American Trust More: the full row for American Trust 11,497 $1.11M 0.09% +1,439 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 11,495 $1.11M 2.31% -3 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 11,490 $1.11M 0.48% +1,874 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,484 $1.11M 0.09% -23,849 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 11,413 $1.1M 0.12% +4,000 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 11,403 $1.1M 0.36% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 11,342 $1.1M 0.05% -980 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,332 $1.09M 0.23% -2,654 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 11,316 $1.09M 0.17% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 12,211 $1.09M 0.93% -250 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,284 $1.09M 0.21% +553 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11,279 $1.09M 0.07% +381 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 11,217 $1.08M 0.97% +4,015 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 11,169 $1.08M 0.32% +236 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,093 $1.07M 0.01% new 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,071 $1.07M 0.11% +2,610 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 11,016 $1.06M 1.18% +93 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,992 $1.06M 0.2% -2,536 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 10,984 $1.06M 0.2% -62 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,971 $1.06M 0.08% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 10,880 $1.05M 0.05% +1,092 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,862 $1.05M 0.1% +319 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 10,697 $1.03M 0.32% -273 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,687 $1.03M 0.59% -8,357 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 10,685 $1.03M 0.88% +3,942 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,631 $1.03M 0.03% +640 13F-HR Timeline Harbor Group, Inc. 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More: the full row for Ally Invest Advisors Inc. 10,397 $1M 0.06% -201 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10,351 $1000K <0.01% +128 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 10,286 $993K 0.14% +22 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,280 $993K 0.02% -142 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 10,262 $991K 0.41% -3 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for Strategic Financial Services, Inc. 10,131 $978K 0.04% +286 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,108 $976K 0.01% -744 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,076 $973K 0.07% -2,128 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,053 $971K 0.04% -8 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 10,052 $971K 0.11% -1,353 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,021 $968K 0.1% -1,889 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for Fortitude Advisory Group L.L.C. 9,965 $962K 0.37% +3,028 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 9,955 $961K 0.17% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,861 $952K 0.27% +2,526 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,836 $950K 0.06% +3 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 9,750 $942K 0.32% +1,012 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 9,744 $941K 0.12% +352 13F-HR/A Timeline Legacy Trust More: the full row for Legacy Trust 9,740 $941K 0.17% -127 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,700 $937K 0.15% -185 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 9,655 $932K 0.61% -154 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 9,509 $918K 0.1% +695 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,507 $918K 0.17% -354 13F-HR/A Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 9,451 $913K 0.5% -2,304 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,441 $912K 0.04% +7,477 13F-HR Timeline Group QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 9,437 $911K 2.57% +178 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 9,493 $907K 0.45% -1,363 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 9,383 $906K 0.21% +5,876 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,370 $905K 0.09% -9,408 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 9,362 $904K 0.84% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 9,352 $903K 0.28% -327 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,351 $903K 0.25% +117 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,327 $901K 0.44% +121 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,351 $899K 0.25% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,300 $898K 0.09% +3,604 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,297 $898K 0.06% -246 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,293 $898K 0.05% +166 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 9,267 $895K 0.14% +211 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,242 $893K 0.18% +394 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,191 $888K 0.06% -37,826 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,189 $887K 0.02% -597 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 9,122 $881K 0.32% +128 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,033 $872K 0.04% 0 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 9,030 $872K 0.83% -475 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 9,013 $871K 0.13% -818 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 8,943 $864K 0.11% +1,111 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,923 $862K 0.02% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,916 $861K 0.27% +1,045 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 8,914 $861K 0.44% -377 13F-HR Timeline Haverford Financial Services, Inc. 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More: the full row for Kelman-Lazarov, Inc. 8,396 $811K 0.11% -335 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,366 $808K 0.11% +524 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 8,334 $805K 0.31% -45 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8,322 $804K 0.1% -76 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 8,295 $801K 0.09% +576 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 8,295 $801K 0.17% +474 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,294 $801K 0.03% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,290 $801K 0.66% -425 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8,285 $800K 0.61% +19 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 8,253 $797K 0.51% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,231 $795K 0.27% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,199 $792K 0.04% +4,371 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,188 $791K 0.07% -18 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,173 $789K 0.02% +3 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 8,191 $788K 0.21% +317 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,140 $786K 0.09% -5 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,126 $785K 0.33% -513 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 8,090 $781K 0.17% +247 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,975 $770K 0.09% -42 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,955 $768K 0.09% -2,037 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,953 $768K 0.13% +27 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,935 $766K 0.02% +713 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,882 $761K 0.2% +2,190 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,839 $757K 0.03% +2,172 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,833 $757K 0.03% +539 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,816 $755K 0.3% +1,785 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 7,748 $748K 0.35% +124 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7,737 $747K 0.28% +1,009 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,718 $745K 0.07% +258 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 7,702 $744K 0.25% +239 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,693 $743K 0.03% -488 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,681 $742K 0.21% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 7,669 $741K 0.44% -365 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,666 $740K 0.25% -119 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 7,637 $738K 0.32% -573 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,627 $737K 0.08% +5,317 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,613 $735K 0.12% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,597 $734K 0.41% +194 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,592 $733K 0.22% +61 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 7,614 $733K 0.29% +21 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,532 $727K 0.16% -139 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,530 $727K 0.1% +3 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,501 $724K 0.05% -951 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 7,500 $724K 0.16% new 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 7,499 $724K 0.54% +940 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,485 $723K 0.15% -35 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,467 $721K 0.05% +181 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,458 $720K 0.08% +4,003 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,449 $719K 0.14% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,399 $715K 0.19% -16 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,385 $713K 0.28% +125 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,379 $713K 0.1% +2,270 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 7,363 $711K 0.14% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,356 $710K 0.02% +761 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,331 $708K 0.06% -318 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 7,317 $707K 0.27% -1,400 13F-HR Timeline Legacy Private Trust Co. 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