RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,742 $1.64M 0.13% +364 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,728 $1.64M 0.65% -3,370 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,726 $1.64M 0.24% +99 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,726 $1.64M 0.39% 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,709 $1.63M 0.76% -1,194 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,706 $1.63M 0.26% +356 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,703 $1.63M 0.13% -120 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 4,696 $1.63M 0.71% +448 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,695 $1.63M 0.58% -561 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 4,685 $1.62M 1.32% 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 4,681 $1.62M 0.76% -44 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,678 $1.62M 1.11% +74 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,674 $1.62M 0.8% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,670 $1.62M 0.77% -73 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,664 $1.61M 0.15% +3,709 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,648 $1.61M 0.28% +1,043 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,644 $1.61M 0.28% +165 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,638 $1.61M 1.27% 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,635 $1.6M 0.13% -10,420 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,633 $1.6M 0.49% -54 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,623 $1.6M 1.09% -1,045 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,621 $1.6M 0.28% +440 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,316 $1.6M 0.17% +3 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 4,604 $1.59M 0.64% -73 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 4,602 $1.59M 0.92% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,594 $1.59M 0.48% +106 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,590 $1.59M 1.55% 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 4,591 $1.59M 3.06% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,585 $1.59M 0.29% -1,888 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,585 $1.59M 0.97% -279 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,574 $1.58M 0.17% +250 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 4,565 $1.58M 1.61% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,561 $1.58M 1.02% +239 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,556 $1.58M 0.86% -1,572 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,529 $1.57M 0.9% +435 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,505 $1.56M 0.04% +329 13F-HR Timeline Group DCF Advisers, LLC More: the full row for DCF Advisers, LLC 4,500 $1.56M 0.51% -500 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,491 $1.55M 0.09% +1,785 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,487 $1.55M 0.31% +635 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,481 $1.55M 0.33% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,475 $1.55M 0.12% +197 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 4,425 $1.55M 0.28% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,470 $1.55M 1.47% 13F-HR Timeline United Bank More: the full row for United Bank 4,458 $1.54M 0.52% +3,720 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,450 $1.54M 0.96% -371 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,437 $1.54M 0.62% -208 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,434 $1.53M 0.11% -739 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,424 $1.53M 0.45% -302 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,422 $1.53M 0.18% -21 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,421 $1.53M 0.42% -235 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,415 $1.53M 1% +19 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,409 $1.53M 0.29% -18 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,407 $1.53M 1.01% +2,824 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 4,394 $1.52M 0.36% +283 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,389 $1.52M 0.15% -11,566 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 4,387 $1.52M 1.83% +17 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,384 $1.52M 0.23% +93 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,376 $1.51M 0.23% +113 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 4,364 $1.51M 0.02% -8,783 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,361 $1.51M 0.26% +809 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,359 $1.51M 0.4% +84 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,349 $1.51M 0.69% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,348 $1.5M 0.33% +443 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,347 $1.5M 0.48% +303 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,346 $1.5M 0.53% +3,299 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,343 $1.5M 0.81% -27 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 4,342 $1.5M 0.44% -1,208 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,338 $1.5M 0.14% -9 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,338 $1.5M 0.63% +50 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,338 $1.5M 0.47% -210 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,334 $1.5M 0.45% -112 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,322 $1.5M 0.17% +1,803 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,316 $1.49M 0.52% +249 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 4,264 $1.49M 1.87% -36 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,309 $1.49M 0.17% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,307 $1.49M 0.57% -1,230 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,307 $1.49M 0.12% -102 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,304 $1.49M 0.91% -6 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,299 $1.49M 0.51% -19 13F-HR/A Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 4,295 $1.49M 2.68% -1,500 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,487 $1.49M 0.56% -182 13F-HR/A Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,294 $1.49M 0.63% -213 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,271 $1.48M 0.18% +979 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,262 $1.48M 0.61% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,261 $1.47M 0.19% -141 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,252 $1.47M 0.83% +978 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 4,250 $1.47M 0.27% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,249 $1.47M 0.22% -252 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,242 $1.47M 0.08% -1,402 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,242 $1.47M 0.29% -1,013 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,223 $1.46M 0.82% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,221 $1.46M 0.56% +40 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,221 $1.46M 0.18% +37 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,210 $1.46M 0.35% +3,555 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,209 $1.46M 0.64% +131 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 4,208 $1.46M 1.28% 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,207 $1.46M 1.08% -3,566 