Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 47,521 $1.85M 1.15% +1,733 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 47,412 $1.84M 0.1% -1 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 46,662 $1.81M 0.03% +3,273 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 42,815 $1.81M 0.6% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 46,360 $1.8M 1.02% -3,307 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 45,993 $1.79M 0.11% +115 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 45,840 $1.78M 0.08% -1,397 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 45,580 $1.77M 1.01% -1,765,504 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 45,427 $1.76M 0.4% -41 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,000 $1.71M 0.01% -45,078 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 43,758 $1.7M 0.33% +15,239 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,643 $1.7M 0.03% -86 13F-HR/A Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 43,511 $1.69M 0.33% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 43,095 $1.67M 0.16% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 42,411 $1.65M 0.1% +107 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 40,917 $1.59M 0.86% +588 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 39,579 $1.54M 0.46% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 39,340 $1.53M 0.77% +160 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 39,113 $1.52M 0.1% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 39,074 $1.52M 0.03% +5,491 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 38,944 $1.51M 0.24% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 38,908 $1.51M 0.1% -25,894 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 38,593 $1.5M 0.04% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 38,485 $1.5M 0.07% -377 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,362 $1.49M <0.01% -18,650 13F-HR/A Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 37,797 $1.47M 0.25% -3,386 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 37,795 $1.47M 0.19% +101 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 37,696 $1.46M 0.62% -647 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 37,626 $1.46M 0.25% +84 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 37,626 $1.46M 0.86% -1,150 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 37,475 $1.46M 0.13% +2,260 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 37,466 $1.46M 0.5% -1,591 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 37,248 $1.45M 0.4% -995 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 37,210 $1.45M 1.2% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 37,123 $1.44M 0.06% -170 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 37,077 $1.44M 0.93% -531 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 37,043 $1.44M 1.01% -242 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 36,454 $1.42M 0.56% +196 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 32,758 $1.41M 0.03% +1 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 36,290 $1.41M 0.02% -17,010 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 36,024 $1.4M 0.08% +18,012 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 35,898 $1.39M 0.05% -16,978 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 35,885 $1.39M 0.84% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 35,817 $1.39M 0.08% -978 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 35,487 $1.38M 0.15% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 35,483 $1.38M 0.03% -3,370 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 35,424 $1.38M 0.14% -812 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,139 $1.37M <0.01% -255,740 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 35,106 $1.36M 0.56% +1,717 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 34,756 $1.35M 0.02% -73 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 34,545 $1.34M 0.02% +609 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 34,487 $1.34M 0.95% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 34,177 $1.33M 0.05% -1,245 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 33,677 $1.31M 0.04% -1,450 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 33,275 $1.29M 0.05% +4,165 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 32,906 $1.29M 0.45% +82 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,123 $1.29M 0.01% +428 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 32,958 $1.28M 0.02% -32,636 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,657 $1.27M 0.03% +770 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 32,634 $1.27M 0.12% +31 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 32,346 $1.26M 0.21% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,293 $1.25M 0.28% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 32,274 $1.25M 0.81% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 32,240 $1.25M 0.01% -211 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 32,094 $1.25M 0.9% +1,396 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 31,964 $1.24M 0.06% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 31,658 $1.23M 0.05% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 31,207 $1.21M 0.63% +55 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 30,828 $1.2M 0.15% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 30,684 $1.19M 0.04% +1,959 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 30,675 $1.19M 0.22% -2,220 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 30,562 $1.19M 0.51% -1,034 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 30,502 $1.19M 0.08% +694 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 30,402 $1.18M 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 30,295 $1.18M 0.1% +10,763 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 30,278 $1.18M 0.09% -5,624 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30,235 $1.17M 0.05% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 30,468 $1.17M 0.15% +77 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 29,803 $1.16M 0.64% +3 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 29,759 $1.16M 0.27% +773 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 29,484 $1.15M 0.02% 0 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 29,388 $1.14M 0.5% +4,863 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 29,126 $1.13M 0.15% -1,993 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 29,110 $1.13M 0.16% +12,836 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 29,110 $1.13M 0.14% +296 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,081 $1.13M 0.04% +4,821 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 26,893 $1.13M 0.79% 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 28,976 $1.13M 0.19% 0 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 28,898 $1.12M 1.08% +1,902 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,872 $1.12M 0.01% +358 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 28,757 $1.12M 0.05% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 28,521 $1.11M 0.04% +58 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 28,438 $1.11M 0.04% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 28,348 $1.1M 0.66% +40 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 30,439 $1.1M 0.41% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 28,110 $1.09M 0.01% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 27,894 $1.08M 0.2% +17 