Composition Wealth, LLC More: the full row for Composition Wealth, LLC 72,679 $6.26M 0.07% +61,549 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 72,453 $6.24M 1.49% +60,519 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 69,774 $6.24M 2.51% +216 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 71,969 $6.2M 0.3% +57,777 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 71,958 $6.2M 1.92% +61,840 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 71,941 $6.2M 1.73% +59,866 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 71,734 $6.18M 2.33% +59,899 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 71,325 $6.14M 0.72% +59,134 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 71,299 $6.14M 1.94% +59,058 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 70,948 $6.11M 2.35% +59,123 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 70,811 $6.1M 0.02% +59,375 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 70,778 $6.1M 4.62% +59,090 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 70,625 $6.08M 2.08% +59,163 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 70,597 $6.08M 7.35% +64,001 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 70,449 $6.07M 0.18% +59,901 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 70,273 $6.05M 0.9% +58,428 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 70,973 $6.05M 0.79% +59,011 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 70,060 $6.03M 2.36% +58,664 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 62,505 $6.02M 1.1% +50,005 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 69,917 $6.02M 0.64% +58,819 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 69,723 $6.01M 0.84% +58,084 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 69,661 $6M 0.13% +57,920 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 69,584 $6M 2.67% +57,672 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 69,079 $5.95M 0.1% +57,489 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 69,031 $5.95M 0.94% +56,401 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 68,918 $5.94M 1.56% +57,465 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 68,670 $5.92M 1.41% +57,089 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 68,447 $5.9M 0.46% +57,314 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 68,444 $5.9M 0.75% +59,255 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 68,338 $5.89M 5.1% +55,892 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 68,181 $5.87M 0.38% +55,901 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 67,274 $5.79M 0.91% +54,195 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 67,161 $5.79M 0.24% +56,410 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 67,097 $5.78M 1.69% +55,971 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 67,088 $5.78M 3.41% +56,763 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 66,950 $5.77M 1.74% +55,393 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 66,688 $5.74M 2.41% +55,577 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 66,457 $5.72M 0.76% +55,051 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 66,200 $5.7M 0.21% +54,852 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 65,600 $5.65M 0.07% +54,585 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 65,130 $5.61M 0.24% +53,712 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 64,839 $5.59M 4.41% +53,944 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 64,685 $5.57M 0.04% +53,902 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 64,678 $5.57M 0.6% +53,568 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 64,504 $5.56M 3.27% +53,754 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 64,259 $5.54M 0.56% +53,239 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 64,170 $5.53M 1.04% +60,994 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 64,076 $5.52M 0.01% +45,811 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 63,933 $5.51M 0.16% +53,134 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 63,731 $5.49M 0.53% +53,629 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 63,595 $5.48M 0.13% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 63,551 $5.47M 0.21% +53,518 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 63,375 $5.46M 0.14% +52,839 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 62,623 $5.39M 2.19% +52,180 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 62,581 $5.39M <0.01% +53,691 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 62,273 $5.36M 1.33% +51,997 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 62,074 $5.35M 0.36% +52,340 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 62,073 $5.35M 0.35% +51,996 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 61,969 $5.34M 1.34% +51,749 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61,923 $5.33M 0.4% +52,888 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 61,885 $5.33M 0.08% +51,683 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 61,807 $5.32M 1.36% +50,669 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 61,369 $5.29M 2.55% +50,920 13F-HR Timeline CX Institutional More: the full row for CX Institutional 60,816 $5.24M 0.15% +50,203 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 60,803 $5.24M 4.03% +50,788 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 60,707 $5.23M 0.06% +56,207 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 60,477 $5.21M 1.82% +50,383 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 60,469 $5.21M 1.18% +50,190 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 60,356 $5.2M 1.63% +51,353 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 60,338 $5.2M 2.41% +50,098 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 60,250 $5.19M 1.21% +50,712 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 60,024 $5.17M 0.37% +50,028 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 59,930 $5.16M 0.23% +50,142 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 59,924 $5.16M 0.87% +49,816 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 59,864 $5.16M 0.16% +46,623 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 59,119 $5.09M 2.47% +49,317 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 58,911 $5.07M 1.85% +48,144 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 58,868 $5.07M 0.37% +48,443 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 58,766 $5.06M 2.71% +48,476 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 58,646 $5.05M 0.06% +49,796 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 58,249 $5.05M 0.47% +910 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 58,602 $5.05M 0.2% -15,990 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 58,599 $5.05M 1.02% +50,554 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 58,547 $5.04M 0.76% +48,757 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 58,378 $5.03M 1.25% +47,479 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58,281 $5.02M 3.9% +48,523 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 70,532 $5.02M 1.01% +50,727 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,548 $5M 1.17% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 57,996 $5M 0.14% +46,763 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 57,691 $4.97M 0.28% +45,339 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 57,732 $4.96M 0.09% +47,955 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 57,470 $4.95M 2.95% +48,292 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 57,384 $4.94M 0.09% +47,836 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 57,321 $4.94M 3.98% +48,709 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 57,225 $4.93M 1.8% +48,012 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 57,199 $4.93M 1.92% +47,501 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 57,181 $4.93M 1.73% +46,663 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 57,009 $4.91M 0.42% +46,814 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 56,564 $4.87M 3.99% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 56,464 $4.86M 2.33% +47,278 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 