Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 15,807 $5.07M 4.08% +2,820 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 15,771 $5.06M <0.01% +11,638 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,680 $5.03M 0.16% -59 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,408 $5.01M 0.06% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 15,604 $5.01M 0.93% +217 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 15,593 $5M 0.85% -321 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 15,592 $5M 1.76% +66 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,559 $4.99M 1.16% -332 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 15,490 $4.97M 0.91% +1,507 13F-HR Timeline BAYBAN More: the full row for BAYBAN 15,466 $4.96M 4.31% -15 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,452 $4.96M 0.62% -122 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,450 $4.96M 0.11% -264 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 15,128 $4.89M 3.33% -11,868 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 15,194 $4.87M 1.51% +1,700 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 15,191 $4.87M 0.65% +778 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15,190 $4.87M 0.42% +775 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 15,185 $4.87M 0.51% +437 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 15,168 $4.87M 2.71% +84 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,147 $4.86M 0.39% +624 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,113 $4.85M 0.18% +3,368 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 15,017 $4.82M 3.61% -589 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 15,000 $4.81M 0.62% -3,660 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,954 $4.8M 0.51% +1,475 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 14,945 $4.79M 1.14% +71 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 14,939 $4.79M 1.16% +183 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 14,935 $4.79M 0.35% -291 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 14,899 $4.78M 2.92% +296 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14,894 $4.78M 0.29% -400 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,887 $4.78M 0.91% +3,761 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,861 $4.77M 3.16% -84 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 14,822 $4.75M 2.57% +170 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 14,766 $4.74M 1.09% -199 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 14,747 $4.73M 0.94% +913 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 14,732 $4.73M 2.23% -1,756 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 14,724 $4.72M 2.16% -321 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for Phillip James Consulting Co. 14,577 $4.68M 3.55% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,559 $4.67M 2.68% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 14,556 $4.67M 0.95% -8,932 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 14,530 $4.66M 1.02% -1,694 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 14,495 $4.65M 1.18% +900 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 14,464 $4.64M 2.62% +1 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 14,130 $4.64M 2.1% -2 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 14,435 $4.63M 0.65% -3,639 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,426 $4.63M 1.21% +126 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 14,424 $4.63M 1.42% -138 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,332 $4.6M 0.94% +81 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,321 $4.6M 0.52% -394 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 45,062 $4.58M 1.72% +4,491 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 14,271 $4.58M 2.47% -20,566 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 14,250 $4.57M 0.78% -863 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. 14,212 $4.56M 0.34% +1,510 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 14,174 $4.55M 2.82% -2,552 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 14,161 $4.54M 0.05% +2,154 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 14,153 $4.54M 1.36% +1,787 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,111 $4.53M 0.25% -5,987 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 14,089 $4.52M 1.99% +3,305 13F-HR/A Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 14,077 $4.52M 2.64% +2,075 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,049 $4.51M 2.33% -650 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,037 $4.5M 1.85% +4,089 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 14,025 $4.5M 1.63% -1,255 13F-HR/A Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 14,019 $4.5M 3.02% +192 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 13,996 $4.49M 2.19% +6,523 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 $4.48M 0.97% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 13,929 $4.47M 0.56% +1,621 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 13,918 $4.47M 1.23% +11,355 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,870 $4.45M 1.76% -781 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 13,863 $4.45M 2.06% +1,068 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 13,829 $4.44M 3.48% +356 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 14,213 $4.43M 3.89% +1,378 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 13,780 $4.42M 0.45% +128 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 12,552 $4.42M 1.25% +1,314 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,771 $4.42M 0.16% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13,743 $4.41M 0.42% -112 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 13,723 $4.4M 0.54% -187 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,698 $4.39M 0.61% +378 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 13,654 $4.38M 3.32% -320 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 13,566 $4.35M 2.49% +4,002 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 13,528 $4.34M 3.39% +181 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,516 $4.34M 0.21% +214 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,460 $4.32M <0.01% -600 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,440 $4.31M 0.31% -526 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,296 $4.31M 0.3% +496 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 13,412 $4.3M 1.37% -100 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,382 $4.29M 2.28% +379 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 13,346 $4.28M 1.8% -121 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,327 $4.28M 0.82% -871 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,323 $4.27M 0.34% +80 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 13,267 $4.26M 2.99% -279 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 13,242 $4.25M 1.41% +444 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,241 $4.25M 1.18% -511 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,225 $4.24M 0.23% +38 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,206 $4.24M 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,200 $4.23M 1.93% +40 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,890 $4.22M 1.76% +237 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 13,150 $4.22M 0.53% -2 