MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 4,903 $849K 0.2% +19 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,900 $849K 0.05% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,889 $847K 0.5% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,883 $846K 0.34% -7,439 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,794 $842K 0.19% +841 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,842 $839K 0.01% +140 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,828 $836K 0.26% -1,440 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,818 $835K 0.09% +275 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,791 $830K 0.03% +424 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,789 $830K 0.34% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,781 $828K 0.14% -13,061 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,775 $827K 0.12% -19,620 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,765 $825K 0.16% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,761 $825K 0.05% -1,741 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,752 $823K 0.14% +630 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,727 $819K 0.6% -185 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,718 $817K 0.14% +91 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,701 $814K 0.09% +313 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,692 $813K 0.12% +512 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,642 $804K 0.34% -110 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,641 $804K 0.43% +1,558 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,644 $804K 0.03% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,616 $800K 0.33% +6 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,612 $799K 0.26% +1,226 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,585 $794K 0.7% +25 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,574 $792K 0.83% -42 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 4,688 $792K 0.6% +53 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,010 $787K 0.34% -9 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,527 $784K 0.02% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,514 $782K 0.06% -760 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,509 $781K 0.36% +19 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,505 $780K 0.09% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,504 $780K 0.54% +960 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,500 $780K 0.22% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,749 $779K 0.18% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,497 $779K 0.45% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,494 $779K 0.23% -20 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,492 $778K 0.06% +28 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,492 $778K 0.02% -11,839 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,451 $773K 0.04% -42 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,451 $771K 0.03% +183 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,450 $771K 0.04% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,440 $769K 0.3% -5 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,433 $768K 0.07% +2,286 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,428 $767K 0.17% +1,833 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4,427 $767K 0.11% -1,391 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,425 $767K 0.02% -7,290 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 4,417 $765K 0.26% +1,750 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,380 $759K 0.4% -140 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,375 $758K 0.64% +1,707 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,371 $757K 0.16% +371 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,367 $756K 0.32% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,349 $751K 0.01% -1,000 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 4,330 $750K 0.49% -10 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,328 $750K 0.57% +604 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Cambria Investment Management, L.P. 4,307 $746K 0.05% -438 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,303 $745K 0.1% -7,464 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,282 $742K 0.01% +630 13F-HR/A Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,280 $741K 0.05% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,272 $740K 0.19% +27 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,264 $739K 0.14% -507 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,259 $738K 0.08% +108 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,241 $735K 0.1% +18 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,208 $729K 2.32% -543 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,206 $729K 0.44% +385 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,184 $725K 0.29% +20 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,181 $724K 0.12% -335 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4,173 $723K 0.15% +2,100 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,151 $719K 0.06% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 4,150 $719K 0.69% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,130 $715K 0.1% 0 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,123 $714K 0.47% -568 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,122 $714K 0.14% +29 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,107 $711K 0.22% -338 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,099 $710K 0.38% +140 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,098 $710K 0.09% +83 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,062 $704K 0.25% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,056 $703K 0.14% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,049 $701K 0.23% +18 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,042 $700K 0.28% +318 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,040 $700K 0.03% -6 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,107 $698K 0.08% +2,945 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,030 $698K 0.18% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,022 $697K 0.63% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,005 $694K 0.1% -151 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,000 $693K 0.45% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,985 $690K 0.21% +299 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,072 $690K 0.7% -560 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,958 $686K 0.28% +235 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,951 $684K 0.17% +61 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,950 $684K 0.09% -5,028 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,950 $684K 0.05% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,943 $683K 0.23% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,941 $683K 0.01% +58 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,188 $681K 0.09% +511 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,920 $679K 0.35% +950 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,915 $678K 0.05% +655 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,887 $673K 0.05% +20 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,127 $671K 0.29% -1,298 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,826 $663K 0.08% +749 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,822 $662K 0.01% +1,173 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,812 $660K 0.14% +2,632 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,812 $660K 0.12% +17 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,800 $658K 0.02% +374 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,794 $658K 0.22% +31 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,794 $657K <0.01% +1,239 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,836 $657K 0.58% +564 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,779 $655K 0.02% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,773 $654K <0.01% +208 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,768 $653K 0.07% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,757 $651K 0.2% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,750 $650K <0.01% +205 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,748 $649K 0.44% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 3,743 $648K 0.38% +7 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,699 $641K 0.11% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,695 $640K 0.12% -57 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 3,707 $640K 0.44% -351 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,679 $637K 0.02% +53 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,676 $637K 0.42% -380 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,668 $635K 0.24% +81 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,661 $634K 0.62% +17 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,617 $626K <0.01% -229 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 3,598 $623K 0.39% +17 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 3,591 $622K 0.6% +13 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,587 $621K 0.59% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,587 $621K 0.27% -1,029 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,575 $619K 0.13% -95,777 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,665 $619K 0.09% -1,641 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 3,567 $618K 0.47% -1,173 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,557 $616K 0.07% +1 13F-HR Timeline Group MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,545 $614K 0.19% +17 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,527 $611K 0.21% +2,002 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,522 $610K 0.06% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,521 $610K 0.1% +1,157 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,520 $610K 0.26% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,519 $610K 0.46% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,517 $609K 0.02% +25 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,508 $608K 0.3% +218 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,500 $606K 0.02% +835 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,500 $606K 0.12% +750 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,500 $606K 0.4% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,474 $602K 0.13% +18 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,432 $601K 0.2% -415 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,465 $600K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,456 $599K 0.06% +1,406 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,455 $599K 0.02% +152 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,447 $597K 0.16% +490 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,443 $596K 0.22% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,438 $596K 0.02% +239 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,433 $595K 0.13% -75 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,432 $595K 0.07% +3,400 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,431 $594K 0.02% +589 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,431 $594K 0.56% +850 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,431 $594K 0.08% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,428 $594K 0.1% +67 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,426 $593K 0.18% +121 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,423 $593K 0.17% +180 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,417 $592K 0.07% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,402 $589K 0.04% -498 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,402 $589K 0.18% +1,972 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,396 $588K 0.16% -2 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,395 $588K 0.09% +297 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,382 $586K 0.25% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,370 $584K 0.32% -749 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,347 $580K 0.07% -254 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,334 $578K 0.39% +549 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,329 $577K 0.12% -3,589 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,326 $576K 0.46% 0 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,318 $575K 0.38% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,308 $573K 0.02% -149 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,306 $573K 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,297 $571K 0.05% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,280 $568K 0.08% +660 13F-HR/A Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,277 $568K 0.47% -687 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,250 $563K 0.03% new 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 3,225 $559K 0.23% +750 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,218 $557K 0.34% +580 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 3,214 $557K 0.52% 0 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 3,206 $555K 0.27% +7 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,187 $552K 0.03% -12 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,178 $551K 0.57% -3,178 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,228 $549K 0.08% +1,041 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,150 $546K 0.11% -498 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,144 $545K 0.17% -50 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,126 $542K 0.2% -39 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,120 $540K 0.08% -168 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,114 $539K 3.19% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,326 $539K 0.03% +581 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,110 $539K 0.06% -48 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,100 $537K 0.22% +300 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,098 $537K 0.19% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,093 $536K 0.03% -3,044 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,091 $536K 0.09% +5 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,089 $535K 0.25% +1,310 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 3,088 $535K 0.22% -700 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,085 $534K <0.01% -674 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,080 $534K 0.03% +223 13F-HR Timeline Group