Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 538 $627K 0.03% -4 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 537 $626K 0.45% -10 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 533 $621K 0.04% +164 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 532 $620K 0.46% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 531 $619K 0.13% -5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 542 $618K 0.11% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 530 $618K 0.23% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 528 $616K 0.01% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 528 $616K 0.12% -10 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 528 $616K 0.51% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 527 $615K 0.02% -92 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 527 $614K 0.06% +3 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 525 $612K 0.23% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 525 $612K 0.03% +147 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 524 $611K 0.68% -525 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 523 $610K 0.04% +15 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 520 $606K 0.01% -59 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 516 $601K 0.11% +175 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 513 $598K 0.36% -11 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 513 $598K 0.01% +1 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 509 $593K 0.1% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 506 $590K 0.04% +422 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 506 $590K 0.07% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 506 $590K 0.1% -63 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 506 $590K 0.03% +1 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 505 $589K 0.12% +122 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 501 $585K 0.04% +5 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 500 $583K 0.44% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 516 $580K 0.01% -100 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 497 $579K 0.09% +20 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 496 $578K 0.24% -30 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 496 $578K 0.28% +6 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 496 $578K 0.16% +3 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 493 $575K 0.07% +38 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 493 $575K 0.04% 0 13F-HR Timeline SGL Investment Advisors, Inc. 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More: the full row for Etesian Wealth Advisors, Inc. 488 $569K 0.19% -52 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 487 $567K 0.33% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 486 $567K 0.04% +13 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 483 $563K 0.23% +3 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 483 $563K 0.12% -16 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 104 $562K 0.09% -422 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 478 $558K 0.19% -152 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 476 $556K 0.1% +1 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 476 $555K 0.07% -6 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 475 $554K 0.05% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 474 $553K 0.05% -41 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 474 $553K 0.03% +21 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 473 $552K 0.04% +69 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 473 $551K 0.21% -76 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 473 $551K 0.06% 0 13F-HR/A Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 471 $549K 0.29% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 471 $549K 0.16% -97 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 470 $548K 0.06% -344 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 470 $548K 0.04% +240 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 468 $546K 0.11% -198 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 467 $544K 0.38% -9 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 466 $543K 0.22% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 464 $541K 0.09% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 462 $539K 0.2% +14 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 462 $539K 0.14% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 462 $539K 0.06% +114 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 460 $536K 0.42% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 460 $536K 0.41% +9 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 460 $536K 0.22% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 459 $535K 0.24% +2 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 458 $534K <0.01% 0 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 457 $533K 0.11% +120 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 452 $527K 0.06% +46 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 451 $526K 0.13% +230 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 450 $524K 0.05% +89 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 450 $524K 0.04% -4 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 449 $523K 0.27% 0 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 449 $523K 0.37% +2 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 448 $522K 0.07% -281 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 447 $521K 0.1% +16 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 447 $521K 0.12% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 446 $520K 0.15% -22 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 446 $520K 0.05% +8 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 444 $518K 0.01% +4 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 444 $518K 0.04% +4 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 444 $518K 0.13% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 444 $518K 0.12% -20 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 441 $514K 0.09% -10 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 439 $512K 0.07% +39 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 439 $512K 0.05% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 439 $512K 0.14% +3 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 439 $512K 0.3% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 438 $511K 0.02% -4 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 437 $509K 0.18% +15 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 435 $507K 0.08% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 434 $506K 0.09% new 13F-HR/A Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 433 $505K 0.16% +1 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 433 $505K 0.15% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 432 $504K 0.03% +35 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 432 $504K 0.1% +5 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 432 $504K 0.14% +66 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 431 $502K 0.05% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 431 $502K 0.05% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 431 $502K 0.19% -12 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 430 $501K 0.1% +11 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 429 $500K 0.27% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 428 $499K 0.01% -250 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 427 $498K 0.04% -11 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 423 $493K 0.01% -2 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 423 $493K 0.12% -13 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 422 $492K 0.05% +10 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 421 $491K 0.09% +7 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 421 $491K 0.1% -2 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 421 $491K 0.17% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 420 $490K 0.11% +207 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 420 $490K 0.26% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 419 $488K 0.02% +84 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 419 $488K 0.12% -21 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 418 $488K 0.25% -36 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 417 $486K 0.08% +79 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 415 $484K 0.03% 0 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 414 $483K 0.23% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 521 $482K 0.04% +188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 414 $482K 0.03% +1 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 411 $479K 0.09% +5 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 410 $478K 0.28% -4 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 409 $477K 0.01% +75 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 408 $476K 0.01% -517 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 408 $476K 0.04% -63 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 406 $474K 0.03% +1 13F-HR Timeline United Bank More: the full row for United Bank 406 $473K 0.16% -119 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 405 $472K 0.12% -11 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 404 $471K <0.01% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 403 $470K 0.17% +49 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 403 $470K 0.11% +14 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 403 $470K 0.03% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 400 $466K 0.06% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 400 $466K 0.03% -343 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 399 $465K 0.03% +1 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 399 $465K 0.12% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 398 $464K 0.06% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 397 $463K 0.07% -314 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 397 $463K 0.07% -25 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 396 $462K 0.25% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 395 $461K 0.05% +10 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 395 $461K 0.08% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 393 $458K 0.05% +321 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 393 $458K 0.05% -6 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 392 $457K <0.01% +44 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 390 $455K 0.18% +30 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 389 $454K 0.13% +18 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 389 $454K 0.28% -13 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 388 $452K 0.06% +8 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 383 $447K 0.04% +1 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 383 $446K 0.04% +4 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 381 $445K 0.06% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 381 $444K 0.2% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 381 $444K 0.18% +108 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 380 $443K 0.21% 0 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 380 $443K 0.11% +7 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 380 $443K 0.01% +14 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 379 $442K 0.14% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 377 $440K 0.28% +12 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 377 $439K 0.08% +95 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 375 $437K 0.53% -532 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 373 $435K 0.34% -6 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 373 $435K 0.03% -55 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 373 $435K 0.08% +38 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 372 $434K 0.01% +42 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 372 $434K 0.05% +10 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 369 $430K 0.27% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 367 $428K 0.02% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 366 $427K 0.01% -14 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 366 $427K 0.05% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 366 $427K 0.12% -3 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 366 $426K 0.02% -48 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 365 $426K 0.02% -74 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 364 $424K 0.04% +35 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,168 $423K 0.14% +3,747 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 362 $422K 0.06% -58 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 362 $422K 0.28% -82 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 361 $421K 0.01% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 361 $420K 0.38% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 360 $420K 0.83% -3,056 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 359 $419K 0.17% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 359 $419K 0.13% +1 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 358 $417K 0.03% +1 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 356 $415K 0.06% -1 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 356 $415K 0.02% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 355 $414K 0.11% -6 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 354 $413K 0.02% +11 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 353 $412K 0.02% +42 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 353 $412K 0.15% -11 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 351 $409K 0.17% -39 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 350 $408K 0.06% +10 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 350 $408K 0.34% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 348 $406K 0.19% +30 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 345 $402K 0.02% 0 13F-HR Timeline