Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,938 $1.54M 0.18% +3,903 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,920 $1.54M 3.28% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,868 $1.53M 0.17% +63 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,851 $1.53M 0.47% +7,680 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10,832 $1.53M 0.69% -2,054 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 10,765 $1.52M 0.31% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 10,664 $1.5M 0.56% +83 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 10,648 $1.5M 3.05% +2,197 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,643 $1.5M 0.04% -27 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,629 $1.5M 0.26% -225 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,609 $1.5M 0.15% +1,409 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,609 $1.5M 0.34% -1,654 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 10,603 $1.49M 0.94% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10,593 $1.49M 0.82% +825 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 10,574 $1.49M 0.51% -1,524 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10,514 $1.48M 0.71% +150 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,509 $1.48M 0.02% -382 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,503 $1.48M 0.07% -232 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,476 $1.48M 0.12% +17 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 10,441 $1.47M 0.43% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 10,411 $1.47M 0.42% +3 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 10,407 $1.47M 0.3% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10,390 $1.46M 0.7% +4 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,383 $1.46M 0.09% -125 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,368 $1.46M 0.04% +456 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,355 $1.46M 0.07% +90 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 10,327 $1.46M 0.75% -94 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,323 $1.46M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,303 $1.45M 0.25% -363 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,285 $1.45M 0.04% -529 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,333 $1.45M 0.02% +1,688 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 10,244 $1.44M 1.1% +891 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,235 $1.44M 0.06% -676 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,253 $1.44M 0.03% +1,694 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,206 $1.43M 0.69% +873 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 10,164 $1.43M 0.19% -115 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 10,117 $1.43M 1.24% +5,415 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,111 $1.43M 0.58% +45 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 10,109 $1.42M 0.81% +10 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,105 $1.42M 0.04% -114 13F-HR/A Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 10,088 $1.42M 0.55% +1,290 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,070 $1.42M 0.17% -3,071 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,068 $1.42M 0.11% -35 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10,052 $1.42M 0.52% -35,131 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,050 $1.42M 1.09% -414 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,005 $1.41M 0.04% -156 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,962 $1.4M 0.29% -311 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 9,938 $1.4M 0.4% -638 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 9,909 $1.4M 0.96% -84 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,883 $1.39M 1.07% +58 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 9,885 $1.39M 0.07% +201 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,842 $1.39M 0.06% -95 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,785 $1.38M 0.03% -540 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,693 $1.37M 0.15% -645 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 9,582 $1.35M 0.95% +1,160 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,574 $1.35M 0.07% +2,421 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 9,573 $1.35M 0.02% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,560 $1.35M 0.04% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,520 $1.34M 0.12% -22 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 9,428 $1.33M 0.25% +2,069 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,362 $1.32M 0.26% +1,890 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,272 $1.31M 0.07% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,260 $1.31M 0.21% -91 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,256 $1.3M 0.12% -32 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 9,233 $1.3M 0.15% +889 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,202 $1.3M 0.3% -243 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,188 $1.29M 0.1% -1,074 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,184 $1.29M 0.09% +930 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,167 $1.29M 0.08% +38 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 9,133 $1.29M 0.34% +6 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 9,084 $1.28M 0.31% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,054 $1.28M 0.3% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 9,046 $1.28M 0.28% +48 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 9,041 $1.27M 0.51% -66 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,965 $1.26M 0.34% -300 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,938 $1.26M 0.03% +185 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 8,905 $1.26M 0.28% +229 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,826 $1.24M 0.22% -1,373 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,789 $1.24M 0.09% +113 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 8,738 $1.23M 0.04% -558 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 8,693 $1.23M 0.54% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,650 $1.22M 0.06% +200 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,646 $1.22M 0.28% -95 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,628 $1.22M 0.58% -50 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,614 $1.22M 0.22% -25 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,615 $1.21M 0.33% +1,400 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,523 $1.2M 0.18% +2,996 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,492 $1.2M 0.07% +163 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,490 $1.2M 0.01% +2,728 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 8,425 $1.19M 0.35% +2,128 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,425 $1.19M 0.2% +139 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,422 $1.19M 0.05% -91 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,383 $1.18M 0.08% +763 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,311 $1.17M 0.4% -209 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 8,276 $1.17M 0.25% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,265 $1.16M 0.65% -5,942 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 8,254 $1.16M 0.14% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 8,250 $1.16M 0.61% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,239 $1.16M 0.06% +746 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 8,236 $1.16M 0.83% +293 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,187 $1.15M 0.58% +968 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,150 $1.15M 0.04% +974 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 8,132 $1.15M 0.08% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,066 $1.14M 0.56% +1,001 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,044 $1.13M 0.02% +1,445 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 8,010 $1.13M 0.26% +15 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,012 $1.13M 0.07% +341 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,003 $1.13M 0.17% +1 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,975 $1.12M 0.25% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 7,970 $1.12M +2,091 Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,927 $1.12M 0.48% -3 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,909 $1.11M 0.07% -50 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,893 $1.11M 0.08% -21 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 7,877 $1.11M 0.63% +387 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,839 $1.1M 0.13% -6 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 7,827 $1.1M 0.43% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,782 $1.1M 0.13% -16,532 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,780 $1.1M 0.02% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 7,778 $1.1M 0.37% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,771 $1.1M 0.1% -432 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,761 $1.09M 0.02% +74 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,729 $1.09M 0.03% -98 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,713 $1.09M 0.39% -4,049 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,712 $1.09M 0.17% +398 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,653 $1.08M 0.01% -530 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,660 $1.08M 0.38% +584 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,654 $1.08M <0.01% -115 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,603 $1.07M 0.66% +45 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,594 $1.07M 0.13% +469 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,575 $1.07M 0.14% -327 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,520 $1.06M 0.32% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 7,445 $1.05M 0.18% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 7,432 $1.05M 0.25% +1,416 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,368 $1.04M 0.03% -520 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,368 $1.04M 0.62% +2,887 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,346 $1.04M 0.17% +26 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 7,287 $1.03M 0.46% +1,259 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,266 $1.02M 0.21% -51 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,233 $1.02M 0.25% +318 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,215 $1.02M 0.19% -220 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 7,184 $1.01M 0.39% -15 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 7,177 $1.01M 0.15% -388 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,172 $1.01M 0.13% -7,343 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,159 $1.01M 0.05% +1,973 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,156 $1.01M 0.39% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,138 $1.01M 0.11% -15 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 7,127 $1M 0.6% +42 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 7,109 $1M 0.03% +3,077 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,072 $997K 0.08% -196 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,067 $996K 0.09% +2,718 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 7,050 $994K 0.94% 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,049 $994K 0.87% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,039 $992K 0.21% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,038 $992K 0.3% -70 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,994 $990K 0.06% +703 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,019 $989K 0.2% -711 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,969 $982K 0.78% -9,763 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,953 $980K 0.03% -50 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,875 $979K 0.33% +4 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 6,928 $977K 0.08% -175 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,870 $968K 0.35% -6,166 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,852 $966K 0.42% +300 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,825 $962K 0.3% +2,781 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,798 $958K 0.02% -903 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 6,793 $958K 0.4% -245 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,791 $957K 0.14% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,785 $956K 0.03% +2,087 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,768 $954K 0.05% +1,678 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,740 $950K 0.06% -473 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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