FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,134 $2.36M 0.08% -7 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,126 $2.36M 0.6% -807 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 9,100 $2.35M 0.75% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,082 $2.35M 0.24% +7,065 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,079 $2.35M 0.38% +8 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,044 $2.34M 2.1% -396 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,973 $2.32M 0.02% +552 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,970 $2.32M 1.22% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,959 $2.32M 0.18% -446 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,944 $2.31M 1.08% -1,856 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,907 $2.3M 0.02% +1,735 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,892 $2.3M 0.14% +34 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,860 $2.29M 1.19% -229 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 8,838 $2.29M 0.43% +156 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 8,771 $2.27M 0.86% +684 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,719 $2.25M 0.56% -244 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,702 $2.25M 1.91% -102 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,671 $2.24M 0.25% +163 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,670 $2.24M 0.32% +140 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 8,669 $2.24M 0.17% +820 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,564 $2.21M 0.27% +91 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,558 $2.21M 0.11% +244 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,547 $2.21M 0.43% -501 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,533 $2.21M 0.32% -2,932 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,470 $2.19M 0.34% -3,637 13F-HR/A Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,443 $2.18M 0.18% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,432 $2.18M 0.15% +343 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 8,428 $2.18M 1.15% -40 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,419 $2.18M 1.46% -193 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,379 $2.17M 0.25% +201 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,372 $2.17M 0.11% -27 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,362 $2.16M 0.62% +41 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,356 $2.16M 0.44% -42 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,352 $2.16M 0.27% -2,815 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,347 $2.16M 0.07% +1,441 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 8,346 $2.16M 1.41% +676 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,332 $2.15M 1.94% +630 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,329 $2.15M 0.34% -435 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 8,188 $2.12M 2.45% +497 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,165 $2.11M 0.13% +822 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,149 $2.11M 0.08% -174 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,131 $2.1M 0.5% +163 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,114 $2.1M 0.4% +913 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,112 $2.1M 0.26% +747 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,088 $2.09M 0.15% -976 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,083 $2.09M 0.67% +2,940 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 8,080 $2.09M 0.02% +1,742 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,148 $2.09M 0.18% new 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 7,984 $2.06M 1.77% +37 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,975 $2.06M 0.13% -110 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,969 $2.06M 0.03% -18,755 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,962 $2.06M 0.15% +1,329 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,908 $2.05M 0.67% -3,824 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,905 $2.04M 0.34% +250 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,883 $2.04M 0.6% +2,722 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,857 $2.03M 0.02% +4,372 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,855 $2.03M 0.06% +3,264 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 7,827 $2.02M 0.46% -343 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,825 $2.02M 0.12% 0 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,800 $2.02M 0.09% -3,100 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,781 $2.01M 0.56% +1,250 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,758 $2.01M <0.01% +2,665 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,738 $2M 0.69% -34 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,733 $2M 0.08% -3,042 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,727 $2M 0.65% -304 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,664 $1.98M 0.85% -144 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,664 $1.98M 1.08% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 7,636 $1.97M 5.05% -89 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,627 $1.97M 1.79% +2,658 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,607 $1.97M 0.18% -37 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,598 $1.96M 0.37% -2,264 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,579 $1.96M 0.99% +987 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 7,568 $1.96M 0.46% +586 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 7,567 $1.96M 0.3% +201 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,591 $1.95M 2.06% -12 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,497 $1.94M 0.08% +301 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,487 $1.94M 0.5% +1,887 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,457 $1.93M 0.14% +4 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,453 $1.93M 0.14% +481 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,444 $1.93M 0.58% +1,240 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,438 $1.92M 0.4% 0 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,406 $1.92M 1.49% -22 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,400 $1.91M 0.13% +133 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,394 $1.91M 0.35% +310 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,392 $1.91M 0.79% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 7,342 $1.9M 0.26% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,338 $1.9M 0.76% -174 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,337 $1.9M 0.36% -4,364 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,325 $1.89M 0.19% +876 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 7,313 $1.89M 0.35% -350 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,302 $1.89M 0.18% +2,906 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 7,282 $1.88M 1.24% 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,257 $1.88M <0.01% -15 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,243 $1.87M 0.33% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,239 $1.87M 0.49% -444 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,233 $1.87M 0.12% +242 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,212 $1.87M 1.9% +4 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,205 $1.86M 0.32% +2,719 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,154 $1.85M 0.07% +1,186 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,118 $1.84M 2.64% +133 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,113 $1.84M 0.11% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 7,098 $1.84M 1.07% +31 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7,438 $1.83M 1.35% +954 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 7,094 $1.83M 1.29% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,085 $1.83M 1% -5,089 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,077 $1.83M 0.07% +2,824 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,009 $1.81M 1.13% +1,215 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,933 $1.79M 0.62% -5,228 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,904 $1.79M 0.54% -549 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,898 $1.78M 0.13% +937 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,873 $1.78M 0.38% -109 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,864 $1.78M 0.66% -6 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 6,843 $1.77M 0.68% -231 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,840 $1.77M 0.2% +86 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,841 $1.77M 0.07% +373 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,833 $1.77M 0.18% -719 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,808 $1.76M 0.72% +247 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,799 $1.76M 0.32% +285 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,776 $1.75M 0.21% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 6,767 $1.75M 0.35% -871 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 6,760 $1.75M 1.26% +260 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,752 $1.75M 0.07% +2,260 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,708 $1.73M 0.01% -81,973 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,685 $1.73M 0.11% +810 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,660 $1.72M 0.72% +100 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 6,650 $1.72M 0.91% -197 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 6,643 $1.72M 2% +82 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,610 $1.71M 0.02% +428 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,537 $1.69M 1.91% -137 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,523 $1.69M 0.93% +832 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,517 $1.69M 0.17% +972 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,473 $1.67M 1.05% +706 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,467 $1.67M 0.11% +344 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,439 $1.67M 0.66% +520 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,429 $1.66M <0.01% +4,689 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,388 $1.65M 0.32% +56 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,383 $1.65M 0.21% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,377 $1.65M 1.02% -127 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,291 $1.64M 0.2% +160 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,355 $1.64M 0.19% -196 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,352 $1.64M 0.16% -2,183 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 6,347 $1.64M 1.3% +314 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,342 $1.64M 0.14% +6,336 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,328 $1.64M 0.05% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,327 $1.64M 0.77% -1,331 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,322 $1.63M 0.04% +43 13F-HR Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,318 $1.63M 0.53% +697 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,297 $1.63M 1.29% +312 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 6,274 $1.62M 1.22% +322 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,239 $1.61M 0.07% +261 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,234 $1.61M 0.12% -2,305 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,211 $1.61M 1.26% +1,403 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,205 $1.6M 0.21% +165 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,200 $1.6M <0.01% -32,400 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,197 $1.6M 0.5% -524 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,193 $1.6M 0.09% -48 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,193 $1.6M 0.11% +9 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,178 $1.6M 0.5% +81 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,164 $1.59M 0.32% +85 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,105 $1.58M 0.62% +692 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,068 $1.57M 1.56% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,066 $1.57M 0.05% -257 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,050 $1.56M 0.11% -26 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,038 $1.56M 0.61% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,975 $1.55M 0.03% -2,018 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,968 $1.54M 0.13% -1,885 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,948 $1.54M 0.18% +2,128 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,933 $1.53M 1.01% +19 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,911 $1.53M 0.7% +889 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,899 $1.53M 0.52% -15 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,886 $1.52M 0.31% -6,925 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,881 $1.52M 1.38% -19 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,880 $1.52M 0.09% +178 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. 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More: the full row for SoundView Advisors Inc. 5,832 $1.51M 0.62% +7 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,811 $1.5M 0.41% -19 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,168 $1.5M 0.3% +680 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,807 $1.5M 0.69% +6 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 5,779 $1.49M 0.51% +3 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,768 $1.49M 0.27% +2,027 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,735 $1.48M 0.12% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,626 $1.45M 1.17% +228 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,559 $1.44M 0.56% -11 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,548 $1.43M 1.89% -20,663 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,537 $1.43M 0.97% +61 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,534 $1.43M 0.69% +472 13F-HR Timeline Chandler Asset Management, Inc. 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