Ignite Planners, LLC More: the full row for Ignite Planners, LLC 40,516 $1.68M 0.23% +204 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 40,391 $1.67M 0.23% +57 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 40,360 $1.67M 0.28% +13,350 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 40,295 $1.67M 0.05% +208 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 39,148 $1.62M 0.61% -11,160 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 39,121 $1.62M <0.01% -66,208 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,397 $1.59M 0.03% -1,700 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 37,790 $1.57M 0.75% +1,744 13F-HR Timeline Stolper Co More: the full row for Stolper Co 37,656 $1.56M 0.4% +33,076 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 36,998 $1.55M 0.03% -130 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 37,243 $1.54M 0.03% +2,634 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 36,755 $1.52M 0.08% +186 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 36,745 $1.52M 0.1% +5,155 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 36,571 $1.52M 0.36% -673 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 36,548 $1.51M 0.06% +8,847 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 36,182 $1.5M 0.12% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 36,000 $1.49M 0.31% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 35,870 $1.49M 0.24% +4,281 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 35,827 $1.48M 0.01% +11,903 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 35,558 $1.47M 0.06% -190 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 35,248 $1.46M 1.35% +13,850 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 35,212 $1.46M 0.05% -339 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 34,966 $1.45M 0.49% -524 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 34,818 $1.45M <0.01% +186 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 34,845 $1.44M 0.58% -350 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 34,774 $1.44M 0.38% +829 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 34,550 $1.43M 0.69% +147 13F-HR Timeline MOTCO More: the full row for MOTCO 33,822 $1.4M 0.12% -975 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 33,434 $1.38M <0.01% -8,866 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 32,388 $1.34M <0.01% -337 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 32,215 $1.33M 0.01% +3,378 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 32,080 $1.33M 1.18% -2,568 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,744 $1.32M 0.04% +2 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 31,614 $1.31M 0.16% +85 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 31,467 $1.3M 0.27% +50 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 31,425 $1.3M 0.13% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,744 $1.28M <0.01% +2,055 13F-HR/A Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 29,462 $1.28M +17,887 Timeline First PREMIER Bank More: the full row for First PREMIER Bank 30,515 $1.26M 0.2% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 30,567 $1.26M 0.25% +407 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 30,266 $1.25M 0.05% +2,434 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 30,241 $1.25M 0.79% -12 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 30,138 $1.25M 0.66% -593 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 29,864 $1.24M 0.1% +13,311 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 29,633 $1.23M 0.12% +23,254 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 29,568 $1.23M 0.12% +15,873 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 29,503 $1.22M 0.94% +4,261 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 29,503 $1.22M 0.01% -735 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 29,136 $1.21M 0.56% +184 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 28,952 $1.2M 0.02% -281 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 28,774 $1.19M 1.22% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28,732 $1.19M 0.01% +1,899 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,609 $1.19M 0.04% +21,113 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 28,355 $1.17M 0.09% -550 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 28,312 $1.17M 0.94% +5,964 13F-HR Timeline Peregrine Asset Advisers, Inc. 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More: the full row for BEAM WEALTH ADVISORS, INC. 27,033 $1.12M 0.25% +3,471 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 26,614 $1.1M 0.26% +2,395 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 26,351 $1.09M 0.04% +314 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 26,502 $1.09M <0.01% +6,000 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 25,669 $1.06M 0.05% +8,764 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 25,091 $1.04M 0.1% +922 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 24,998 $1.03M 0.56% -706 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,830 $1.03M <0.01% +11,040 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 24,292 $1.01M 0.01% -196 13F-HR Timeline Anchor Bay Capital, Inc. 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More: the full row for Independent Wealth Network Inc. 23,047 $955K 0.24% +639 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 22,804 $945K 0.21% -400 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 22,792 $944K 0.05% +16,182 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 22,568 $935K 0.37% -2,227 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 22,323 $925K 0.33% +232 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,212 $920K 0.01% -2,531 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 21,746 $901K 0.4% -15,660 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 21,666 $898K 0.07% -238 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 21,557 $893K 0.16% +576 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 21,515 $891K 0.01% +20,652 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 21,452 $889K 0.05% +1,736 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 21,297 $882K 0.01% -722 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 21,232 $880K 0.05% +3,719 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 21,055 $872K 0.05% +1,750 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 20,720 $858K 0.16% +1,782 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,261 $839K 0.02% +593 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 20,022 $830K 0.26% +11,211 