VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,618 $320K 0.08% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,616 $320K 0.09% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,608 $319K 0.03% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,596 $318K 0.12% -85 13F-HR Timeline Group Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,588 $317K 0.08% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,580 $316K 0.06% 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 3,560 $315K 0.17% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,558 $315K 0.05% -42 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,544 $313K 0.15% +11 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,537 $313K 0.04% -7,788 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 3,532 $312K 0.13% -1,244 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,516 $311K 0.01% -1,900 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,511 $310K 0.77% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,500 $309K 0.03% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,498 $309K 0.04% +2 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 3,314 $308K 0.19% +2 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,477 $307K 0.11% +327 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,475 $307K 0.06% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,475 $307K 0.25% +12 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,464 $306K 0.06% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,448 $305K 0.29% 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3,444 $304K 0.01% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,418 $302K 0.01% -9 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,406 $301K 0.03% +366 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,404 $301K 0.1% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,394 $300K 0.04% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,389 $300K 0.1% -244 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,368 $298K 0.05% +7 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,358 $297K 0.04% +1 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,347 $296K 0.05% -4,610 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,330 $294K 0.01% +800 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,329 $294K 0.14% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,315 $293K 0.02% -258 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,310 $293K 0.03% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,300 $292K 0.02% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,299 $292K 0.14% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,289 $291K 0.06% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,275 $290K 0.29% -55 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,275 $290K 0.09% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,268 $289K <0.01% -11,224 13F-HR Timeline Group NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,254 $288K 0.05% +42 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,249 $287K 0.04% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,246 $287K <0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,237 $286K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,138 $286K 0.01% -101 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,216 $284K 0.01% 0 13F-HR Timeline Group Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 3,203 $283K 0.24% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,194 $282K 0.01% 0 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 3,190 $282K 0.09% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,180 $281K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,180 $281K 0.26% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,160 $279K 0.05% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,160 $279K 0.04% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 3,168 $278K 0.19% +11 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,130 $277K 0.03% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,123 $276K 0.02% -16,805 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,117 $276K 0.04% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,102 $274K 0.17% -1,326 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,096 $274K 0.3% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,095 $274K 0.03% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,084 $273K 0.04% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,076 $272K 0.19% 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 3,075 $272K 0.18% +11 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,075 $272K 0.05% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 3,074 $272K 0.04% new 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,063 $271K 0.07% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 3,049 $269K 0.09% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,045 $269K 0.22% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,034 $268K <0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,033 $268K 0.19% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,028 $268K 0.03% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,024 $267K <0.01% +24 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,024 $267K 0.08% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 3,025 $267K 0.17% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,020 $267K 0.21% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,008 $266K 0.02% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,000 $265K 0.1% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,975 $263K 0.07% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,839 $263K 0.18% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,974 $263K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,968 $262K 0.03% -170 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,964 $262K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,963 $262K 0.01% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,963 $262K 0.06% +10 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,960 $262K 0.09% +8 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,960 $262K 0.22% 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 2,958 $261K 0.08% 0 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 2,948 $261K 0.1% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,943 $260K 0.05% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,938 $260K <0.01% +1,014 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,924 $259K 0.08% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,795 $258K 0.1% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,923 $258K 0.02% -16 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,915 $258K 0.13% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,905 $257K 0.17% +16 13F-HR/A Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,905 $257K 0.02% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,782 $257K 0.09% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,904 $257K 0.03% -355 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,896 $256K 0.03% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,868 $255K 0.11% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,859 $253K 0.23% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,856 $252K 0.05% +221 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 2,850 $252K 0.17% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,847 $252K 0.04% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,729 $251K 0.12% 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 2,826 $250K 0.12% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,810 $248K 0.01% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 2,808 $248K 0.04% 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,807 $248K 0.09% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,800 $248K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,795 $247K 0.01% 0 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,787 $246K 0.2% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,771 $245K 0.14% +4 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,753 $243K 0.07% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 2,734 $242K 0.05% +434 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,726 $241K 0.04% +26 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,722 $241K 0.14% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,720 $240K 0.05% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,711 $240K 0.05% new 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 2,707 $239K 0.19% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,700 $239K 0.11% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,698 $239K 0.05% -215 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,703 $239K 0.09% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,700 $239K 0.03% 0 13F-HR/A Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,696 $238K 0.01% +2 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,676 $237K 0.09% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,666 $236K 0.27% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,665 $236K 0.19% -534 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,664 $235K 0.01% +279 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,660 $235K 0.03% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,570 $234K 0.06% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,643 $234K 0.01% -7 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,640 $233K 0.07% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,511 $231K 0.01% -259 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,612 $231K 0.15% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,604 $230K <0.01% +59 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,599 $230K 0.06% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,595 $229K <0.01% 0 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,595 $229K 0.02% -551 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,572 $227K 0.08% -52 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,560 $226K 0.02% -4,031 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,558 $226K 0.01% -585 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,557 $226K 0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,548 $225K 0.05% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,553 $225K <0.01% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,540 $225K 0.12% -50 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,534 $224K 0.08% +50 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,525 $223K 0.08% +51 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,520 $223K 0.18% 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,519 $223K 0.12% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,512 $222K 0.02% -4,574 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,500 $221K 0.02% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,498 $221K 0.04% -100 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,492 $220K 0.13% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,373 $220K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,486 $220K 0.01% 0 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,474 $219K 0.03% new 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,466 $218K 0.07% +5 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,457 $217K 0.02% -209 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,456 $217K 0.01% +84 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,453 $217K 0.02% +11 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,448 $216K 0.06% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,433 $215K 0.11% new 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 2,426 $214K 0.08% -56 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 2,422 $214K 0.17% 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,419 $214K 0.06% +7 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,414 $213K 0.02% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,397 $212K 0.03% +112 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,385 $211K 0.17% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,355 $211K 0.05% -55 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,383 $211K <0.01% new 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,372 $210K 0.02% +17 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,368 $209K 0.09% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 2,364 $209K 0.02% +33 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,361 $209K 0.12% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,360 $209K 0.02% -62 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 2,356 $208K 0.09% 0 13F-HR/A Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 2,354 $208K 0.07% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,354 $208K 0.09% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,348 $208K 0.01% +5 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,352 $208K 0.12% -3 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,247 $207K 0.02% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,336 $207K 0.05% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,335 $206K 0.01% -36 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,330 $206K 0.04% +2 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,328 $206K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,325 $206K 0.03% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,323 $205K 0.09% -770 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,323 $205K 0.1% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,318 $205K 0.1% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,317 $205K 0.21% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,312 $204K 0.01% -4,000 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,310 $204K 0.02% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,277 $201K 0.13% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,273 $201K 0.02% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 2,268 $201K 0.07% -51 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,268 $200K 0.02% -2,100 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,267 $200K 0.21% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,272 $200K 0.15% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,248 $199K 0.09% +1 13F-HR Timeline