TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,589 $6.01M 0.18% +790 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,580 $6M 1.37% -95 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,572 $5.99M 2.71% +27 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,567 $5.98M 0.13% -331 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,567 $5.98M 0.03% +320 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,565 $5.98M 2.04% -2 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 5,563 $5.98M +552 Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,552 $5.97M 3.04% -68 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,550 $5.96M 0.13% -352 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,548 $5.96M 0.71% -322 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,542 $5.96M 0.43% +144 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,525 $5.94M 0.39% +661 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,524 $5.94M 1.49% +214 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,518 $5.93M 1.74% -9 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,507 $5.92M 1.53% +1,559 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 5,507 $5.92M 1.52% +318 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,491 $5.9M 3.07% +1,487 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,477 $5.89M 0.44% -63 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,464 $5.87M 0.35% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,455 $5.86M 0.18% -733 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,644 $5.86M 1% +224 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,452 $5.86M 0.49% +19 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,634 $5.85M 0.28% +141 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,441 $5.85M 0.44% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,414 $5.82M 1.45% +39 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,401 $5.8M 0.65% +235 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,399 $5.8M 0.41% +612 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,399 $5.8M 1.56% -24 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,338 $5.74M 0.3% -10 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,337 $5.74M 1.9% +332 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,315 $5.71M 1.38% -65 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,310 $5.71M 0.3% +2,599 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,291 $5.69M 1.27% -650 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 5,290 $5.69M 5.79% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,337 $5.68M 0.72% +157 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 5,233 $5.65M +397 Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,222 $5.64M 0.96% -26 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,247 $5.64M 1.96% +30 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 5,240 $5.63M 0.25% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 5,234 $5.62M 2.6% +534 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,229 $5.62M 1.42% +292 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 5,224 $5.61M 2.84% +147 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,221 $5.61M 1.14% +368 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,208 $5.6M 1.55% -3,149 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,207 $5.6M 3.22% -27 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,203 $5.59M 0.6% +224 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,202 $5.59M 0.32% -437 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,193 $5.58M 0.03% -233,084 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,169 $5.55M 0.95% +395 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,164 $5.55M 3.03% -330 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,166 $5.55M 0.42% -797 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,149 $5.53M 1.16% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,124 $5.51M 1.15% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,124 $5.51M 1.91% +329 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,116 $5.5M 0.41% +989 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 5,110 $5.49M 1.27% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,110 $5.49M 0.56% +142 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 5,091 $5.47M 3.71% -57 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,078 $5.46M 0.69% +33 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,072 $5.45M 0.86% +95 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,063 $5.44M 1.18% -112 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,044 $5.42M +587 Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,042 $5.42M 1.47% +335 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,032 $5.41M 0.82% +17 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,023 $5.4M 0.75% +139 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,018 $5.39M 0.34% +121 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,005 $5.39M 3.35% +22 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,012 $5.39M 1.47% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,065 $5.38M 0.18% +789 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,002 $5.38M 0.24% +316 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,964 $5.34M 2.24% +259 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 4,954 $5.32M 1.4% -721 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,943 $5.31M 0.53% -291 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,943 $5.31M 0.24% -110 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,935 $5.3M 0.69% -274 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,931 $5.3M 0.46% +136 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,930 $5.3M 1.35% +3 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,083 $5.27M 2.35% -100 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,903 $5.27M 0.5% -140 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,897 $5.26M 0.77% +206 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,893 $5.26M 1.32% +151 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,872 $5.24M 0.38% +479 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,866 $5.23M 1% +2,798 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,859 $5.23M 0.27% +126 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,856 $5.22M 0.6% -320 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,850 $5.21M 2.19% +8 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,842 $5.2M 0.34% +57 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,838 $5.2M 0.53% -15 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,837 $5.2M 2.2% -67 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 4,835 $5.2M 2.06% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,834 $5.2M 1.44% -379 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,829 $5.19M 1.24% +1,365 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,828 $5.19M 1.47% -2,954 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 4,804 $5.16M +1,034 Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,794 $5.15M 0.47% -9 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,782 $5.14M 0.24% -1,552 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,778 $5.13M 0.83% -1,424 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,776 $5.13M 1.35% -10 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,764 $5.12M 1.14% -200 13F-HR Timeline STEMPOINT CAPITAL LP More: the full row for STEMPOINT CAPITAL LP 4,759 $5.11M 