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 11,956 $4.21M 0.71% -84 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,138 $4.21M 1.2% +20 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 13,130 $4.21M 2.98% +11,699 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $4.21M 1.62% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,081 $4.2M 0.63% -52 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 13,078 $4.2M 0.93% -12,340 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,034 $4.18M 0.43% +181 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 13,011 $4.17M 3.56% -262 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 13,007 $4.17M -13,049 Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 12,921 $4.15M 0.79% -1,323 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,917 $4.14M 0.56% -82 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,883 $4.13M 0.87% -251 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,876 $4.13M 0.19% -1,874 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 12,868 $4.13M 4.07% +353 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,855 $4.12M 0.29% -17,982 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 12,831 $4.12M 1.32% -419 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,829 $4.12M 0.18% +212 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,827 $4.12M 0.69% +228 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,823 $4.11M 1.53% +283 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 12,797 $4.11M 0.48% -206 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,777 $4.1M 1.43% -165 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 12,770 $4.1M 2.08% -2,363 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 12,768 $4.1M 1.12% +181 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,737 $4.09M 0.8% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 12,694 $4.07M 0.41% -400 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,683 $4.07M 0.53% +247 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,681 $4.07M 2.33% -325 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 12,634 $4.05M 1.81% -948 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,630 $4.05M 0.13% +4,729 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,619 $4.05M 0.31% +227 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 10,849 $4.04M 0.47% -2,109 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,572 $4.03M 0.24% -451 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 12,484 $4M 1.66% -1,239 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,467 $4M 2.31% -490 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,461 $4M 0.8% -4,620 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,411 $4M 0.26% +449 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12,433 $3.99M 0.86% -17 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $3.97M 0.93% 0 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 12,373 $3.97M 1.39% +83 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 12,354 $3.96M 2.35% +823 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,344 $3.96M 0.03% -4,933 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 12,305 $3.95M 1.72% +165 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,301 $3.95M 0.5% -423 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 12,293 $3.94M 0.82% +158 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,240 $3.93M 2.09% +1,008 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,240 $3.93M 0.21% -1,269 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 12,210 $3.92M 2.85% +3,457 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,198 $3.91M 0.53% +1 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 12,195 $3.91M 0.63% -3,396 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,191 $3.91M 0.02% -1,142 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 12,190 $3.91M 2.24% +91 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 12,161 $3.9M 0.98% +1,657 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 12,151 $3.9M 3.3% -1,166 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,141 $3.9M 0.35% -151 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,129 $3.89M 0.46% +1,214 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 12,088 $3.88M 1.62% +405 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,070 $3.87M 0.94% -568 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,937 $3.84M 0.37% +373 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 11,950 $3.83M 0.33% +55 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,942 $3.83M 0.65% +725 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 11,932 $3.83M 1.01% +56 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 11,459 $3.82M 2.95% +1,498 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,907 $3.82M 0.59% +28 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,869 $3.81M 0.8% +145 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,851 $3.8M 0.02% new 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 11,814 $3.79M 1.95% -538 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,801 $3.79M 1.78% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 11,760 $3.77M 1.08% -431 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 11,729 $3.76M 2.79% -34 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 11,708 $3.76M 2.35% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,700 $3.75M 1.44% -1 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,657 $3.74M 0.53% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,656 $3.74M 0.39% 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 11,640 $3.73M 3.89% +501 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,624 $3.73M 0.36% -5,204 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 11,602 $3.72M 2.95% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 11,575 $3.71M 0.48% -8,152 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,522 $3.7M 0.31% +28 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,566 $3.7M 1.5% -93 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 10,775 $3.69M 0.93% +971 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,465 $3.68M 0.25% -56 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 11,426 $3.67M 2.45% +10 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,420 $3.66M 1.22% +350 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,416 $3.66M 1.67% +62 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,379 $3.65M 2.47% -55 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,379 $3.65M 2.76% -123 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 11,367 $3.65M 0.61% +753 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 11,344 $3.64M 0.26% +9,796 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 11,341 $3.64M 1.96% +1,198 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,326 $3.63M 0.09% -783 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,279 $3.62M 1.07% +122 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,268 $3.61M 0.11% +1,873 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $3.61M 0.5% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,250 $3.61M 0.57% -533 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11,250 $3.61M 0.56% -1,024 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 11,239 $3.61M 2.11% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,232 $3.6M 0.78% +53 13F-HR Timeline