Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 16,118 $4.51M 0.97% +975 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,111 $4.51M 0.32% -808 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16,042 $4.49M 0.74% -212 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 15,942 $4.46M 1.79% +317 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,901 $4.45M 3.1% -180 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,906 $4.44M 0.28% +39 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,799 $4.42M 0.36% +2,183 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,620 $4.37M 0.28% -4,120 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,606 $4.37M <0.01% +7,848 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. 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Inc 15,368 $4.3M 2.68% +212 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,354 $4.3M 0.17% +351 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 15,311 $4.28M 2.96% 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 15,280 $4.28M 0.17% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,148 $4.24M 0.35% -726 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,120 $4.23M 1.25% +11 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,948 $4.22M 0.42% -65 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 15,081 $4.22M 3.84% +894 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,994 $4.2M 0.04% +452 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 14,964 $4.19M 3.47% -1,260 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 14,868 $4.16M 2.14% -1,067 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 14,868 $4.16M 3.86% -27 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,804 $4.14M 0.02% +176 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,767 $4.13M 0.16% -136 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 14,729 $4.12M 1.25% +691 13F-HR Timeline Great Lakes Retirement, Inc. 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More: the full row for MY Wealth Management Inc. 14,719 $4.12M 3.95% -597 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,712 $4.12M 0.31% +169 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 14,711 $4.12M 0.12% -68 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,621 $4.09M 0.06% +223 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,589 $4.08M 0.08% -97 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,571 $4.08M 0.14% +536 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 14,538 $4.07M 2.56% +523 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,502 $4.06M 0.36% +2,320 13F-HR/A Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 14,441 $4.04M 1.07% +2,418 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,439 $4.04M 0.25% +559 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,413 $4.03M 0.3% +962 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,389 $4.03M 0.74% -331 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 14,316 $4.01M 2.14% +116 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 14,308 $4M 0.74% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 14,294 $4M 1.82% -13,425 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 14,277 $4M 0.39% -52 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 14,205 $3.97M 0.93% +13,150 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,202 $3.97M 0.23% -77 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,159 $3.96M 0.86% new 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,154 $3.96M 0.64% -686 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,147 $3.96M 0.06% -209 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 14,143 $3.96M 0.03% -2,322 13F-HR Timeline Group Anson Capital, Inc. 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More: the full row for Armbruster Capital Management, Inc. 14,008 $3.92M 0.71% +1,581 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 14,005 $3.92M 0.71% -9,580 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,004 $3.92M 0.09% -153 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 13,898 $3.9M 0.09% +174 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 13,935 $3.9M 1.77% -153 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,900 $3.89M 0.19% +135 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,897 $3.89M 1.48% -26 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 13,849 $3.88M +102 Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,847 $3.87M 0.13% -37 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,814 $3.87M 0.11% +849 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for Vise Technologies, Inc. 13,075 $3.66M 0.15% 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 12,928 $3.62M 0.25% -1,085 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 12,892 $3.61M 0.82% -1,157 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 12,870 $3.6M 0.22% -2,620 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,812 $3.59M <0.01% +2,176 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 12,786 $3.58M 1.12% +263 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,782 $3.58M 0.08% +124 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,773 $3.57M 0.05% -3,181 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 12,762 $3.57M 1.42% -584 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 12,698 $3.55M 1.87% -3,741 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,694 $3.55M 0.64% -132 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,624 $3.53M 0.08% +6,744 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,577 $3.52M 0.09% -330 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,570 $3.52M 0.12% +137 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 12,550 $3.51M 0.47% -8,798 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,435 $3.48M 0.01% +51 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 12,384 $3.47M 1.5% +3,019 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,367 $3.46M 0.09% -6,521 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,294 $3.45M 0.08% -236 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,223 $3.42M 0.32% -4,368 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,219 $3.42M 0.25% +541 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,090 $3.4M 0.1% -3,920 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,087 $3.38M 0.12% -1,981 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 12,068 $3.38M 2.76% +403 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,006 $3.38M 0.63% -31,805 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,960 $3.35M 0.29% +514 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 11,848 $3.33M 