Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 20,379 $5.91M 3.33% -445 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 20,354 $5.88M 0.57% -1,124 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 20,270 $5.88M 1.8% -22 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 20,255 $5.87M 0.22% -139 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 20,252 $5.87M 0.58% +47 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 20,220 $5.86M 0.47% +2,284 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 23,844 $5.85M 1.13% -440 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,153 $5.84M 0.32% +48 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 20,132 $5.84M 1.99% -340 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 20,107 $5.83M 2.21% +840 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 20,067 $5.82M 0.03% -612 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 20,051 $5.81M 0.77% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 19,622 $5.81M 0.77% +735 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 20,015 $5.8M 3.19% +493 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 20,013 $5.8M 0.59% -2,496 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 20,011 $5.8M 1.79% -282 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 19,967 $5.79M 0.52% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 19,925 $5.78M 2.36% +6,236 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 19,845 $5.75M 1.5% -481 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 19,829 $5.75M 1.22% -5,893 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,826 $5.75M 0.23% -147 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 19,776 $5.73M 0.02% -140 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 19,718 $5.72M 1.92% -1,642 13F-HR/A Timeline WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 19,684 $5.71M 0.03% 0 13F-HR Timeline Philadelphia Financial Management of Sa… More: the full row for Philadelphia Financial Management of San Francisco, LLC 19,672 $5.7M 1.26% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 19,668 $5.7M 0.67% -136 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,633 $5.69M 0.01% +3,133 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,594 $5.68M 0.53% +1,701 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,563 $5.67M 1.22% +29 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 19,506 $5.66M 1.77% +27 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 19,501 $5.65M 4.25% -430 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 19,478 $5.65M 0.37% +1,637 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 19,475 $5.65M 1.13% +225 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 19,460 $5.64M 1.85% +2,202 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 19,442 $5.64M 0.26% +6 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,382 $5.63M 2.12% +259 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 19,398 $5.62M 2.93% +253 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 19,360 $5.61M 0.29% +1,448 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,360 $5.61M 1.78% +175 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 19,347 $5.61M 2.92% +282 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19,340 $5.61M 0.09% +4,941 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 19,333 $5.6M 0.95% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 19,323 $5.6M 0.36% +213 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 19,322 $5.6M 1.71% -460 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 19,309 $5.6M 1.37% +104 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 19,296 $5.59M 3.16% -349 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 19,266 $5.58M 0.61% 0 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 19,263 $5.58M 1.76% -1,100 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 19,225 $5.57M 0.69% -215 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 19,200 $5.57M 1.52% -1,446 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 19,190 $5.56M 0.61% -5,230 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 19,175 $5.56M 0.78% -1,085 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 19,113 $5.54M 1.65% +116 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 19,110 $5.54M 1.16% -2,675 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 19,107 $5.54M 1.91% +395 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 19,072 $5.53M 4.62% -175 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 19,053 $5.52M 5.02% -141 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 19,050 $5.52M 1.47% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 19,035 $5.52M 0.18% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 19,034 $5.52M 1.97% -49 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 19,019 $5.51M 1.75% +1,887 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 19,015 $5.51M 1.06% +139 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 18,989 $5.51M 4.28% +1,941 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 18,991 $5.5M 1.24% +169 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 18,989 $5.5M 1.62% -361 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 18,935 $5.49M 0.58% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 18,876 $5.47M 0.75% +2,092 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 18,861 $5.47M 3.02% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 18,849 $5.46M 2.09% -537 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 18,839 $5.46M 1.11% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 18,824 $5.46M 0.62% -439 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 18,803 $5.45M 1.42% +1,240 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 18,788 $5.45M 0.36% -2,312 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 18,784 $5.45M 1.24% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,734 $5.43M 0.76% -285 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 18,686 $5.42M 1.19% -357 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 18,685 $5.42M 1.78% +18 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 18,668 $5.41M 4.28% +274 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 18,651 $5.41M 2.03% -433 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 18,645 $5.41M 1.88% +3,925 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,567 $5.38M 0.27% new 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 18,547 $5.38M 2.03% -320 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 18,507 $5.37M 0.52% +909 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 18,474 $5.36M 0.04% +7,120 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 18,440 $5.35M 0.34% -72 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 18,359 $5.32M 1.24% -106 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 18,336 $5.32M 1.38% +1,213 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 