Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 24,450 $5.28M 1.04% +675 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 24,399 $5.27M 0.69% +461 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 24,277 $5.24M 0.55% -1,128 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24,195 $5.22M 1.93% -285 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 24,089 $5.2M 5.05% -570 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 24,055 $5.19M 0.21% -39 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 24,043 $5.19M 0.48% +5 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,971 $5.17M 0.93% +83 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 23,823 $5.14M 1.93% -1,514 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 23,765 $5.13M 1.25% -120 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23,655 $5.1M 0.05% -36,912 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,616 $5.1M 0.41% -17,110 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 23,575 $5.09M 0.83% +1 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 23,458 $5.08M 0.44% -314 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 23,546 $5.08M 2.16% +274 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 23,510 $5.07M 0.57% -232 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 23,352 $5.06M 0.13% +281 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 23,406 $5.05M -932 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,363 $5.04M 0.12% -2,732 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,032 $5M 0.19% +4,169 13F-HR Timeline S&CO INC More: the full row for S&CO INC 23,067 $4.98M 0.3% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,021 $4.97M 0.18% -174 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 22,682 $4.91M 0.18% +11,469 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 22,621 $4.88M 1.74% -471 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 22,559 $4.87M 0.28% -3,700 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 22,553 $4.87M 2.78% +269 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22,350 $4.86M 0.77% +31 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 22,386 $4.83M 1.07% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 22,328 $4.82M 0.34% -15 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 22,324 $4.82M 1.6% -119 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 22,265 $4.8M 2.76% -54 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,163 $4.78M 0.42% -773 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 21,912 $4.75M 2.31% -83 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,999 $4.75M 1.08% +5,198 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 21,831 $4.71M 1.01% +5,566 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 21,817 $4.71M 2.01% -297 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,715 $4.7M 1.19% -135 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 21,484 $4.64M 2.28% -261 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 21,458 $4.63M 1.01% +3,423 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 21,456 $4.63M 2.35% +2,750 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 21,401 $4.62M 0.58% -51 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 21,381 $4.61M 0.76% +89 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 21,222 $4.6M 1.66% +1,427 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 21,243 $4.58M 1.58% -510 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,235 $4.58M 1.23% +131 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 21,224 $4.58M 0.81% +16,448 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,175 $4.57M 0.09% -428 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,152 $4.56M 0.43% +389 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 21,140 $4.56M 5.86% -32 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,111 $4.56M 0.26% -564 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 21,100 $4.55M 0.13% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,097 $4.55M 0.03% -20 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 21,089 $4.55M 1.82% +470 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 21,087 $4.55M 1.32% -1,549 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 21,080 $4.55M 0.54% +95 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 20,941 $4.54M 1.32% +790 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,004 $4.53M 0.54% -53 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,991 $4.53M 0.01% +739 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 20,949 $4.52M 0.42% -1,277 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 20,858 $4.5M 2.01% +75 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,671 $4.46M 0.56% +6,086 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 20,656 $4.46M 0.78% -267 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,563 $4.44M 0.15% +1,350 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 20,701 $4.43M 1.29% +989 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 20,626 $4.42M 0.56% -709 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 20,371 $4.4M 1.46% -108 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 20,305 $4.38M 0.18% +183 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 20,133 $4.34M 1.67% +904 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 20,067 $4.33M 0.3% -259 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,989 $4.31M 0.16% +857 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 19,937 $4.3M 0.17% +812 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 19,931 $4.3M 3.03% -66 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 19,910 $4.3M 0.69% -19,766 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19,768 $4.27M 2.21% +223 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 19,691 $4.25M 0.76% -230 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 19,685 $4.25M 0.45% -167 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 19,679 $4.25M 0.83% +37 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 19,463 $4.2M 0.17% -928 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,401 $4.19M 0.92% -37 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 19,388 $4.18M 3.58% +877 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19,246 $4.15M 0.68% -20 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 19,195 $4.14M 1.18% +76 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 19,185 $4.14M 0.12% +360 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 19,162 $4.14M 0.77% -313 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 19,127 $4.13M 1.6% -1,383 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 19,126 $4.13M 1.58% -110 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 19,068 $4.11M 0.93% -4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,066 $4.11M 0.1% +172 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 19,029 $4.11M 0.38% +14 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 18,926 $4.11M 1.09% -354 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 19,012 $4.1M 2.25% -663 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 18,946 $4.09M 0.9% -22 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 18,800 $4.06M 3.85% -460 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 18,796 $4.06M 1.78% -99 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 18,783 $4.05M 