0.67% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 11,878 $3.32M 0.59% +364 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,860 $3.32M 0.21% -19 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,817 $3.31M 0.46% -226 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,772 $3.29M 0.16% -26,041 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 11,659 $3.26M 1.03% -5,412 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,621 $3.25M 0.12% +9,272 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 11,606 $3.25M 0.42% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,595 $3.24M 2.45% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 11,583 $3.24M 1.35% +308 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,580 $3.24M 0.02% -808 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,573 $3.24M 0.26% +1,054 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,511 $3.22M 0.23% -35,322 13F-HR Timeline City State Bank More: the full row for City State Bank 11,442 $3.2M 1% -325 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,435 $3.2M 0.38% +323 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 11,399 $3.19M 1.01% +202 13F-HR/A Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 11,386 $3.19M 1.64% +87 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,340 $3.17M 3.56% +100 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,219 $3.17M 1.62% -287 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,285 $3.16M 0.13% +252 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,283 $3.16M 0.7% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 11,268 $3.15M 2.09% +971 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,258 $3.15M 0.59% -783 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,186 $3.14M 0.12% +1,199 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,193 $3.13M 1.36% +846 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,171 $3.13M 0.98% +526 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 11,147 $3.12M 2.5% -318 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 11,085 $3.1M 1.6% +837 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,988 $3.07M 0.4% +213 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 10,647 $3.06M 0.65% +586 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,950 $3.06M 0.39% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,946 $3.06M 1.12% +455 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 10,942 $3.06M 0.58% -194 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,893 $3.05M 0.24% +741 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 10,866 $3.04M 2.2% +4,519 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 10,855 $3.04M 0.26% 0 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 10,764 $3.01M 0.04% -716 13F-HR Timeline Financial Insights, Inc. 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More: the full row for CONNING INC. 10,535 $2.95M 0.1% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,500 $2.94M 0.41% -10 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,482 $2.93M 1.58% -412 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,453 $2.92M 0.85% -411 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,435 $2.92M 0.01% -188 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,390 $2.91M 0.2% +1,156 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,378 $2.9M 0.81% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,353 $2.9M 1.08% +215 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 10,324 $2.89M 1.85% -261 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,309 $2.88M 0.11% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,290 $2.88M 0.82% -574 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,278 $2.88M 0.51% -8 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10,224 $2.87M 2.33% +310 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 10,244 $2.87M 2.42% +1,912 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,232 $2.86M 0.52% -50 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 10,154 $2.84M 2.04% -1,033 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,108 $2.83M 0.06% -20,065 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 10,079 $2.82M 0.65% +283 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 10,068 $2.82M 0.85% +2,624 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 10,062 $2.82M 1.28% -5,669 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,036 $2.81M 1.25% -142 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,027 $2.81M 0.05% -4,902 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,991 $2.8M 0.04% -156 13F-HR/A Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,638 $2.79M 2.62% +454 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,977 $2.79M 0.03% +107 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,890 $2.77M 0.12% +280 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 9,871 $2.76M 1.27% +310 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,864 $2.76M 0.15% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,827 $2.75M 0.13% +1,269 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,813 $2.75M 0.74% +1,730 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,761 $2.73M 1.73% -70 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,704 $2.72M 0.59% -34 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,699 $2.71M 0.07% +549 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,680 $2.71M 0.12% -60 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,655 $2.7M 0.5% +3,769 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,644 $2.7M 0.71% +75 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,564 $2.7M 0.28% +6,846 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,611 $2.69M 0.42% +1,497 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 9,586 $2.68M 0.03% +46 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,565 $2.68M 1.23% -125 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,563 $2.68M 0.25% +2,238 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,520 $2.66M 0.42% +197 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 9,507 $2.66M 1.46% -92 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 9,478 $2.65M 1.36% +16 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,472 $2.65M 0.9% +701 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 9,450 $2.64M 0.81% -723 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,423 $2.64M 0.2% -419 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,422 $2.64M 0.05% -395 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,398 $2.63M 0.22% +316 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,370 $2.62M 0.86% -19 13F-HR Timeline