PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,544 $112K 0.01% -1,160 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,472 $112K <0.01% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,468 $111K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,298 $106K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,281 $106K <0.01% -1,465 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 4,221 $104K 0.08% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,174 $103K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,098 $101K +2,134 Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 4,062 $101K <0.01% +1,005 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,056 $100K 0.05% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 3,983 $98.6K 0.06% -91,767 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,920 $97K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,860 $95.5K 0.01% +91 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,806 $94.2K 0.03% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,778 $93.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,741 $92.6K 0.02% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,694 $91.4K 0.02% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,691 $91.4K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,676 $91K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,664 $90.7K 0.03% +68 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,659 $90.6K 0.04% +35 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,531 $87.4K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,514 $87K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,438 $85.1K 0.05% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,387 $83.8K 0.07% -140 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,340 $83K <0.01% -769 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,320 $82.2K 0.02% -18,190 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,320 $82.2K 0.02% -4,984 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,299 $81.7K 0.01% -167 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3,211 $79.5K 0.02% -301 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,178 $78.7K 0.04% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,147 $77.9K 0.02% +47 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,044 $75.3K <0.01% -2,085 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,029 $75K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,978 $73.7K <0.01% +1,276 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,922 $72.3K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,873 $71.1K 0.01% -1,994 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,863 $70.9K 0.03% +2,814 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,830 $70K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,828 $70K 0.01% +385 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,766 $68.5K <0.01% -1,479 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,706 $67K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,688 $66.5K 0.01% +380 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,671 $66.1K 0.02% -100 13F-HR Timeline PFC CAPITAL GROUP, INC. 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