18,332 $5.31M 1.74% -89 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 18,250 $5.29M 1.49% -75 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 18,200 $5.28M 1.72% +150 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 18,186 $5.27M 3.48% +315 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 18,181 $5.27M 0.93% -5,603 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,172 $5.27M 0.44% +891 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 18,163 $5.27M +1,530 Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 18,157 $5.26M 4% -16 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,131 $5.26M 0.87% +1,114 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18,118 $5.25M 1.25% +45 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18,101 $5.25M 0.63% +876 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 18,093 $5.25M 1.99% -1,895 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 18,088 $5.24M 1.88% -80 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 18,075 $5.24M 0.33% +7 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 16,711 $5.23M 0.86% -214 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 18,026 $5.23M 0.66% -14 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,993 $5.22M 1.25% -75 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,939 $5.2M 0.9% +1,168 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 17,934 $5.2M 1.13% +1,512 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,916 $5.19M 0.72% -711 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 17,907 $5.19M 2.13% -36 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 17,904 $5.19M 0.99% -2,755 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 17,898 $5.19M 2.18% -29 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 17,895 $5.19M 1.4% -475 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 17,889 $5.19M 0.54% -3,740 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 17,867 $5.18M 1.42% -70 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 17,862 $5.18M 1.73% +279 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 18,050 $5.18M 1.84% -186 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 17,856 $5.18M 0.83% -11 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,854 $5.18M 0.36% -133 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 17,842 $5.17M 0.21% new 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 17,837 $5.17M 1.23% -1,334 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,826 $5.17M 0.62% +2,132 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 17,812 $5.16M 1.01% -917 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 17,801 $5.16M 0.2% +1,482 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 17,768 $5.15M 2.11% 0 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 17,745 $5.14M 0.05% -3,062 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 17,607 $5.14M 1.2% +6,087 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 17,708 $5.13M 1.46% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 40,608 $5.13M 0.44% +105 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 17,702 $5.13M 2.5% +10,778 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 17,684 $5.13M 1.79% -218 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 17,672 $5.12M 4.39% +4,873 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 17,665 $5.12M 2.94% -3,232 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 17,649 $5.12M 0.77% -127 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 17,596 $5.1M 1.4% +395 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 17,591 $5.1M 1.88% -1,229 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 17,590 $5.1M 2.79% +10,095 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,560 $5.09M 0.57% +719 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 17,557 $5.09M 1.76% +2,210 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 17,527 $5.08M 0.69% -1,581 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 17,488 $5.07M 3.11% +72 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 17,402 $5.07M 0.53% -43,397 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 17,442 $5.06M 1.36% +252 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 17,417 $5.05M 1.95% -12,037 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 17,399 $5.04M 0.49% +10,272 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 17,395 $5.04M 3.77% +152 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 17,370 $5.04M 0.52% -800 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 17,364 $5.03M 1.45% -95 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 17,345 $5.03M 1.27% +1,261 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 17,331 $5.02M 1.96% +35 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 17,306 $5.02M 1.25% -41 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 17,305 $5.02M 2.19% +524 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 17,265 $5.01M 4.47% -247 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 17,239 $5M 1.31% -1,206 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 17,235 $5M 0.1% -650 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,221 $4.99M 1.26% -584 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 17,174 $4.98M 0.67% -4,292 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,143 $4.97M 0.56% +616 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,141 $4.97M 0.74% +474 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 17,139 $4.97M 0.88% +357 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 17,060 $4.95M 3.23% -203 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 16,922 $4.91M 4.47% -625 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16,915 $4.9M 0.75% -699 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 16,913 $4.9M 1.39% +478 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16,907 $4.9M 0.64% -559 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 16,901 $4.9M 2.13% +60 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 16,885 $4.89M 0.17% +447 13F-HR Timeline Group Morangie Management LLC More: the full row for Morangie Management LLC 16,876 $4.89M 4.24% +3,764 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 16,826 $4.88M 2.35% -120 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 14,882 $4.87M 1.64% -713 13F-HR/A Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 16,794 $4.87M 3.51% -22 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 16,762 $4.86M 2.38% -1,575 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 16,759 $4.86M 0.79% -494 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 23,004 $4.85M 10.3% +23,000 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 16,712 $4.84M 4.13% -425 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 16,699 $4.84M 4.56% +2 13F-HR Timeline SEARLE & CO. 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