Petix & Botte Co More: the full row for Petix & Botte Co 2,058 $574K 0.13% -78 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,053 $573K 0.35% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,042 $570K 0.08% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,039 $569K 0.04% 0 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,038 $569K 0.39% -48 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,029 $566K 0.2% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,000 $558K 0.2% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,999 $558K +1,909 Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 1,993 $556K 0.46% -14 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,966 $549K 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,965 $549K 0.01% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,963 $548K 0.12% -9 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 1,952 $545K 0.18% 0 13F-HR Timeline FDx Advisors, Inc. 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Prosperity Capital Advisors 1,730 $483K 0.03% -4,049 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,729 $483K 0.05% -52 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,721 $480K 0.02% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,702 $475K 0.06% +603 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,689 $471K 0.01% -200 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,688 $471K 0.03% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,682 $470K 0.04% -15 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,670 $466K 0.25% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,662 $464K 0.02% +3 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,651 $461K 0.03% 0 13F-HR Timeline GEN Financial Management, INC. 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