WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,611,264 $223M 0.33% +199,274 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 824,922 $120M 1.43% -64,455 13F-HR Timeline Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 795,587 $116M 2.86% -263,780 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 687,209 $99.8M 0.75% +10,100 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 667,866 $97M 0.51% +5,058 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 446,129 $64.7M 0.89% +41,152 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 430,987 $62.6M 2.75% +64,502 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 402,740 $58.5M 0.89% -24,366 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 373,131 $53.7M 3.2% -2,202 13F-HR Timeline Group ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 346,080 $50.3M 4.5% -3,730 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 336,486 $48.9M 0.94% +34,102 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 282,122 $41M 0.59% +14,906 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 261,365 $38M 1.03% -28,330 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 240,132 $34.9M 0.92% -14,688 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 222,692 $32.4M 2.33% +7,443 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 183,103 $26.6M 0.23% -107,697 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 171,947 $25M 0.18% +12,583 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 165,228 $24M 2.03% -2,037 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 149,907 $21.8M 1.79% +3,397 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 127,660 $19.2M 0.45% +18,477 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 129,164 $18.8M 0.38% -6,224 13F-HR Timeline CX Institutional More: the full row for CX Institutional 127,365 $18.5M 0.5% +67,777 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 105,136 $15.3M 0.26% -11,680 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 104,691 $15.2M 0.84% +1,657 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 103,046 $15M 0.94% +570 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 100,816 $14.7M 0.43% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 100,786 $14.6M 0.56% -2,042 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100,554 $14.6M 0.36% -619 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 95,589 $13.9M 1.31% +4,122 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 85,649 $12.4M 1.78% -322 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 80,573 $11.7M 0.16% -198 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 78,536 $11.4M 1.92% -283 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 78,097 $11.3M 0.24% -268 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 75,066 $10.9M 0.95% -725 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 71,868 $10.4M 0.84% -335 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 70,105 $10.2M 0.27% +696 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 65,437 $9.51M 0.38% -522 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 64,345 $9.35M 3.22% +235 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 64,339 $9.35M 0.32% +4,121 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 62,023 $9.01M 0.36% -691 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 61,068 $8.87M 1.95% +203 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 60,039 $8.72M 0.38% +7,629 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 59,726 $8.68M 0.59% -717 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 59,051 $8.63M 1.3% +129 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 52,608 $7.64M 0.54% -26 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 52,129 $7.57M 2.41% -83 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 51,626 $7.5M 3.04% -136 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 50,773 $7.38M 2.64% +128 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50,527 $7.34M 0.21% -119 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 48,470 $7.04M 2.74% +783 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 47,468 $6.9M 1.25% +3,333 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 45,863 $6.66M 0.59% +2,055 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 45,431 $6.6M 0.26% +136 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 43,864 $6.37M 0.58% -7,526 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 43,370 $6.3M 0.42% +2,601 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 43,049 $6.25M 0.18% +690 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 41,032 $5.96M 0.6% -3,082 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 41,018 $5.96M 0.96% -1,335 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 39,200 $5.69M 0.15% 0 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 39,104 $5.68M 0.33% +9,803 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 39,067 $5.68M 0.13% +113 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 38,558 $5.6M 1.2% -320 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 38,284 $5.56M 0.37% -2,361 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 37,951 $5.51M 0.82% -595 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 35,496 $5.35M 0.13% +8,088 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 36,029 $5.23M 0.54% -1,177 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 35,201 $5.11M 1.02% -84 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 35,187 $5.11M 1.06% +330 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 35,078 $5.1M 2.09% -162 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 34,786 $5.05M 0.27% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 34,602 $5.03M 1.11% +23 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 32,840 $4.77M 0.48% +2,931 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 32,804 $4.77M 0.08% -1,506 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 32,291 $4.69M 0.27% +536 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 30,360 $4.49M 0.06% +5,524 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 30,889 $4.49M 1.18% +77 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 30,585 $4.44M 0.27% -816 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 29,623 $4.3M 0.04% +11,440 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,607 $4.3M 0.08% -5,689 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 29,565 $4.3M 0.27% -360 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 28,929 $4.2M 1.16% +633 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 28,322 $4.11M 0.17% -4,410 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 27,410 $3.98M 1.08% +1,096 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 27,388 $3.98M 0.33% +5,393 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 27,062 $3.93M 0.45% +26 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 26,994 $3.92M 0.34% -287 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 26,591 $3.86M 0.68% +259 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,363 $3.83M 0.11% +1,064 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 26,176 $3.8M 0.58% -200 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 25,844 $3.75M 1.81% -7,387 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 25,398 $3.69M 0.43% +875 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 25,097 $3.65M 0.39% +1,091 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 24,988 $3.63M 0.18% -125 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 23,675 $3.63M 0.1% +7,817 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 24,900 $3.62M 0.7% +647 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 24,195 $3.52M 1.74% +401 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 23,602 $3.43M 0.23% -663 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 23,298 $3.38M 0.96% -29 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 