Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 376,197 $132M 10.45% -910 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 161,292 $56.8M 14.54% -20,327 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 160,893 $56.6M 2.28% -4,243 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 68,738 $24.2M 4.25% +5,812 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 65,130 $22.9M 12.2% +166 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 64,323 $22.6M 16.46% +5,071 13F-HR Timeline CX Institutional More: the full row for CX Institutional 50,574 $17.8M 0.48% -434 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 49,911 $17.6M 11.1% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 46,101 $16.2M 0.11% +3,733 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 40,483 $14.2M 3.79% -183 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,825 $14.2M 0.34% +963 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 38,974 $13.7M 0.36% +34 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 31,590 $11.3M 0.14% -34 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 28,362 $9.98M 0.21% -238 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 28,148 $9.9M 4.08% +277 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 25,942 $9.11M 8.55% +104 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 19,340 $6.8M 1.61% -1,135 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 16,819 $5.92M 5.1% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 13,198 $4.64M 1.8% +127 13F-HR Timeline Trust Co More: the full row for Trust Co 12,545 $4.41M 0.38% -3 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,388 $4.36M 0.11% -327 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 12,384 $4.36M 1.45% +2,158 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,813 $4.16M 0.06% +4 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,479 $4.04M 1.06% +125 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,873 $3.12M 0.2% +27 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,757 $2.38M 0.34% -819 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,264 $2.2M 0.12% -10 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $2.2M 0.87% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,025 $2.12M 0.23% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,949 $2.1M 1.63% +28 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,700 $2.01M 1.07% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,349 $1.88M 0.79% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,295 $1.86M 0.16% -482 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,097 $1.79M 0.05% +5 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,651 $1.64M 0.18% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,845 $1.35M 0.62% +1 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,958 $1.04M 0.01% +12 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,876 $1.01M 0.12% -2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,431 $855K 0.09% -415 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,405 $846K 0.1% -144,653 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,355 $829K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,780 $626K 0.01% -66 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $623K 0.25% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,765 $621K 0.02% -200 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,742 $613K 0.12% -9 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,578 $555K 0.31% +1 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,529 $538K 0.04% 0 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,445 $508K 0.16% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,436 $505K 0.01% new 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,404 $494K 0.08% +154 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,395 $491K 0.05% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,380 $486K 0.14% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,318 $464K 0.03% -29 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,221 $430K 0.1% -192 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,209 $425K 0.01% +47 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,209 $425K 0.08% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,154 $406K 0.05% -122 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,102 $388K 0.09% -90 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 1,050 $372K 0.17% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,048 $369K 0.02% -28 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 983 $346K 0.01% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 960 $338K 0.14% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 943 $332K 0.07% +174 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 886 $317K 0.15% +1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 860 $303K 0.02% -4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 796 $280K 0.22% -59 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 687 $242K 0.14% -7 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 668 $235K 0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 607 $214K 0.03% -5 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 580 $204K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 570 $204K 0.01% -79 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 517 $182K 0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 489 $172K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 481 $169K 0.03% -14 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 448 $158K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 353 $127K 0.08% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 334 $118K 0.01% -2,394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 250 $88K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 131 $46.1K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 80 $28.1K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $4.93K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11 $3.87K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3 $1.15K <0.01% new 13F-HR Timeline