Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 17,339 $1.4M 0.35% +13,030 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 17,300 $1.39M 1% +11,938 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 17,299 $1.39M 0.06% +13,227 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,286 $1.39M 0.06% +13,420 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 17,264 $1.39M 0.24% +12,916 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 17,253 $1.39M 0.33% +13,412 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 17,244 $1.39M 0.29% +12,933 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17,218 $1.39M 0.24% +12,913 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 17,215 $1.39M 0.31% +15,404 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 17,188 $1.38M 0.38% +12,889 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 17,185 $1.38M 0.13% +12,825 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,099 $1.38M 0.34% +12,709 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 17,007 $1.37M 0.64% +12,860 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 16,958 $1.37M 0.75% +13,184 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 16,818 $1.36M 0.99% +12,627 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 16,800 $1.35M 0.47% +12,835 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 16,770 $1.35M 0.18% +12,536 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 16,766 $1.35M 0.24% +12,574 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 16,748 $1.35M 0.05% +12,561 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,733 $1.35M 0.04% +12,574 13F-HR Timeline FDx Advisors, Inc. 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More: the full row for CJM Wealth Advisers, Ltd. 15,880 $1.28M 0.34% +11,735 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 15,848 $1.28M 0.87% +11,851 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 15,837 $1.28M 1.09% +12,007 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 15,775 $1.27M 0.41% +11,791 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 15,742 $1.27M 0.5% +11,765 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 15,735 $1.27M 0.58% +11,984 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 15,704 $1.27M 0.07% +11,778 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 15,702 $1.27M 0.13% +11,814 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,686 $1.26M 0.92% +11,722 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,659 $1.26M 0.03% +11,857 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 15,624 $1.26M 1.5% +11,718 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,604 $1.26M 0.08% +11,148 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 15,602 $1.26M 0.7% +11,639 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 15,576 $1.25M 0.33% +11,873 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,576 $1.25M 0.02% +13,167 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 15,572 $1.25M 0.89% +11,615 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,543 $1.25M 0.4% +9,000 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 15,457 $1.25M 0.86% +11,623 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,481 $1.25M 0.04% +11,971 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 15,406 $1.24M 0.32% +11,106 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 15,360 $1.24M 0.66% +11,451 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 15,340 $1.24M 0.65% +11,488 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 15,283 $1.23M 1.74% +11,436 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,205 $1.23M 0.08% +12,411 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Longview Financial Advisors, Inc. 15,177 $1.22M 0.72% +11,366 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 15,159 $1.22M 0.07% +11,251 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 15,113 $1.22M 0.11% +11,407 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 15,098 $1.22M 0.79% +11,467 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 15,068 $1.21M 0.02% +10,942 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 15,016 $1.21M 0.24% +11,212 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 15,015 $1.21M 0.7% +11,261 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 14,998 $1.21M 0.06% 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 14,981 $1.21M 1.14% +11,364 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14,968 $1.21M 0.15% +11,007 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14,963 $1.21M 0.02% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 14,926 $1.2M 0.13% +12,224 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,919 $1.2M 0.06% +11,226 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 14,828 $1.19M <0.01% +10,721 13F-HR Timeline Group Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 14,797 $1.19M 1% +11,114 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,759 $1.19M 0.3% +11,002 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,659 $1.18M 0.22% +11,125 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 14,633 $1.18M 0.41% +10,754 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 14,617 $1.18M 0.05% +10,878 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 14,527 $1.17M 0.45% +10,731 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 14,524 $1.17M 0.45% +10,903 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 14,500 $1.17M 0.02% +11,662 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 14,484 $1.17M 0.18% +10,815 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 14,443 $1.16M 0.46% +10,839 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 14,386 $1.16M 0.2% +11,161 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 14,360 $1.16M 0.24% 0 13F-HR Timeline Seek First Inc. 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More: the full row for GERMAN AMERICAN BANCORP, INC. 14,263 $1.15M 0.09% +10,668 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 14,204 $1.14M 0.79% +10,661 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 14,169 $1.14M 0.23% +10,611 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 14,100 $1.14M 0.7% +10,569 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 14,078 $1.13M 0.2% +10,560 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14,047 $1.13M 0.52% +10,196 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 13,965 $1.13M 0.26% +10,099 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,989 $1.12M 0.07% +10,440 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,952 $1.12M 0.07% +949 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 13,947 $1.12M 0.24% +10,422 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 13,940 $1.12M 0.9% +10,170 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,904 $1.12M 0.23% +10,393 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 13,878 $1.12M 0.6% +10,683 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 13,826 $1.11M 0.31% +11,325 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 13,776 $1.11M 0.09% +10,332 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 13,692 $1.1M 0.78% +10,185 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 13,692 $1.1M 0.57% +10,743 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,672 $1.1M 0.03% +9,911 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 13,650 $1.1M 0.86% +10,213 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,633 $1.1M 0.46% +11,836 13F-HR Timeline Warwick Investment Management, Inc. 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More: the full row for Garde Capital, Inc. 13,063 $1.05M 0.05% +9,802 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13,041 $1.05M 0.83% +9,784 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 13,021 $1.05M 0.46% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,020 $1.05M 0.04% +8,629 13F-HR Timeline Group Geneva Partners, LLC More: the full row for Geneva Partners, LLC 13,026 $1.05M 0.28% +10,803 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 13,000 $1.05M 0.64% +9,781 13F-HR Timeline Madden Advisory Services, Inc. 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More: the full row for First Business Financial Services, Inc. 12,820 $1.03M 0.08% +9,615 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 12,820 $1.03M 0.08% +9,615 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 12,800 $1.03M 0.34% +9,589 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,799 $1.03M 0.38% +9,827 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,778 $1.03M 0.08% +10,206 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,731 $1.03M 0.32% +9,479 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 12,712 $1.02M 0.41% +9,441 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 606,696 $1.02M 0.34% +605,455 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,669 $1.02M 0.01% +9,507 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,632 $1.02M 0.17% +9,662 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12,624 $1.02M 0.09% +9,683 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,620 $1.02M 0.23% +9,529 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 12,590 $1.01M <0.01% new 13F-HR Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,581 $1.01M 0.16% -764 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 12,558 $1.01M 0.08% +9,103 13F-HR Timeline Strategic Financial Services, Inc. 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