Wedmont Private Capital More: the full row for Wedmont Private Capital 3,851,859 $228M 5.45% +280,189 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,002,811 $120M 1.52% -7,917 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 755,238 $44.8M 6.51% -825 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 752,964 $44.7M 1.8% -262,790 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 680,585 $40.4M 0.29% +25,954 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 601,589 $35.7M 0.75% -25,934 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 595,152 $35.3M 2.92% +46,236 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 557,800 $33.1M 4.01% +1,733 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 545,164 $32.3M 2.33% +25,312 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 463,723 $27.5M 1.52% +710 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 387,977 $23M 3.31% +5,148 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 378,252 $22.4M 1.71% -32,291 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 374,645 $22.2M 4.76% +5,867 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 369,320 $21.9M 9.36% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 341,384 $20.2M 3.44% +3,778 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 336,667 $20M 0.53% +2,872 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 287,813 $17.1M 6.56% +17,992 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 281,612 $16.7M 0.44% -9,947 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 278,987 $16.5M 2.68% +18,097 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 261,193 $15.5M 1.69% -1,184 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 255,446 $15.2M 0.17% +4,583 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 250,698 $14.9M 0.37% -2,283 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 247,766 $14.7M 0.18% -3,876 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 235,719 $14M 1.73% -156,112 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 232,157 $13.8M 1.28% -3,537 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 229,334 $13.6M 1.35% +1,770 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 205,012 $12.2M 3.27% -599 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 203,475 $12.1M 0.35% +8,579 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 201,314 $11.9M 0.74% -8,844 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 195,168 $11.6M 3.12% +1,017 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 179,451 $10.6M 4.85% +273 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 173,000 $10.3M 5.46% +1,199 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 170,057 $10.1M 4.05% +6,054 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 162,905 $9.66M 2.87% -2,244 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 157,449 $9.34M 3.63% +4,928 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 137,752 $8.17M 1.16% -300 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 135,800 $8.05M 0.21% +31,162 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 129,873 $7.7M 1.41% +8,371 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 127,173 $7.54M 3.47% +2,135 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 123,240 $7.31M 4.67% -237 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 121,582 $7.21M 3.26% +226 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 119,217 $7.07M 0.57% -75 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 115,049 $6.8M 0.16% +9,470 13F-HR Timeline Trust Co More: the full row for Trust Co 113,279 $6.72M 0.58% +4,764 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 113,274 $6.72M 3.43% +1,559 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 113,213 $6.71M 0.44% +1,936 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 112,651 $6.68M 2.67% +2,607 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 111,076 $6.59M 0.09% +16,199 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 109,812 $6.48M 1.33% +500 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 102,768 $6.1M 3.22% -1,645 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 101,478 $6.02M 3.38% -24,571 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 97,964 $5.81M 0.46% +378 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 96,381 $5.72M 3.41% +567 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 92,200 $5.47M 2.49% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 90,538 $5.37M 0.62% +49 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 89,577 $5.31M 1.15% +1,040 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 84,379 $5M 0.38% -3,625 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 77,978 $4.62M 0.89% +76 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 77,097 $4.57M 0.3% -1,669 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 73,770 $4.38M 0.47% +24,182 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 70,232 $4.17M 0.26% +2,064 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 70,037 $4.15M 0.12% +27,322 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 69,998 $4.15M 2.22% +33,000 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 67,186 $4.01M 2.78% -1,307 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 67,026 $3.98M 0.44% +1,769 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 66,556 $3.95M 0.15% +616 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 65,603 $3.89M 2.61% +3,122 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 62,269 $3.69M 0.02% -1,321 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 60,477 $3.59M 1.8% +29,611 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 54,273 $3.22M 0.28% +173 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 53,436 $3.17M 1.55% -838 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 46,124 $2.74M 0.07% -2,628 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 45,559 $2.7M 2.17% +25 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 45,411 $2.69M 0.3% -1,082 13F-HR Timeline Friday Financial More: the full row for Friday Financial 41,872 $2.47M 0.49% +11,974 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 41,223 $2.44M 0.26% +34,197 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 39,736 $2.36M 0.15% +364 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 38,920 $2.31M 0.04% -3,793 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 38,806 $2.3M 1.98% -375 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 36,770 $2.18M 0.86% -17 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 35,646 $2.11M 1.31% +4,471 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 34,316 $2.05M 0.24% -344 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 32,149 $1.91M 0.22% +122 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 31,676 $1.88M 0.27% -1,062 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 31,494 $1.87M 0.79% -1,467 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 29,918 $1.77M 0.53% -1,220 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29,300 $1.74M 0.31% +120 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 