Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 17,734 $1.32M 0.27% +38 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,685 $1.31M <0.01% 0 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,445 $1.29M 0.02% +36 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,312 $1.28M 0.04% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,015 $1.26M <0.01% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,986 $1.26M 0.15% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,802 $1.25M 0.37% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,575 $1.23M 0.04% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,495 $1.22M <0.01% 0 13F-HR/A Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,390 $1.22M 0.06% new 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,278 $1.21M 0.01% -116 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16,260 $1.21M 0.53% -357 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 15,999 $1.2M 0.03% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 15,861 $1.18M 1% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,854 $1.18M 1% -81 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,830 $1.17M 0.03% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,792 $1.17M 0.02% +5,426 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 15,741 $1.17M 0.49% -2,214 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 15,741 $1.17M 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,685 $1.16M 0.05% -127 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,564 $1.15M 0.07% -4,724 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 15,464 $1.15M 0.25% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 15,393 $1.14M 0.13% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,271 $1.13M 0.01% +746 13F-HR Timeline 25 LLC More: the full row for 25 LLC 15,098 $1.12M 0.36% -661 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 14,801 $1.1M 0.77% -778 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 14,749 $1.09M 0.91% 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 14,702 $1.09M 0.21% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 14,584 $1.08M 0.61% -250 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 14,400 $1.07M 0.21% +6,000 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 14,381 $1.07M 0.43% +31 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,345 $1.06M 0.15% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,339 $1.06M <0.01% -250 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,312 $1.06M 0.46% -1,155 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 14,269 $1.06M 0.25% -404 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14,131 $1.05M 0.2% 0 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 13,996 $1.04M 1.16% 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 13,993 $1.04M 0.64% +8 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,867 $1.03M 0.06% 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 13,667 $1.01M 0.02% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 13,548 $1M 0.27% -11 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,479 $1000K 0.02% -140 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 13,381 $992K 0.62% -403 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 13,375 $992K 0.69% +289 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 13,331 $989K <0.01% -1 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,256 $983K 0.01% +309 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,210 $980K 0.06% -370 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,152 $975K 0.07% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,121 $973K 0.08% +28 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,099 $972K 0.16% +28 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 13,092 $971K 0.55% +206 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 12,788 $948K 0.32% -191 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,756 $946K <0.01% +609 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 12,681 $941K 0.72% 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,634 $937K 0.16% -300 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 12,519 $929K 0.65% +4,323 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 12,397 $919K 0.36% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,328 $914K 0.08% -61 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,326 $914K <0.01% +27 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,322 $914K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,289 $911K 0.02% +1,214 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 12,249 $908K 0.36% -173 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 12,243 $908K 0.03% -1,275 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,211 $906K 0.05% +15 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,197 $905K 0.07% -131 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,183 $904K 0.09% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,142 $901K 0.23% -1,028 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,139 $900K 0.04% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,104 $898K 0.33% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 12,082 $896K 0.64% 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 12,067 $895K 0.18% -473 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,053 $894K 0.11% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,915 $888K 0.02% +10,094 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 11,790 $874K 0.75% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,730 $870K 0.02% +1,120 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,724 $870K 0.04% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,544 $856K 0.01% +22 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 11,500 $853K 0.47% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 11,397 $845K 0.64% -2,734 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,383 $844K <0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,378 $844K 0.01% +6,567 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,074 $821K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,074 $821K 0.12% 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 $818K <0.01% 0 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 10,987 $815K 0.23% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,790 $800K 0.04% +53 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,547 $782K <0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,534 $781K 0.04% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 10,472 $777K 0.17% +971 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 10,465 $776K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,263 $774K 0.02% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,409 $772K 0.23% -236 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,394 $771K 0.28% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,361 $768K 0.06% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,277 $762K 0.08% -11,031 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10,228 $759K 0.14% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,222 $758K 0.55% +19 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,151 $753K 0.12% new 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 10,093 $749K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,086 $748K 0.05% -94 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,027 $744K 0.01% +107 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,956 $738K <0.01% +3,298 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 9,945 $738K 0.16% +21 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,932 $737K 0.03% +1,220 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,885 $733K 0.09% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 9,801 $727K 0.37% +931 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,665 $717K 0.04% -32 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,646 $715K 0.04% +240 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,600 $712K 0.07% -4,483 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,612 $712K 0.35% -17 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,579 $710K 0.05% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,576 $710K 0.39% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 9,549 $708K 0.31% +20 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,538 $707K 0.05% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,259 $687K 0.01% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,138 $678K 0.54% +137 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 9,115 $676K 0.33% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,898 $674K 0.11% +136 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,070 $673K 0.03% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,997 $667K <0.01% +4,780 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,980 $666K 0.05% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,955 $664K 0.01% +1,868 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,902 $660K 0.2% -411 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,832 $655K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,749 $649K <0.01% -159 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,726 $647K 0.54% +16 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8,630 $640K 0.13% -67 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,600 $638K 0.34% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,589 $637K 0.19% +961 13F-HR/A Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,402 $636K 0.13% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,547 $634K 0.14% 0 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 8,511 $631K 0.29% -82 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 8,364 $620K 0.38% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 8,298 $617K 0.15% +18 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,293 $615K 0.13% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,249 $612K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8,195 $608K 0.27% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,193 $608K 0.02% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,168 $606K 0.09% -134 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,145 $604K 0.09% +679 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,138 $604K 0.04% +18 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,081 $599K 0.02% -225 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,056 $597K 0.04% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,020 $595K 0.05% -1,006 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 8,020 $595K 0.64% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,994 $593K 0.03% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,955 $590K 0.3% 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 7,946 $589K 0.2% -668 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,942 $589K <0.01% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 7,908 $587K 0.04% -381 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,850 $582K <0.01% -564 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,817 $580K 0.13% -218 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,806 $579K 0.01% new 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 7,752 $575K 0.09% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,736 $574K 0.09% 0 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,726 $573K <0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,716 $572K 0.02% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 7,715 $572K 0.15% +137 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,682 $570K 0.03% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 7,599 $564K 0.33% -16 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,540 $559K 0.05% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 7,466 $554K 0.19% +4,155 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 7,433 $551K 0.12% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 7,294 $541K 0.22% +633 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 7,251 $538K 0.4% -169 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 7,251 $538K 0.4% -299 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,243 $537K 0.12% -1,716 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,190 $533K 0.03% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,154 $531K 0.15% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,049 $523K 0.01% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,015 $520K 0.28% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,014 $520K 0.11% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,933 $514K 0.01% 0 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 6,908 $512K 0.44% 0 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 6,855 $509K 0.38% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,768 $502K <0.01% +1,019 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,766 $502K 0.04% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 6,633 $501K 0.2% -657 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,705 $497K 0.01% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,684 $496K 0.07% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,631 $492K 0.16% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,606 $490K 0.25% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,605 $490K 0.01% +1,171 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,519 $484K 0.15% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 6,501 $482K 0.19% +1,658 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,478 $481K 0.02% +14 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,353 $471K 0.11% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 6,295 $467K 0.23% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,268 $465K 0.32% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,251 $464K 0.33% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,231 $462K 0.19% -547 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,096 $452K 0.04% +13 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,082 $451K 0.01% +1,147 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,053 $449K 0.01% +77 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,013 $446K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,983 $444K 0.01% -136 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,936 $440K 0.4% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,881 $436K 0.07% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,870 $435K 0.08% +37 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 5,862 $435K 0.14% -721 13F-HR Timeline