Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,122 $2.13M 0.48% +1,516 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 11,112 $2.13M 1.85% +3,129 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,087 $2.13M 0.14% -84 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,024 $2.12M 0.44% -235 13F-HR Timeline TOWLE & CO More: the full row for TOWLE & CO 11,021 $2.12M 0.82% new 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 11,000 $2.11M 0.32% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,992 $2.11M 1.04% +2,220 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,866 $2.09M 1.06% +4 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 10,863 $2.08M 1.67% -77 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,757 $2.06M 0.15% +1,219 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 10,731 $2.06M 3.01% -1,193 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,720 $2.06M 0.15% +45 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,676 $2.05M 0.84% +268 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 10,651 $2.04M 0.63% -676 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 10,551 $2.02M 0.02% +3,454 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 10,528 $2.02M 1.11% +2,244 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 10,449 $2.01M 0.73% +12 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,435 $2M 0.5% -5 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,432 $2M 0.16% +9,204 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,402 $2M 0.11% +28 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,347 $1.99M 0.04% +1,268 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,323 $1.98M 0.21% -178 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,311 $1.98M 0.12% -179 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,304 $1.98M 0.24% +35 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,276 $1.97M 0.09% +14 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,259 $1.97M 1.15% -1,608 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,082 $1.96M 1.2% +38 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 10,171 $1.95M 0.11% -1,621 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,844 $1.95M 0.06% +7,492 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,121 $1.94M 0.09% +41 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 10,083 $1.94M 1.19% +644 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 9,982 $1.92M 0.28% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,978 $1.91M 0.57% -14 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 9,972 $1.91M 0.22% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,949 $1.91M 0.13% +326 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 9,912 $1.9M 0.07% -688 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,909 $1.9M 0.07% +1,991 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 9,900 $1.9M 0.74% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,899 $1.9M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 9,888 $1.9M 1.47% -21 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,868 $1.89M <0.01% +3,205 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,845 $1.89M 0.21% +415 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,760 $1.87M 0.1% -1,653 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,749 $1.87M 0.58% +39 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,746 $1.87M 0.67% +10 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,173 $1.87M 0.49% +1,601 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,732 $1.87M 0.17% +939 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 9,719 $1.87M 0.25% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,696 $1.86M 0.09% +999 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 9,690 $1.86M 0.63% -62,608 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,673 $1.86M 0.4% -3,500 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,641 $1.85M 0.32% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,635 $1.85M 0.03% +1,150 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,614 $1.85M 0.63% +665 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9,546 $1.83M 1.26% +8,527 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,532 $1.83M 0.1% +443 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,522 $1.83M 0.41% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,443 $1.81M 0.82% +1,225 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,435 $1.81M 0.96% +451 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,409 $1.81M 0.04% +4,945 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,393 $1.8M 0.04% -207 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,384 $1.8M 0.13% +346 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,381 $1.8M 0.03% new 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 9,317 $1.79M 0.33% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,301 $1.79M 1.25% +275 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,238 $1.77M 0.2% -25 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 9,208 $1.77M 0.18% +7,379 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,189 $1.76M 0.22% +3,531 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,185 $1.76M 1.49% +7,064 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 9,132 $1.75M 0.16% -2,519 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 9,132 $1.75M 1.35% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,106 $1.75M 0.49% -100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,080 $1.74M 0.06% +268 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,076 $1.74M 0.07% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,062 $1.74M 0.41% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 9,040 $1.73M 0.29% -1,213 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,025 $1.73M 1.26% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,012 $1.73M 1.22% -5,023 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,011 $1.73M 0.06% +535 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,006 $1.73M 0.04% +500 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,866 $1.7M 0.43% +2,092 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,814 $1.69M 0.22% -10,395 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,808 $1.69M 0.07% +4,188 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,800 $1.69M 0.19% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,756 $1.68M 0.33% +2,096 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,745 $1.68M 0.12% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,740 $1.68M 0.37% +3,340 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,700 $1.67M 0.01% -522 13F-HR/A Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,699 $1.67M 0.02% +4,222 13F-HR Timeline Group Verger Capital Management LLC More: the full row for Verger Capital Management LLC 8,698 $1.67M 0.49% +37 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,670 $1.66M 0.02% -67 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,826 $1.66M 1.2% +1,181 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,587 $1.65M 0.35% +2,688 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,555 $1.64M 0.04% -161 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,478 $1.63M 0.47% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 8,458 $1.62M 0.44% -485 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 8,008 $1.62M 0.46% +838 