BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 5,595 $417K 0.19% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,946 $414K 0.04% +450 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,945 $414K 0.01% +390 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,955 $414K 0.02% +150 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,401 $412K 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 30,059 $411K 0.01% +2,726 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,897 $411K 0.21% 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,872 $409K 0.24% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,868 $409K <0.01% +524 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,837 $405K 0.09% +3,273 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,813 $405K 0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,788 $403K 0.01% +1,037 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,769 $402K 0.08% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,704 $397K 0.05% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,587 $389K 0.15% +60 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,555 $387K 0.26% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,546 $386K 0.1% -1,316 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,467 $381K <0.01% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 5,431 $378K 0.28% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,375 $374K 0.07% +175 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,345 $372K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,339 $372K 0.01% -413 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,302 $369K 0.03% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,299 $369K 0.27% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,287 $368K 0.23% -61 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,209 $363K 0.06% +317 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,161 $360K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,138 $358K 0.04% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,100 $355K 0.11% +460 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,047 $352K 0.07% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,036 $351K 0.11% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,012 $349K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,992 $348K 0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,967 $346K 0.2% -8 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,954 $345K 0.04% -603 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,890 $341K 0.13% -88 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,868 $339K <0.01% +325 13F-HR/A Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,854 $338K 0.12% +6 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,853 $338K 0.14% -114 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,814 $335K 0.16% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,765 $332K 0.24% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,740 $330K 0.02% -2,030 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,734 $330K 0.07% +170 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 4,704 $328K 0.24% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,650 $324K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,618 $322K 0.04% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,616 $322K 0.01% -62 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,583 $319K 0.02% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,567 $318K 0.18% -139 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,565 $318K 0.01% -329 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,541 $316K 0.01% +549 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,453 $310K 0.03% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,444 $310K 0.1% -374 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,434 $309K 0.02% -345 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,425 $308K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,423 $308K 0.12% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,419 $308K 0.03% +6 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,577 $305K 0.01% +521 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,321 $301K 0.01% +1,066 13F-HR/A Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,303 $300K 0.04% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,270 $297K 0.05% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,269 $297K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,269 $297K <0.01% +526 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,246 $296K 0.05% 0 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4,188 $292K 0.13% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,175 $291K 0.04% +8 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,152 $289K 0.02% +6 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 4,134 $288K 0.32% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,129 $288K 0.16% +9 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,119 $287K 0.18% 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,103 $286K 0.1% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,100 $286K 0.15% +513 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,099 $286K 0.02% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,043 $282K 0.06% -457 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,034 $281K 0.13% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,990 $278K <0.01% +964 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,979 $277K 0.06% -448 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,969 $277K 0.07% +1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,945 $275K <0.01% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 3,875 $270K 0.11% +131 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,869 $270K 0.01% -1,552 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 3,869 $270K 0.23% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,836 $267K 0.03% -192 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,821 $266K 0.02% +566 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,803 $265K 0.21% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 3,784 $264K 0.2% 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,775 $263K 0.19% +289 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,765 $262K <0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,756 $262K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,739 $260K 0.22% +10 13F-HR/A Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,738 $260K 0.09% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,690 $257K 0.02% +10 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,685 $257K 0.04% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,516 $252K 0.01% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,603 $251K 0.23% +485 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,559 $248K 0.02% +10 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,553 $248K 0.1% +10 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,514 $245K <0.01% 0 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 3,499 $244K 0.01% +68 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 3,480 $242K 0.26% 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,470 $242K 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,469 $242K <0.01% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,448 $240K 0.05% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,447 $240K 0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,444 $240K 0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,440 $240K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,436 $239K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,436 $239K 0.04% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,432 $239K 0.06% 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,362 $234K 0.11% -2,358 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 3,350 $233K 0.18% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,300 $230K 0.08% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,308 $229K 0.03% +135 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,282 $229K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,280 $229K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,279 $228K +1,201 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,266 $228K <0.01% +41 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 3,257 $227K 0.21% 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 3,252 $227K 0.19% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,221 $224K 0.05% +2,949 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,088 $224K <0.01% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,210 $224K 0.07% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,186 $222K 0.13% -457 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,146 $219K 0.02% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,139 $219K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,131 $218K 0.01% +4 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,109 $217K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,043 $215K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,075 $214K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,071 $214K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,059 $213K 0.05% -432 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,056 $213K 0.14% +7 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,055 $213K 0.21% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,008 $210K 0.2% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,004 $209K 0.04% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,000 $209K 0.13% new 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 2,837 $208K 0.11% new 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2,984 $208K 0.22% -38 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,978 $207K 0.01% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,971 $207K 0.04% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,960 $206K <0.01% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 2,930 $204K 0.04% -200 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,923 $204K 0.07% +1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,912 $203K 0.01% -1,506 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 2,897 $202K 0.03% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,804 $202K 0.02% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,899 $202K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,881 $201K <0.01% -1,639 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,852 $199K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,844 $198K <0.01% +180 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,801 $195K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,788 $194K 0.17% -172 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,689 $187K 0.08% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,672 $186K <0.01% +294 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,631 $183K 0.07% new 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,433 $170K 0.13% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,428 $169K 0.02% -471 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,414 $168K <0.01% +314 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,326 $162K 0.25% +85 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,317 $161K 0.05% +4 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,302 $160K 0.09% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,287 $159K <0.01% +45 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,131 $148K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,951 $136K <0.01% -538 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,934 $135K 0.04% -43 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,916 $133K 0.02% +144 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,842 $128K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,769 $123K <0.01% new 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 122,584 $123K 0.09% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,748 $122K 0.01% -989 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,720 $120K 0.06% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,706 $119K 0.05% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,688 $118K 0.07% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,568 $109K 0.09% +4 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,565 $109K 0.04% -880 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,518 $106K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,517 $106K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,478 $103K 0.02% +868 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,379 $96.1K 0.08% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,354 $94.3K <0.01% +409 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,285 $89.5K 0.08% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,186 $82.6K 0.04% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,165 $81.2K <0.01% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 1,136 $79.1K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,021 $77.9K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,112 $77.4K 0.01% +4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,109 $77.3K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,107 $77.1K 0.03% -104 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,100 $76.6K <0.01% -150 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,100 $76.6K 0.06% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,070 $74.5K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,067 $74.3K <0.01% -903 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1,060 $73.9K 0.02% -200 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,019 $71K <0.01% 0 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1,015 $70.7K 0.04% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 958 $66.7K 0.05% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 918 $64K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 913 $63.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 909 $63.3K 0.02% +596 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 900 $62.7K 0.01% +216 13F-HR Timeline