56,061 $4.83M 2.42% +48,830 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 55,893 $4.81M 4.54% +46,609 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 55,710 $4.8M 0.1% +46,425 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 55,558 $4.79M 2.84% +46,155 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 55,434 $4.78M 0.17% +46,545 13F-HR Timeline Group SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 55,307 $4.76M 3.41% +49,657 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 55,276 $4.76M 1.52% +53,850 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 55,164 $4.75M 0.41% +48,938 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 55,069 $4.74M 0.26% +45,891 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 54,729 $4.71M 0.68% +45,741 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 54,600 $4.7M 1.68% +45,500 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 54,394 $4.68M 0.61% +44,897 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 54,227 $4.67M 1.66% +45,144 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 54,057 $4.66M 0.74% -61 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 53,950 $4.65M 0.28% +44,302 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 53,591 $4.62M 1.25% +44,658 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 53,583 $4.62M 1.46% +25,338 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 53,570 $4.62M 0.55% +44,631 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 53,493 $4.61M 1.4% +44,627 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 53,463 $4.61M 0.14% +43,669 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 53,242 $4.59M 0.28% +44,348 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 53,182 $4.58M 1.49% +42,623 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 53,174 $4.58M 1.6% +43,985 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 53,165 $4.58M 0.6% +45,070 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 53,956 $4.58M 0.15% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 53,009 $4.57M 0.43% +44,110 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 53,014 $4.57M 0.22% +44,651 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52,950 $4.56M 0.39% +46,792 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 52,773 $4.55M 0.17% +43,952 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 52,681 $4.54M 0.05% +43,906 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 52,374 $4.51M 1.41% +43,065 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 52,358 $4.51M 2.02% +44,704 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 51,806 $4.46M 1.42% +43,481 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 51,725 $4.46M 0.47% +43,735 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 51,716 $4.45M 1.88% +43,058 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 51,691 $4.45M 0.74% +17,506 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 51,407 $4.43M 0.15% +42,658 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 76,287 $4.42M 0.68% +63,509 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 51,258 $4.42M 0.43% +42,523 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 51,255 $4.42M 1.07% +44,247 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 51,109 $4.4M 0.29% +43,292 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 51,102 $4.4M 0.22% +42,330 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 50,544 $4.35M 1.74% +42,120 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 50,541 $4.35M 0.09% +42,983 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 50,420 $4.34M 0.26% +42,021 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 49,945 $4.3M 0.62% +41,302 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 49,741 $4.28M 0.47% +42,359 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 49,686 $4.28M 2.11% +41,344 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 49,570 $4.27M 0.05% +41,349 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 49,542 $4.27M 1.77% +43,526 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 49,189 $4.24M 0.05% +41,597 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 49,156 $4.23M 0.27% +41,163 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 49,040 $4.22M 0.05% +40,657 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 48,949 $4.22M 2.76% +40,906 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 48,777 $4.2M 0.06% +45,086 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 48,762 $4.2M 0.22% +40,635 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 48,724 $4.2M <0.01% +41,191 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 48,723 $4.2M 0.04% +41,260 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 48,633 $4.19M 1.01% +40,607 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 48,568 $4.18M 1.24% +39,990 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 47,245 $4.17M 0.51% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 48,312 $4.16M 0.14% +43,070 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 47,993 $4.13M 0.58% +39,475 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 47,930 $4.13M 0.06% +40,049 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 47,651 $4.1M 2.43% +39,280 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 47,572 $4.1M 0.16% +40,147 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 47,565 $4.1M 1.22% +39,623 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 47,512 $4.09M 0.41% +39,543 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 47,480 $4.09M 3.36% +39,823 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 47,422 $4.08M 0.42% +38,867 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 47,401 $4.08M 4.31% +39,264 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 47,307 $4.08M 0.6% +39,817 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 47,315 $4.08M 2.02% +39,403 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 47,303 $4.07M 0.33% +39,336 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 47,090 $4.06M 2.05% +39,066 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 46,788 $4.03M 1.91% +38,918 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 46,692 $4.02M 0.21% +40,068 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 46,299 $3.99M 0.02% +38,744 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 46,235 $3.98M 0.19% +38,640 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 46,185 $3.98M 0.71% +38,747 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 46,056 $3.97M 0.26% +38,192 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 46,015 $3.96M 1.11% +38,241 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 47,374 $3.96M 0.27% +43,658 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 45,747 $3.94M 0.57% +38,083 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 45,748 $3.94M 3.38% +38,344 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 45,540 $3.92M 0.35% +37,950 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JT Stratford LLC More: the full row for JT Stratford LLC 45,534 $3.92M 0.43% +38,125 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 45,405 $3.91M 2% 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 45,077 $3.88M 0.15% +40,914 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 45,041 $3.88M 2.21% +40,823 13F-HR Timeline Busey Bank More: the full row for Busey Bank 45,024 $3.88M 0.09% +37,734 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 44,895 $3.87M 1.39% +37,276 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 44,494 $3.83M 2.25% +37,053 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 44,469 $3.83M 0.14% +37,042 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 44,339 $3.82M 0.45% +35,682 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 43,830 $3.78M 1.76% +35,667 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 43,827 $3.78M 0.37% +36,504 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 43,693 $3.76M 1.07% +37,494 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 43,664 $3.76M 1.88% +36,474 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 43,632 $3.76M 0.06% +36,649 13F-HR Timeline