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,423 $1.62M 0.03% +5,543 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,404 $1.61M 0.25% +4,495 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,396 $1.61M 0.03% +204 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,365 $1.61M 0.7% +107 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 8,359 $1.6M 1.58% +857 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,357 $1.6M 0.05% -1,280 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 8,315 $1.6M 0.69% -1,409 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,297 $1.59M 1.03% +3,666 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,293 $1.59M 0.07% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 8,239 $1.58M 3.47% -916 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,211 $1.58M 0.05% -893 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,198 $1.57M 0.03% -504 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 10,190 $1.57M 0.85% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 8,185 $1.57M 0.24% -6,248 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,174 $1.57M 0.7% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,171 $1.57M 0.27% -136 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,164 $1.57M 0.17% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,158 $1.57M 0.03% +1,950 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,147 $1.56M 0.8% -39 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,139 $1.56M 0.42% +8 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,137 $1.56M 0.41% +3,126 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 8,124 $1.56M 1.05% +3,927 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,103 $1.56M 0.14% +2,062 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 8,024 $1.55M 0.14% +63 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,071 $1.55M 0.55% +3,574 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,064 $1.55M 0.09% +1 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,061 $1.55M 0.03% +2,491 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,033 $1.54M 0.95% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,026 $1.54M 0.31% +1,123 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 8,025 $1.54M 0.34% +1,126 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,018 $1.54M 0.36% -522 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 8,017 $1.54M 0.23% +385 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,972 $1.53M 0.46% +1,000 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,944 $1.52M 0.09% -59 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,889 $1.51M 0.43% +1,326 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,889 $1.51M 0.11% +6,672 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 7,860 $1.51M 0.45% +38 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,844 $1.51M 0.17% -348 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 7,807 $1.5M 0.62% +7,706 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 7,727 $1.48M 0.4% +2,958 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,712 $1.48M 0.35% +35 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,711 $1.48M 0.07% +128 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 7,705 $1.48M 0.65% -455 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,700 $1.48M 0.61% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,694 $1.48M 0.16% +476 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,657 $1.47M 1.5% -11,124 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 7,655 $1.47M 0.63% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,655 $1.47M 0.2% +486 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Periscope Capital Inc. More: the full row for Periscope Capital Inc. 7,650 $1.47M 0.26% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,608 $1.46M 0.12% +2,314 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,597 $1.46M 0.22% +110 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,552 $1.45M 0.28% +731 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 7,506 $1.44M 0.22% -165 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,500 $1.44M 2.39% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,480 $1.44M 0.52% -551 13F-HR/A Timeline Group August Group Capital Ltd More: the full row for August Group Capital Ltd 7,478 $1.44M 1.67% -40 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 7,452 $1.43M 0.1% -375 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,443 $1.43M 0.29% +375 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,420 $1.42M 0.05% +513 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 7,400 $1.42M 0.57% -327 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 7,400 $1.42M 0.03% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,348 $1.41M 0.03% +1,275 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 7,324 $1.41M 0.66% +4,392 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,318 $1.4M 0.09% -10,119 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,231 $1.39M 0.01% -589 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 7,192 $1.38M 0.38% -73,855 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,191 $1.38M 0.07% +540 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,184 $1.38M 0.12% -107 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 7,177 $1.38M 0.68% +392 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 7,131 $1.37M 0.65% -1,660 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,090 $1.36M 0.47% +551 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,040 $1.35M 0.39% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,008 $1.35M 0.31% -1,957 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,007 $1.34M 0.42% -575 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,989 $1.34M 0.29% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,989 $1.34M 0.21% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6,844 $1.33M 0.85% -8,593 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,912 $1.33M 0.21% +3,303 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,911 $1.33M 0.08% -734 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,908 $1.33M 0.14% +2,466 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,871 $1.32M 0.52% -314 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 6,809 $1.31M 0.79% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,800 $1.31M 0.72% +51 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,789 $1.3M 0.17% -19 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,782 $1.3M 0.04% -5,162 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,779 $1.3M 0.25% +406 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,773 $1.3M 0.01% +855 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,738 $1.29M 0.15% +4 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,738 $1.29M 0.49% +266 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,730 $1.29M 1.02% +6 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,724 $1.29M 0.04% +618 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,722 $1.29M 0.18% +233 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,713 $1.29M 0.04% +4,334 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,708 $1.29M 0.1% +9 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,693 $1.28M 0.24% +101 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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