Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 10,458 $2.48M 3.41% -882 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 10,453 $2.48M 1.22% +50 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,447 $2.48M 0.14% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 10,418 $2.47M 0.76% +907 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,336 $2.45M 0.16% +205 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,306 $2.44M 0.7% -865 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,276 $2.44M 1.33% +14 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,272 $2.43M 0.89% +209 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,259 $2.43M 0.42% +542 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,230 $2.42M 0.52% -426 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 10,069 $2.39M 0.09% +542 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 10,048 $2.38M 0.88% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,039 $2.38M <0.01% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,010 $2.37M 0.17% -932 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,993 $2.37M 0.56% -198 13F-HR/A Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 10,561 $2.36M 0.62% +2,915 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,974 $2.36M 0.35% +368 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 9,972 $2.36M 1.3% -94 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 9,918 $2.35M 1.38% +2,188 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,895 $2.34M 0.32% -1,184 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 9,885 $2.34M 0.96% -1,515 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,887 $2.34M 0.01% -448 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 9,859 $2.34M 0.32% -695 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,851 $2.33M 0.76% -3,858 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,823 $2.33M 2.12% +2,464 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,797 $2.32M 0.14% +1,184 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9,778 $2.32M 0.29% -360 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,737 $2.31M 0.73% -20 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,736 $2.31M 0.69% -111 13F-HR Timeline City State Bank More: the full row for City State Bank 9,719 $2.3M 0.72% -185 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,717 $2.3M 0.11% +2,726 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,694 $2.3M 0.14% -245 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,635 $2.28M 0.3% -63 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,628 $2.28M 0.95% -24 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 9,416 $2.26M 1.36% -1,306 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 9,528 $2.26M 2.01% +1,443 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 9,503 $2.25M 2.52% +5,248 13F-HR/A Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 9,454 $2.24M 0.6% +6,575 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 9,436 $2.24M 1.49% +989 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 9,411 $2.23M 1.07% +4,500 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,410 $2.23M 0.06% -75 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,409 $2.23M 0.2% +582 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,377 $2.22M 0.24% -761 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 9,302 $2.2M 0.72% -1,619 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,286 $2.2M 0.17% +681 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9,273 $2.2M 0.73% +2,882 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9,202 $2.19M 0.41% -637 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,203 $2.18M 0.08% +713 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,114 $2.16M 1.03% +537 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 9,097 $2.16M 1.94% +5,744 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,090 $2.15M 0.07% +402 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,084 $2.15M 0.07% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9,079 $2.15M 1.81% +294 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 9,055 $2.15M 1.97% +227 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 8,918 $2.14M 0.55% +53 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 9,025 $2.14M 0.35% +21 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,013 $2.14M 0.21% +1,330 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,949 $2.12M 0.15% -1,647 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,948 $2.12M 1.28% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,921 $2.11M 0.41% +700 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 8,909 $2.11M 2.13% +90 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,894 $2.11M 0.11% -1,285 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,841 $2.1M 0.73% +99 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8,738 $2.09M 0.53% +6,539 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 8,800 $2.09M 0.31% -320 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,791 $2.08M <0.01% -10,666 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,740 $2.07M 0.81% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,336 $2.07M 0.58% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,725 $2.07M 0.15% +648 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 8,686 $2.06M 0.72% +1,457 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,618 $2.05M 0.08% +798 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 8,639 $2.05M 0.71% -7,065 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,598 $2.04M 0.27% -426 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 8,538 $2.02M 0.18% -38 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,535 $2.02M 0.08% +1,373 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,519 $2.02M 0.36% +122 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 8,507 $2.02M 1.69% +853 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,500 $2.01M 0.49% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,459 $2M 0.1% +1,200 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,421 $2M 0.09% +262 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,365 $1.98M 0.07% +176 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,351 $1.98M 0.26% -209 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,278 $1.96M 0.42% -227 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 8,273 $1.96M 0.73% +2,796 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,271 $1.96M 0.43% +139 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,242 $1.95M 0.59% -29 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,232 $1.95M 0.29% +5,926 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 8,227 $1.95M 0.65% +493 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 8,227 $1.95M 1.11% -1,938 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,181 $1.94M 0.01% +1,423 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,180 $1.94M 0.16% +291 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,158 $1.93M 0.59% +128 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,137 $1.93M 0.11% +4 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,054 $1.91M 1.14% -828 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,959 $1.89M 0.15% -152 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,955 $1.89M 0.23% -242 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 7,948 $1.88M 0.75% -37 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,943 $1.88M 0.32% -87 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,942 $1.88M 0.13% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 7,931 $1.88M 