PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,946 $788K 0.39% +363 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,939 $787K 0.27% +17 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,937 $786K 0.09% -82 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,930 $785K 0.19% -100 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,903 $781K 0.72% +6 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,897 $780K 0.05% -346 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,895 $780K 0.33% +1,203 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,894 $779K 0.5% +1,000 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,891 $779K 0.24% -453 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,872 $777K 0.28% -475 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,854 $773K 0.15% -1,207 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,829 $769K 0.19% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,825 $768K 0.35% -33 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,810 $766K 0.15% +1,472 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,800 $764K 0.16% +193 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,798 $764K 0.04% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,791 $763K 0.21% -298 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,788 $763K 0.27% +46 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,766 $759K 0.42% +4 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,761 $758K 0.1% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,754 $757K 0.01% -1,100 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,745 $756K 0.17% -391 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,741 $755K 0.03% -174,334 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,741 $755K 0.19% +59 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,741 $755K 0.62% +224 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,725 $753K 0.57% -500 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,720 $752K 0.03% +70 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,716 $751K 0.18% -812 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,678 $745K 0.15% +154 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,654 $741K 0.01% -2,202 13F-HR/A Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,642 $739K 0.05% -35 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,638 $739K 0.1% -381 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,635 $738K 0.34% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,629 $737K 0.09% +4 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,628 $737K 0.15% +460 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,625 $737K 0.05% -75 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,613 $735K 0.18% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,610 $734K 0.48% -175 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,608 $734K 0.59% -456 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,607 $734K 0.05% -51 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,588 $731K 0.29% +881 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,574 $729K 0.27% +19 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,563 $728K 0.15% +800 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,567 $727K 0.34% +413 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,555 $725K 0.11% -988 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,690 $724K +599 Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,527 $721K 0.41% +699 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,518 $720K 0.07% -590 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,505 $718K 0.08% -769 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,502 $717K 0.06% +604 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,500 $717K 0.1% +100 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 4,493 $716K 0.47% -133 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,486 $714K 0.09% -2 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,486 $714K 0.74% -84 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,484 $714K 0.27% -1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,497 $712K 0.06% +2,360 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,470 $712K 0.24% -140 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,456 $710K 0.08% -1,178 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,439 $707K 0.11% +390 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,412 $703K 0.06% +616 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,409 $702K 0.45% +25 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,404 $701K 0.4% +70 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 4,401 $701K 0.02% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,398 $700K 0.2% +282 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,397 $700K 0.3% +3 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,396 $700K 0.4% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,395 $700K 0.36% -351 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,385 $698K 0.07% -536 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,380 $698K 0.18% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,376 $697K 0.06% -254 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,376 $697K 0.27% +116 13F-HR/A Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,361 $695K 0.19% +1,330 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,357 $694K 0.27% +139 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,344 $692K 0.09% -126 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,327 $689K 0.32% +296 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,327 $689K 0.32% -58 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,314 $687K 0.11% +95 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,307 $686K 0.36% -46 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 4,292 $683K 0.27% +284 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,290 $683K 0.24% -36 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,284 $682K 0.1% +619 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,282 $682K 0.08% -175 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 672,555 $673K 0.96% +668,332 13F-HR/A Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 643,329 $671K 0.12% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,209 $670K 0.24% +200 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 4,200 $669K 0.19% new 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,195 $668K 0.06% -885 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,190 $667K 0.06% +25 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,185 $667K 0.03% -151 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,182 $666K 0.1% +426 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,179 $666K 0.08% -73 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,158 $662K 0.02% +183 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,150 $661K 0.06% +1,179 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,145 $660K 0.16% -635 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,144 $660K 0.06% -1,649 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,136 $659K 0.21% 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 4,110 $655K 0.34% -273 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,100 $653K 0.05% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,100 $653K 0.16% 0 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,090 $651K 0.16% +20 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,087 $651K 0.03% -16 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,087 $651K 0.12% -1,139 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,075 $649K 0.17% -5,024 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,065 $647K 0.31% +140 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,062 $647K 0.16% +1,323 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,060 $647K 0.04% -190 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,053 $645K 0.09% +254 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,045 $644K 0.16% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,040 $643K 0.29% +77 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,027 $641K 0.08% +270 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,025 $641K 0.08% -14 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,019 $640K 0.1% -2,632 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,004 $638K 0.04% -333 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,004 $638K 0.03% -2,226 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,048 $637K 0.23% +5 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,002 $637K 0.62% -91 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $637K <0.01% 0 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,985 $635K 0.44% -604 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,984 $634K 0.01% -56,317 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 3,975 $633K 0.22% -220 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,972 $633K 0.1% -620 13F-HR/A Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,965 $632K 0.63% +486 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,965 $631K 0.14% +34 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,961 $631K 0.03% +164 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,957 $630K 0.17% -295 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,950 $629K <0.01% -2,149 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 3,939 $627K 0.02% +92 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,939 $627K 0.16% +333 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,937 $627K 0.12% -536 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,924 $625K 0.54% -73 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,919 $624K 0.44% +207 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,915 $624K 0.06% -100 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,910 $623K 0.03% +406 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,902 $621K 0.13% +378 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,901 $621K 0.2% +98 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,895 $620K 0.04% +125 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,890 $620K 0.23% +181 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,874 $617K 0.12% -200 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,874 $617K 0.32% +544 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,870 $616K 0.42% +84 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,869 $616K 0.32% +392 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,869 $616K 0.01% -158 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,861 $615K 0.14% -1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,854 $614K 0.03% +1,780 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,848 $613K 0.04% -1,925 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,963 $608K 0.08% new 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,810 $605K 0.03% -110 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,788 $603K 0.15% -34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,753 $599K 0.25% +349 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for Everhart Financial Group, Inc. 3,724 $593K 0.07% -922 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,719 $592K 0.09% -19 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,703 $590K 0.15% -1,508 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,700 $589K 0.02% -1,235 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,699 $589K 0.11% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,696 $589K 0.21% +40 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,680 $586K 0.06% +182 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,679 $586K 0.12% +4 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,676 $585K 0.19% -527 13F-HR/A Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,674 $585K 0.15% -244 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,672 $585K 0.29% -6,123 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,650 $581K 0.05% -604 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,649 $581K 0.22% +165 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,646 $581K 0.13% +257 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,642 $580K 0.04% +118 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,648 $580K 0.22% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,634 $579K 0.69% -516 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,628 $578K 0.11% -1,544 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,622 $577K 0.07% +709 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,619 $576K 0.03% -679 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,602 $574K 0.04% -1,404 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 3,600 $573K 0.09% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Atlas Brown,Inc. 3,522 $561K 0.18% +33 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,517 $560K 0.19% -374 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,513 $559K 0.03% -803 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,511 $559K 0.35% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,503 $558K 0.11% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,489 $556K 0.33% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,488 $556K 0.09% +63 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,486 $555K 0.08% -393 13F-HR Timeline