0.79% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 18,730 $4.04M 0.08% +968 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,730 $4.04M 0.13% +3,144 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18,648 $4.02M 0.11% -134 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 18,439 $4.02M 0.66% +89 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 18,522 $4M 2.77% +8,942 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 18,518 $4M 2.1% -3 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 18,508 $3.99M 0.99% +88 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 18,497 $3.99M 0.19% -859 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 19,482 $3.99M 0.63% +2,735 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 18,465 $3.98M 1.32% +49 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 18,461 $3.98M 1.87% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,215 $3.93M 2.59% -22 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 18,087 $3.9M 2.11% -643 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,007 $3.89M 0.13% -690 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 17,996 $3.88M 0.52% -358 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 17,935 $3.87M 0.61% -300 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 17,899 $3.86M 0.21% -1,675 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,801 $3.84M 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 17,757 $3.83M 0.3% -75 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,723 $3.82M 0.18% +973 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 17,496 $3.78M 0.19% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,496 $3.78M 0.31% +68 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 17,491 $3.77M 2.59% +220 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,377 $3.75M 0.13% +9,875 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 17,359 $3.75M 9.08% -170,495 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 17,332 $3.74M 0.84% +707 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 17,323 $3.74M 0.94% +246 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 17,270 $3.73M 1.42% +369 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 17,267 $3.73M 0.08% -75 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 17,265 $3.73M 3.3% -10 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 17,261 $3.72M 2.82% +612 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 17,211 $3.71M 2.4% -273 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 17,111 $3.69M 0.06% +739 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 17,093 $3.69M 2.42% -164 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,079 $3.69M 1.09% +512 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,875 $3.68M 0.39% -426 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 17,028 $3.67M 1.24% +1,569 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 16,998 $3.67M 0.52% +9 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 16,961 $3.66M 1.26% -545 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 16,939 $3.66M 0.79% -138 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 16,837 $3.65M 1.77% +721 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 16,865 $3.64M 0.27% +471 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 16,845 $3.63M 0.05% -2,060 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,752 $3.63M 0.14% +1,309 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 16,815 $3.63M 0.13% +862 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 16,791 $3.62M 1.74% -59 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 16,787 $3.62M 0.48% -1,064 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,763 $3.62M 0.16% +449 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,697 $3.62M 0.05% -289 13F-HR Timeline Friday Financial More: the full row for Friday Financial 16,683 $3.6M 1.51% +735 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16,653 $3.59M 0.5% +1,169 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 16,642 $3.59M 0.94% -396 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 16,618 $3.59M 2.95% -11,559 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 16,466 $3.55M 0.04% 0 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 16,455 $3.55M 2.23% -4 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 16,428 $3.54M 1.59% -444 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 16,392 $3.54M 0.24% -928 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,302 $3.52M 0.95% -356 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 16,293 $3.52M 0.35% -7,538 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 16,273 $3.51M 0.39% -605 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 16,213 $3.49M 1.58% -40 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 16,174 $3.49M 2.04% +703 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 16,115 $3.48M 0.04% +201 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,021 $3.46M 0.21% -390 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 15,991 $3.45M 1.86% +1,010 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 15,960 $3.44M 0.08% +928 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 15,960 $3.44M 0.16% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15,932 $3.44M 0.28% -190 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,910 $3.43M 1.08% +18 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,851 $3.42M 2.25% -143 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,832 $3.42M 0.62% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,772 $3.4M 0.02% -1,875 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,641 $3.38M 0.24% +1,003 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,625 $3.37M 0.07% +105 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,442 $3.33M 0.22% +6,105 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 15,426 $3.33M 2.28% -310 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 15,408 $3.32M 2.12% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 15,389 $3.32M 0.65% +965 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,344 $3.31M 0.29% +4,466 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 15,259 $3.31M 1.41% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,303 $3.3M 0.18% -594 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 15,253 $3.29M 2.04% +78 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,149 $3.27M 0.25% -1,222 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 15,053 $3.25M 2.32% -2,991 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 15,022 $3.24M 0.49% +110 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 14,994 $3.24M 1.84% +908 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 14,934 $3.22M 0.28% +4,280 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,903 $3.22M 0.1% +12,951 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 14,820 $3.2M 0.23% +1 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,740 $3.18M 0.19% -75 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14,733 $3.18M 0.79% -3,942 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,650 $3.16M 0.49% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,490 $3.15M 0.03% -45 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 14,428 $3.11M 1.71% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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