Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $13.1K <0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $12K <0.01% -7 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9 $12K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9 $12K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9 $12K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $12K <0.01% +6 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9 $12K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 9 $12K 0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 9 $12K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $11K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 8 $10.7K <0.01% +6 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 8 $10.7K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $10.7K <0.01% +4 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8 $10.7K <0.01% -10 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8 $10.7K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $10.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $10.7K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8 $10.7K <0.01% -46 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $10.7K <0.01% +5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 8 $10.7K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $9.32K <0.01% +2 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. 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More: the full row for Planning Strategies Inc. 2 $2.66K <0.01% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for Cordant, Inc. 0 $334 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $267 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. VIMA LLC More: the full row for VIMA LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.