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 20,019 $829K 0.63% -255 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 19,935 $826K 0.78% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 19,867 $823K 0.26% +102 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 19,703 $816K 0.23% -145 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,352 $802K 0.01% -581 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 19,262 $798K 0.05% -20 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 19,229 $797K 0.13% +414 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 19,197 $795K 0.48% -1,789 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,164 $794K 0.04% -451 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 18,832 $780K 0.08% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,368 $761K 0.04% +9 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 18,358 $761K 0.19% +422 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,850 $740K 0.02% +1,865 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,727 $734K 0.02% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 17,640 $731K 0.28% +137 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,501 $725K <0.01% +5,558 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 17,498 $725K 0.05% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 17,081 $708K 0.3% -638 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 16,976 $703K 0.01% new 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 16,661 $697K 0.11% new 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 16,613 $688K 0.25% +107 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,385 $679K 0.18% -1,215 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,158 $669K <0.01% +1,739 13F-HR/A Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 16,073 $666K 0.62% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,063 $665K 0.01% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 15,726 $652K 0.19% -333 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,572 $645K <0.01% -8,566 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 15,510 $643K <0.01% +2,234 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 15,481 $641K 0.12% -1,287 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 15,143 $638K 0.1% -1,073 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,071 $624K 0.12% -2,155 13F-HR/A Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14,925 $618K 0.42% -750 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,846 $615K 0.01% +7,701 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,724 $610K 0.39% +188 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,523 $602K 0.15% +690 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,501 $601K 0.01% -18,691 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 14,474 $600K 0.25% +1,091 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 14,248 $590K 0.11% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,227 $589K 0.04% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,059 $582K 0.04% +336 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,995 $580K 0.02% +115 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 13,876 $575K 0.36% +3,569 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,853 $574K 0.02% -9,907 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13,826 $573K 0.04% -684 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,812 $572K <0.01% -33,934 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,755 $570K 0.01% -66 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,697 $567K 0.07% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 13,541 $561K 0.11% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 13,475 $558K <0.01% +1,448 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,408 $555K 0.01% 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 13,376 $554K <0.01% -4,434 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,271 $550K 0.12% -223 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,258 $549K 0.13% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,101 $543K <0.01% +296 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,095 $543K 0.03% +229 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,049 $541K 0.04% -1,021 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,980 $538K 0.01% -3,098 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,957 $537K 0.05% +6,434 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,951 $537K 0.03% +855 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,944 $536K 0.24% -160 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,851 $532K <0.01% +389 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,780 $529K <0.01% +5,805 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,669 $525K 0.02% +270 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 12,600 $522K 0.06% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,515 $518K 0.03% +802 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 12,408 $514K -40,744 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,362 $512K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12,280 $509K 0.06% +167 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 12,085 $501K 0.05% +254 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,081 $501K 0.04% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,004 $497K 0.06% +427 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,881 $492K 0.01% -284 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,847 $491K 0.02% +427 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,844 $491K 0.04% -622 13F-HR Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 11,842 $491K 0.35% +397 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,640 $482K <0.01% -2,100 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,674 $476K 0.32% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,425 $473K 0.09% -450 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 11,280 $467K 0.2% +6,626 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 11,048 $458K 0.09% +263 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,012 $456K 0.25% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,992 $455K <0.01% -161 13F-HR Timeline Group SWS Partners More: the full row for SWS Partners 10,794 $447K 0.1% +75 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 10,776 $446K 0.26% +4,409 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,940 $443K 0.12% -2,042 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 10,702 $443K 0.42% +290 13F-HR Timeline XY Planning Network, Inc. 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