Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 22,818 $2.22M 0.32% -1,871 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 22,795 $2.22M 0.4% -1,960 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 22,000 $2.14M 0.51% +2,000 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,904 $2.14M 0.1% -456 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,850 $2.13M 0.55% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESBANCO BANK INC More: the full row for WESBANCO BANK INC 21,701 $2.12M 0.07% +418 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,635 $2.11M 0.08% +1,274 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 21,620 $2.11M 0.03% -267 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 21,199 $2.07M 0.22% -435 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 21,040 $2.05M 1.9% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,979 $2.05M 0.06% +568 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,900 $2.04M 0.33% 13F-HR Timeline Group Baring Financial LLC More: the full row for Baring Financial LLC 20,750 $2.02M 1.7% +4,112 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 20,581 $2.01M 1.63% +1,086 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 20,507 $2M <0.01% -3,477 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 20,476 $2M 1.39% +816 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 20,125 $1.96M 1.36% -6,751 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 20,110 $1.96M 0.06% +15,462 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 19,826 $1.93M 0.17% -9,111 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,820 $1.93M 0.08% -15,926 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 19,813 $1.93M 0.14% -1,099 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,656 $1.92M 0.07% -2,680 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 19,288 $1.88M 0.27% -910 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 18,654 $1.82M 0.19% -2,698 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 18,591 $1.81M 0.1% +9 13F-HR/A Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 18,402 $1.79M 1% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 19,979 $1.77M 1.69% -420 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 17,996 $1.75M 0.24% +192 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 17,872 $1.74M 0.15% -3,942 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 17,830 $1.74M 0.04% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,774 $1.73M <0.01% +4,136 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 17,447 $1.7M 0.47% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 17,073 $1.66M 0.13% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,760 $1.63M 0.07% +6,806 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 16,671 $1.63M 0.22% +37 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,651 $1.62M 0.12% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 16,483 $1.61M 0.23% -1,341 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,160 $1.57M 0.01% -113 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 16,068 $1.57M 0.5% -58,808 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 16,025 $1.56M 0.01% -1,600 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15,873 $1.55M 0.27% +129 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,865 $1.55M 0.08% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,654 $1.52M 0.1% -1,346 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,486 $1.51M 0.02% +2,709 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 15,137 $1.48M 0.22% -243 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 14,929 $1.46M 0.26% +36 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 14,899 $1.45M 0.46% -688 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,548 $1.42M 0.01% +119 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,391 $1.4M 0.38% +585 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 14,356 $1.4M 0.07% +6 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,349 $1.4M 0.32% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 14,156 $1.38M <0.01% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 14,148 $1.38M 1.01% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 14,082 $1.37M <0.01% -1,617 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,079 $1.37M 0.08% -434 13F-HR/A Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 14,064 $1.37M 1.11% -342 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 14,004 $1.37M 0.13% -76 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 14,001 $1.36M 0.27% -14 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 13,955 $1.36M 0.19% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 13,844 $1.35M 1.47% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,838 $1.35M 0.17% -92 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 13,834 $1.35M 1.02% +1,081 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,829 $1.35M <0.01% -15,285 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,657 $1.33M 0.27% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,414 $1.31M 0.07% -50 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,327 $1.3M 0.01% -551 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,272 $1.29M 0.03% -74,313 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,905 $1.26M 0.03% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,829 $1.25M 0.01% -2,595 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,760 $1.24M 0.04% +449 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 12,758 $1.24M 0.41% -37 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12,419 $1.21M 0.33% -756 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 12,288 $1.2M 0.09% -862 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 12,194 $1.19M 0.22% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,179 $1.19M 0.03% +1,335 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,046 $1.17M 0.11% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,011 $1.17M 0.04% +812 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,960 $1.17M 0.85% +830 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,941 $1.16M 0.08% +4 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,895 $1.16M 0.05% +1,970 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,721 $1.14M 0.09% -348 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,703 $1.14M 0.02% -77 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,657 $1.14M -678 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,631 $1.13M 0.21% -1,827 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,428 $1.11M 0.05% +78 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 11,396 $1.11M 0.12% -1,344 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,186 $1.09M 0.18% +40 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,127 $1.08M 0.38% -663 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,998 $1.07M 0.02% +72 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,967 $1.07M 0.03% +2,252 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 10,876 $1.06M 0.79% -131 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,759 $1.05M 0.44% -1,006 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 