0.88% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,753 $5.11M 1.65% +102 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,727 $5.11M 1.23% -638 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,743 $5.1M 2.37% +304 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,722 $5.07M 1.75% -3,715 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,696 $5.06M 0.08% -244 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 4,703 $5.05M 3.18% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,701 $5.05M 0.33% -90 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,696 $5.05M 2.92% -224 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,685 $5.03M 0.46% +197 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,678 $5.03M 1.79% +2,565 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,674 $5.02M 1.52% -50 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,666 $5.01M 0.42% -564 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,657 $5M 0.28% -54 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,657 $5M 2.21% +58 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,652 $5M 2.74% -7 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,650 $5M 0.58% -47 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,650 $5M 0.69% +1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,628 $5M 0.34% +279 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,635 $4.98M 0.79% +282 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 4,621 $4.97M 2.66% -153 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,617 $4.96M 0.39% +432 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,613 $4.96M 1.83% +2,838 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,611 $4.96M 3.24% +85 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,605 $4.95M 1% +8 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,604 $4.95M 1.27% -2,630 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,600 $4.94M 0.36% +1,270 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,600 $4.94M 0.58% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,547 $4.89M 0.9% +495 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,545 $4.88M 0.4% +78 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,545 $4.88M 3.18% -98 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,534 $4.87M 2.98% -7 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,533 $4.87M 0.38% -37 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,526 $4.86M 0.29% -898 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,525 $4.86M 1.84% -107 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,525 $4.86M 1.59% +27 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,520 $4.86M 1.65% +36 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,518 $4.86M 0.29% -152 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,518 $4.86M 1.82% +8 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,516 $4.85M 3.09% +342 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,502 $4.84M 0.51% -286 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,483 $4.82M 0.23% -526 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,469 $4.8M 0.07% +149 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,467 $4.8M 0.07% +7 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,463 $4.8M 1.7% -25 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,456 $4.79M 1.07% +345 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,456 $4.79M 0.7% +58 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,444 $4.78M 0.61% 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,441 $4.77M 1.33% +187 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,439 $4.77M 1.12% +18 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,426 $4.76M 2.56% +32 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,422 $4.75M 0.61% +210 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,418 $4.75M 1.85% +153 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,412 $4.74M 1.59% -321 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,403 $4.73M 0.17% +95 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,403 $4.73M 0.4% +6 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,401 $4.73M 0.52% +11 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,391 $4.72M 4.22% 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,381 $4.71M 3.06% -40 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,371 $4.7M 1.09% -20 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,356 $4.68M 0.99% -198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,355 $4.68M 1.27% +444 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,339 $4.66M 0.9% +322 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,336 $4.66M 0.31% +4 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,333 $4.66M 0.15% -1,857 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,333 $4.66M 5.33% -71 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,482 $4.63M 0.92% +181 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,304 $4.63M 0.23% -382 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,302 $4.62M 0.13% +538 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,298 $4.62M 0.86% +2,314 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,299 $4.62M 0.18% +257 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,296 $4.62M 1.83% +351 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,289 $4.61M 0.32% +561 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,287 $4.61M 0.53% -199 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,283 $4.6M 1.82% -9 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,281 $4.6M 1.29% -64 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,277 $4.6M 0.71% -2,739 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 4,264 $4.58M 1.12% -232 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,260 $4.58M 1.4% +1 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 4,256 $4.57M 0.49% -46 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,253 $4.57M 0.79% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,242 $4.56M 1.66% -92 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,241 $4.56M 0.31% -20 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,239 $4.56M 1.82% -60 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 4,225 $4.54M 1.31% 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,224 $4.54M 0.29% +500 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,202 $4.52M 0.47% -50,043 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,197 $4.51M 3.15% -255 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,191 $4.5M +172 Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,183 $4.5M 1.42% -155 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,164 $4.47M 0.48% +300 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,160 $4.47M 0.32% +630 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,148 $4.46M 1.01% -40 13F-HR/A Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,132 $4.46M 0.58% +1,860 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,140 $4.45M 1.22% -50 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,259 $4.45M 0.93% -421 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,138 $4.45M 1.15% -188 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,130 $4.44M 0.52% -164 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,127 $4.44M 2.07% +13 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,100 $4.42M 2.06% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,109 $4.42M 3.66% -789 13F-HR Timeline