Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,284 $1.82M 0.41% -475 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,275 $1.82M 0.29% -400 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,240 $1.81M 0.66% -29 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,225 $1.81M 0.12% -10 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,221 $1.81M 0.5% -102 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,218 $1.8M 0.02% +1,616 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,186 $1.8M 0.13% +48 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,151 $1.79M 0.5% -123 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,148 $1.78M 0.02% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,095 $1.77M 0.28% -440 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,038 $1.75M 0.58% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,027 $1.75M 0.51% -2,205 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,022 $1.75M 0.47% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,992 $1.74M 0.03% -5,783 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,985 $1.74M 1.23% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,984 $1.74M 0.06% +154 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,982 $1.74M 0.98% -262 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,957 $1.73M 0.13% +210 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,949 $1.73M 0.14% -118 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,941 $1.72M 0.02% +23 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,926 $1.72M 0.03% +75 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,915 $1.72M 0.57% -290 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,846 $1.71M 0.12% +224 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 5,894 $1.71M 0.6% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,885 $1.71M 0.05% +2,475 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,867 $1.7M 0.12% +240 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,844 $1.7M 0.06% +2,506 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,844 $1.7M 0.63% -453 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,841 $1.7M 0.23% +563 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,840 $1.69M 0.05% -840 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,811 $1.69M 0.21% +119 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,783 $1.68M 1.21% -495 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,768 $1.67M 0.22% +326 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,757 $1.67M 0.7% +216 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,757 $1.67M 1.19% +462 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,717 $1.66M 0.75% -460 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 5,697 $1.65M 1.07% -1,409 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,690 $1.65M 0.09% +150 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,687 $1.65M 1.23% -20 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,687 $1.65M <0.01% -9,189 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 5,653 $1.64M +558 Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,444 $1.64M 0.08% +1,769 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,620 $1.63M 0.08% +1,275 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,617 $1.63M 0.56% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,597 $1.62M 0.62% +35 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,596 $1.62M 0.05% -865 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,587 $1.62M 0.05% -35 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,359 $1.62M 0.47% +278 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,576 $1.62M 1.55% +1 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,572 $1.62M 0.14% +744 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,565 $1.62M 1.02% +200 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,540 $1.61M 0.15% +50 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 5,533 $1.61M 0.25% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,507 $1.6M 0.18% +639 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,503 $1.6M 0.53% -48 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,503 $1.6M 0.03% +1,747 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,470 $1.59M 0.27% -5,558 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,463 $1.59M 0.36% -33 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,461 $1.59M 0.08% -104 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,457 $1.58M 0.04% +129 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,441 $1.58M 0.1% -720 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,431 $1.58M 0.69% -567 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,413 $1.57M 0.37% +2,055 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,396 $1.57M 0.54% -152 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 5,385 $1.56M 0.83% 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,381 $1.56M 1.1% -138 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 5,366 $1.56M 0.9% +439 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,359 $1.56M 0.09% -373 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,345 $1.55M 1.98% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,328 $1.55M 0.47% -474 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,315 $1.54M 0.4% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,307 $1.54M 0.14% -26 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,299 $1.54M 0.08% +207 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,294 $1.54M 0.27% +4 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 5,288 $1.53M 0.68% +711 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,270 $1.53M 0.28% -116 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,263 $1.53M 0.03% +1,740 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,255 $1.53M 0.02% -961 13F-HR Timeline Group Calder Financial LLC More: the full row for Calder Financial LLC 5,217 $1.51M 1.49% 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,197 $1.51M 0.17% -533 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,195 $1.51M 2.12% 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,192 $1.51M 0.11% +30 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,165 $1.5M 1.48% 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 5,161 $1.5M 1.04% +2,988 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,158 $1.5M <0.01% -55 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,138 $1.49M 0.94% -506 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,098 $1.48M 0.03% +20 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,098 $1.48M 0.92% -1,218 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,096 $1.48M 1.44% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,083 $1.48M 0.08% +34 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,080 $1.47M <0.01% -8,420 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,064 $1.47M 0.31% +443 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 5,062 $1.47M 0.13% +1,122 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,021 $1.46M 0.82% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,014 $1.46M 0.38% -24 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,992 $1.45M 0.02% 0 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,975 $1.44M 0.38% -12 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,973 $1.44M 0.26% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,966 $1.44M 0.18% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,957 $1.44M 0.4% -207 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,953 $1.44M 0.17% -11 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,950 $1.44M 0.14% -106 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,943 $1.43M 0.15% -5 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,928 $1.43M 0.62% -3,433 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,926 $1.43M <0.01% +1,642 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,898 $1.42M 0.02% -1,141 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,889 $1.42M 0.18% -37 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,871 $1.41M 1.74% +161 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,867 $1.41M 0.3% -100 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,866 $1.41M 0.4% +55 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,854 $1.41M 0.3% -883 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,838 $1.4M 0.12% -599 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,823 $1.4M 0.26% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,803 $1.39M 0.08% +73 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,800 $1.39M 0.16% +256 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,765 $1.38M 0.2% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4,747 $1.38M 0.7% +792 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,748 $1.38M 0.09% +3,400 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,727 $1.37M 0.05% +107 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,722 $1.37M 0.06% +582 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,714 $1.37M 0.78% +3,259 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,696 $1.36M 0.02% -78 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,683 $1.36M 0.04% -428 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 4,682 $1.36M 0.72% 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,674 $1.36M 0.93% +4 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 4,664 $1.35M 1.23% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,662 $1.35M 0.64% -91 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,647 $1.35M 0.42% -5 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,644 $1.35M 0.4% +1,808 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,644 $1.35M 0.18% +1,263 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,633 $1.34M 0.19% -152 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,593 $1.33M <0.01% +2,797 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,593 $1.33M <0.01% +2,739 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,569 $1.33M 0.03% +216 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,560 $1.32M 0.55% +22 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 4,553 $1.32M 1.07% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,521 $1.32M 0.09% -4 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,542 $1.32M 0.14% +72 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,528 $1.31M 0.38% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,525 $1.31M 0.2% -125 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 4,511 $1.31M 2.34% +1,507 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,510 $1.31M 0.13% +361 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,502 $1.31M 0.16% +118 13F-HR/A Timeline Planning Project LLC More: the full row for Planning Project LLC 4,485 $1.3M 0.33% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,480 $1.3M 0.18% -1,371 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,475 $1.3M 0.31% +39 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 4,458 $1.29M 1.23% 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,454 $1.29M 0.38% -855 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,415 $1.28M 0.25% -114 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,408 $1.28M 0.56% +469 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,368 $1.27M 0.28% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,361 $1.27M 1.29% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,360 $1.27M <0.01% -17,614 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,360 $1.27M 0.29% +123 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,353 $1.26M 0.75% +183 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,352 $1.26M 0.35% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,340 $1.26M 0.33% -2,549 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,337 $1.26M 0.01% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,334 $1.26M 0.07% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 4,315 $1.25M 0.37% -191 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,311 $1.25M 0.31% -1,892 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,305 $1.25M 0.07% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,297 $1.25M 0.82% +28 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,297 $1.25M 0.1% -132 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,286 $1.24M 0.28% -27 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,280 $1.24M 0.24% -30 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,271 $1.24M 0.6% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,266 $1.24M 0.29% +1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,255 $1.23M 0.2% -124 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,246 $1.23M 0.41% -17 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,243 $1.23M 0.24% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,238 $1.23M 0.22% +306 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,229 $1.23M 0.33% +21 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,216 $1.22M 0.6% +1,398 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,214 $1.22M 0.18% -8 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,210 $1.22M 0.11% -309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 4,197 $1.22M 0.56% 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 4,192 $1.22M 0.46% +74 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,181 $1.21M 0.05% -3 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,164 $1.21M 0.15% +23 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,146 $1.2M 0.69% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,136 $1.2M 0.08% -62 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,130 $1.2M 0.36% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,124 $1.2M 0.31% +36 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 4,114 $1.19M 0.79% 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,109 $1.19M 0.17% -1,121 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,007 $1.19M 0.32% +1,431 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,081 $1.18M 0.04% +183 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,080 $1.18M 0.83% +658 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,071 $1.18M 1.01% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,069 $1.18M 0.34% -9 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,047 $1.17M 0.78% +416 13F-HR/A Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 4,028 $1.17M 0.95% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,027 $1.17M 0.21% -22 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 4,007 $1.16M 0.91% +619 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,992 $1.16M 0.05% -252 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,987 $1.16M 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,987 $1.16M 0.04% -379 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,984 $1.16M 0.44% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,982 $1.16M 0.07% +2 13F-HR Timeline