LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 21,511 $2.14M 1.47% +930 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,384 $2.13M <0.01% -3,362 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 21,307 $2.12M 0.06% -4,091 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 21,263 $2.12M 0.05% -3,983 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 21,047 $2.09M 0.2% -152 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 21,002 $2.09M 1.59% -38 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,900 $2.08M 0.31% 0 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 20,842 $2.07M 1.29% +366 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 20,784 $2.07M 2% +6,940 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 20,266 $2.02M 0.16% +440 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,257 $2.02M 0.78% -2,713 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 20,105 $2M 0.31% -2,690 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 20,020 $1.99M 0.27% -15,619 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 19,155 $1.99M 1.68% -824 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,906 $1.98M 0.08% -1,998 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,839 $1.97M <0.01% +2,065 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,460 $1.94M 0.07% -360 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 19,131 $1.9M 0.29% +6,937 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 18,603 $1.85M 0.1% +12 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 17,900 $1.85M 0.56% +6,773 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 18,402 $1.83M 1.46% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,319 $1.82M 0.01% +2,159 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 17,460 $1.81M 0.5% -16,683 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 18,116 $1.8M 0.23% +120 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,940 $1.78M 0.4% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,718 $1.76M 0.07% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16,861 $1.68M 0.02% +1,375 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 16,723 $1.66M 1.94% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 16,573 $1.65M 1.16% +2,739 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,344 $1.63M 0.04% +6,324 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 15,921 $1.58M 0.48% -147 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 15,825 $1.57M 0.01% -200 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,470 $1.54M 0.01% +922 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,785 $1.53M 0.27% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,376 $1.53M 0.1% -278 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 15,346 $1.53M 0.21% -1,137 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15,303 $1.52M 0.24% -570 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 14,754 $1.47M 0.2% -383 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 14,748 $1.47M 0.43% -151 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,678 $1.46M 0.37% +287 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,657 $1.46M 0.01% -47,140 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,350 $1.43M 0.3% +1 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,319 $1.42M 0.1% -2,332 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 14,281 $1.42M 0.07% -75 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,245 $1.42M 0.01% +918 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 14,156 $1.41M <0.01% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 14,148 $1.41M 0.94% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 14,011 $1.39M 0.24% +10 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 13,955 $1.39M 0.18% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,799 $1.37M 0.11% -205 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,422 $1.34M +1,765 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,414 $1.33M 0.07% 0 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 13,243 $1.32M 0.05% +1,348 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,178 $1.31M 0.06% -901 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,151 $1.31M 0.01% +10,382 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,117 $1.31M 0.11% -6,696 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 12,950 $1.29M 0.33% -1,979 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,919 $1.29M 0.04% +159 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 12,908 $1.28M 0.83% +948 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,905 $1.28M 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 12,780 $1.27M 0.36% +22 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,773 $1.27M 0.17% -884 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 12,582 $1.25M 0.98% -1,482 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,947 $1.22M 0.28% -472 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11,952 $1.19M 0.47% +6,216 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,833 $1.18M <0.01% -2,249 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,738 $1.17M 0.05% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,736 $1.17M 0.09% +15 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,349 $1.16M 0.42% +1,287 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,397 $1.13M 0.04% -614 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 11,333 $1.13M 0.04% +1,911 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,234 $1.12M 0.17% +48 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,108 $1.11M 0.04% -320 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 11,065 $1.1M 0.08% -1,223 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,046 $1.1M 0.1% -1,000 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,046 $1.1M 0.03% +79 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,892 $1.08M <0.01% -13 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 10,881 $1.08M 0.07% -1,060 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 10,872 $1.08M 0.75% -4 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,794 $1.07M 0.01% +154 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 10,759 $1.07M 1.15% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,619 $1.06M <0.01% +5,605 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 9,729 $1.05M 0.7% -137 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 10,488 $1.04M 0.78% -175 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,458 $1.04M <0.01% +307 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,339 $1.03M 0.02% -1,840 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,331 $1.03M 0.75% -151 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,283 $1.02M 0.74% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,251 $1.02M 0.14% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 10,119 $1.01M 0.18% +150 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,080 $1M 0.46% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,069 $1M 0.24% -260 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,845 $979K 0.09% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,827 $978K 0.65% -472 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,800 $975K 0.1% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,761 $971K 0.36% +1,068 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,736 $969K 0.02% -3,536 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,443 $964K 0.34% -128 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,660 $961K 0.02% -697 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 9,581 $953K 0.09% -1,815 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,572 $953K 0.39% -29 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 9,496 $945K 0.08% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 9,492 $944K 0.65% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,486 $944K 0.32% +430 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,474 $943K 0.37% -1,285 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,333 $929K 0.07% +99 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,329 $928K 0.29% -52 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,297 $925K 0.06% +2,864 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,073 $903K 0.01% +321 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,999 $895K 0.01% -2,704 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,892 $885K 0.02% -911 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,890 $884K 0.67% -534 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,834 $879K 0.13% +4,100 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,787 $874K 0.39% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,757 $871K 0.06% -62,856 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 8,712 $867K 0.23% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,702 $866K 0.21% -186 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 8,644 $860K 0.3% -888 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,633 $859K 0.49% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,567 $852K 0.01% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,468 $842K 0.14% +87 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,436 $839K <0.01% -1,989 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,411 $837K 0.38% +54 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. 8,400 $836K 0.02% -2,598 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 8,387 $834K 0.12% +404 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,350 $831K 0.02% +6,187 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,979 $828K 0.04% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,250 $821K 0.21% +1 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,237 $819K 0.01% -2,063 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,221 $818K 0.06% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,816 $798K 0.02% +640 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,900 $786K 0.21% 0 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 7,896 $786K 0.1% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,872 $783K 0.06% -100 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,713 $767K 0.1% +2 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,590 $755K <0.01% -1,505 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,545 $751K 0.02% -185,965 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,456 $742K 0.02% -265 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,441 $740K 0.1% -192 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,409 $737K 0.16% -158 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 7,328 $729K 0.28% -177 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,298 $726K 0.37% +11 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,256 $722K 0.03% -195 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,227 $719K 0.02% +2,290 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 6,914 $717K 0.15% +346 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,031 $716K 0.3% +494 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,185 $715K 0.2% -250 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,182 $715K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,120 $708K 0.08% -6,718 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,309 $708K 0.12% +4 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,912 $688K 0.48% -23 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 6,890 $685K 0.4% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,887 $685K 0.01% -16 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,848 $681K <0.01% -22 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,836 $680K 0.43% -905 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,836 $680K -1,043 Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 6,801 $677K 0.41% -13,324 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,756 $672K 0.08% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,735 $670K <0.01% -374 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,733 $670K 0.01% -3 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,635 $660K 0.16% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,613 $658K +5 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,503 $647K 0.02% -13,153 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,374 $634K 0.39% -1,454 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 6,303 $627K 0.13% -244 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,270 $624K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,246 $621K 0.04% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,245 $621K 0.08% -1,714 13F-HR Timeline Center for Financial Planning, Inc. 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