Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 572,525 $401M 2.84% +26,920 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 564,743 $396M 15.91% -4,030 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 319,605 $224M 38.77% +17,153 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 225,842 $158M 33.5% +21,551 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 214,836 $151M 27.6% +4,091 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 209,062 $149M 3.56% +3,458 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 193,537 $136M 3.68% +172,583 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 164,197 $115M 18.62% -4,353 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 162,586 $114M 9.46% +59,283 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 134,037 $93.9M 9.34% -4,460 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 123,253 $86.4M 1.82% +1,553 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 119,142 $85.1M 12.22% +335 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 413,746 $79.7M 13.58% +301,986 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 111,714 $78.3M 7.58% +12,048 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 111,307 $78M 2.24% +930 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 109,246 $76.6M 32.04% +2,675 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 104,803 $74.9M 0.95% +14,054 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 100,960 $70.8M 5.85% +1,075 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 90,429 $63.4M 16.15% +194 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 90,079 $63.1M 29.01% -147 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 77,870 $54.6M 1.44% +1,086 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 70,448 $49.4M 8.39% -875 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 64,535 $45.2M 1.13% +135 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 58,633 $41.1M 8.17% +1,160 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 58,458 $41M 6.26% +277 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 57,035 $40M 1.13% -520 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 56,630 $39.7M 2.8% +1,096 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 56,166 $39.4M 1.1% +1,963 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 54,519 $38.2M 4.21% 0 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 50,000 $35M 16.07% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 47,134 $33M 11.54% +2,735 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,599 $32M 0.58% +2,039 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 44,826 $31.4M 4.57% +8 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 41,298 $28.9M 6.79% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 40,688 $28.5M 0.75% -553 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 39,491 $27.7M 14.62% -366 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 38,034 $26.3M 8.21% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 35,400 $25M 4.64% -936 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 35,160 $24.6M 4.14% +9,896 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 34,540 $24.2M 6.97% -337 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 34,412 $24.1M 10.92% +1,433 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 32,963 $23.1M 10.61% -362 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 32,861 $23M 0.31% +1,407 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 31,857 $22.3M 3.64% +1,659 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 26,837 $18.8M 2.28% +100 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 25,838 $18.1M 1.2% +1,175 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 25,489 $17.9M 1.12% +604 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 24,915 $17.5M 13.43% -894 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 24,705 $17.3M 4.16% -34 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 24,686 $17.3M 6.65% +2,151 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 24,204 $17M 3.28% +8,801 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 24,085 $16.9M 16.11% +876 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 23,804 $16.7M 4.29% +1,104 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 23,371 $16.4M 15.66% -467 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 23,340 $16.4M 15.84% -122 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 22,785 $16M 4.77% -801 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,299 $15.6M 1.06% +333 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 19,989 $14M 1.07% -792 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 19,163 $13.7M 1.57% +3,515 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 19,347 $13.6M 0.75% -171 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 19,288 $13.5M 5.48% +487 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,751 $13.1M 0.5% +175 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 18,594 $13M 1.35% +2,146 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 17,888 $12.5M 1.68% +777 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 17,853 $12.5M 8.59% -656 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,193 $12.1M 1.89% -146 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 17,026 $11.9M 1.5% +465 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 16,823 $11.8M 1.93% -12 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,759 $11.7M 0.76% +3,556 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,963 $11.2M 1.33% -15 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 15,710 $11M 1.87% +6,028 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,158 $10.6M 0.65% +2,059 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,984 $10.5M 2.27% -1,094 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,468 $10.1M 0.15% -88 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 14,170 $9.93M 4.26% +239 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14,128 $9.9M 1.06% -2,624 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 13,877 $9.73M 1.97% -61 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,502 $9.6M 0.43% +208 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,668 $9.58M 1.03% +555 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 13,581 $9.52M 8.97% +433 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 13,366 $9.46M 5.47% +1,632 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 13,390 $9.38M 1.95% +247 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 12,829 $8.99M 3.54% +6,104 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,641 $8.86M 1.57% +164 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 12,576 $8.81M 0.48% +1,135 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 12,394 $8.69M 0.08% +2,327 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,001 $8.41M 1.74% -612 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,764 $8.25M 0.5% -54 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,901 $7.64M 1.09% +61 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 10,899 $7.64M 2.73% -922 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 10,759 $7.54M 5.52% +210 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,272 $7.2M 1.73% -1,095 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 10,028 $7.03M 2.73% +529 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 10,026 $7.03M 