Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14,131 $947K 0.19% -1,450 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,081 $944K 0.21% -5,405 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 13,981 $937K 0.7% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 13,783 $924K 0.67% +1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 13,667 $916K 0.04% 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,637 $914K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,619 $913K 0.02% +4,040 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 13,559 $909K 0.27% -1,461 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,558 $909K 0.07% +23 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 13,466 $903K <0.01% -230 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,344 $894K 0.07% +36 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,152 $881K 0.08% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,060 $875K 0.07% +35 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,934 $867K 0.15% -343 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,928 $866K 0.02% +5,109 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 12,868 $862K 0.64% +20 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 12,806 $858K 0.19% -3,948 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 12,796 $858K 0.33% +152 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 12,738 $854K 0.09% +35 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 12,604 $845K 0.7% +1,133 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 12,557 $842K 0.34% +2,391 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 12,422 $833K 0.38% +15 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,411 $832K 0.23% +17 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,342 $827K 0.05% -143 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,322 $826K 0.02% +951 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,283 $823K 0.02% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,269 $822K <0.01% +33 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,238 $820K <0.01% 0 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,210 $818K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,183 $817K 0.09% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,147 $814K <0.01% -3,329 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,144 $814K 0.34% -84 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,139 $814K 0.04% -38,903 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,996 $804K 0.01% +126 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,924 $799K 0.11% +385 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,724 $786K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,264 $784K 0.04% +804 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 11,600 $777K 0.48% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,496 $770K 0.01% +1,247 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,383 $763K <0.01% -2,504 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,222 $752K <0.01% -3,555 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 11,183 $749K 0.07% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,074 $742K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,074 $742K 0.13% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,048 $740K 0.02% +30 13F-HR/A Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 10,987 $736K 0.23% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,549 $736K 0.03% -3,605 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,830 $726K 0.08% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,698 $717K 0.24% +575 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,592 $710K 0.01% +5,296 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,534 $706K 0.04% -1,061 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,394 $697K 0.35% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,366 $695K 0.02% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,361 $694K 0.06% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,308 $691K 0.11% +105 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,263 $688K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10,228 $685K 0.15% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,181 $682K 0.5% +24 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,178 $682K 0.05% -115 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,116 $678K <0.01% +24 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 10,093 $676K 0.06% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 10,080 $675K 0.38% -965 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 10,045 $673K 0.52% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 9,987 $669K 0.17% +1,477 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,918 $665K 0.52% -198,906 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 9,899 $663K 0.15% +27 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,885 $662K 0.1% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 9,706 $650K 0.33% +5,221 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,676 $648K 0.04% -51 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,576 $642K 0.48% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,508 $637K 0.04% -2,481 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 9,505 $637K 0.28% +25 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,473 $635K <0.01% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,462 $634K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,259 $621K 0.01% +3,160 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,961 $619K 0.58% -804 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 9,115 $611K 0.32% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,070 $608K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,039 $606K 0.22% +451 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,980 $602K 0.05% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 8,844 $593K 0.24% -1,196 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,832 $592K 0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,800 $590K 0.15% +548 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 8,695 $583K 0.33% +5,660 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,692 $583K 0.53% +20 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8,635 $579K 0.29% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,600 $576K 0.33% new 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 8,593 $576K 0.34% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,584 $575K 0.09% -1,745 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,547 $573K 0.14% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 8,400 $563K 0.13% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 8,364 $561K 0.34% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 8,259 $559K 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,300 $556K 0.02% +2,407 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,289 $556K 0.04% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,282 $555K 0.02% +383 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,056 $540K 0.05% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,032 $538K <0.01% +1,147 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,011 $537K 0.02% -4,834 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,994 $536K 0.02% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,762 $530K 0.11% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 7,868 $527K 0.15% +1,581 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 7,795 $522K 0.48% new 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 7,752 $520K 0.09% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,736 $518K 0.09% 0 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 7,704 $516K 0.35% -1,184 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,682 $515K 0.03% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,621 $511K 0.4% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,540 $505K 0.05% +60 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,290 $500K 0.25% 0 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 7,433 $498K 0.12% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 7,420 $497K 0.17% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,411 $497K 0.11% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 7,369 $494K 0.06% -6,924 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,190 $482K 0.03% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,049 $472K 0.01% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,015 $470K 0.29% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,987 $468K 0.04% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,946 $466K 0.12% -1,991 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,933 $465K 0.01% 0 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 6,908 $463K 0.42% +1 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,907 $463K 0.05% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,868 $460K 0.11% -1,422 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,793 $455K 0.37% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,778 $454K 0.23% -767 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,637 $450K 0.2% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,705 $449K 0.01% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,684 $448K 0.07% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,606 $443K 0.27% +350 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,583 $441K 0.16% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,544 $439K 0.02% +18 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,519 $437K 0.16% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,514 $437K 0.04% -176 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,500 $436K 0.09% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,399 $429K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,384 $428K 0.01% -348 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,353 $426K 0.1% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,329 $424K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,328 $424K 0.02% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 6,295 $422K 0.28% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,280 $421K 0.03% +17 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,270 $420K 0.01% 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,251 $419K 0.39% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 6,194 $415K 0.16% +430 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,068 $407K 0.04% +16 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,013 $403K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,881 $394K 0.08% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,834 $391K <0.01% +1,384 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,823 $390K 0.05% +16 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,819 $390K 0.01% +525 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,794 $388K 0.17% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,793 $388K 0.08% +407 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,744 $385K <0.01% -28,102 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,721 $383K 0.1% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,721 $383K 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,673 $380K 0.01% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,610 $376K 0.04% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,587 $374K 0.05% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,431 $368K 0.04% +17 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,477 $367K 0.19% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,422 $363K 0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,412 $363K 0.04% +1,213 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,407 $362K 0.1% +1,297 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,328 $357K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,301 $355K 0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,286 $354K 0.11% -138 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 5,225 $350K 0.17% +753 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,165 $346K 0.09% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,163 $346K 0.1% +8 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,117 $343K 0.01% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,115 $343K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,087 $341K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,070 $340K 0.03% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,010 $336K 0.04% +14 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,001 $335K 0.03% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,000 $335K 0.01% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,993 $335K 0.06% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,989 $334K 0.26% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,970 $333K 0.01% -45 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,939 $331K 0.01% 0 13F-HR/A Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,919 $330K 0.11% +627 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 4,861 $326K 0.15% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,858 $326K 0.04% +13 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,853 $325K 0.01% -1 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,834 $324K 0.01% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,831 $324K 0.16% +481 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,826 $323K 0.22% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,790 $321K 0.2% +12 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,771 $320K 0.14% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,763 $319K 0.06% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,727 $317K 0.06% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 4,707 $315K <0.01% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,700 $315K <0.01% -9,500 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,690 $314K 0.07% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,666 $313K 0.06% -408 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 4,658 $312K 0.15% +150 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,643 $311K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,604 $309K 0.05% -1,011 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 4,604 $309K 0.25% +168 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,561 $306K 0.08% 0 13F-HR Timeline