27,534 $1.63M 0.31% +129 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 26,815 $1.59M 0.42% +818 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 26,389 $1.57M 0.59% +853 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,495 $1.39M 0.87% +3 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 22,486 $1.33M 0.29% -573 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 22,173 $1.32M 0.07% -1,415 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 21,994 $1.3M 0.78% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 21,654 $1.3M 0.67% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 20,419 $1.21M 0.22% -153 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 20,347 $1.21M 0.32% +1,285 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 19,875 $1.18M 0.08% -262 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 17,542 $1.04M 0.41% -21 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 17,332 $1.03M 0.16% +43 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,002 $1.01M 0.24% +861 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 16,417 $974K 0.22% -24 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 16,126 $963K 0.72% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,153 $958K 0.14% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 15,847 $940K 0.87% -2,576 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 15,403 $914K 0.19% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,847 $881K 0.13% -429 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 14,727 $873K 0.31% -516 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,724 $873K 0.02% -142 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 13,857 $822K 0.45% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 13,727 $814K 0.62% +703 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13,704 $813K 0.55% +54 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,301 $794K 0.25% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 13,384 $794K 0.48% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,280 $788K 0.21% +15 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 12,693 $753K 0.13% -11 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,488 $741K 0.15% +168 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 12,214 $724K 0.56% +1,660 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 12,049 $715K 0.12% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,712 $695K 0.13% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,290 $667K 0.03% +1,128 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,900 $646K 0.15% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,087 $598K 0.12% new 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 9,602 $569K 0.13% -28 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,184 $545K 0.19% -3 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,959 $531K 0.2% +30 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 8,709 $517K 0.16% +16 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,467 $502K 0.17% +6,218 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 8,430 $500K 0.19% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 8,092 $480K 0.06% +10 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 7,943 $471K 0.3% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,788 $462K 0.1% -246 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,602 $451K 0.11% 0 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 7,446 $442K 0.28% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,418 $440K 0.19% +1,707 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 7,299 $433K 0.04% +71 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 7,271 $431K 0.3% +407 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,955 $413K 0.11% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,780 $402K 0.03% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,461 $383K 0.25% 0 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 6,217 $369K 0.15% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,124 $363K 0.01% +1,748 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,054 $359K 0.01% -523 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,519 $327K <0.01% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,506 $327K 0.02% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,462 $324K 0.21% +95 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,003 $297K 0.03% +2 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,996 $296K 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,915 $291K 0.02% -87 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,909 $291K 0.02% -685 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,761 $282K 0.11% +1,177 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 4,506 $267K 0.08% +9 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,448 $263K 0.1% -285 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,210 $249K 0.14% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,185 $248K 0.11% -401 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,090 $243K 0.02% +400 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,064 $242K 0.14% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 3,941 $234K 0.16% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,935 $233K 0.14% +60 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,940 $233K 0.18% -659 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,895 $231K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,725 $221K 0.02% 0 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,700 $219K 0.05% -405 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,655 $217K 0.04% +178 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,494 $207K 0.03% -262 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,374 $200K 0.02% -11 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 2,818 $167K 0.04% +1,081 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,635 $156K 0.01% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,572 $153K 0.07% -400 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,556 $152K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,369 $140K 0.08% -3,488 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,993 $118K 0.04% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,822 $108K 0.02% -522 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 835 $49.5K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 831 $49.1K 0.02% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 828 $49K 0.02% 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 647 $38.4K 0.03% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 617 $36.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 414 $24.6K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 365 $21.6K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 269 $16K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 260 $15.4K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 249 $14.8K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 150 $8.98K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 84 $4.98K <0.01% new 13F-HR Timeline