PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,318 $9.84M 0.94% +430 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 17,287 $9.82M 0.64% +9 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,227 $9.79M 0.21% +490 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 17,221 $9.78M 0.17% -267 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 17,211 $9.78M 1.15% +3,064 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 17,198 $9.77M 0.33% -356 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,997 $9.75M 0.51% -1,839 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 19,005 $9.75M 1.66% +333 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,139 $9.74M 2.67% +1,076 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,128 $9.73M 0.14% -423 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,115 $9.72M 1.58% +400 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,079 $9.7M 0.34% +1,072 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 17,065 $9.69M 2.17% -25 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 17,035 $9.68M 2.79% +1,540 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,032 $9.67M 0.79% +1,492 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16,924 $9.61M 0.6% +1,284 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,879 $9.59M 2.43% +453 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,857 $9.58M 0.62% -1,316 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 16,846 $9.57M 1.04% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 16,731 $9.54M <0.01% -16,815 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 16,782 $9.53M 5.58% +1,391 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,717 $9.5M 0.34% -1,103 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,650 $9.46M 7.97% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,630 $9.45M 0.72% +5,212 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 16,461 $9.35M 7.26% +7,426 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 15,873 $9.3M 2.4% +154 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 16,322 $9.27M 4.45% +9,260 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16,300 $9.26M 1.25% +13,550 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 16,299 $9.26M 2.32% +4,337 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 16,287 $9.25M 2.13% +465 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 16,225 $9.22M 9.35% +1,886 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 16,184 $9.19M 4.89% +911 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 15,914 $9.19M 4.81% +2,850 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,156 $9.18M 0.69% +787 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 296,742 $9.17M 0.92% -3,076 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 15,667 $9.17M 1.81% -273 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,144 $9.17M 0.39% +3,175 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,128 $9.16M 0.71% +148 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 16,108 $9.15M 1.48% -19 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 16,052 $9.15M 2.5% +149 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 16,063 $9.12M 0.86% +5,405 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16,066 $9.12M 4.46% +15,439 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,031 $9.11M 5.5% -309 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,985 $9.08M 0.74% +7,202 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,960 $9.07M 0.44% +610 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,951 $9.06M 0.01% +48 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 15,856 $9.01M 5.1% -635 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 15,807 $8.98M 2.28% +11,163 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 15,777 $8.96M 0.13% -2,369 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 15,748 $8.96M 3.31% +7,708 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 15,736 $8.94M 1.94% +6,162 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 15,699 $8.92M 3.98% -5,187 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,647 $8.89M 5.61% -593 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,612 $8.87M 0.82% +12,773 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,588 $8.85M 0.15% -36 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 15,583 $8.85M 1.35% +1,745 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,290 $8.84M 0.51% +5,667 13F-HR/A Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,504 $8.81M 2.78% +941 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 15,504 $8.81M 2.16% +2,375 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 15,465 $8.78M 1.71% -35 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 15,447 $8.77M 0.24% +7,436 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 15,439 $8.77M 0.69% +929 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 15,435 $8.77M 0.43% -1,199 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,419 $8.76M 5.42% +240 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15,379 $8.74M 2.17% +1,444 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 15,368 $8.73M 3.11% -414 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,353 $8.72M 0.6% 0 13F-HR Timeline Group DAIDO LIFE INSURANCE CO More: the full row for DAIDO LIFE INSURANCE CO 15,313 $8.7M 1.3% -127,489 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 15,297 $8.69M 2.64% +2,793 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,231 $8.69M 0.91% +11,400 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 15,253 $8.66M 3.35% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,138 $8.65M 0.67% +6,362 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,207 $8.64M 0.62% +995 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 15,158 $8.64M 2.29% -4 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 15,147 $8.6M 1.3% -11 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,133 $8.6M 0.42% +62 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 15,120 $8.59M 3.9% -8,895 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 15,105 $8.58M 2.97% -1,536 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 15,147 $8.58M 0.1% +105 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 15,030 $8.54M 2.06% +1,097 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 14,964 $8.5M 3.1% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 14,952 $8.49M 5.47% +431 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,939 $8.49M 2.12% +1,375 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,939 $8.49M 0.92% +630 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14,926 $8.48M 3.18% -111 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,884 $8.45M 0.02% -37 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 14,806 $8.41M 3.72% +1,090 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 14,750 $8.38M 1.19% +344 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 14,749 $8.38M 2.03% -12,698 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 14,739 $8.37M 0.59% -1,041 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,728 $8.37M 4.15% -2,113 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,719 $8.36M 0.55% -1,115 13F-HR/A Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,648 $8.35M 4.76% -631 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 14,688 $8.34M 2.67% +13,890 