23,264 $3.38M 0.67% -398 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 23,159 $3.36M 2.08% -23 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 23,106 $3.36M 1.06% +576 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 22,860 $3.32M 0.56% -977 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 22,520 $3.27M 0.41% -7,816 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 20,959 $3.21M 0.37% -992 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 21,972 $3.19M 0.25% -499 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 21,495 $3.18M 1.64% -130 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 21,760 $3.16M 0.79% +19 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 21,467 $3.12M 0.16% +1,175 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 21,120 $3.07M 1.02% -306 13F-HR Timeline ANB BANK More: the full row for ANB BANK 20,443 $2.97M 1.05% +84 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,323 $2.95M 0.08% +288 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,897 $2.89M 0.23% +68 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 19,816 $2.88M 0.02% -601 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 19,785 $2.87M 1.59% -112 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 19,351 $2.81M 0.07% -2,575 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,324 $2.66M 0.36% +2,805 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 18,064 $2.62M 0.28% -1,500 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 17,833 $2.59M 0.54% -310 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 17,703 $2.57M 0.38% +3 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 16,405 $2.48M 0.12% -1,136 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 16,885 $2.45M 0.72% -737 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,658 $2.42M 0.09% -1,029 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 16,419 $2.39M 0.39% -1,075 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 16,400 $2.38M 0.77% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 16,223 $2.36M 0.03% -1,336 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 16,154 $2.35M 1.33% +9,880 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,131 $2.34M 0.23% -251 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 16,077 $2.34M 0.88% +3,591 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15,574 $2.26M 0.49% -79 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 15,045 $2.23M 0.12% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 14,816 $2.15M 0.81% -564 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,673 $2.13M 0.2% -1,216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 14,565 $2.12M 0.2% -586 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 14,395 $2.09M 0.24% +812 13F-HR Timeline Stolper Co More: the full row for Stolper Co 14,392 $2.09M 0.54% +233 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,278 $2.07M 0.61% +32 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,063 $2.04M 0.15% +84 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 14,048 $2.04M 0.43% +1,483 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 14,009 $2.04M 0.94% +810 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,906 $2.02M 0.46% -225 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,861 $2.01M 0.04% +338 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 13,622 $1.98M 0.59% +48 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 13,609 $1.98M 0.03% -1,008 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,556 $1.97M 0.06% +1,433 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,692 $1.94M 0.16% +1,238 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 13,368 $1.94M 0.24% +86 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,229 $1.92M 0.76% -889 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 13,075 $1.9M 0.15% -105 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,970 $1.88M 0.24% +3,074 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 12,142 $1.76M 0.54% +191 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,836 $1.72M 0.61% +209 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,694 $1.7M 1.11% -397 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,543 $1.68M 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,432 $1.66M 0.84% +515 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 11,407 $1.66M 1.07% -243 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 11,344 $1.65M 0.89% -235 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 11,302 $1.64M 0.23% -131 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 11,080 $1.61M 0.55% +1,623 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 10,924 $1.59M 1.06% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 10,796 $1.57M 0.8% +10 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,673 $1.55M 0.26% -2,993 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,486 $1.52M 0.32% -1,082 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,013 $1.45M 0.08% -7,330 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 9,730 $1.41M 0.67% -61 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 9,583 $1.39M 0.35% -392 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,528 $1.38M 0.24% -540 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,401 $1.37M 0.24% +103 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,261 $1.35M 0.07% +352 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 9,094 $1.32M 0.05% -604 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,060 $1.32M 0.28% +69 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,056 $1.32M 0.25% +999 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 9,021 $1.31M 0.32% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,982 $1.3M 0.34% -5,911 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,951 $1.3M 0.11% -980 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,843 $1.28M 0.72% -163 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,684 $1.26M 0.18% -351 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 8,654 $1.26M 0.71% +604 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 8,506 $1.24M 0.95% -85 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,480 $1.23M 0.09% -96 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,381 $1.22M 0.22% +1 13F-HR Timeline Scheeler Financial LLC More: the full row for Scheeler Financial LLC 8,308 $1.21M 0.91% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,176 $1.19M 0.55% -23 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,081 $1.17M 0.09% -1,871 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,066 $1.17M 0.23% -301 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,982 $1.16M 0.41% +110 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,909 $1.15M 0.5% +702 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,876 $1.14M 0.17% -209 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 7,701 $1.12M 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,639 $1.11M 0.85% -359 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 7,606 $1.1M 0.13% -27 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,601 $1.1M 0.07% +743 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,587 $1.1M 0.14% +5,293 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 7,567 $1.1M 0.48% -171 13F-HR Timeline Group Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 7,565 $1.1M 0.42% +566 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,466 $1.08M 0.75% -300 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,066 $1.07M 0.12% +211 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,273 $1.06M 0.12% +16 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,198 $1.05M 0.25% -2,183 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 7,188 $1.04M 0.32% -141 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,768 $983K 0.18% 0 13F-HR Timeline