Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 6,459 $689K 0.44% -1,192 13F-HR/A Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 6,443 $687K 0.28% 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 6,430 $686K 0.42% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,397 $683K 0.22% -423 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,362 $679K 0.01% +1,759 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,346 $677K 0.13% -498 13F-HR Timeline Crescent Sterling, Ltd. 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More: the full row for Vawter Financial, Ltd. 5,469 $584K 0.25% -672 13F-HR/A Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,463 $583K 0.28% -426 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,432 $580K 0.04% -162 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,395 $576K 0.37% -246 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,395 $576K 0.27% +2,796 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,382 $574K 0.05% -11,872 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,376 $574K 0.02% +379 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,356 $571K 0.28% +18 13F-HR Timeline WEALTHGARDEN F.S. 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LLC 5,251 $565K 0.37% -522 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,286 $564K 0.01% +613 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,254 $561K <0.01% +1,881 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,251 $560K 0.01% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,202 $559K 0.07% -496 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 5,175 $552K <0.01% +1,829 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,161 $550K 0.02% -383 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,117 $546K 0.44% 13F-HR Timeline Ebert Capital Management Inc. 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Retirement Advisors, LLC 3,762 $401K 0.13% +698 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,750 $400K <0.01% 0 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,747 $400K 0.07% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,744 $399K 0.17% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 3,724 $397K 0.17% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,714 $396K 0.01% +1,021 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,704 $395K 0.11% -11,024 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,698 $395K 0.27% +1 13F-HR Timeline Kelman-Lazarov, Inc. 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Empirical Wealth Management 3,481 $371K 0.01% +356 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,479 $371K 0.14% +10 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,480 $371K 0.03% -240 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,475 $371K 0.29% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,477 $370K <0.01% -14,463 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,464 $370K 0.05% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,458 $369K 0.26% +146 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,457 $369K 0.04% -231 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,436 $367K <0.01% -3,505 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 3,433 $366K 0.16% 13F-HR Timeline Madden Advisory Services, Inc. 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Derek Lewis & Associates Inc. 3,216 $343K 0.08% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,207 $342K 0.01% -629 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,204 $342K 0.02% -3 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,262 $341K 0.21% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,178 $339K 0.03% -962 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,173 $339K 0.01% new 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,145 $336K 0.16% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,145 $336K 0.05% +1 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,142 $335K 0.09% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,128 $334K 0.01% -53 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,109 $332K 0.03% +103 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,108 $332K 0.21% +60 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,100 $331K 0.03% 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 3,083 $329K 0.29% 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 3,080 $329K 0.16% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,078 $328K 0.21% +86 13F-HR Timeline Financial Security Advisor, Inc. 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