Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 283,433 $38.9M 0.29% -219,417 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 270,248 $37.1M 0.5% -28,514 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 158,203 $21.7M 2.34% -19,100 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 147,787 $20.3M 1.15% +7,281 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 140,800 $19.3M 1.28% -1,336 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 132,055 $18.1M 0.13% +3,906 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 114,441 $15.7M 1.07% -45,273 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 105,168 $14.4M 0.38% +6,801 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 97,559 $13.4M 0.2% -183,702 13F-HR Timeline CX Institutional More: the full row for CX Institutional 93,876 $12.9M 0.35% +77,968 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 84,692 $11.6M 0.25% +4,006 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 77,134 $10.6M 0.8% -6,010 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 67,377 $9.14M 0.22% +2,301 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 63,820 $8.76M 0.76% -5,290 13F-HR Timeline Group SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 60,246 $8.27M 3.97% +1,109 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 58,859 $8.08M 0.51% -3,773 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 57,890 $7.95M 0.18% -7,475 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 49,150 $6.75M 0.23% -3,113 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 47,458 $6.52M 0.65% -2,869 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 43,310 $5.95M 1.24% -1,077 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 35,791 $4.91M 0.83% +493 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 34,126 $4.69M 0.44% -3,577 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 26,974 $3.7M 0.27% -229 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 25,984 $3.57M 0.42% -1,695 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,187 $3.32M 0.1% -15,495 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 23,587 $3.24M 0.24% +2,529 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 23,038 $3.16M 0.26% +7,643 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 22,953 $3.15M 0.11% -656 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 22,285 $3.06M 0.19% -159,550 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 21,039 $2.89M 1.62% +5,480 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 20,657 $2.84M 1.07% -125 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 20,546 $2.82M 1.02% -4,129 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,425 $2.8M 0.07% -1,909 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,216 $2.62M 0.03% +2,091 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 18,174 $2.5M 0.29% -212 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,741 $2.3M 0.23% -3,417 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 16,736 $2.3M 0.5% -9,335 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 16,702 $2.29M 0.2% -300 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 16,010 $2.2M 0.58% -13 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,483 $2.13M 0.06% -2,809 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 15,113 $2.08M 2.02% +1,168 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,511 $1.99M 0.16% -1,341 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,453 $1.85M 0.11% -1,485 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12,841 $1.76M 0.65% +1,787 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,589 $1.73M 0.34% -689 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,483 $1.71M 0.24% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,378 $1.7M 0.45% -43 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,211 $1.54M 0.09% -297 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,733 $1.47M 0.44% -1,333 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,435 $1.43M 0.32% +50 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,343 $1.42M 0.04% -528 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,102 $1.39M 0.02% +171 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,949 $1.37M 0.09% +803 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,743 $1.34M 0.02% +693 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,480 $1.3M 0.05% -6,347 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,249 $1.27M 0.02% -614 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 9,098 $1.25M 1.22% +1,025 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,451 $1.16M 0.83% -3,140 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,113 $1.11M 0.42% -274 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8,050 $1.11M 0.66% -118 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,656 $1.05M 0.06% -518 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,613 $1.05M 0.59% -40 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,638 $1.05M 0.07% -415 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,633 $1.05M 0.24% -344 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,418 $1.02M 0.22% +715 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,390 $1.01M 0.11% -24 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 7,355 $1.01M 0.72% +3,677 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,092 $974K 0.15% -1,521 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,084 $973K 0.18% -106 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,867 $943K 0.12% +3,821 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,510 $894K 0.38% -2,432 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,430 $883K 0.08% -265 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,318 $867K 0.08% +444 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,845 $803K 0.44% -39 13F-HR Timeline TLWM More: the full row for TLWM 5,812 $798K 0.13% -215 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 5,800 $796K 0.1% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,770 $792K 0.31% -149 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,659 $777K 0.48% -74 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,609 $770K 0.07% -779 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,901 $673K 0.47% +612 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,816 $661K 0.57% -325 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,726 $649K 0.14% -5,966 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,682 $643K 0.25% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,626 $635K 0.4% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,540 $623K 0.52% +33 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,494 $617K 0.16% -24 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,419 $607K 0.11% -488 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,394 $603K 0.05% -11 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,385 $602K 0.41% +147 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,350 $597K 0.11% +88 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,342 $596K 0.11% +1,064 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,293 $583K 0.03% -475 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,225 $580K 0.33% -576 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,064 $558K 0.19% -46 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,961 $544K 0.17% +2,544 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,936 $540K 0.1% -136 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,771 $518K 0.1% +995 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,583 $492K 0.05% +4 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,562 $489K 0.18% +2,064 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,384 $465K 0.02% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,288 $452K 0.12% -100 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,263 $451K 0.19% +30 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,277 $450K 0.07% +3 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,237 $444K 0.07% -1,526 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,233 $444K 0.03% +956 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,208 $440K 0.02% -4,229 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,167 $435K 0.3% -442 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,990 $410K 0.09% -1,052 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,841 $390K 0.23% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,835 $389K 0.16% -9 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,824 $388K 0.09% -3,500 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,803 $385K 0.14% -7 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,780 $382K 0.12% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,735 $376K 0.04% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,653 $364K 0.15% -2,215 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,605 $358K 0.02% +791 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,593 $356K 0.15% -366 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,524 $347K 0.18% +4 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,481 $341K 0.03% -4 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,324 $331K 0.1% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,400 $330K 0.1% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,391 $328K 0.1% +929 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,253 $321K 0.05% -2 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,333 $320K 0.08% +499 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,208 $303K 0.08% +95 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,201 $302K 0.03% -4,486 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,190 $301K 0.16% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,132 $293K <0.01% -3,517 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,089 $287K 0.17% -16 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,078 $285K 0.16% +99 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,021 $277K 0.02% -191 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,016 $277K 0.11% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,003 $275K 0.19% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,974 $271K 0.11% +75 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,969 $270K 0.01% +95 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,960 $269K 0.08% -6,335 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,954 $268K 0.11% -74 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,913 $263K 0.05% -235 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,900 $261K 0.24% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,826 $251K 0.04% -253 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,708 $250K 0.08% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,821 $250K 0.07% +202 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,790 $246K 0.14% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,672 $238K 0.05% +1 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,636 $235K 0.03% -69 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,687 $232K 0.11% -7 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,636 $225K 0.1% +6 13F-HR/A Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,599 $220K 0.04% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,516 $216K 0.1% -25 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,559 $214K 0.02% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,534 $212K 0.04% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,476 $203K 0.04% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,354 $186K 0.06% +5 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,229 $169K 0.07% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,039 $143K 0.11% -200 13F-HR Timeline Trust Co More: the full row for Trust Co 920 $126K 0.01% +98 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 866 $119K 0.03% +16 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 752 $103K 0.05% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 693 $95.1K 0.05% +16 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 611 $83.9K 0.01% -184 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 599 $82.2K 0.01% +452 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 583 $80K 0.03% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 561 $77K 0.04% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 374 $51.4K 0.03% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 358 $49.2K 0.03% -196 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 296 $40.6K 0.02% -8 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 200 $27.5K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 197 $27K 0.01% -92 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 179 $25K <0.01% +6 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 152 $20.9K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 150 $20.6K <0.01% +5 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 67 $9.25K <0.01% -64 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 40 $5.49K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6 $824 <0.01% new 13F-HR Timeline