DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,530 $216K 0.01% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,528 $216K 0.04% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,528 $216K 0.15% new 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,524 $216K 0.14% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,521 $216K <0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,515 $215K 0.02% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,503 $214K 0.13% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,495 $213K 0.05% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,494 $213K 0.01% -118 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,494 $213K 0.05% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,491 $213K 0.02% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,489 $213K 0.02% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,488 $213K 0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,456 $210K 0.04% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,451 $210K 0.02% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,425 $207K 0.14% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,422 $207K 0.07% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,421 $207K 0.09% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,419 $207K 0.04% +350 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,415 $206K 0.19% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,400 $205K 0.04% -2,510 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,405 $205K 0.05% -420 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,385 $204K 0.05% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,375 $203K 0.02% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,375 $203K 0.01% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,368 $202K 0.08% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,364 $202K 0.02% new 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 2,364 $202K 0.02% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,360 $202K 0.06% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,359 $202K 0.06% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,356 $201K 0.04% -2,203 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,353 $201K 0.06% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,341 $200K <0.01% -2,971 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,336 $200K 0.15% +704 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,331 $199K 0.02% -567 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,281 $195K 0.16% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,257 $193K 0.36% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,255 $193K 0.1% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,211 $189K 0.04% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,170 $186K <0.01% +893 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,142 $183K 0.05% -281 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,116 $181K 0.05% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,066 $177K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,061 $176K <0.01% +2 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,993 $170K 0.07% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,968 $168K 0.04% +7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,917 $164K 0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,860 $159K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,860 $159K 0.01% +1,820 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,828 $156K 0.03% +225 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,797 $154K 0.07% +186 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,750 $153K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,791 $153K 0.01% +578 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,772 $152K 0.04% +235 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,749 $150K 0.09% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,741 $149K 0.1% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,731 $148K 0.08% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,727 $148K 0.01% -985 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,721 $147K 0.01% new 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,714 $147K 0.05% +154 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,698 $145K 0.02% +303 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,684 $144K <0.01% -265 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,684 $144K 0.06% +25 13F-HR/A Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,628 $139K 0.09% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,612 $138K 0.05% -438 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,598 $137K 0.11% +433 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,588 $136K 0.02% -528 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,607 $136K 0.09% 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,523 $130K 0.18% +332 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,509 $129K 0.05% +415 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,500 $128K 0.08% +1,005 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,495 $128K 0.02% +944 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,491 $127K 0.01% -7 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,455 $124K 0.04% +272 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,455 $124K 0.02% -30 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,437 $123K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,421 $121K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frankly Finances, LLC More: the full row for Frankly Finances, LLC 1,350 $115K 0.09% 0 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,326 $113K 0.06% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,317 $113K 0.02% +6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,306 $112K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,294 $111K <0.01% new 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,214 $104K 0.01% 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,215 $104K 0.05% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,195 $102K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,173 $100K 0.05% -2,576 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,176 $100K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,123 $96K 0.01% -15 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,115 $95.3K 0.02% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,114 $95.2K 0.07% -137 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,073 $91.7K 0.03% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,051 $89.9K 0.04% +819 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,048 $89.6K 0.07% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,047 $89K 0.02% +10 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,013 $86.6K 0.06% +666 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,000 $85.5K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,000 $85K 0.02% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 975 $83.4K 0.07% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 958 $81.9K <0.01% +356 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 938 $80.2K 0.01% -5,102 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 899 $76.9K 0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 862 $73.7K 0.02% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 809 $69.2K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 803 $68.6K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 800 $68.4K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 793 $67.8K 0.04% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 768 $65.7K 0.02% +701 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 763 $65.2K <0.01% +180 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 759 $64.9K <0.01% -62 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 752 $64.3K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 736 $62.9K 0.05% 0 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 706 $60.4K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 701 $59.9K 0.02% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 700 $59.8K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $59.8K 0.03% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 674 $57.6K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 671 $57.4K 0.02% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 655 $56K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 650 $55.6K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 630 $53.8K 0.47% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 626 $53.5K 0.04% +47 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 622 $53.2K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 615 $52.6K 0.02% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 609 $52.1K 0.06% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 585 $50K 0.01% +83 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 570 $48.6K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 555 $47.4K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 555 $47.4K 0.01% 0 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 548 $46.8K 0.03% +74 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 538 $46K 0.01% +2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 538 $46K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 529 $45.2K 0.01% +127 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 528 $45.2K 0.01% +1 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 528 $45.1K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 504 $43.1K 0.01% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 478 $40.9K <0.01% -46,032 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 477 $40.4K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 468 $40K 0.03% -252 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 458 $39.2K 0.03% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 455 $38.9K <0.01% -2 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 450 $38.5K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 448 $38.3K 0.03% +2 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 538 $37K 0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 428 $36.6K <0.01% +414 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 426 $36.4K 0.03% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 414 $35K 0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 409 $35K 0.02% +36 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 402 $34.4K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $34.2K 0.01% +200 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 400 $34.2K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 393 $33.6K 0.02% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 386 $33K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 358 $30.6K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 358 $30.6K 0.01% -21 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 400 $30K 0.03% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 349 $29.8K <0.01% new 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 335 $28.6K 0.04% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 326 $27.9K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 315 $26.9K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 310 $26.5K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 294 $25.1K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 257 $22K <0.01% +130 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 250 $21.4K 0.02% +247 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 201 $17.2K <0.01% -25 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 178 $15.3K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 174 $14.9K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 171 $14.6K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 171 $14.6K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 163 $13.9K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 159 $13.6K 0.01% -103 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 153 $13.2K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 135 $11.5K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 125 $10.7K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 115 $9.83K <0.01% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 101 $8.63K <0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 100 $8.59K <0.01% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 96 $8.03K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 93 $7.98K <0.01% -396 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 92 $7.87K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 74 $6.35K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 559 $5.4K <0.01% +542 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 59 $5.05K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 59 $5.04K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 52 $4.45K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 51 $4.36K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 51 $4.36K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 50 $4.3K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 50 $4.27K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 44 $3.78K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 42 $3.59K <0.01% +35 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 41 $3.5K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 29 $2.48K <0.01% -652 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 29 $2.48K <0.01% -32 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 28 $2.39K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 27 $2.29K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 25 $2.14K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 21 $1.84K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 21 $1.78K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 20 $1.72K <0.01% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 15 $1.28K <0.01% new 13F-HR Timeline