Roundview Capital LLC More: the full row for Roundview Capital LLC 109,247 $35M 2.18% +1,512 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 108,648 $34.8M 7% -12,862 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 108,406 $34.8M 15.23% -1,327 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 108,390 $34.8M 8.03% -5,715 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 108,125 $34.7M 0.82% +12,550 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 108,007 $34.6M 1.51% +94 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 106,859 $34.3M 12.09% +9,262 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 106,809 $34.3M 3.22% +12,918 13F-HR Timeline XY Planning Network, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 93,753 $30.1M 3.42% +3,547 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 93,487 $30M 0.01% +3,700 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 93,285 $29.9M 5.18% -21,513 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 91,961 $29.8M 1.59% +10,699 13F-HR Timeline Peak Financial Management, Inc. 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Empirical Wealth Management 77,227 $24.8M 0.43% -3,232 13F-HR Timeline Compound Planning, Inc. 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More: the full row for Mullooly Asset Management, Inc. 74,108 $23.8M 8.77% +244 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 73,426 $23.6M 0.51% +3,576 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 73,196 $23.5M 0.87% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 73,064 $23.4M 0.02% -11,476 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 72,922 $23.4M 2.31% +803 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 72,574 $23.3M 18.91% -290 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 72,406 $23.2M 12.61% +2,852 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for Cannon Financial Strategists, Inc. 70,417 $22.6M 2.97% +334 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 70,368 $22.6M 1.54% -5,537 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 69,983 $22.5M 0.87% +41,145 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 69,972 $22.4M 1.25% -36,735 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 69,850 $22.4M 13.49% +1,568 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 69,565 $22.3M 21.54% -1,114 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 69,346 $22.2M 9.16% +6,357 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 63,926 $22.2M 1.43% +5,282 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 68,900 $22.1M 4.35% +64,600 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 68,757 $22.1M 0.67% +2,321 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 68,354 $21.9M 6.5% -566 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 68,189 $21.9M 1.2% +2,040 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 68,140 $21.9M 2.78% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 68,002 $21.8M 0.18% -1,980 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 67,998 $21.8M 0.91% +2,632 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 67,752 $21.7M 0.49% +6,097 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 67,745 $21.7M 8.67% -5,907 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 67,699 $21.7M 4.83% +1,139 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 67,253 $21.6M 2.27% +56,952 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 66,972 $21.5M 0.44% -1,742 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 66,741 $21.4M 16.96% +784 13F-HR Timeline Essential Planning, LLC. 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More: the full row for Skyline Advisors, Inc. 65,805 $21.1M 7.37% -38,008 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 65,770 $21.1M 0.21% +1,006 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 65,721 $21.1M 5.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 65,334 $21M 0.42% +1,877 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 65,324 $21M 2.72% +16,748 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 65,052 $20.9M 0.99% +5,869 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 64,525 $20.9M 7.68% -6,504 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 64,855 $20.8M 0.13% new 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 64,744 $20.8M 0.25% +3,027 13F-HR Timeline Group SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 64,548 $20.7M 20.05% -15,090 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 64,509 $20.7M 15.14% +4,814 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 63,457 $20.4M 4.85% -357 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 63,260 $20.3M 0.04% +2,751 13F-HR Timeline Group Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 63,176 $20.3M 12.12% -2,240 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 63,166 $20.3M 3.98% +3,497 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 63,114 $20.2M 0.11% +8,383 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 63,113 $20.2M 18.19% +5,855 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 62,975 $20.2M 5.41% -217 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,713 $20.1M 2.55% -31 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 62,464 $20M 11.12% -853 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 62,338 $20M 12.16% -1,064 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 62,244 $20M 0.31% +925 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 62,036 $19.9M 10% +1,281 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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ET AL 61,077 $19.6M 0.19% +4,167 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 55,921 $19.6M -521 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,890 $19.5M 0.58% 0 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 210,327 $19.5M 1.16% +148,765 13F-HR Timeline Almanack Investment Partners, LLC. 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