0.6% +2,472 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 7,927 $1.88M 1.33% +29 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,914 $1.88M 0.07% -1,179 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,852 $1.86M 0.92% -2,591 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 8,820 $1.86M 0.54% +7,557 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,822 $1.85M 0.29% 0 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 7,822 $1.85M 1.19% -593 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,797 $1.84M 0.27% +224 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,686 $1.84M 0.13% +3,909 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,677 $1.82M <0.01% +579 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,671 $1.82M 0.24% -87 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,649 $1.81M 0.33% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,641 $1.81M 0.83% -3,406 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,633 $1.81M 0.07% -23 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,613 $1.8M 0.33% -247 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 7,414 $1.8M 0.8% -40,312 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,596 $1.8M 0.16% +2,467 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,592 $1.8M 0.19% +1,335 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 7,579 $1.8M 0.7% -267 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,550 $1.79M 0.21% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 7,519 $1.78M 0.27% -1,116 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,475 $1.77M 0.57% +6,332 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,447 $1.77M 0.07% -188 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,440 $1.76M <0.01% +198 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,437 $1.76M 0.1% +738 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,432 $1.76M 0.03% -618 13F-HR/A Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 7,270 $1.76M 1.19% -3,380 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,405 $1.75M 0.45% -129 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,382 $1.75M 0.2% +271 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 7,382 $1.75M 2.57% -3,594 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,379 $1.75M 0.11% -12 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,378 $1.75M 0.05% +1,072 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,354 $1.74M 0.06% +81 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 7,340 $1.74M 0.27% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,278 $1.72M 0.19% +440 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,255 $1.72M 0.17% -1,324 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,223 $1.71M 0.11% -532 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,220 $1.71M 0.15% +43 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,209 $1.71M <0.01% -16,018 13F-HR/A Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,189 $1.7M 0.76% -186 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,179 $1.7M 1.18% -123 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,167 $1.7M 1.08% -554 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 7,147 $1.69M 0.77% -4,017 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 7,043 $1.68M 0.63% 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,056 $1.67M <0.01% -2,885 13F-HR/A Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7,045 $1.67M 0.26% -189 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,014 $1.66M 0.88% -2,600 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,781 $1.66M 0.6% +415 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,988 $1.66M 0.47% +19 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6,974 $1.65M 2.87% -1,044 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,971 $1.65M 0.02% +1,696 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 6,946 $1.65M 0.34% -246 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,921 $1.65M 0.04% -5 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 6,941 $1.64M 0.3% -36 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 6,929 $1.64M 0.51% +2,006 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,927 $1.64M 1.35% +480 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,926 $1.64M 0.36% +974 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,926 $1.64M 0.02% +982 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,884 $1.63M 0.11% -39 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 6,881 $1.63M 1.64% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,857 $1.62M 0.95% +1,271 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,847 $1.62M 0.14% -203 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6,830 $1.62M 0.48% -124 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,807 $1.61M 0.7% +180 13F-HR/A Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,795 $1.61M 1.13% -130 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6,775 $1.61M 0.27% -11 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 6,768 $1.6M 0.86% +621 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,768 $1.6M 0.09% +1,843 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,759 $1.6M 0.84% -364 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,725 $1.6M 0.04% +1,393 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,698 $1.59M 0.16% +104 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,696 $1.59M 1.13% -769 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,694 $1.59M 0.03% -2,420 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,656 $1.58M 0.6% -35 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,621 $1.57M 0.02% -146 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,589 $1.56M 0.14% -10,752 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 6,588 $1.56M 0.35% -4 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,544 $1.56M 0.28% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,555 $1.55M 0.27% +723 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 6,534 $1.55M 0.75% +24 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,518 $1.54M 0.03% -3,043 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,514 $1.54M 0.03% -7,132 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,480 $1.54M 1.53% +845 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 6,232 $1.53M 1.31% +10 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,454 $1.53M 0.2% +418 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,416 $1.52M 0.29% +167 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,386 $1.51M 0.25% -199 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,336 $1.5M 1.59% +107 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 6,334 $1.5M 0.37% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,318 $1.5M 0.1% +481 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,315 $1.5M 0.52% +482 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,314 $1.5M 0.74% +591 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,314 $1.5M 0.15% -1 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,306 $1.49M 0.18% -788 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,290 $1.49M 0.21% -139 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 6,259 $1.48M 0.1% -488 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,245 $1.48M 0.38% +343 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,194 $1.47M 0.12% -2 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 6,176 $1.46M <0.01% -27 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,175 $1.46M 0.62% +54 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,175 $1.46M 0.19% +1,247 13F-HR Timeline