10,663 $1.04M 0.8% -146 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,640 $1.03M 0.01% +1,949 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 10,567 $1.03M 0.4% -415 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,482 $1.02M 0.83% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,425 $1.02M <0.01% -193 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,357 $1.01M 0.03% +205 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,329 $1.01M 0.26% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,300 $1M 0.02% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,299 $1M 0.67% -496 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,283 $1M 0.91% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,251 $999K 0.15% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,151 $990K <0.01% +48 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,080 $983K 0.52% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,020 $977K 0.03% -3,808 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 9,969 $972K 0.19% -105 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,845 $960K 0.09% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,803 $956K 0.02% +62 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,800 $955K 0.11% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,601 $937K 0.42% +1,366 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 9,579 $934K 0.12% +3,953 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,571 $933K 0.43% -283 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 9,532 $929K 0.18% -980 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 9,496 $926K 0.09% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9,424 $919K 0.73% +1,342 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 9,422 $916K 0.03% +770 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,381 $914K 0.34% -200 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,905 $911K <0.01% -1,403 13F-HR Timeline Group ACAS, LLC More: the full row for ACAS, LLC 9,866 $908K 0.69% -434 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,234 $900K 0.07% +438 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,095 $887K 0.01% -126 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,056 $883K 0.34% +181 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 10,062 $875K 0.36% +1,736 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,888 $866K 0.24% -634 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,752 $853K 0.01% new 13F-HR/A Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 8,712 $849K 0.26% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 8,693 $847K 0.35% 0 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,633 $842K 0.52% -70 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,588 $837K 0.05% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,357 $836K 0.4% +143 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,567 $835K 0.01% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,381 $817K 0.11% -257 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,249 $804K 0.23% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,221 $801K 0.06% -35 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,120 $792K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,997 $780K 0.03% -47 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 7,983 $778K 0.12% +162 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,972 $777K 0.07% -31 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,959 $776K 0.1% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,900 $770K 0.22% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,879 $768K -638 Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 7,828 $763K 0.48% +28 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 7,741 $755K 0.51% -596 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,721 $753K 0.02% +33 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,711 $752K 0.1% +2 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,633 $744K 0.11% +14 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,567 $738K 0.17% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 7,505 $732K 0.32% -196 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 6,736 $732K -3,126 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,451 $726K 0.02% 0 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,435 $725K 0.22% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,287 $710K 0.38% +9 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,247 $706K <0.01% +4,747 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,868 $697K +206 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,979 $694K 0.04% +3,714 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,109 $693K 0.01% +1,273 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,935 $676K 0.42% -1,184 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,903 $673K 0.01% +18 13F-HR Timeline Group QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 6,890 $672K 0.44% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,870 $670K 0.01% +50 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,796 $662K 0.01% +82 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,758 $659K 0.11% -21 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,756 $659K 0.08% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,176 $651K 0.02% +87 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,635 $647K 0.17% -70 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,608 $644K -471 Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 6,547 $638K 0.13% -35 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,537 $637K 0.31% +188 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 6,479 $632K 0.4% +23 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,433 $627K 0.05% +1,820 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,375 $621K 0.18% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,305 $615K 0.13% -196 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,270 $611K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,242 $608K 0.08% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,201 $605K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,182 $603K 0.01% -35 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,164 $601K 0.06% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,138 $598K 0.01% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,060 $593K 0.01% +850 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,070 $592K 0.02% +2,244 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 6,064 $591K 0.21% +23 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,060 $591K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,037 $588K 0.02% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,990 $584K 0.09% 0 13F-HR/A Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 5,970 $582K 0.41% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,944 $579K 0.05% -24 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 6,568 $576K 0.14% +1,530 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 5,892 $574K 0.45% +79 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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