1.65% +4,538 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,966 $6.98M 3.41% +658 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 9,580 $6.71M 3.17% +103 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,574 $6.71M 0.63% -1,658 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,383 $6.58M 0.41% -37 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,020 $6.32M 0.71% -1,072 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 8,654 $6.07M 1.03% -734 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 8,590 $6.02M 4.16% +1,074 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,460 $5.93M 3.27% +1 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 8,394 $5.88M 1.79% +5,450 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,215 $5.76M 0.15% +359 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 8,209 $5.75M 4.01% +7,696 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,990 $5.6M 0.36% +1,501 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,483 $5.33M 1.17% +416 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,245 $5.08M 1.87% +261 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,930 $4.86M 3.36% -209 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,898 $4.83M 0.82% +70 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,722 $4.71M 0.7% -1,383 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6,711 $4.7M 2.79% +274 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,667 $4.67M 0.06% +940 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,346 $4.45M 0.29% +114 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 6,175 $4.36M 1.95% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,131 $4.3M 0.1% +1,364 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,938 $4.16M 0.14% +623 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,770 $4.04M 0.71% +493 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,564 $3.9M 3.8% +75 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,476 $3.84M 1.77% +808 13F-HR/A Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,408 $3.79M 2.44% +69 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,326 $3.73M 0.66% +2,938 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,243 $3.67M 1.89% -53 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,240 $3.67M 2.95% -87 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,176 $3.63M 2.47% -4,579 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,947 $3.47M 0.92% +69 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,896 $3.43M 0.52% -9,068 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,746 $3.33M 0.64% +30 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,711 $3.3M 1.78% +13 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,695 $3.29M 0.29% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,529 $3.22M 0.08% -423 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,471 $3.13M 0.61% -308 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,323 $3.03M 0.34% +496 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,266 $2.99M 0.26% +14 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,219 $2.96M 0.79% -119 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 4,168 $2.92M 1.32% +11 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,916 $2.74M 0.2% +21 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,902 $2.74M 0.56% -37 13F-HR Timeline TLWM More: the full row for TLWM 3,902 $2.73M 0.44% +442 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,837 $2.69M 0.11% +38 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,806 $2.67M 0.04% +407 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,788 $2.65M 1.14% +211 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,760 $2.64M 0.31% +585 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,750 $2.63M 0.82% -1,000 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,697 $2.59M 1.14% +75 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,670 $2.57M 0.26% +138 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,595 $2.52M 0.5% +2,118 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 3,577 $2.51M 0.13% +1,607 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,361 $2.36M 0.95% +1 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,342 $2.34M 0.13% -98 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,338 $2.34M 1.03% -20 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,291 $2.31M 0.06% +512 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,255 $2.28M 0.27% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,212 $2.25M 1.03% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,196 $2.24M 1.34% +276 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,140 $2.2M 0.24% +730 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,905 $2.04M 0.15% +871 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,835 $1.99M 0.52% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,829 $1.98M 1.34% +64 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,802 $1.96M 0.54% +674 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,697 $1.89M 0.21% +3 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,670 $1.87M 0.47% +7 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,581 $1.81M 1.01% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,532 $1.77M 0.57% +6 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,474 $1.73M 0.83% -31 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,361 $1.66M 0.69% -178,268 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,324 $1.63M 0.98% +226 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 2,287 $1.6M 0.51% +488 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,218 $1.55M 0.18% +28 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,214 $1.55M 0.3% +2 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,177 $1.53M 0.12% +27 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,154 $1.51M 0.57% -14 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,008 $1.42M 0.2% +236 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,018 $1.41M 4.06% +1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,013 $1.41M 0.11% +423 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,950 $1.37M 0.3% +1 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,907 $1.34M 0.1% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,840 $1.29M 0.29% +483 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,793 $1.26M 0.12% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,760 $1.23M 0.83% +8 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,750 $1.23M 0.81% +649 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,695 $1.19M 0.31% +34 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,694 $1.19M 0.35% +77 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,690 $1.18M 0.3% -102 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,682 $1.18M 0.01% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,633 $1.14M 0.24% -24 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,630 $1.14M 0.41% +38 13F-HR Timeline Trust Co More: the full row for Trust Co 1,621 $1.14M 0.1% +440 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,615 $1.13M 0.36% +24 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,579 $1.11M 0.09% -112 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,520 $1.07M 0.37% +225 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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