Geller Advisors LLC More: the full row for Geller Advisors LLC 8,363 $2.84M 0.19% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 8,349 $2.84M 0.03% -692 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 8,164 $2.78M 0.13% -3,803 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,164 $2.78M 0.26% +97 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,141 $2.77M 3.25% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,136 $2.77M 0.06% -437 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 8,134 $2.76M 0.19% +2 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 8,103 $2.75M 0.03% -3,830 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,080 $2.75M 0.16% -101 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,046 $2.74M 0.02% +618 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 8,024 $2.73M 3.12% -1,178 13F-HR/A Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 7,944 $2.7M 1.44% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,916 $2.69M 0.16% -72 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,891 $2.68M 0.19% -631 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7,844 $2.67M 0.31% +5,303 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 7,840 $2.67M 1.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,796 $2.65M 0.13% -135 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,717 $2.62M <0.01% +270 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,713 $2.62M 0.02% +278 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,713 $2.62M 0.09% -73 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,704 $2.62M 0.02% -10,144 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,697 $2.62M 0.09% +1,382 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,680 $2.61M 0.82% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,616 $2.59M 0.18% -525 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,528 $2.56M 0.66% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,512 $2.55M 0.07% -24 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,500 $2.55M 1.64% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,492 $2.55M 0.22% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,460 $2.54M 0.3% -1,250 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,405 $2.52M 0.23% -112 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,380 $2.51M 1.17% +266 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 7,328 $2.49M 0.35% +42 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 7,306 $2.48M 0.05% -10,411 13F-HR Timeline Group SageOak Financial, LLC More: the full row for SageOak Financial, LLC 7,305 $2.48M 2.27% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,276 $2.47M 0.25% -187 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 7,177 $2.44M 1.3% +4,347 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,156 $2.43M 0.07% new 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,000 $2.38M 0.09% 0 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 6,965 $2.37M 1.78% -3,132 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,961 $2.37M 0.54% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,873 $2.34M 0.15% +496 13F-HR Timeline American Trust More: the full row for American Trust 6,866 $2.33M 0.18% +139 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 6,805 $2.31M 0.6% +414 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 6,801 $2.31M 0.92% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,798 $2.31M 0.13% -76 13F-HR/A Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,797 $2.31M 0.08% +932 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,717 $2.28M 0.05% +2 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,680 $2.27M 0.02% +2,303 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 6,683 $2.27M 1.28% +296 13F-HR/A Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,647 $2.26M 0.84% +922 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,625 $2.25M 0.05% +5,106 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,510 $2.21M 1.09% -127 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,489 $2.21M 0.28% -76 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,465 $2.2M 0.18% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,585 $2.19M 0.34% -2,000 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,381 $2.17M 0.08% -2,248 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,363 $2.16M 1.45% +44 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,300 $2.14M 0.19% -95 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,176 $2.1M 0.08% +1,600 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,127 $2.08M 0.17% +927 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,090 $2.07M 0.25% -1,235 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 6,083 $2.07M 0.2% +25 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,081 $2.07M 0.13% +3,384 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,045 $2.05M 0.03% +67 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,031 $2.05M 0.06% +161 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,017 $2.05M 0.41% +2,832 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,011 $2.04M 0.04% -150 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,011 $2.04M 0.42% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,992 $2.04M 0.31% -2,892 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,963 $2.03M 0.06% -94 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,954 $2.02M 0.06% -3,500 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 5,939 $2.02M 0.67% -20 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,915 $2.01M 0.15% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,899 $2.01M 0.08% -109 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,890 $2M 0.12% +61 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,865 $1.99M 0.09% +27 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,775 $1.96M -207 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,702 $1.94M 0.02% -567 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,686 $1.93M 0.12% -136 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,668 $1.93M 0.04% +1,495 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,652 $1.92M 0.06% -2,411 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,632 $1.91M 0.99% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,999 $1.91M 1.32% +3,894 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,610 $1.91M 0.03% +371 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,605 $1.91M 0.15% -5,011 13F-HR/A Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,574 $1.9M 0.69% +122 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,577 $1.9M 0.03% +127 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,577 $1.9M 0.04% +123 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 5,560 $1.89M 1.18% +118 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,509 $1.87M 0.03% -37 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 5,500 $1.87M 0.49% +1,500 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,500 $1.87M 0.06% -79 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,479 $1.86M 0.27% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,448 $1.85M 0.29% +4 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,445 $1.85M 0.09% +4,773 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,443 $1.85M 0.4% +24 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,442 $1.85M 0.15% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,442 $1.85M 0.1% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,412 $1.84M 0.03% +45 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,403 $1.84M 0.02% +2,359 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,388 $1.83M +181 Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,384 $1.83M 1.17% +509 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,369 $1.83M 0.16% -367 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,358 $1.82M 0.02% -2,627 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,353 $1.82M 0.06% +694 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,313 $1.81M 0.04% -293 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,303 $1.8M 0.71% -87 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,279 $1.79M 0.06% -16 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,267 $1.79M 0.09% +431 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,218 $1.77M 0.76% +2,988 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,168 $1.76M 0.05% -6 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,122 $1.74M 0.37% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,066 $1.72M 0.38% +1,501 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 5,053 $1.72M 0.73% +37 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,033 $1.71M 0.09% +125 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,031 $1.71M 0.03% +510 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,029 $1.71M 0.22% -156 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,040 $1.71M 0.03% 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 5,002 $1.7M 0.37% 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 5,000 $1.7M 0.06% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,991 $1.7M 0.7% +36 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,717 $1.69M 0.01% +3,157 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,941 $1.68M 0.13% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,883 $1.66M 0.05% -104 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,881 $1.66M 0.02% -15 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,871 $1.66M 0.69% -10 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,859 $1.65M 0.1% +427 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,836 $1.64M 1.1% +765 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,813 $1.64M 0.23% 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,803 $1.63M 0.83% +1,039 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,772 $1.62M 0.08% -464 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,745 $1.61M -1,589 Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,727 $1.61M 0.81% +26 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 4,683 $1.59M 0.59% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,644 $1.58M 0.01% +99 13F-HR Timeline Group Talbot Financial, LLC More: the full row for Talbot Financial, LLC 4,636 $1.58M 0.19% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,626 $1.57M 0.05% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,588 $1.56M 0.02% -10,603 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 4,542 $1.54M 0.48% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,531 $1.54M 0.08% -342 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,513 $1.53M 0.18% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,500 $1.53M 0.76% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,500 $1.53M +43 Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,492 $1.53M 0.28% +775 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,476 $1.52M 0.04% +732 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,400 $1.5M 0.07% +159 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 4,398 $1.5M 0.54% -50 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,394 $1.49M 0.49% 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,375 $1.49M 0.48% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,375 $1.49M 0.06% new 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 4,367 $1.48M 0.05% -479 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,343 $1.48M 0.09% -467 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,342 $1.48M 0.27% +64 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,310 $1.47M 0.19% -2,525 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,303 $1.46M 1.29% 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,289 $1.46M 1.03% +10 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,283 $1.46M 0.26% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,283 $1.46M 0.04% 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,265 $1.45M 0.43% +8 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,230 $1.44M 0.18% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,157 $1.41M 0.31% +27 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,161 $1.41M 0.19% -45 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,159 $1.41M 0.94% +1,509 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,151 $1.41M 0.02% +3,519 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,126 $1.4M 0.18% +155 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,121 $1.4M 0.07% +185 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,118 $1.4M 0.26% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,110 $1.4M 0.47% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,084 $1.39M 0.03% +169 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,084 $1.39M 0.06% -27 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,059 $1.38M 0.64% +19 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,047 $1.38M 0.26% -23 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,040 $1.37M 0.16% +137 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,040 $1.37M 0.05% +63 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,023 $1.37M 0.36% +15 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,010 $1.36M 0.03% +64 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,007 $1.36M 0.04% +600 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,006 $1.36M 1.29% -2 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 4,000 $1.36M 0.27% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,979 $1.35M 0.13% +206 13F-HR Timeline Elios Financial Group Inc. 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