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,708 $1.08M 0.19% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 27,670 $1.08M 0.81% +4,626 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 27,667 $1.08M <0.01% 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 27,663 $1.07M 0.45% +21,161 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,211 $1.06M 0.01% +8,544 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 26,959 $1.05M 0.01% -894 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,888 $1.04M 0.02% +15,089 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 26,857 $1.04M 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 26,842 $1.04M 0.21% +68 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 26,634 $1.03M 0.45% 0 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 26,619 $1.03M 0.59% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,552 $1.03M 0.01% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 26,550 $1.03M 0.09% 0 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 26,501 $1.03M 0.03% +424 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 26,450 $1.03M 0.17% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 26,442 $1.03M 0.65% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 26,289 $1.02M 0.51% +66 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 25,882 $1.01M 0.03% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 25,882 $1.01M 0.1% -7,997 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 25,704 $999K 0.04% -197 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 25,646 $997K 0.14% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 25,633 $996K 0.7% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 25,524 $992K 0.26% +721 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 25,513 $991K 0.07% +4,334 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 25,390 $987K 0.06% +5,601 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,314 $984K 0.02% -147 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 25,271 $982K 0.22% -2,847 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,223 $980K 0.11% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 25,188 $979K 0.21% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,016 $972K 0.09% -3,512 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 24,994 $971K 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 24,896 $967K 0.08% -3,053 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,820 $965K 0.01% +18 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,669 $959K 0.01% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 24,306 $945K 0.26% +51 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 24,273 $943K 0.6% +1,088 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,093 $943K <0.01% +277 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,253 $942K <0.01% +6,844 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 24,193 $940K 0.12% 0 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 24,007 $933K 0.63% +60 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 23,977 $932K 0.46% +12 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 23,744 $923K 0.21% +2,207 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 23,487 $912K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 23,443 $911K 0.55% +13 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 22,523 $875K 0.01% +1,331 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 22,504 $875K 0.31% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 22,485 $874K 0.19% +88 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 22,372 $869K 0.13% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 22,285 $866K 0.2% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 22,053 $857K 0.06% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 21,994 $855K 0.06% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 21,949 $853K 0.44% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 21,799 $847K 0.39% +410 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 21,647 $841K 0.6% +52 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 21,326 $829K 0.56% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,178 $823K <0.01% -266,015 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,097 $820K 0.32% +13 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 21,073 $819K 0.04% -1,965 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 20,900 $812K 0.13% +29 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,622 $807K 0.04% -5,272 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,626 $802K 0.44% +53 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20,579 $800K 0.03% -5,146 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 18,672 $784K 0.05% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,977 $776K 0.15% +586 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 19,970 $776K 0.23% -100 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 19,784 $769K 0.58% 0 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 19,662 $764K 0.58% +201 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19,463 $756K 0.27% +48 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,248 $748K 0.11% -50 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 19,248 $748K 0.06% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,233 $747K 0.03% -9,225 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 19,233 $747K 0.1% -9,225 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 19,221 $747K 0.21% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 19,164 $745K 0.01% -2,373 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 19,085 $742K 0.12% -854 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 19,005 $739K 0.14% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18,835 $732K 0.01% +26 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 18,527 $720K 0.48% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 18,487 $718K 0.02% -35 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 17,249 $712K 0.04% +44 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,187 $707K 2.03% -936,377 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 18,157 $706K 0.31% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 18,145 $705K 0.47% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18,091 $703K 0.08% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 18,034 $701K 0.04% -10 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 18,026 $700K 0.13% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 17,949 $697K 0.09% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 17,643 $686K 0.12% +335 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 17,584 $683K 0.25% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17,416 $681K 0.14% +12,694 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,487 $680K 0.01% -1,198 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,448 $678K 0.01% +6,144 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 17,340 $674K 0.01% -569 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,233 $670K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17,233 $670K <0.01% new 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 17,230 $670K 0.37% +32 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 17,191 $668K 0.25% +17 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 17,100 $665K 0.38% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,095 $664K 0.07% +1,647 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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