Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,885 $1.27M 0.12% +4,733 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,803 $1.26M 0.07% +625 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 11,713 $1.25M 0.06% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,542 $1.23M 0.07% -1,104 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,492 $1.22M 0.03% +5,418 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 11,492 $1.22M 0.18% -11,492 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 11,487 $1.22M 0.18% +145 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 11,375 $1.21M 0.36% +28 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,360 $1.21M 0.01% -530 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,297 $1.2M 0.16% +670 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,296 $1.2M 0.05% -952 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,275 $1.2M 0.02% +1,164 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,248 $1.2M 0.02% +6,685 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,236 $1.2M <0.01% -323 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 11,235 $1.2M 0.01% +43 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 10,985 $1.17M 0.63% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,984 $1.17M +588 Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,935 $1.16M 0.13% -1,206 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,927 $1.16M 0.27% -2,316 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,833 $1.15M 0.47% -140 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,806 $1.15M 0.05% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,730 $1.14M 0.15% -2,446 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,675 $1.14M 0.56% -200 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,579 $1.13M 0.05% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,489 $1.12M 0.01% +156 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,504 $1.12M 0.01% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 10,481 $1.12M 0.53% -595 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 10,476 $1.12M 0.23% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,474 $1.12M 0.01% +269 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,467 $1.11M 0.09% 0 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,450 $1.11M 0.05% -2,061 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 10,360 $1.1M 0.76% -75 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 10,341 $1.1M 0.64% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,220 $1.09M 0.07% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 10,191 $1.09M 0.4% +1,155 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,173 $1.08M 0.09% +655 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10,164 $1.08M 0.51% +902 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,105 $1.08M 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,092 $1.07M 0.08% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,038 $1.07M 0.08% new 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 9,955 $1.06M 0.04% +214 13F-HR Timeline Group American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 9,949 $1.06M 1.1% -16 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 9,924 $1.06M 0.09% 0 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 9,873 $1.05M 0.58% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 9,799 $1.04M 0.37% +855 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 9,770 $1.04M 0.18% +765 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,751 $1.04M 0.03% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 9,734 $1.04M 0.2% -336 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,676 $1.03M 0.06% +719 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 9,599 $1.02M 0.15% -485 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,526 $1.01M 0.05% +747 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,400 $1M 0.38% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,353 $996K 0.05% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 9,137 $973K 0.4% +198 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,130 $972K 0.28% +247 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,113 $971K 0.06% -200 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 8,817 $937K 0.06% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 8,790 $936K 0.95% +15 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 8,766 $934K 0.62% +284 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 8,749 $932K 0.75% +1,032 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,709 $928K 0.05% -308 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,708 $927K 0.08% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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More: the full row for Everhart Financial Group, Inc. 7,801 $831K 0.07% -24 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,692 $819K 0.15% -86 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,633 $813K 0.05% +2,125 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,624 $812K 0.04% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,593 $809K 0.66% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7,589 $808K 0.46% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,588 $808K 0.27% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,584 $806K 0.52% -1,563 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,530 $802K <0.01% +140 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,501 $799K 0.22% -4,026 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,468 $795K 0.02% new 13F-HR/A Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,422 $790K 0.27% -465 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 7,415 $790K 0.14% +1,016 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,414 $790K 0.05% -192 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,399 $788K 0.04% +657 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,374 $785K 0.04% +3,687 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 7,372 $785K 0.29% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,350 $783K 0.09% +2,000 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,340 $782K 0.05% -100 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 7,293 $777K 0.35% -43 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 7,165 $763K 0.2% -1,893 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,118 $758K 0.09% -2,852 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 7,096 $756K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,093 $755K 0.07% +1,388 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,041 $750K 0.02% +1,002 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,930 $738K 0.06% +25 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,922 $737K 0.13% +449 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,808 $725K 0.26% +348 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,800 $724K 0.04% -1,557 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 6,750 $719K 0.08% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,718 $715K 0.08% +68 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,657 $709K 0.07% +494 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 6,650 $708K 0.1% 0 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 6,643 $707K 0.4% +1 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 6,629 $706K 0.19% +98 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,570 $700K 0.16% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 6,564 $699K 0.28% +1,956 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 6,559 $699K 0.07% -507 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,535 $697K 0.28% +1,623 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 6,532 $696K 0.57% +371 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,445 $686K 0.02% +3,445 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,419 $684K 0.06% -871 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,372 $679K 0.03% +1,865 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,215 $662K 0.03% -5,153 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 6,150 $655K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,088 $647K 0.01% +2,324 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 6,050 $644K 0.35% +40 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,028 $642K 0.2% +778 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,006 $640K <0.01% +962 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,998 $639K 0.16% -221 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,978 $637K 0.05% +45 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,969 $636K 0.05% +349 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,929 $631K 0.16% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,925 $631K 0.02% +834 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,873 $627K <0.01% +310 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,859 $624K 0.22% +25 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 5,795 $617K 0.5% +16 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,709 $608K <0.01% 0 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,699 $607K 0.17% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,672 $604K 0.07% -5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,671 $604K 0.05% 0 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 5,662 $603K 0.59% +2,752 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 5,600 $596K 0.18% -112 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,591 $595K 0.01% -13,819 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 5,577 $594K 0.28% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,531 $589K 0.01% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,514 $587K 0.35% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,462 $582K 0.03% -5,792 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,444 $580K 0.08% -195 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,436 $579K 0.07% -7 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,421 $577K <0.01% +743 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 5,364 $572K 0.12% -2,038 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,361 $571K 0.08% -226 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 5,332 $568K 0.35% +20 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,256 $560K 0.03% +203 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,246 $559K 0.53% +237 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,210 $555K 0.02% -54 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 5,205 $554K 0.36% -206 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,170 $551K 0.2% +366 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,168 $550K 0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,167 $550K 0.07% -1,145 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,148 $548K 0.04% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,121 $545K 0.06% +21 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 5,082 $540K 0.27% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,062 $540K 0.05% +2,531 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 5,024 $535K 0.04% -96 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,006 $533K 0.02% -60 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,000 $533K 0.07% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,990 $531K 0.09% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,954 $528K 0.07% -124 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,952 $527K 0.05% new 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,943 $526K 0.36% +275 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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