National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,166 $1.06M 0.59% +856 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,158 $1.06M 0.06% -309 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,153 $1.05M 0.06% -249 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,145 $1.05M 0.16% -23 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,130 $1.05M 0.08% -2,170 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for CALTON & ASSOCIATES, INC. 4,888 $1M 0.17% +264 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,873 $997K 0.55% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,868 $996K 1.13% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,866 $996K 0.38% -1,120 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,865 $996K 0.97% -157 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,863 $995K 0.27% -7,580 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,863 $995K 0.21% -38 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,854 $993K 0.01% new 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,854 $993K 0.09% +100 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,844 $991K 0.1% +368 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for Mason Investment Advisory Services, Inc. 4,743 $971K 0.05% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,735 $969K 0.06% +267 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,719 $966K 0.13% +7 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,715 $965K 0.11% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,711 $964K 0.02% +904 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,710 $964K 0.24% +26 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,710 $964K 0.4% +270 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,702 $962K 0.14% -153 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for Newman Dignan & Sheerar, Inc. 4,567 $935K 0.21% -100 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,554 $932K 0.11% -1,451 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,554 $932K 0.39% +359 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,546 $930K 0.01% +1,664 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,535 $928K 0.09% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,482 $927K 0.06% -9 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,527 $927K 0.06% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,515 $924K 0.18% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,506 $922K 0.72% -14 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,503 $922K 0.16% -33 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,498 $921K 0.09% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,494 $920K 0.24% -84 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,484 $918K 0.02% +574 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 4,476 $916K 0.2% -490 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,466 $914K 0.11% 0 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,447 $910K 0.43% +655 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,447 $910K 0.22% -214 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,442 $909K 0.04% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,425 $906K 0.07% 0 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 4,416 $904K 0.29% -97 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,402 $901K 0.26% -123 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,370 $894K 0.18% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,370 $894K 0.2% +2,110 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,361 $893K 0.02% -21 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,338 $892K 0.06% -115 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,336 $888K 0.47% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,321 $884K 0.03% -239 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,248 $870K 0.55% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,248 $869K 0.2% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,236 $867K <0.01% +136 13F-HR/A Timeline Group PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 4,205 $864K 0.33% +267 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,220 $864K 0.04% -578 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,215 $863K 0.12% -450 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,214 $862K 0.12% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,198 $859K 0.59% +12 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,190 $858K 0.06% -2 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,173 $854K 0.23% -22 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,101 $852K 0.59% +119 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 4,141 $848K 0.19% +51 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,136 $847K 0.14% +1 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,125 $844K 0.27% -4,189 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,123 $844K 0.23% +5 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,120 $843K 0.33% +198 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,114 $842K 0.04% +1,075 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,111 $841K 0.71% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 4,108 $841K 0.24% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,104 $840K 0.25% -1,623 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,103 $840K 0.09% -50 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,079 $835K 0.1% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,044 $833K 0.12% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,058 $831K 0.02% -737 13F-HR Timeline Group Center for Financial Planning, Inc. 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More: the full row for Facet Wealth, Inc. 3,811 $785K 0.02% +523 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,823 $782K 0.01% -45 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,814 $781K 0.05% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,799 $778K 0.07% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,797 $777K 0.04% -143 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,784 $775K 0.73% -35 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,770 $772K 0.03% +1,306 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,768 $771K 0.81% -4,310 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,762 $770K 0.06% -120 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,760 $770K 0.06% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,741 $766K 0.33% -347 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,736 $765K 0.34% +22 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 3,730 $763K 0.76% -321 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,714 $760K 0.05% -127 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,696 $760K 0.18% +55 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,705 $759K 0.07% -389 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 3,702 $758K 0.24% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,700 $757K 0.58% -4 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,697 $756K 0.23% -289 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,667 $754K 0.14% +713 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,673 $752K 0.58% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,672 $752K 0.11% -640 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 3,671 $751K 0.6% -12 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,668 $751K 0.09% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,652 $748K 0.06% +259 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,652 $747K 0.93% -1,417 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,650 $747K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,652 $746K 0.04% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,632 $743K 0.27% -186 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,623 $742K 0.09% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,622 $741K 0.05% +553 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,621 $741K 0.19% -221 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,620 $741K 0.04% -370 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,619 $741K 0.26% -169 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,586 $737K 0.19% +647 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,600 $737K 0.2% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,599 $737K 0.45% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,599 $737K 0.11% -40 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,584 $734K 0.52% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,583 $733K 0.29% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,574 $731K 0.28% +1,064 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,574 $731K 0.27% +718 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,571 $731K 0.01% +460 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,550 $727K 0.39% 0 13F-HR Timeline Valued Retirements, Inc. 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