Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,776 $596K 0.01% +64 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 7,757 $595K 0.3% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,724 $592K 0.25% +280 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,646 $586K 0.44% +158 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,642 $586K 0.13% -50 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,608 $584K 0.01% +153 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 7,431 $570K 0.09% -821 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 7,429 $570K 0.11% +2,651 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,417 $569K 0.04% -250 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,417 $569K 0.05% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,402 $568K 0.01% -563 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 7,271 $558K 0.12% +327 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,180 $551K 0.02% -881 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 7,159 $549K 0.48% +1,422 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 7,148 $548K 0.12% +615 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,074 $543K 0.01% -1,768 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6,919 $531K 0.35% +448 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,909 $530K 0.18% -3,659 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,847 $525K <0.01% +3,586 13F-HR Timeline Group CHAPIN DAVIS, INC. 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More: the full row for Essex Financial Services, Inc. 3,945 $303K 0.02% +411 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,944 $302K 0.15% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 3,919 $301K 0.09% -17 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,909 $300K 0.14% +132 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,894 $299K 0.01% +1,554 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,864 $296K 0.11% +276 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,860 $296K 0.01% +471 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,850 $295K 0.03% -6 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,832 $294K 0.02% +187 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for OMNI 360 Wealth, Inc. 3,472 $266K 0.12% -65 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,471 $266K 0.12% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,444 $264K 0.1% -16 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,436 $264K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,428 $263K <0.01% -1,522 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,426 $263K 0.06% +425 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,406 $261K 0.02% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,380 $259K 0.13% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,379 $259K 0.13% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,378 $259K 0.06% +400 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,375 $259K 0.18% +240 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 3,373 $259K 0.06% new 13F-HR Timeline WORLD EQUITY GROUP, INC. 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