Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,005 $5.86M 2.93% -145 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 11,983 $5.85M 0.91% +203 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,929 $5.82M 0.02% -137 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 12,196 $5.82M 4.35% +855 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,914 $5.81M 0.2% +454 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,912 $5.81M 1.24% -106 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 12,065 $5.8M 1.52% +89 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 11,825 $5.77M 2.58% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 11,794 $5.75M 0.5% -2,119 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 11,611 $5.69M 2.62% -222 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,641 $5.68M 1.25% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,613 $5.67M 0.1% +1,547 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,584 $5.65M 0.55% +8,927 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,549 $5.63M 2.56% +861 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,527 $5.62M 0.12% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,477 $5.6M 0.26% -180 13F-HR Timeline City State Bank More: the full row for City State Bank 11,476 $5.6M 1.53% +667 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,475 $5.6M 0.25% +221 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,474 $5.6M 1.53% -164 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 11,472 $5.6M 2.85% -190 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,425 $5.57M 1.68% -12 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 11,408 $5.57M 2.46% +60 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,364 $5.54M 2.31% +912 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 11,343 $5.53M 1.52% +557 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,332 $5.53M 0.39% +1,191 13F-HR/A Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 11,313 $5.52M 2.76% -29 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,292 $5.51M 0.26% -95 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,270 $5.5M 0.75% -509 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,261 $5.49M <0.01% +2,359 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 11,237 $5.48M 2.29% +30 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 11,235 $5.48M 1.44% -631 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,204 $5.47M 0.72% +8,474 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,189 $5.46M 0.5% +1,265 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,162 $5.45M 0.19% -2,266 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,147 $5.44M 0.23% -114 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 11,116 $5.42M 2.19% -1,190 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 11,085 $5.41M 2.41% -5 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 13,851 $5.4M 1.75% -398 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 11,056 $5.39M 0.18% -7,818 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 11,089 $5.38M 5.46% -3,524 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 11,012 $5.37M 1.39% +418 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,999 $5.37M 2.54% +300 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,975 $5.35M 0.04% -4 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 10,964 $5.35M 0.06% -2,225 13F-HR Timeline Group Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 10,903 $5.32M 3.35% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,881 $5.31M 1.92% +11 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,878 $5.31M 0.83% +800 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 10,854 $5.3M 2.31% -233 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 10,835 $5.29M +3,069 Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,727 $5.23M 0.48% -11,598 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,711 $5.23M 0.17% +1,319 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,695 $5.22M 3.55% +2,188 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 10,661 $5.2M 2.62% -911 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,056 $5.18M 0.12% -79 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,594 $5.17M 0.38% +895 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,557 $5.15M 0.52% -452 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 10,536 $5.14M 1.03% -130 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,362 $5.06M 2.27% -144 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 10,355 $5.05M 0.44% -138 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,287 $5.02M 0.54% +262 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 10,284 $5.02M 3.34% +2,639 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 10,243 $5M 0.9% +4,077 13F-HR/A Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,235 $4.99M 2.03% +300 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,231 $4.99M 3.48% -351 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 10,216 $4.98M 0.58% +376 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,202 $4.98M 0.07% -10 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 10,169 $4.96M 3.3% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,149 $4.95M 0.64% +18 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,113 $4.93M 0.83% -202 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 10,098 $4.93M 1.46% +6,494 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 10,094 $4.92M 4.07% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,089 $4.92M 1.32% -57 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 10,080 $4.92M 0.19% +738 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,061 $4.91M 0.96% +20 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,048 $4.9M 0.16% +2,814 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,022 $4.89M 0.1% new 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 9,985 $4.87M 2.95% -90 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,930 $4.84M 0.27% +1,112 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,917 $4.84M 0.13% -208 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9,916 $4.84M 0.53% -2,464 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,895 $4.83M 0.35% -279 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,777 $4.79M 0.1% +1,620 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,822 $4.79M 0.36% +522 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,811 $4.79M 4.28% -348 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,802 $4.78M 0.37% +129 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,763 $4.76M 0.15% +536 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,754 $4.76M 2.61% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,734 $4.75M 0.05% -713 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,714 $4.74M 1.73% +4,035 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,711 $4.74M 2.33% -54 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 9,660 $4.71M 3.11% -600 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 9,655 $4.71M 1.44% 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 9,609 $4.69M 2.37% -416 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,606 $4.69M 0.16% -454 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,539 $4.65M 0.1% +1,630 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,527 $4.65M 0.2% +1,174 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,587 $4.62M 0.77% +308 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,453 $4.61M 1.66% -1,050 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,408 $4.59M 1.54% +18 