Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,374 $218K 0.21% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,351 $217K 0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,344 $217K 0.04% -4,344 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,334 $216K <0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,303 $215K 0.12% +194 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,270 $213K 0.01% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,233 $213K 0.03% +36 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,219 $211K 0.01% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,210 $210K 0.14% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,158 $207K 0.09% +161 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,126 $206K 0.07% new 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,124 $206K 0.15% +24 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,080 $204K 0.01% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,076 $203K 0.04% -32 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,069 $203K <0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,020 $201K 0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,969 $198K 0.03% +2,620 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,931 $196K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,921 $196K 0.05% +10 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Godfrey Financial Associates, Inc. 1,825 $91K 0.08% +38 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,807 $90.3K <0.01% -3,630 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,617 $80.7K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,580 $78.8K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,400 $69.8K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,397 $69.7K 0.01% +1,213 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,371 $68.4K <0.01% -501 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,368 $68.2K <0.01% -26,693 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,330 $66.4K 0.03% -12 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,298 $64.8K <0.01% -2,477 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,288 $64.3K <0.01% -49 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,241 $61.9K 0.1% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,232 $61.5K 0.05% -572 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,175 $58.6K 0.02% +400 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,125 $56K 0.01% +6 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $54.9K 0.02% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,081 $53.9K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,078 $53.8K 0.03% +526 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,058 $52.8K 0.01% -507 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,035 $51.6K 0.03% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,020 $50.9K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,036 $50.8K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,014 $50.6K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,008 $50.3K 0.26% -2 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,000 $49.9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 993 $49.5K 0.01% new 13F-HR/A Timeline City State Bank More: the full row for City State Bank 991 $49.4K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 980 $48.9K 0.02% new 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 925 $46.1K 0.02% +500 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 900 $45K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 867 $43.3K 0.01% -543 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 811 $40.5K 0.36% -178 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 794 $40K <0.01% -603 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 778 $38.8K <0.01% +773 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 707 $35.3K 0.02% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 675 $33.7K <0.01% -5,055 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 675 $33.7K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 629 $31.4K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 560 $27.9K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 519 $25.9K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 318 $15.9K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 304 $15.2K 0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 300 $14.9K 0.01% 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 294 $14.7K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 271 $13.5K 0.01% +2 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 260 $13K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 253 $12.6K <0.01% +222 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 252 $12.6K <0.01% -108 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $12.5K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 230 $11.5K <0.01% 0 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 557 $11.2K 0.19% -4 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 223 $11K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 188 $9.38K <0.01% -39 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $8.08K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 159 $7.94K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 140 $6.99K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for OAKWORTH CAPITAL, INC. 45 $2.25K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 43 $2.15K <0.01% 0 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 39 $1.95K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 39 $1.95K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 37 $1.85K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 29 $1.45K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 16 $782 <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 13 $627 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $599 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5 $249 <0.01% -27 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $50 <0.01% 0 13F-HR Timeline