Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 14,350 $1.04M 0.45% +36 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,345 $1.04M 0.16% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 14,314 $1.04M 0.39% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 14,131 $1.02M 0.79% -404 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14,131 $1.02M 0.2% 0 13F-HR/A Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,083 $1.02M 0.1% +1,345 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 13,985 $1.01M 0.68% +4 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,867 $1M 0.06% -301 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 13,784 $998K 0.64% +1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 13,667 $990K 0.04% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,637 $988K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,619 $987K 0.02% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,580 $984K 0.06% +22 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 13,559 $982K 0.26% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 13,518 $979K 0.03% -1,100 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 13,332 $966K <0.01% -134 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 13,170 $954K 0.24% -7,633 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,152 $953K 0.07% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,093 $948K 0.08% +33 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 13,086 $948K 0.72% +482 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,071 $947K 0.15% -13,005 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 12,979 $940K 0.33% +183 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,947 $938K 0.01% +19 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,934 $937K 0.15% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 12,886 $933K 0.59% +18 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,821 $929K 0.02% +538 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 12,540 $908K 0.19% -266 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 12,422 $900K 0.38% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 12,397 $898K 0.35% -160 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,389 $897K 0.09% +1,559 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,328 $893K 0.12% -1,016 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,322 $893K 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,299 $891K <0.01% +30 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,196 $883K 0.05% -146 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,183 $883K 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 $880K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,139 $879K 0.04% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,104 $877K 0.34% -40 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,724 $849K 0.04% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,522 $835K 0.02% +26 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 11,500 $833K 0.48% -100 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,383 $825K <0.01% 0 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 11,100 $804K 0.15% +4,600 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,075 $802K 0.01% +27 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,074 $802K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,074 $802K 0.13% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,022 $798K <0.01% -200 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 10,987 $796K 0.24% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,556 $784K 0.03% +7 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 10,737 $778K 0.04% -1,527 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,645 $771K 0.24% -53 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,610 $769K 0.02% -3,959 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,534 $763K 0.04% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 10,465 $758K 0.07% -718 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,394 $753K 0.3% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,366 $751K 0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,361 $751K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,263 $747K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10,228 $741K 0.15% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,203 $739K 0.5% +22 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,180 $737K 0.05% +2 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 10,093 $731K 0.06% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 9,924 $719K 0.16% +25 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,920 $719K 0.01% -672 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,885 $716K 0.1% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,697 $702K 0.04% +21 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,629 $697K 0.36% -451 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,576 $694K 0.48% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,531 $690K 0.05% +69 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 9,529 $690K 0.29% +24 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 9,501 $688K 0.15% -486 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,406 $681K 0.04% -102 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,313 $675K 0.66% +274 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,259 $671K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 9,115 $660K 0.32% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,070 $657K 0.03% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,026 $654K 0.06% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,001 $652K 0.56% +40 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,980 $651K 0.05% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,959 $649K 0.14% +1,548 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,908 $645K <0.01% +3,580 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 8,870 $643K 0.34% +175 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,832 $640K 0.01% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,762 $635K 0.11% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,712 $631K 0.03% +430 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,710 $631K 0.52% +18 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8,697 $630K 0.15% -3,714 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 8,614 $624K 0.23% -230 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,600 $623K 0.33% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,402 $623K 0.14% new 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 8,593 $622K 0.32% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,559 $620K 0.01% +5,239 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,547 $619K 0.14% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,414 $610K <0.01% -20,222 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 8,400 $608K 0.11% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 8,364 $606K 0.4% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 8,280 $602K 0.16% +21 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,306 $602K 0.02% +6 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,302 $601K 0.09% -282 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,289 $600K 0.04% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 8,196 $594K 0.44% +1,403 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8,195 $594K 0.27% -440 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,120 $588K 0.04% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,056 $584K 0.05% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,035 $582K 0.14% -765 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,032 $582K <0.01% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,994 $579K 0.03% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,890 $572K 0.12% -6,191 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,756 $562K 0.16% new 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 7,752 $562K 0.09% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,736 $560K 0.09% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,716 $559K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,682 $556K 0.03% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 7,628 $553K 0.17% +2,709 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 7,615 $552K 0.34% -89 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 7,578 $549K 0.15% -290 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 7,550 $547K 0.43% -245 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,540 $546K 0.05% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,466 $541K 0.08% -2,842 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 7,433 $538K 0.11% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 7,420 $538K 0.2% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 7,387 $535K 0.06% +18 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,290 $529K 0.22% 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) 7,198 $521K 0.01% -9,272 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,190 $521K 0.03% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,154 $518K 0.15% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,087 $513K 0.01% -4,909 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,049 $511K 0.01% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,015 $508K 0.29% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,933 $502K 0.01% 0 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 6,908 $500K 0.44% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,778 $491K 0.21% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,769 $490K 0.04% -218 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,766 $490K 0.05% -141 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,705 $486K 0.01% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,684 $484K 0.07% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,687 $484K 0.06% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,658 $484K <0.01% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 6,661 $482K 0.19% +467 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,631 $480K 0.16% +2,095 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,606 $479K 0.26% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,583 $477K 0.16% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,519 $472K 0.15% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,464 $468K 0.02% -80 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,353 $460K 0.1% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,296 $456K 0.03% +16 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 6,295 $456K 0.25% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,268 $454K 0.33% -1,353 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,251 $453K 0.38% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,119 $443K 0.01% -151 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,083 $441K 0.04% +15 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,013 $436K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,976 $433K 0.01% +157 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,875 $427K 0.18% +1,217 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,881 $426K 0.07% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,837 $423K 0.05% +14 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,833 $423K 0.08% +40 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,799 $420K 0.18% +5 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,749 $416K <0.01% -6,461 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,721 $414K 0.09% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,721 $414K 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,673 $411K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,666 $410K <0.01% -718 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,642 $409K 0.01% +1,345 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,610 $406K 0.04% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,587 $405K 0.05% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,538 $401K 0.01% +2,029 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,532 $401K 0.11% +125 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,477 $397K 0.19% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,424 $395K 0.01% +2 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,436 $394K 0.04% +5 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,434 $394K 0.01% -22,419 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,336 $387K 0.16% -1,301 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,304 $384K 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,301 $384K 0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,276 $381K 0.11% -1,670 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,184 $376K 0.1% +21 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,165 $374K 0.09% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,143 $373K <0.01% new 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,120 $371K 0.08% -1,748 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,117 $371K 0.01% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,115 $371K 0.04% 0 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 5,109 $370K 0.2% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,070 $367K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,060 $367K 0.02% +811 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,022 $364K 0.04% +12 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,001 $362K 0.03% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,000 $362K 0.01% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,993 $362K 0.06% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,989 $361K 0.24% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 4,985 $361K 0.25% +1,509 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,935 $357K 0.01% -35 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,869 $353K 0.04% +11 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,862 $352K 0.01% -1,466 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 4,861 $352K 0.15% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,843 $351K 0.16% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,843 $351K 0.16% +12 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,833 $350K 0.01% -1 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 4,829 $350K 0.09% new 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,826 $350K 0.21% 0 13F-HR Timeline