Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 11,333 $1.03M 0.06% +19 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 11,303 $1.02M 0.73% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 10,856 $1.01M 0.54% +1,607 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,090 $1M 0.14% -1,640 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,066 $1M 0.11% +2,039 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,053 $1M 0.08% -49 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 11,046 $1000K 0.21% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Holland Advisory Services, Inc. 10,923 $989K 1.32% -150 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10,898 $987K 0.07% -388 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,852 $982K 0.2% -16 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,852 $982K 0.01% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,822 $980K 0.07% -332 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,731 $971K 0.16% +110 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,672 $966K 0.16% +2,397 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 10,598 $959K 0.06% -2,364 13F-HR Timeline Permanens Capital L.P. 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More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,543 $864K 0.06% -35 13F-HR Timeline Group Generations Wealth, LLC More: the full row for Generations Wealth, LLC 9,505 $860K 0.84% -355 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 9,422 $853K 0.11% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,768 $852K 0.05% +330 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 9,397 $851K 0.08% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 9,392 $850K 0.12% -31 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,291 $841K 0.52% -3,066 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 9,259 $838K 2.61% +207 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 9,256 $838K 0.04% +520 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,239 $836K 0.01% +4,364 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,717 $836K 0.36% +532 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for TCI Wealth Advisors, Inc. 9,033 $818K 0.04% -429 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,031 $818K 0.26% -1,475 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,996 $814K 0.06% -67,324 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,994 $814K 0.32% +200 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,923 $808K 0.02% +1,293 13F-HR Timeline Haverford Financial Services, Inc. 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More: the full row for Beaumont Asset Management, L.L.C. 8,379 $759K 0.34% +91 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,294 $751K 0.03% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,276 $749K 0.05% +15 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8,266 $748K 0.64% -700 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 8,253 $747K 0.48% +4 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,224 $745K 0.34% +39 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 8,210 $743K 0.37% -2,239 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,206 $743K 0.07% 0 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,170 $740K 0.02% +1,469 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,145 $737K 0.09% -71 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 8,136 $737K 0.33% +6,458 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,874 $735K 0.22% +73 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 8,034 $727K 0.49% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,017 $726K 0.09% -1,561 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,013 $725K 0.14% +4,577 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,006 $725K 0.02% +148 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 7,981 $723K 0.98% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 7,593 $719K 0.3% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,926 $718K 0.13% +330 13F-HR Timeline Traynor Capital Management, Inc. 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More: the full row for Raleigh Capital Management Inc. 7,871 $713K 0.25% +535 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 7,843 $710K 0.18% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,842 $710K 0.12% -34 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,832 $709K 0.1% -65 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 7,821 $708K 0.16% -93 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,915 $706K 0.05% +3,903 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,785 $705K 0.3% +100 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,720 $699K 0.02% +2,554 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for RESOLUTE WEALTH ADVISOR, INC. 7,528 $682K 0.39% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,527 $681K 0.1% +666 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,520 $681K 0.15% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,518 $681K 0.12% -1,710 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 7,510 $680K 0.1% -100 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,464 $676K 0.05% +219 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 7,463 $676K 0.26% -274 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,460 $675K 0.07% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,449 $674K 0.14% -411 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,415 $671K 0.2% -2,143 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,413 $671K 0.08% +60 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,403 $670K 0.45% -541 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,939 $669K 0.24% -257 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 7,363 $667K 0.15% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. 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More: the full row for Legacy Private Trust Co. 7,236 $655K 0.04% +15 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,236 $655K 0.11% new 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 7,226 $654K 0.47% -44,184 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,224 $654K 0.33% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,222 $654K 0.02% 0 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,208 $653K 0.03% -2,208 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 7,202 $652K 0.51% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,198 $652K 0.12% -4,073 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,180 $650K 0.02% -967 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,131 $646K 0.14% +840 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,128 $645K 0.13% -521 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,126 $645K 0.06% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,121 $645K 0.09% +158 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,079 $641K 0.12% -82 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,048 $638K 0.28% -2,298 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,035 $637K 0.24% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,030 $636K 0.08% +1,170 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,014 $635K 0.11% +345 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,901 $634K 0.03% +795 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 7,003 $634K 0.99% -4,906 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 7,000 $634K 0.04% -2,000 13F-HR Timeline Group Keenan, LLC More: the full row for Keenan, LLC 6,996 $633K 0.53% -4,914 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,958 $630K 0.13% +206 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,484 $630K 0.47% -217 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,951 $629K 0.08% +1,535 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,950 $629K 0.2% -2,119 13F-HR Timeline Fortitude Advisory Group L.L.C. 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