Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 18,378 $1.14M 0.29% -1,525 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,303 $1.14M 0.01% +97 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,769 $1.14M 0.1% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,171 $1.13M 0.31% +775 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 18,119 $1.13M 0.96% -2,844 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,113 $1.12M 0.12% +30 13F-HR Timeline Bedel Financial Consulting, Inc. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,689 $850K 0.03% +876 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 13,641 $847K 0.12% -159 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,345 $846K 0.02% +7,098 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 13,510 $839K 0.39% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 13,486 $837K 0.28% -8 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 13,473 $837K 0.07% +141 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 13,463 $836K <0.01% +4,375 13F-HR/A Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 13,457 $836K 0.08% -265 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,428 $834K 0.61% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,394 $832K 0.01% -569 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 13,183 $819K 0.57% +394 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,158 $817K 0.06% +4,513 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 13,358 $815K 0.37% -6,146 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,000 $807K 0.2% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,689 $807K 0.56% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 12,944 $804K 0.11% +1,688 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,926 $803K 0.24% +150 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,876 $800K 0.11% -5,602 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,845 $798K 0.03% +3,042 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,817 $796K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,800 $795K 0.02% -292 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 12,784 $794K 0.15% +3,701 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 12,375 $769K 0.52% -30 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,278 $762K <0.01% new 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 12,270 $762K 0.08% -1,104 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 12,266 $762K 0.33% -6,154 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 12,158 $755K 0.39% +23 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,911 $754K 0.16% -106 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,131 $753K 0.57% -4,040 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,085 $751K 0.08% +20 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12,024 $747K 0.08% +1,024 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 11,970 $743K 0.67% -476 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 11,950 $742K 0.48% +3,065 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 11,948 $742K 0.41% +36 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,872 $737K 0.01% +62 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 11,862 $737K 0.67% +1,127 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,729 $728K 0.36% +1,154 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 11,726 $728K 0.32% +6 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,652 $724K 0.18% -771 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,541 $717K 0.19% +240 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,522 $716K 0.05% +20 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 11,475 $713K 0.09% +909 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,456 $711K 0.06% +827 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,407 $708K 0.1% -55 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 11,402 $708K 0.4% -1,081 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,396 $708K 0.13% +305 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 11,178 $694K 0.55% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,169 $694K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,164 $693K 0.06% +1,720 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,067 $687K 0.23% -704 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 11,055 $687K <0.01% -90 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,030 $685K 0.07% -5,162 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 10,958 $682K 0.29% -103 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 10,977 $682K 0.67% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 10,917 $678K 0.6% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 10,844 $673K 0.11% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,839 $673K 0.01% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 10,798 $671K 0.08% +45 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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Empirical Wealth Management 9,967 $619K 0.02% +2,632 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,496 $619K 0.2% 0 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 9,928 $617K 0.14% -51 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,913 $616K 0.03% new 13F-HR Timeline Group Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 9,820 $610K 0.28% +696 13F-HR Timeline Vawter Financial, Ltd. 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