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 14,667 $8.33M 3.99% +3,457 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 14,637 $8.31M 0.59% -1,500 13F-HR/A Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 14,633 $8.31M 9.01% +746 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,651 $8.31M 0.99% +775 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,595 $8.29M 0.05% +905 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 14,536 $8.26M 2.12% -116 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 14,484 $8.25M 2.96% +379 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,476 $8.25M 0.33% -36,683 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,471 $8.22M 1.01% +109 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 14,466 $8.22M 0.46% +7,155 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,454 $8.21M 1.04% -828 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,445 $8.21M 0.48% +3,520 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,360 $8.16M 13.16% -5 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,335 $8.14M 0.93% +272 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 14,307 $8.13M 1.72% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 14,296 $8.12M 1.49% +394 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14,220 $8.08M 4.7% +737 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 14,215 $8.07M 0.25% -185 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14,207 $8.07M 1.14% -1,054 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,293 $8.06M 4.24% -1,519 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 14,192 $8.06M 0.27% +591 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 14,189 $8.06M 3.25% +387 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 14,176 $8.05M 0.75% +1,409 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 14,174 $8.05M 1.61% -248 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,148 $8.04M 3.59% +13,938 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 14,018 $8.04M 1.15% -244 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 14,115 $8.02M 0.18% +897 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,112 $8.02M 0.34% +853 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 14,037 $7.97M 0.1% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,032 $7.97M 0.28% -14,201 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 14,031 $7.97M 0.02% -1,655 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 14,021 $7.96M 0.89% +352 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 13,966 $7.93M 2.47% +1,200 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,965 $7.93M 1.28% +632 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,954 $7.93M 0.62% +602 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 13,864 $7.88M 0.33% +37 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,847 $7.87M 1.55% -28 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,801 $7.86M 0.28% +1,424 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $7.84M 3.24% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,697 $7.78M 2.28% -3,233 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,695 $7.78M 0.43% -13 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 13,672 $7.77M 2.57% +11,435 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 13,605 $7.73M 0.29% +116 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 13,557 $7.7M -6,246 Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 13,540 $7.69M 1.2% -3,760 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,532 $7.69M 1.21% -68 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 13,519 $7.68M 4.12% +2,035 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $7.67M 5.57% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 13,441 $7.64M 6.1% -401 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 13,407 $7.62M 0.34% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 13,330 $7.57M 2.56% 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,243 $7.52M 1.35% +431 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 13,233 $7.52M 6.01% +724 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 13,231 $7.52M 0.46% -3,301 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 13,200 $7.5M 1.15% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 13,187 $7.49M 2.04% -17 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 13,138 $7.47M 0.1% +1,266 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,111 $7.45M 0.28% -54 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,041 $7.41M 0.78% +763 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,024 $7.4M 0.45% -1,563 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 12,942 $7.35M 0.73% -486 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,886 $7.32M 1.67% -599 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 12,868 $7.31M 1.07% +702 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 12,790 $7.26M 2.95% +280 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 12,762 $7.25M 1.67% -760 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,748 $7.24M 0.27% +503 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,740 $7.24M 7.04% -246 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,675 $7.2M 0.43% +138 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,664 $7.19M 2.09% +45 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,651 $7.19M 0.92% -51 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,597 $7.16M 0.82% +176 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 12,572 $7.14M 1.72% +2,093 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,257 $7.12M 3.84% +863 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,530 $7.12M 1.95% -1,986 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,508 $7.1M 0.45% -5 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,504 $7.1M 1.12% +515 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,501 $7.1M 0.56% +924 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 12,481 $7.09M 0.47% +237 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,459 $7.08M 1.89% +1,484 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,451 $7.07M 4.46% +16 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 12,414 $7.05M 0.16% -5,836 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 12,400 $7.04M 1.26% -218 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 12,373 $7.03M 6.96% +12,365 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,365 $7.02M 1.69% -2,015 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,305 $6.99M 1.7% -6,835 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 12,299 $6.99M 4.24% -883 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,262 $6.97M 0.98% -23 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 12,255 $6.96M 0.53% -3,720 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,221 $6.94M 0.78% -235 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,169 $6.91M 4.16% -186 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,077 $6.87M 0.22% -61 13F-HR/A Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,047 $6.86M 0.21% +1,325 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for BCS Private Wealth Management, Inc. 11,842 $6.75M 2.54% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 11,843 $6.73M 5.16% -367 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,834 $6.72M 0.1% +184 13F-HR Timeline Group