Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 15,702 $5.81M 1.99% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,629 $5.78M 0.11% +179 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,617 $5.78M 0.43% +470 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 15,598 $5.77M 5.69% -339 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 15,551 $5.75M 0.48% -334 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,531 $5.75M 0.65% -417 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 15,436 $5.71M 0.86% -1,435 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 15,406 $5.7M 0.84% -84 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 15,370 $5.69M 0.62% +1,441 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 15,349 $5.68M 1.53% +925 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 15,306 $5.66M 2.18% -116 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 15,249 $5.64M 0.66% +9,677 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 15,231 $5.64M 0.99% +577 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 15,228 $5.64M 0.58% +1,505 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 15,194 $5.62M 1.54% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 15,181 $5.62M 0.84% +2,031 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 15,148 $5.61M 4.32% +935 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 15,112 $5.59M 2.72% -56 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,051 $5.57M 0.54% +730 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 15,029 $5.56M 0.84% -3,100 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 15,018 $5.56M 1.1% +252 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 14,982 $5.54M 1.47% +37 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 14,981 $5.54M 0.54% -204 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 14,968 $5.54M 1.2% +29 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 14,896 $5.51M 0.56% +13,196 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 14,860 $5.5M 0.46% +1,853 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 14,854 $5.5M 0.97% +107 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,835 $5.49M 0.92% -52 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,829 $5.49M 2.9% +270 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 14,278 $5.49M 0.29% +2,934 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,823 $5.49M 0.17% -5,439 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14,801 $5.48M 0.34% +1,946 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 14,782 $5.47M 2.73% -40 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,751 $5.46M 2.94% -110 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,714 $5.44M 0.41% +128 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,711 $5.44M 0.91% +379 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 14,675 $5.43M 3.55% +6 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14,651 $5.42M 0.28% -243 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 14,619 $5.41M 2.6% -24 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 14,581 $5.4M 1.89% -1,731 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 14,537 $5.38M 3.53% -61 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 14,506 $5.37M +3,363 Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 14,485 $5.36M 2.24% -239 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 14,482 $5.36M 2.52% +18 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 14,427 $5.34M 3.61% -590 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 14,418 $5.34M 0.7% -17 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 14,408 $5.33M 0.34% -527 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 14,376 $5.32M 0.54% -1,835 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 14,344 $5.31M 2.83% +170 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,308 $5.29M 0.23% +792 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 14,283 $5.29M 0.6% -1,169 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 14,273 $5.28M 1.13% +23 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 14,210 $5.26M 0.99% +1,327 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 14,204 $5.26M 1.31% +286 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 14,188 $5.25M 0.89% -2,683 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,176 $5.25M 1.35% -250 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 44,959 $5.24M 1.74% -103 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 14,153 $5.24M 1.33% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 14,127 $5.23M 2.53% +50 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 14,088 $5.21M 0.94% -468 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 14,054 $5.2M 0.22% -7,230 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,049 $5.2M 1.82% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 14,031 $5.19M 0.17% -639 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 14,007 $5.18M 1.75% +1,702 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 13,969 $5.18M 2.4% +106 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 13,982 $5.17M 3.24% +715 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,955 $5.16M 1.03% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,948 $5.16M <0.01% +488 13F-HR Timeline Group Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 13,943 $5.16M 3.53% +114 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,933 $5.16M 0.51% +1,804 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 13,893 $5.14M 1.55% -132 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,867 $5.13M 1.79% -3 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 13,864 $5.13M 0.78% +9,722 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,842 $5.12M 0.59% +3,056 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,803 $5.11M 0.21% +927 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 13,786 $5.1M 0.46% +6 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 13,778 $5.1M 0.34% -434 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13,746 $5.09M 0.42% +3 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,689 $5.07M 0.46% -1,265 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 13,547 $5.01M 2.47% -724 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,490 $4.99M 1.57% -13,101 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 13,449 $4.99M 1.45% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,481 $4.99M 0.62% -217 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,473 $4.99M 2.86% -546 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 13,468 $4.98M 3.47% -60 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 13,407 $4.98M 2.36% -159 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 13,455 $4.98M 1.39% +43 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,432 $4.97M 1.8% -605 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 13,366 $4.95M 1.79% +20 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,366 $4.95M 3.08% +2,221 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 13,300 $4.92M 0.58% -1,700 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,257 $4.91M 0.79% -70 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,238 $4.9M 1.87% +38 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 13,226 $4.89M 2.67% +872 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,223 $4.89M 0.45% +189 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 13,214 $4.89M 1.02% +1,053 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,161 $4.87M 1.49% +384 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,154 $4.87M 1.18% -87 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 13,152 $4.87M 3.2% +22 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,149 $4.87M 0.23% -76 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 13,148 $4.87M 0.71% +321 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,138 $4.86M 1.22% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $4.86M 1.78% 0 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 13,108 $4.85M 2.23% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,091 $4.84M 0.03% -115 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,069 $4.84M 0.64% -12 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,068 $4.84M 0.27% +2,632 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,060 $4.83M 0.13% +430 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 13,031 $4.82M 0.79% -2,573 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 12,936 $4.82M 4.23% +68 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 12,956 $4.79M 3.53% -55 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12,955 $4.79M 0.35% -2,235 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 12,949 $4.79M 2.16% -433 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,922 $4.78M 0.78% +185 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,900 $4.77M 0.24% -6,369 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 12,898 $4.77M 0.77% -23 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,896 $4.77M 1.48% +73 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,890 $4.77M 0.55% +207 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 12,874 $4.76M 0.76% +6,440 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 12,870 $4.76M 1.16% +102 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,821 $4.74M 0.51% -96 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 12,771 $4.73M 1.76% +1 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,754 $4.72M 0.34% +2,425 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 12,744 $4.72M 1.34% -87 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 12,702 $4.7M 1.95% -2,030 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,681 $4.69M 2.21% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 12,662 $4.69M 1.83% +28 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,657 $4.68M 1.43% -585 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,655 $4.68M 0.32% -668 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 12,643 $4.68M 0.42% +987 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 12,566 $4.65M 2.37% +376 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 12,562 $4.65M 4.04% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 12,570 $4.64M 1.25% +18 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,523 $4.63M 0.18% -306 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 12,501 $4.63M 0.46% -296 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,497 $4.62M 0.25% -75 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 12,487 $4.62M 0.37% +346 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $4.62M 1.1% 0 13F-HR Timeline Amount filed as zero, left out of ratios. WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 12,449 $4.61M 2.25% +9,922 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,449 $4.61M 1.73% -35 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 12,432 $4.6M 0.41% -262 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $4.58M 1.01% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 12,371 $4.58M 0.86% +78 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,371 $4.58M 0.98% +301 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,301 $4.55M 0.52% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 12,295 $4.55M 0.84% -2,235 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,274 $4.54M 0.03% -70 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,307 $4.54M 0.3% +11 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 12,258 $4.54M 1.04% +326 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 12,429 $4.53M 1.37% +56 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,229 $4.53M 2.18% -11 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,199 $4.51M 0.59% +1 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 12,096 $4.48M 1.91% -7,113 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,049 $4.46M 0.22% -191 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,036 $4.45M 0.35% +86 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12,057 $4.45M 0.82% -376 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,012 $4.44M 0.14% -1,759 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,956 $4.42M 0.62% +14 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,874 $4.41M 0.41% +2,402 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 11,892 $4.4M 1.97% +881 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 11,891 $4.4M 2.87% -319 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,848 $4.38M 1.84% +47 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 11,845 $4.38M 2.93% -2,732 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,831 $4.38M 0.02% -20 13F-HR Timeline Group PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 11,827 $4.38M 2.36% -3,072 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 11,814 $4.37M 2.13% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 11,755 $4.35M 1.12% -5 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 11,729 $4.34M 2.82% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,718 $4.34M 0.02% -473 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 11,708 $4.33M 4.07% +68 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 11,686 $4.33M 0.94% +8,859 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,667 $4.32M 0.57% +10 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,653 $4.31M 0.61% -254 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,650 $4.31M 0.36% -287 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,633 $4.3M 1.41% +10,200 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 11,631 $4.3M 2.98% +29 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,631 $4.3M 1.71% -259 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,573 $4.28M 2.4% -127 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 11,565 $4.27M 0.68% -391 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 11,526 $4.27M 0.68% -935 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,498 $4.25M 0.13% +275 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,476 $4.25M 1.66% +60 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,447 $4.24M 0.31% -75 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,443 $4.23M 0.25% +32 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 11,544 $4.23M 0.48% +695 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,355 $4.2M 0.21% -2,756 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,353 $4.2M 0.18% +7,510 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 11,330 $4.19M 2.55% -96 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,305 $4.18M 2.77% -74 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $4.17M 0.5% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 11,239 $4.16M 2.46% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,232 $4.16M 0.78% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,205 $4.15M 1.16% -215 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 11,202 $4.15M 2.91% -12,620 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 11,200 $4.14M <0.01% +1,300 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,197 $4.14M 0.35% -427 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $4.14M 0.7% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,182 $4.14M 1.08% -97 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 11,171 $4.13M 0.2% +7,067 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,111 $4.11M 0.73% -758 13F-HR Timeline