Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,701 $439K 0.1% -138 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,698 $439K 0.04% +439 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,685 $438K 0.03% +1,732 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 9,678 $438K 0.29% -2,222 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 9,666 $437K 0.22% -570 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 9,641 $436K 0.34% +33 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 10,922 $436K 0.14% -14,587 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 9,607 $435K 0.28% +512 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,589 $434K 0.04% +3 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 9,546 $432K 0.2% -418 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 9,542 $432K 0.21% -3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,531 $431K 0.04% +713 13F-HR Timeline SGL Investment Advisors, Inc. 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More: the full row for Vawter Financial, Ltd. 8,589 $389K 0.22% +1,435 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,532 $386K 0.04% -328 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 8,532 $386K 0.1% -2,691 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,511 $385K 0.11% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,510 $385K 0.17% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,505 $385K 0.07% -180 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 8,498 $385K 0.02% 0 13F-HR Timeline Colorado Capital Management, Inc. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 7,979 $361K 0.16% -108 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 7,956 $360K 0.28% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,944 $360K 0.15% -416 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 7,904 $358K 0.13% -758 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 70,034 $358K 0.22% -165 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 7,872 $356K 0.17% +7 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7,852 $355K 0.06% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,847 $355K 0.16% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,840 $355K 0.24% -470 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,827 $354K 0.06% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,818 $354K 0.01% -360 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,821 $354K 0.04% -10 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 7,770 $352K 0.24% +3 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,764 $351K 0.1% -155 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 7,731 $350K 0.81% +1 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for DKM Wealth Management, Inc. 7,446 $337K 0.33% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,391 $335K 0.22% -1,193 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,378 $334K 0.04% -116 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 7,319 $331K 0.03% -4,949 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,663 $330K 0.06% -381 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 7,274 $329K -2,158 Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,262 $329K 0.19% +533 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,257 $328K 0.13% +3,673 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,251 $328K 0.02% -2,616 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,247 $328K 0.11% +91 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 7,213 $326K 0.28% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 7,190 $325K 0.03% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 7,184 $325K 0.17% -185 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,180 $325K 0.07% -1,399 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 7,149 $324K 0.16% -21 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,147 $323K 0.26% +354 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,144 $323K 0.12% +2,370 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,110 $322K 0.21% -7,264 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 7,107 $322K 0.17% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,100 $321K 0.19% +190 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,092 $321K 0.29% +235 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 7,045 $319K 0.07% +2,338 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 7,008 $317K 0.3% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,007 $317K 0.05% +6 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,992 $316K <0.01% +350 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,989 $316K 0.02% -67 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,975 $316K 0.01% +1,229 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,973 $316K 0.11% +1,317 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 6,970 $315K 0.28% +18 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,941 $314K 0.01% -1,120 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,908 $313K 0.13% -1,950 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,904 $312K 0.22% -1,053 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,893 $312K 0.01% +165 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,864 $311K 0.08% -1,702 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,853 $310K 0.04% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,844 $310K 0.05% +2 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,844 $310K 0.01% +330 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 6,833 $309K 0.05% -564 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,815 $308K 0.05% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,798 $308K 0.02% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,773 $307K 0.03% -345 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,761 $306K 0.12% +245 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,758 $306K 0.03% +139 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,754 $306K 0.29% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,714 $304K 0.25% +803 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,711 $304K 0.01% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,705 $303K 0.02% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,695 $303K 0.24% -192 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,689 $303K 0.13% +165 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,678 $302K 0.03% -349 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,661 $301K 0.11% +6 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,660 $301K 0.11% -1,315 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,660 $301K 0.01% -14,925 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 6,652 $301K 0.3% +664 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,625 $300K 0.04% 0 13F-HR/A Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,602 $299K 0.17% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 6,600 $299K 0.46% +6 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,586 $298K 0.07% -2,189 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,581 $298K 0.03% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,577 $298K 0.24% +247 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,853 $297K 0.13% -1,032 13F-HR/A Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 6,557 $297K 0.12% -20,338 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,542 $296K 0.08% +441 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,512 $295K 0.05% +3 13F-HR Timeline Essential Planning, LLC. 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