% +2,386 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,270 $74.9K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,253 $74.5K 0.02% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,157 $72.3K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,016 $69.1K 0.02% -60 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,000 $68.7K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,892 $66.3K <0.01% -348 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,885 $66K 0.02% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2,873 $65.8K 0.05% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,782 $63.7K <0.01% -2,486 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,679 $61.4K 0.02% +2,299 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,667 $61.1K <0.01% +2,309 13F-HR Timeline