Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,870 $1.43M 0.93% +1,361 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,856 $1.43M 0.91% -533 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,835 $1.42M 0.27% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,803 $1.41M 0.03% +186 13F-HR/A Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,802 $1.41M 1.18% -2,063 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,798 $1.41M 0.28% -64 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,780 $1.4M 0.39% -270 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,602 $1.4M 0.9% +5 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,761 $1.39M 0.05% -1,003 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,760 $1.39M 0.19% +27 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,760 $1.39M 0.43% +2,728 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 3,760 $1.39M 1.62% -379 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 4,048 $1.39M 0.74% +297 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,732 $1.38M 0.16% +2,304 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,718 $1.38M 0.31% +347 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,708 $1.37M 0.9% -296 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,683 $1.37M 0.92% +4 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,679 $1.36M 0.1% +734 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,678 $1.36M 0.23% +1,053 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,676 $1.36M 0.1% +1,140 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,658 $1.36M 0.05% -486 13F-HR Timeline Group MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,650 $1.35M 0.09% -75 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,649 $1.35M 0.25% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,641 $1.35M 0.19% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 3,633 $1.35M 0.11% -1,984 13F-HR Timeline PECAUT & CO. 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More: the full row for 360 Financial, Inc. 3,534 $1.31M 0.48% -609 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,532 $1.31M 0.09% -95 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,529 $1.31M 1.07% -2,330 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,528 $1.31M +398 Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,510 $1.3M 0.15% +75 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,787 $1.3M 0.55% +491 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,494 $1.3M 0.24% -31 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,488 $1.29M 1.09% -180 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,473 $1.29M 0.2% -2,406 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,439 $1.28M 0.05% +330 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,426 $1.27M <0.01% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,425 $1.27M 0.11% -63 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,417 $1.27M 0.29% +125 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,399 $1.26M 0.32% -2,106 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Madden Advisory Services, Inc. 3,312 $1.23M 0.57% +257 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,305 $1.23M 0.12% +312 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,300 $1.22M 0.04% -646 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,297 $1.22M 0.1% -2,474 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,296 $1.22M 0.11% -631 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,390 $1.22M 0.1% -190 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,291 $1.22M 0.19% +3 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,284 $1.22M 0.52% +176 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,283 $1.22M 0.26% +84 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,270 $1.21M 0.45% -479 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,255 $1.21M 0.04% -31 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,254 $1.21M 0.55% -14,045 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 3,254 $1.21M 0.8% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,245 $1.2M 0.13% 0 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,221 $1.19M 0.12% -1 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,207 $1.19M 1.01% +999 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 3,202 $1.19M 0.41% +51 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,317 $1.19M 0.85% +3,132 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,373 $1.19M 0.25% +456 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,193 $1.18M 0.03% -682 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,178 $1.18M 0.39% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,165 $1.17M 0.97% -61 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,246 $1.17M 0.07% +2,177 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,148 $1.17M 0.5% +1,974 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,143 $1.17M +331 Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,137 $1.16M 0.34% -73 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,136 $1.16M 0.18% -47 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,132 $1.16M 0.86% -390 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,127 $1.16M 0.15% -7 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,112 $1.15M 0.42% -788 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,090 $1.15M 0.35% +497 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,088 $1.15M <0.01% -1,007 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,086 $1.14M 0.09% -287 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,069 $1.14M 0.13% -67 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 3,068 $1.14M <0.01% -13,970 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,067 $1.14M 0.33% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,067 $1.14M 0.17% +98 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,057 $1.13M 0.45% +2,024 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,043 $1.13M 0.43% -127 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,038 $1.13M 0.23% -65 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,029 $1.12M 1.29% +1,518 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,009 $1.12M 0.52% +4 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,008 $1.12M 0.65% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,000 $1.11M 0.02% -785 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,999 $1.11M <0.01% 0 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 3,000 $1.11M 0.65% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,993 $1.11M 0.08% +144 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 2,981 $1.11M 0.6% -3 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 2,976 $1.1M 1.17% -422 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,968 $1.1M 0.64% +101 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,966 $1.1M 0.16% -300 13F-HR/A Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,965 $1.1M 0.35% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,962 $1.1M 0.06% +1,063 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,957 $1.1M 0.66% +287 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,956 $1.1M 0.01% +144 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,937 $1.09M 0.13% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,930 $1.09M 0.44% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,925 $1.08M 0.98% +6 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,921 $1.08M 0.21% +839 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,862 $1.08M 0.11% +307 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,898 $1.07M 0.93% -218 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,884 $1.07M 0.08% +38 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,883 $1.07M 0.2% +417 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,871 $1.06M 0.47% +68 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,866 $1.06M 0.41% +326 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,864 $1.06M 0.91% +33 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,858 $1.06M 0.13% +8 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,998 $1.06M 0.23% -242 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,855 $1.06M 0.59% +182 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,855 $1.06M 0.91% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,849 $1.06M 0.09% -185 13F-HR/A Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,844 $1.05M 0.19% +1,232 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,841 $1.05M 0.43% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,834 $1.05M 0.18% +321 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,829 $1.05M <0.01% -301 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,781 $1.05M 0.58% +37 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,816 $1.04M 0.13% -179 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,810 $1.04M 0.42% -51 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,808 $1.04M 0.09% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,806 $1.04M 0.37% -75 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,804 $1.04M 0.15% -725 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,789 $1.03M 0.03% -378 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,789 $1.03M 0.49% -140 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,788 $1.03M 0.12% -6 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,779 $1.03M 0.2% -20 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,777 $1.03M 0.4% -140 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,765 $1.03M 0.33% -2 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,764 $1.03M <0.01% -433 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,764 $1.02M 0.14% -457 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,761 $1.02M 0.2% -30 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,758 $1.02M 0.02% +37 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,753 $1.02M 0.37% -470 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,753 $1.02M 0.08% -323 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,746 $1.02M 0.15% +54 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,739 $1.02M 0.2% +308 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,739 $1.02M 0.38% +304 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,735 $1.01M 0.01% -290 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,734 $1.01M 0.04% +741 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,715 $1.01M 0.48% -266 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,714 $1.01M 0.27% -202 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,712 $1.01M 0.2% +418 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,710 $1M 0.03% +202 13F-HR/A Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,707 $1M 0.01% -6 13F-HR Timeline Group Claro Advisors Inc. 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More: the full row for Herold Advisors, Inc. 2,681 $995K 0.22% +239 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,681 $994K 0.26% -126 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,672 $991K 0.1% +185 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,666 $989K 0.09% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,663 $988K 0.01% -103 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,663 $987K 0.61% -57 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,655 $985K 0.06% -12 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,647 $982K 0.03% -24 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,643 $980K 0.08% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,637 $978K 0.28% +381 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,633 $976K 0.14% -24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,631 $976K 0.03% -98 13F-HR Timeline Group Linscomb Wealth, Inc. 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