DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,795 $602K 0.16% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 7,770 $600K 0.03% new 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 7,757 $599K 0.37% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,712 $595K 0.01% +1,687 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,692 $594K 0.16% +1,050 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,667 $592K 0.04% -560 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,488 $578K 0.51% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,455 $575K 0.01% -161 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,444 $575K 0.27% -138 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,417 $572K 0.06% -321 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,414 $572K 0.01% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 7,120 $550K 0.12% -2,153 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7,075 $546K 0.4% -3 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,012 $541K +3,647 Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,990 $539K 0.11% +33 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,944 $536K 0.12% -432 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,929 $535K 0.01% +380 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,828 $527K 0.07% -228 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,724 $519K 0.02% -836 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,607 $510K 0.39% -194 13F-HR Timeline CHAPIN DAVIS, INC. 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Allen Investments, LLC 6,365 $491K 0.32% +43 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,335 $489K 0.36% -17,641 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,308 $487K 0.02% +1,647 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,287 $485K 0.04% +7 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 6,154 $475K 0.27% +810 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 6,133 $473K 0.25% +1,016 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,121 $472K 0.04% +636 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,038 $466K 0.08% -12,566 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,017 $464K 0.03% -2,920 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,990 $462K 0.06% +34 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5,978 $461K 0.33% +874 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,890 $455K 0.01% +628 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,825 $450K 0.09% -2,637 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 5,825 $450K 0.34% +77 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 5,816 $449K 0.43% -36 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,813 $449K 0.06% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,810 $448K 0.02% +2,510 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,801 $448K 0.09% -460 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 5,737 $443K 0.45% -21 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,702 $440K 0.02% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,699 $440K 0.01% -357 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,651 $436K 0.14% -129 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,626 $434K 0.05% -366 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,590 $431K 0.06% +128 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,576 $430K 0.06% +51 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,575 $430K 0.07% -604 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,568 $430K 0.02% +5 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for Strathmore Capital Advisors, Inc. 4,685 $363K 0.1% -35 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,641 $358K 0.13% -80 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,633 $358K 0.02% -3,985 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,621 $357K 0.06% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,590 $356K 0.09% +370 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,596 $355K 0.04% +21 13F-HR Timeline Northstar Group, Inc. 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More: the full row for New Covenant Trust Company, N.A. 4,519 $349K 0.31% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,514 $348K 0.09% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,503 $348K 0.19% -1,148 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,417 $341K 0.09% +160 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,315 $333K 0.01% +24 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,307 $332K 0.02% -918 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 4,294 $331K 0.29% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,272 $330K 0.23% +12 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 4,271 $330K 0.16% +340 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,248 $328K 0.07% -4,765 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,210 $325K 0.12% -601 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,191 $323K 0.11% +617 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,132 $319K 0.04% -7,104 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,115 $318K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,112 $317K 0.17% -219 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,086 $315K 0.03% -34 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,080 $315K 0.04% -265 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,080 $315K 0.08% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,070 $314K 0.23% -278 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,051 $313K 0.01% +2,317 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for Bond & Devick Financial Network, Inc. 3,881 $300K 0.08% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,861 $298K 0.01% new 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,856 $298K 0.04% -2 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,833 $296K 0.05% -174 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 3,830 $296K 0.05% -1,482 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,777 $291K 0.15% +25 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 3,775 $291K 0.15% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,789 $291K 0.15% new 13F-HR Timeline Arcadia Wealth Management, Inc. 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More: the full row for Jones Kertz & Associates, Inc. 3,738 $288K 0.15% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,711 $286K 0.02% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,698 $285K 0.07% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,684 $284K 0.07% +17 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,684 $284K 0.11% +422 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,676 $284K <0.01% +287 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,675 $284K <0.01% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,672 $283K 0.15% -10 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,662 $283K 0.04% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,648 $282K <0.01% +457 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,645 $281K 0.02% +23 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,604 $278K 0.16% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,588 $277K 0.11% +8 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,587 $277K 0.16% +104 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,568 $275K 0.1% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,566 $275K <0.01% -3,500 13F-HR Timeline WORLD EQUITY GROUP, INC. 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More: the full row for Cogent Private Wealth, Inc. 3,500 $270K 0.2% -475 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,484 $269K 0.02% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,471 $268K 0.14% +250 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,460 $267K 0.11% -93 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 3,453 $266K 0.31% -37 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,449 $266K <0.01% -1,986 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,436 $265K 0.03% +757 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,427 $265K 0.01% +464 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,425 $264K 0.01% -374 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,415 $264K 0.05% +2 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,389 $262K 0.01% -318 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,383 $261K 0.08% +2,588 13F-HR/A Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,380 $261K 0.18% +190 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,379 $261K 0.15% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,375 $260K 0.05% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,366 $260K <0.01% -4,127 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 3,356 $259K 0.19% +428 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,347 $258K <0.01% 0 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,316 $256K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,314 $256K 0.14% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,273 $253K 0.03% +2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,261 $252K <0.01% 0 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,250 $251K 0.05% -345 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,233 $250K 0.21% +370 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,231 $249K <0.01% -977 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,231 $249K 0.08% -224 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,242 $249K 0.02% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,219 $248K 0.04% +8 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,188 $246K 0.02% -5,754 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,171 $245K 0.03% -284 13F-HR/A Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,166 $244K 0.06% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,151 $243K 0.06% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,135 $242K 0.18% +200 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 3,124 $241K 0.23% -65 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,113 $240K 0.08% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,112 $240K 0.05% -3,104 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,104 $240K 0.18% +21 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,097 $239K 0.02% 0 13F-HR Timeline