Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 178,923 $4.11M 1.37% +1,062 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 178,906 $4.11M 0.05% +14,842 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 177,831 $4.09M 0.19% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 172,992 $3.98M 0.33% +19,435 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 172,012 $3.95M 0.16% -14,297 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 171,306 $3.94M 0.47% -1,044 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 170,865 $3.93M 2.64% +22,870 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 166,469 $3.79M 1.27% -13,689 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 162,799 $3.74M 0.55% +7,039 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 163,940 $3.73M 1.34% +12,487 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 158,033 $3.61M 1.8% +41,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 156,526 $3.6M 0.34% +22,701 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for CALTON & ASSOCIATES, INC. 117,459 $2.7M 0.47% +3,165 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 116,312 $2.67M 0.54% +24,193 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 116,142 $2.67M -93,955 Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 115,937 $2.66M 1.8% -2,309 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 115,670 $2.66M 0.11% +67,762 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 111,150 $2.55M 0.59% +5,900 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 111,147 $2.55M 0.57% +74,085 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 109,629 $2.52M 1.74% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 109,433 $2.51M 1.15% -7,163 13F-HR Timeline 4WEALTH ADVISORS, INC. 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More: the full row for Family Firm, Inc. 92,479 $2.13M 0.51% +1,804 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 92,197 $2.12M 0.02% +40,311 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 91,034 $2.09M <0.01% +45,334 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 91,429 $2.08M 0.06% +11,496 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 90,244 $2.07M 0.06% +2,540 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 89,850 $2.06M 0.05% -20,031 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 89,410 $2.05M 1.6% +29,248 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 88,622 $2.04M 0.84% +6,900 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 89,306 $2.03M 0.21% +1,999 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 87,388 $2.01M 0.12% +9,403 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 86,248 $1.98M 0.13% -137,670 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 86,247 $1.98M 0.42% +5,403 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 85,602 $1.97M 0.33% +553 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 85,414 $1.96M <0.01% -6,739 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 84,755 $1.95M 0.11% +26,613 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 84,940 $1.94M 0.03% +82,851 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 84,001 $1.93M 1.78% +1,580 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 83,865 $1.93M 1.06% +506 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 83,360 $1.92M 0.15% +4,797 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 81,659 $1.88M 0.06% -33,403 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 81,481 $1.87M 0.15% +294 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 80,231 $1.84M 0.03% -145,844 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 80,176 $1.84M 0.02% -569 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 80,114 $1.84M 0.02% +61,455 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 79,171 $1.81M 0.35% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 77,875 $1.79M 0.11% +15,193 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 77,628 $1.78M 0.15% -7,913 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 77,013 $1.77M 1.34% -508 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 76,700 $1.76M 0.03% +5,497 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 75,018 $1.72M 0.12% +4,213 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 74,842 $1.72M 0.96% 0 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 74,407 $1.71M 0.9% +19,810 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 73,083 $1.68M 0.18% +6,045 13F-HR Timeline TME FINANCIAL, INC. 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More: the full row for Yukon Wealth Management, Inc. 64,814 $1.49M 0.53% -51,419 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 64,464 $1.48M 0.36% +2,585 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 64,274 $1.48M 0.18% +305 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 63,984 $1.47M 1.11% -307 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 63,896 $1.47M 0.32% -11,750 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 63,891 $1.47M 0.54% +13,311 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 63,554 $1.46M 0.49% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 62,725 $1.44M 0.37% -1,312 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 61,040 $1.4M 0.39% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 60,766 $1.4M 1.07% -8,644 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 60,098 $1.38M 0.86% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 58,556 $1.35M 0.1% +3,397 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 58,347 $1.34M 0.13% -9,362 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 57,640 $1.32M <0.01% -499,364 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 56,097 $1.29M 1.26% +2,775 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 56,095 $1.29M 0.48% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 55,531 $1.28M 0.51% -780 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 55,504 $1.28M 0.02% -12,999 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 55,431 $1.27M 0.5% +460 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 54,808 $1.26M 0.2% -2,508 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 54,489 $1.25M 0.09% -2,642 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 54,242 $1.25M 0.8% +19 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 53,824 $1.24M 0.02% -4,946 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 53,480 $1.23M 0.31% +13,483 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 53,505 $1.23M 0.11% +9,093 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 52,692 $1.21M 2.51% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52,176 $1.2M 0.03% +3,085 13F-HR Timeline Group INTEGRITY WEALTH ADVISORS, INC. 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More: the full row for Willis Johnson & Associates, Inc. 49,503 $1.14M 0.08% -98 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49,492 $1.14M 0.04% -16,523 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 49,463 $1.14M 0.01% -12,745 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 48,606 $1.12M 0.08% +433 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 47,224 $1.09M 0.58% +4,172 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 47,061 $1.08M <0.01% new 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 46,909 $1.08M 0.06% +6,174 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 46,667 $1.07M 0.05% +6,649 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 46,133 $1.06M 0.16% -16,158 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 45,733 $1.05M 0.05% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 45,403 $1.04M 0.03% -7,065 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 45,310 $1.04M 0.01% -2,302 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 45,089 $1.04M 0.2% +398 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 44,926 $1.03M 0.79% +123 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 44,788 $1.03M 0.07% -95,423 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 44,321 $1.01M 0.33% +33,552 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 44,065 $1.01M 0.27% +4,556 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 43,453 $999K 0.35% -131 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 43,341 $996K 0.1% -251 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43,336 $996K 0.29% +2,365 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 43,288 $995K 0.1% -2,109 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 43,152 $992K 0.36% -9,099 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 42,884 $985K 0.21% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 42,638 $980K 0.02% -11,392 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 42,105 $968K 0.54% +1,087 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 41,366 $951K 0.11% -14,530 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 40,979 $942K 0.18% -5,631 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 40,768 $937K 0.02% -4,069 13F-HR Timeline Group Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 40,654 $934K 0.47% +1,186 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 40,245 $925K 0.1% +1,741 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 40,208 $924K 0.02% +635 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 40,116 $922K 0.74% +1,132 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 40,093 $921K 0.51% -946 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 40,075 $921K 0.2% +2,095 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 39,934 $918K 0.36% -20,658 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 39,666 $912K 0.03% +460 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 39,226 $901K 0.06% +12,107 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 39,590 $899K 0.18% -4,576 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 38,912 $894K 0.04% -150,289 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 38,878 $893K 0.04% -413 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 38,861 $893K 0.76% -172,574 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 38,763 $891K 0.29% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 38,712 $890K 0.31% -1,830 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38,352 $881K 0.17% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 38,254 $879K 0.46% -623 13F-HR Timeline Waterloo Capital, L.P. 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