OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,061 $854K 0.1% -46,127 13F-HR/A Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6,055 $853K 0.34% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,051 $853K 0.03% +123 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,980 $843K 0.05% -25 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,974 $842K 0.07% -531 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,967 $841K 0.36% -2 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,967 $841K 0.25% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,948 $838K 0.63% +63 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 5,915 $834K +262 Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,895 $831K 0.17% +105 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,875 $828K 0.06% -498 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,848 $824K 0.1% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,832 $822K 0.39% -103 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,839 $822K 0.13% -4,015 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,829 $822K 0.08% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,787 $816K 0.08% -921 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,758 $812K 0.06% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,696 $803K 0.01% -4,219 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,678 $800K 0.3% +7 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,657 $797K 0.08% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,652 $797K 0.08% -3,263 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,647 $796K 0.73% -256 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,631 $794K 0.27% +15 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,614 $791K 0.07% -718 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,603 $790K 0.06% -570 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,600 $789K 0.05% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,597 $789K 0.62% -1 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 5,573 $786K 0.61% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,558 $784K 0.47% -3,888 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,562 $784K 0.09% -375 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,473 $771K 0.39% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,437 $766K 0.11% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,432 $766K 0.47% +27 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,413 $763K 0.02% -72 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,411 $763K 0.09% new 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,399 $761K 0.07% +23 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,372 $757K 0.2% -280 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,356 $755K 0.02% -190 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,350 $754K 0.2% +86 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,350 $754K 0.27% -216 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 5,341 $753K 0.74% +2,155 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,322 $750K 0.09% +45 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,320 $750K 0.06% +340 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,305 $748K 0.04% -1,072 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,286 $745K 0.01% +321 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,261 $742K 0.18% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 5,243 $739K 0.27% -489 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 5,234 $738K 0.54% +34 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,235 $732K 0.03% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,176 $730K 0.48% +4 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 5,176 $730K 0.48% +276 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,175 $729K 0.02% -458 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,167 $728K 0.14% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,150 $726K 0.03% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 5,141 $725K 0.04% -97 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,103 $719K 0.04% +215 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,103 $719K 0.01% +359 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 5,086 $717K 0.32% -55 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,077 $716K 0.47% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,042 $711K 0.03% +203 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 5,039 $710K 0.25% +364 13F-HR/A Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,031 $710K 0.3% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,035 $710K 0.05% -379 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,967 $700K 0.03% +12 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,933 $695K 0.3% +62 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,912 $692K 0.07% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,909 $692K 0.52% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,903 $691K 0.23% +67 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,895 $690K 0.21% +747 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 4,893 $690K 0.04% -107 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,889 $689K 0.12% +53 13F-HR/A Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,877 $687K 0.46% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,864 $686K 0.03% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,855 $684K 0.18% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,832 $681K 0.07% +144 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,827 $680K 0.44% +1,445 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,815 $679K 0.29% -174 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,805 $677K 0.18% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,800 $677K 0.68% -30 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,798 $676K 0.21% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,794 $676K 0.16% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,782 $674K 0.35% -191 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,779 $674K 0.05% -159 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,769 $672K 0.38% +170 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 4,763 $671K 0.14% -1,250 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,747 $669K 0.04% -15 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,741 $668K 0.09% 0 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,740 $668K 0.04% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,663 $660K 0.04% +2,319 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,679 $659K <0.01% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,675 $659K 0.53% 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,661 $657K 0.19% +89 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,661 $657K 0.05% +63 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,659 $657K 0.06% -2,451 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,639 $654K 0.12% +731 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,617 $652K 0.07% +12 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,602 $649K 0.14% -59 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,582 $646K 0.02% -181 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,579 $645K <0.01% +1,060 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,578 $645K 0.07% +1,902 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,574 $645K 0.33% -30 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,563 $643K 0.03% -376 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,567 $642K 0.19% +270 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,803 $640K 0.22% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,541 $640K 0.02% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,531 $639K 0.03% -198 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,503 $635K 0.26% -236 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,499 $634K 0.02% -216 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,496 $634K 0.19% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,486 $632K 0.16% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,449 $630K 0.05% +8 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,461 $629K 0.12% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,460 $629K 0.03% -623 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,436 $625K 0.09% -99 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,412 $622K 0.17% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,402 $620K 0.06% +5 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,390 $619K 0.24% +6 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,389 $619K 0.14% +2 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,383 $618K 0.24% -105 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,370 $616K 0.06% +2,621 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,368 $616K 0.15% -10 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,365 $615K 0.44% -335 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,359 $614K 0.09% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,350 $613K 0.01% -155 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,331 $610K 0.08% +25 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,330 $610K 0.01% 0 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,310 $607K 0.06% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,307 $607K 0.09% +634 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,301 $606K 0.07% +30 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,264 $601K 0.04% +3 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,249 $599K 0.05% -2,344 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,237 $597K 0.89% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,237 $597K 0.15% +403 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,236 $597K 0.13% -1,743 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,231 $596K 0.03% -1,226 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,225 $596K 0.04% +2,311 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,220 $595K 0.08% +475 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 4,203 $592K 0.16% -66 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,182 $589K 0.05% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,180 $589K 0.03% +2,010 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,179 $587K 0.2% 0 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 4,159 $586K 0.23% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,158 $586K 0.12% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,158 $586K 0.32% +3 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,151 $585K 0.07% -293 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,151 $585K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,116 $580K 0.05% -368 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,110 $579K 0.15% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,109 $579K <0.01% +276 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,076 $578K 0.09% +23 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 4,100 $578K <0.01% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,084 $576K 0.05% -565 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,073 $574K 0.45% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,058 $572K 0.1% +724 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,056 $572K 0.15% +118 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,050 $571K 0.08% -5 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 4,040 $570K 0.11% +629 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,006 $565K 0.4% +909 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,004 $564K 0.02% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,992 $564K 0.16% -35 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $564K 0.25% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,996 $563K 0.15% -316 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,984 $562K <0.01% +945 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,980 $561K 0.01% +1,249 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,972 $560K 0.02% -782 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,968 $559K 0.24% +25 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,963 $559K 0.19% -550 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,938 $555K 0.24% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,935 $555K 0.19% -309 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,915 $552K 0.18% -51 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,913 $552K 0.02% +261 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,891 $548K 0.06% +1,581 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,884 $548K 0.03% +816 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,878 $547K 0.29% -68 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,848 $542K 0.17% -15 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,844 $542K 0.28% -199 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,838 $541K 0.21% -200 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,833 $540K 0.07% +1,600 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,813 $537K 0.27% -35 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,810 $537K 0.24% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,803 $536K 0.35% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,800 $536K 0.02% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,778 $532K 0.04% +150 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,777 $532K 0.07% -15 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,770 $531K 0.19% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,770 $531K 0.17% +285 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,766 $531K 0.12% -171 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,765 $531K 0.35% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,763 $530K 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,737 $527K 0.01% +122 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,713 $526K 0.41% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,719 $524K 0.25% +6 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,716 $524K 0.02% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,713 $523K 0.06% +513 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,710 $523K 0.11% -99 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,710 $523K 0.01% +142 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,708 $523K 0.24% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,702 $522K 0.05% +206 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,700 $521K 0.09% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,693 $521K 0.29% +272 13F-HR Timeline