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,406 $4.59M 0.13% +603 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 9,382 $4.58M 4.49% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,285 $4.53M 0.1% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 9,200 $4.5M 0.79% +59 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 9,512 $4.5M 1.01% +385 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,176 $4.48M 0.29% -121 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,158 $4.47M 0.01% +6,554 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 9,100 $4.44M 1.91% -400 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,094 $4.44M 0.34% -642 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,086 $4.43M 0.21% -90 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,113 $4.42M 1.68% +4,435 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 9,034 $4.41M 2.64% +673 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,022 $4.4M 0.3% -169 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,000 $4.39M 0.36% +916 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 8,973 $4.38M 0.6% +261 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,924 $4.35M 3.71% -39,995 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 8,924 $4.35M 0.79% +99 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,868 $4.34M 0.49% -62,533 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,899 $4.34M 0.45% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,885 $4.33M 0.24% -3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,883 $4.33M 1.52% -691 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 8,856 $4.32M 1.82% -12 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 8,837 $4.31M 9.23% -139,093 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,825 $4.31M 0.05% +207 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,773 $4.28M 1.82% -1,698 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 18,036 $4.27M 1.03% +9,367 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 8,755 $4.27M 1.1% -276 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,750 $4.26M -75 Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,729 $4.26M 0.53% -70 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,714 $4.25M 0.68% -383 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,708 $4.25M 1.23% +9 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 8,695 $4.24M 1.97% -107 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,675 $4.23M 0.97% +373 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,657 $4.22M 1.15% +403 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 8,635 $4.21M 0.6% -268 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,589 $4.19M 0.04% +6 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,571 $4.18M 3.95% 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 8,494 $4.14M 2.12% +6,655 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,483 $4.14M 0.07% +529 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 8,468 $4.13M 2.21% -502 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,449 $4.12M 0.24% +774 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 8,410 $4.1M 1.99% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,390 $4.09M 0.25% +18 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,383 $4.09M 2.26% +289 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,378 $4.09M 0.05% +968 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,352 $4.07M 1.77% -185 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,333 $4.07M 1.28% +7,704 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,329 $4.06M 2.08% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 8,306 $4.05M 4.56% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,244 $4.05M 0.51% -32 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 8,295 $4.05M 0.17% +76 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,281 $4.04M 2.35% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,235 $4.02M 0.04% +1,399 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,232 $4.02M 0.12% -243 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,227 $4.01M 0.25% -1,184 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,205 $4M 0.46% -9 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,147 $3.97M 0.9% -77 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,141 $3.97M 2.28% -89 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,102 $3.95M 0.47% -580 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,096 $3.95M 0.86% -1 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,081 $3.94M 0.08% -1,966 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,079 $3.94M 1.42% +411 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,077 $3.94M 0.67% -264 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 8,037 $3.92M 1.94% +346 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 8,017 $3.91M 3.89% 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,012 $3.91M 2.21% -40 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,011 $3.91M 3.81% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,976 $3.89M 0.3% -27 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 7,975 $3.89M 1.33% -127 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,967 $3.89M 0.18% +567 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,953 $3.88M 0.3% -2,036 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,905 $3.86M 0.22% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,860 $3.83M 0.47% +24 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 7,844 $3.83M 2.98% +309 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,794 $3.8M 0.06% +82 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,766 $3.79M 1.63% +219 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,760 $3.79M 0.3% +187 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,718 $3.77M 0.42% +264 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,695 $3.75M 0.13% +2,072 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,666 $3.74M 0.55% +2,156 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,657 $3.74M 0.65% -69 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,623 $3.72M 0.47% +200 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,590 $3.7M 0.35% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 7,572 $3.69M 1.81% -2,330 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,551 $3.68M 0.37% +334 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,549 $3.68M 1.43% -132 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,535 $3.68M 0.3% +406 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,483 $3.65M 0.7% +132 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,452 $3.64M 0.05% -117 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,445 $3.63M 2.39% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 7,412 $3.62M 2.5% +4,547 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,398 $3.61M 0.16% -186 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,393 $3.61M 3.53% +352 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,376 $3.6M 0.29% +632 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,368 $3.59M 0.09% +3,281 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,353 $3.59M 0.2% +27 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,328 $3.58M 0.17% +2,914 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,307 $3.56M 1.1% +429 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,297 $3.56M 0.15% +229 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,296 $3.56M 0.05% +58 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,269 $3.55M 0.95% -806 13F-HR Timeline