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,205 $1.46M 0.34% -1,527 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,202 $1.45M 0.77% -39 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,201 $1.45M 0.31% +96 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,200 $1.45M 0.31% +618 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,188 $1.45M 0.47% +96 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,186 $1.45M 0.63% 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,183 $1.45M 0.2% +1,442 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,172 $1.44M 0.07% +215 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,171 $1.44M 0.28% -5,191 13F-HR/A Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,171 $1.44M 0.08% -11,906 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,170 $1.44M 0.79% +184 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,157 $1.44M 0.27% +206 13F-HR/A Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,315 $1.43M 0.21% +527 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 4,143 $1.43M 1.43% -19,569 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 4,100 $1.43M 0.88% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,139 $1.43M 0.05% +118 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,135 $1.43M 0.97% -496 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,133 $1.43M 0.07% +28 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,128 $1.43M 0.14% +769 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,127 $1.43M 0.18% -490 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,120 $1.43M 0.43% +40 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,112 $1.42M 0.33% +45 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,092 $1.42M 0.44% +593 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,091 $1.42M 0.11% -400 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 4,090 $1.42M 0.56% -95 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 4,090 $1.42M 0.9% +129 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,086 $1.41M 0.5% -140 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 4,083 $1.41M 0.72% -77 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,075 $1.41M 1.16% -114 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,073 $1.41M 0.68% +350 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,073 $1.41M 0.31% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,234 $1.41M 0.07% +2,490 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,072 $1.41M 0.26% new 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,069 $1.41M 0.27% +209 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,069 $1.41M 0.58% +264 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,067 $1.41M 0.14% +1,007 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 4,064 $1.41M 0.09% -4,063 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,063 $1.41M 1.48% +763 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,056 $1.4M 0.89% -413 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,054 $1.4M 0.51% +383 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,050 $1.4M 0.2% +756 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,040 $1.4M 0.97% +459 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,039 $1.4M 0.29% -73 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,016 $1.4M 0.39% +33 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,045 $1.39M 0.12% +115 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,004 $1.39M 0.74% +3,327 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,002 $1.39M 0.92% -715 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 4,000 $1.38M 1.94% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 4,000 $1.38M 1.63% +1,750 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 3,998 $1.38M 1.02% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,987 $1.38M 2.21% 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,985 $1.38M 1.1% -141 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 3,983 $1.38M 1.05% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,979 $1.38M 0.13% -68 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,979 $1.38M 0.49% -415 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,975 $1.38M 0.79% +688 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,971 $1.37M 1.42% -532 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 3,968 $1.37M 0.37% +96 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,964 $1.37M 0.46% -155 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,963 $1.37M 0.24% +290 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,946 $1.37M 0.19% +60 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 3,945 $1.37M 1.04% 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,935 $1.36M 1.42% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,932 $1.36M 0.78% +134 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 3,922 $1.36M 0.41% +36 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 3,921 $1.36M 1.41% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,065 $1.35M 0.98% -53 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,905 $1.35M 0.16% 0 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 3,880 $1.34M 0.23% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,877 $1.34M 0.75% -319 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,875 $1.34M 0.71% 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,872 $1.34M 0.98% +44 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,864 $1.34M 0.13% +20 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,852 $1.33M 0.5% -60 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,846 $1.33M 0.3% -10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,841 $1.33M 0.31% -292 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,836 $1.33M 0.87% +667 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,833 $1.33M 1.13% -16 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 3,895 $1.33M 0.72% -513 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,830 $1.33M 0.66% +1,544 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,831 $1.32M 0.33% +948 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,827 $1.32M 0.37% +119 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,822 $1.32M 0.3% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,820 $1.32M 0.2% +18 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,806 $1.32M 1.03% -302 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 3,807 $1.32M 1.33% 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,801 $1.32M 0.26% +177 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,800 $1.32M 0.4% +34 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,799 $1.31M 0.96% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,858 $1.31M 0.92% -62 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,788 $1.31M 0.28% +38 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,788 $1.31M 0.17% -2,922 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,784 $1.31M 0.81% -35 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,764 $1.31M 1.18% -27 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,780 $1.31M 0.14% +201 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,778 $1.31M 0.09% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,777 $1.31M 0.34% -214 13F-HR Timeline Verity Asset Management, Inc. 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