GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,021 $876K 0.03% -2,081 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,019 $876K 0.04% +118 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,018 $875K 0.73% +293 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,013 $874K 0.02% +177 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,008 $872K 0.26% -60 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,990 $867K <0.01% +864 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,978 $864K 0.12% -18 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,971 $862K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,956 $858K 0.01% -48 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,905 $843K 0.84% +70 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,902 $842K 0.16% -862 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,902 $842K 0.04% -438 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,901 $841K 0.24% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,899 $841K 0.09% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,894 $839K 0.09% +102 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,891 $839K 0.04% -83 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,884 $837K 0.64% +240 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,879 $835K 0.06% -44 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,879 $835K 0.06% +32 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,877 $835K 0.04% +402 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,877 $834K 0.06% -199 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,864 $831K 0.02% +176 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,852 $827K 0.01% +4 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,827 $820K 0.03% +24 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,806 $814K 0.02% +50 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,802 $813K 0.11% +268 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,765 $802K 0.2% -329 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,750 $798K 0.1% -169 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,727 $791K 0.01% +310 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,727 $791K 0.12% -232 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,723 $790K 0.01% +392 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,721 $789K 0.14% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,715 $788K 0.05% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,710 $786K 0.19% -70 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,702 $784K 0.07% +1,212 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,697 $782K 0.05% -110 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,694 $781K 0.14% -16 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,692 $781K 0.06% +357 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,688 $780K 0.02% -46 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 2,658 $771K 0.17% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,651 $769K 0.18% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,625 $761K 0.16% -295 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,611 $757K 0.01% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,611 $757K 0.13% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,544 $751K 0.09% -66 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,567 $745K 0.06% -318 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,548 $739K 0.22% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,544 $738K 0.02% +250 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,543 $738K 0.01% +30 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,541 $737K 0.02% -31 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,559 $737K 0.02% +156 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,537 $736K 0.23% +6 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,532 $734K 0.37% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,530 $734K 0.02% +16 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,524 $732K 0.05% -95 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,525 $732K 0.02% +368 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,507 $727K 0.29% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,504 $726K <0.01% -512 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,503 $726K 0.16% -145 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,497 $724K 0.19% +171 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,482 $720K 0.3% -260 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,479 $719K 0.04% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,469 $716K 0.07% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,468 $716K 0.01% +15 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,457 $713K 0.04% -635 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,445 $709K 0.05% +25 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,444 $709K 0.01% -148 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,432 $705K 0.01% +515 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,428 $704K 0.01% -20 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,420 $702K 0.33% +20 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,403 $697K 0.08% +239 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,400 $696K 0.2% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,399 $696K <0.01% +140 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,395 $695K 0.06% -100 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,388 $693K 0.21% +4 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,379 $690K 0.52% -3 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,370 $687K 0.22% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,362 $685K 0.07% -1,087 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,357 $684K 0.09% +534 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,391 $682K 0.14% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,341 $679K 0.38% +15 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,339 $679K 0.45% -1 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,330 $676K 0.19% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,329 $676K 0.04% 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,326 $675K 0.6% -23 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 2,315 $671K 0.09% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,315 $671K 0.04% -17 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,296 $666K 0.01% +352 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,294 $665K 0.21% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,266 $658K <0.01% +54 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,267 $658K 0.51% +29 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,263 $656K <0.01% +346 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,258 $655K 0.11% -33 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,245 $651K 0.04% -215 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,235 $648K 0.24% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,272 $648K 0.1% +834 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 2,222 $645K 0.5% 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,222 $644K 0.54% +187 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,217 $643K 0.07% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,212 $642K 0.04% +663 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,507 $641K 0.05% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,207 $640K 0.02% -199 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,198 $638K 0.01% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,194 $636K 0.01% +31 13F-HR Timeline City State Bank More: the full row for City State Bank 2,186 $634K 0.17% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,172 $630K 0.03% -20 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,161 $627K 0.09% -61 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,146 $622K 0.08% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,133 $619K 0.03% -24 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,131 $618K 0.18% +485 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,127 $617K 0.03% +4 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,126 $617K 0.01% -564 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,125 $616K 0.05% +14 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,111 $612K 0.03% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,107 $611K 0.04% +425 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,253 $610K 0.04% +25 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,097 $608K 0.05% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,088 $606K 0.05% -360 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,086 $605K <0.01% +201 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,080 $603K 0.08% +20 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,079 $603K 0.14% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,068 $600K 0.02% -90 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,062 $598K 0.03% +1 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,058 $597K 0.04% -530 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,056 $596K 0.15% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,094 $596K 0.1% +8 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,050 $595K 0.04% -74 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,049 $594K 0.01% +58 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,039 $591K 0.02% -125 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,037 $591K 0.05% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,028 $588K 0.22% -240 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,019 $586K 0.09% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,015 $584K 0.28% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,013 $584K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,012 $583K 0.02% -222 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,009 $583K 0.34% +5 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,001 $580K 0.36% -14 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,001 $580K 0.01% +557 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,000 $580K 0.45% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,996 $579K -407 Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,994 $578K 0.04% +44 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,984 $575K 0.09% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,983 $575K 0.08% -46 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,978 $574K 0.09% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,978 $574K 0.23% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,976 $573K 0.02% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,973 $572K 0.04% +11 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,960 $569K 0.15% +7 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,083 $562K 0.13% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,934 $561K 0.46% -374 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,931 $560K 0.04% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,921 $557K 0.11% +171 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,052 $554K +1,148 Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,905 $553K 0.03% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,900 $551K 0.07% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,900 $551K <0.01% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,899 $551K 0.51% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,893 $549K 0.07% -14 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,869 $542K 0.09% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,868 $542K 0.47% +46 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,949 $541K 0.01% +36 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,863 $540K 0.03% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,862 $540K 0.06% -4 13F-HR/A Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,859 $539K 0.04% +5 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,841 $534K 0.03% -29 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,836 $533K <0.01% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,833 $532K 0.06% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,820 $528K 0.01% -419 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,745 $526K 0.37% -271 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,811 $525K 0.02% +149 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,923 $525K 0.01% +1,375 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,809 $525K 0.42% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,807 $524K 0.03% -396 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,800 $522K 0.02% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,800 $522K 0.05% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,790 $519K 0.01% -28 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,790 $519K 0.08% +56 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,787 $518K 0.04% +581 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,784 $517K 0.03% +210 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,774 $515K 0.1% +23 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,771 $514K 0.01% +34 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,764 $512K 0.15% +269 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,759 $510K 0.34% -159 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,755 $509K 0.11% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,750 $508K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,744 $506K 0.01% -1 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,737 $504K 0.09% 0 13F-HR/A Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,735 $503K 0.27% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,729 $502K 0.01% -3,917 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,729 $501K 0.02% +58 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,724 $500K 0.21% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,723 $500K 0.05% +12 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,723 $500K 0.01% -1 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,718 $498K 0.03% +151 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,715 $497K 0.05% -230 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,706 $495K 0.01% +43 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,700 $494K 0.03% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,701 $494K 0.02% -503 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,687 $489K 0.16% -152 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,683 $488K 0.02% -14 13F-HR Timeline