STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 148,433 $50.1M 2.86% -716 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 79,966 $27M 4.4% +1,642 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 44,065 $14.9M 3.9% +1,656 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 42,054 $14.2M 3.79% +492 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 41,404 $14M 1.59% -451 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,915 $12.1M 7.75% +185 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,130 $9.5M 0.25% -1,187 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,081 $7.46M 0.2% +1,302 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,780 $7.02M 0.43% -1,399 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 19,086 $6.45M 0.72% -314 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 18,855 $6.37M 1.41% +24 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,442 $5.89M 2.43% -181 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 13,566 $4.58M 0.8% +3,703 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,495 $4.56M 0.18% +667 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 13,418 $4.53M 0.5% -206 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,765 $4.31M 0.09% -287 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,750 $4.31M 0.03% +2,594 13F-HR Timeline Friday Financial More: the full row for Friday Financial 10,927 $3.72M 0.74% +6,275 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 10,476 $3.54M 0.44% -109 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,617 $3.29M 0.04% -939 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,147 $2.75M 0.31% -10 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,093 $2.73M 0.04% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,554 $2.55M 0.17% -9,038 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,334 $2.48M 0.65% -60 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,938 $2.34M 0.6% +55 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,739 $1.94M 0.9% +167 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,944 $1.67M 0.09% -38 13F-HR Timeline Group Trust Co More: the full row for Trust Co 4,582 $1.55M 0.13% +370 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,517 $1.53M 0.04% -205 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,329 $1.47M 0.04% -445 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,908 $1.32M 0.22% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,186 $1.08M 0.03% -42 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,107 $1.05M 0.03% -2,559 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,961 $1M 0.67% -96 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,792 $943K 0.79% +12 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,560 $865K 0.07% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,539 $858K 0.17% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,501 $845K 0.13% -254 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,383 $805K 0.21% -78 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,214 $748K 0.05% -2,751 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,786 $603K 0.12% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,754 $593K 0.07% -30 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,493 $508K 0.12% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,485 $502K 0.2% -1 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,437 $489K 0.38% -65 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,256 $424K 0.25% -39 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,235 $417K 0.05% -2 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,089 $368K 0.21% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,063 $359K 0.11% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,010 $341K 0.07% +40 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 990 $334K 0.09% +275 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 967 $327K 0.08% -530 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 926 $313K 0.02% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 885 $299K 0.23% +34 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 835 $282K 0.08% -1 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 655 $221K 0.03% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 599 $202K 0.05% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 559 $189K 0.02% -146 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 427 $144K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 322 $109K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 292 $99.4K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 276 $93.2K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 213 $72K <0.01% +90 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 169 $57.1K <0.01% -8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 126 $42.6K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 96 $32.4K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 73 $24.7K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 70 $23.6K <0.01% 0 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 39 $13.2K 0.01% new 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 32 $11K <0.01% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 24 $8.11K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 13 $4.39K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4 $1.35K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3 $1.01K <0.01% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 20,616 $20.6K -52,084 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.