Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,306 $1.4M 0.05% +3,990 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,296 $1.4M 1.19% +469 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,229 $1.39M 0.69% +3,604 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,257 $1.39M 0.16% -260 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,255 $1.39M 0.14% -13 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,249 $1.39M 0.28% -210 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,229 $1.38M 1.56% -64 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 6,203 $1.38M <0.01% -605 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,196 $1.37M 0.12% +6,190 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 6,222 $1.37M 1.24% 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 6,159 $1.37M 0.55% -238 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 6,147 $1.36M 0.82% +104 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,121 $1.36M 0.63% +1,628 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,110 $1.35M 0.47% -154 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,081 $1.35M 0.27% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,076 $1.35M 0.3% -51 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 6,062 $1.34M 0.29% -240 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,054 $1.34M 0.39% +29 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,036 $1.34M 0.19% +945 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,028 $1.34M 0.1% +3,835 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,024 $1.34M 0.37% +76 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 5,999 $1.33M 0.43% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,991 $1.33M 0.37% +1,888 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,987 $1.33M 0.01% +182 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,983 $1.33M 0.14% +1,121 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,952 $1.32M 0.34% -363 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,944 $1.32M 0.02% +631 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,932 $1.32M 0.69% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 5,928 $1.31M 0.26% -1,150 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,907 $1.31M 0.61% -60 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 5,907 $1.31M 0.94% -529 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,902 $1.31M 0.37% -3,237 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,895 $1.31M 1.15% +33 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,878 $1.3M 0.11% -99 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,866 $1.3M 0.06% +3,772 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,862 $1.3M 0.31% +799 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,845 $1.3M 1.86% +204 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,837 $1.29M 0.1% -98 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,833 $1.29M 0.47% +471 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5,832 $1.29M 0.24% -360 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,809 $1.29M 0.27% +38 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,768 $1.28M 0.16% +204 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,756 $1.28M 0.05% +1 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,735 $1.27M 0.32% -1,842 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 5,731 $1.27M 0.68% -319 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,723 $1.27M 0.69% +582 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,707 $1.27M 1.27% -75 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,705 $1.27M 0.93% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,701 $1.26M 0.49% +262 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,701 $1.26M 0.16% -69 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,693 $1.26M 0.2% -165 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,650 $1.25M 0.1% +216 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,637 $1.25M 0.1% +22 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,635 $1.25M 1.56% +4,147 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,625 $1.25M 0.27% -2,417 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,612 $1.24M 0.63% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,592 $1.24M 0.34% +15 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,586 $1.24M 0.81% +15 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 5,579 $1.24M 0.08% +35 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,563 $1.23M 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,547 $1.23M <0.01% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 5,521 $1.22M 0.19% +576 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,508 $1.22M 0.04% -42 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 5,477 $1.21M 0.52% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,459 $1.21M 0.45% +698 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,442 $1.21M 0.14% -584 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,412 $1.2M 0.6% +220 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,410 $1.2M 0.14% -673 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 5,408 $1.2M 0.44% -2 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,403 $1.2M 0.18% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,398 $1.2M 0.8% -112 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,392 $1.2M 0.04% -133 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 5,391 $1.2M 0.68% -2,470 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,383 $1.19M 0.23% +7 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,380 $1.19M 0.56% -341 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,374 $1.19M 0.95% -1,565 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,373 $1.19M 0.02% +962 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,373 $1.19M 0.88% +1,160 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,362 $1.19M 0.08% +316 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,359 $1.19M 0.39% +2,365 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,332 $1.18M 0.03% +3,564 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,317 $1.18M 0.23% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,310 $1.18M 0.71% -428 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 5,310 $1.18M 0.6% +2,725 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,275 $1.17M 0.02% -1,898 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,233 $1.16M 0.13% -2,163 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,219 $1.16M 0.44% -167 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,209 $1.16M 0.02% -5,356 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,200 $1.15M 0.53% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,189 $1.15M 0.09% -14,919 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,170 $1.15M 0.23% -2,396 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,170 $1.15M 0.22% -2,396 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,166 $1.15M <0.01% new 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,161 $1.14M 0.06% +1,265 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,143 $1.14M 0.08% -128 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,143 $1.14M 0.41% -18,861 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,129 $1.14M 0.11% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,098 $1.13M 0.02% -16 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,094 $1.13M 0.5% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 5,092 $1.13M 0.21% +255 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,078 $1.13M 0.18% -584 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,068 $1.12M 0.15% +290 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,067 $1.12M 0.47% -227 13F-HR/A Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,049 $1.12M 0.04% +131 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 5,008 $1.11M 0.25% +21 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,006 $1.11M 1.05% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,003 $1.11M 1.54% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,991 $1.11M 0.1% -2,858 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,981 $1.1M 0.15% +438 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,978 $1.1M 0.58% -97 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,964 $1.1M 0.21% -201 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,962 $1.1M 0.87% -495 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,928 $1.09M 0.16% +6 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 4,926 $1.09M 0.43% +21 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,925 $1.09M 0.07% +91 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,923 $1.09M 0.37% +981 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 4,911 $1.09M 0.55% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,905 $1.09M 0.04% -100 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,874 $1.08M 0.3% +149 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,869 $1.08M 0.41% -242 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,868 $1.08M 0.1% +940 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,475 $1.08M 0.71% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 5,215 $1.07M 0.66% +3,892 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,829 $1.07M 0.49% +69 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,830 $1.07M 0.07% -5,907 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,828 $1.07M 0.93% +722 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,810 $1.07M 0.09% +1,004 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,799 $1.06M 0.14% +486 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,787 $1.06M 0.34% -248 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,765 $1.06M 0.36% -424 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,761 $1.06M 0.07% -139 13F-HR Timeline Group Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,739 $1.05M 0.57% -3,361 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,728 $1.05M 0.17% +1,178 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,037 $1.05M 0.48% -716 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,717 $1.05M 0.11% +351 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,243 $1.04M 0.02% -196 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,699 $1.04M 0.09% +1,363 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,671 $1.04M 0.2% -170 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,663 $1.03M 0.35% -84 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,660 $1.03M 0.4% +4 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,627 $1.03M 0.14% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,680 $1.03M 0.15% +1,326 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,619 $1.02M 0.19% -257 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,920 $1.02M 0.23% -147 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 4,601 $1.02M 0.42% +629 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,594 $1.02M <0.01% +1,064 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,582 $1.02M 0.3% -60 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,580 $1.02M 0.31% +910 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,574 $1.01M 0.19% +1,201 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,547 $1.01M 0.03% -574 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,484 $994K 0.11% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,472 $992K 0.94% +16 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 4,465 $990K 0.9% -100 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,459 $989K 3.4% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,450 $987K 0.97% +66 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,448 $986K 0.97% -1,637 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,754 $984K 0.06% -2,351 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,435 $983K 0.1% +175 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,391 $974K 0.1% -255 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,364 $968K 0.46% -588 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,333 $961K 0.39% +62 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,324 $959K 0.13% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,315 $957K 0.77% +484 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,310 $956K 0.64% -96 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,286 $950K 0.06% +134 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 4,283 $950K 0.32% +215 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 4,255 $944K 1.09% +17 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,255 $944K 0.12% +1,081 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,226 $937K 0.16% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,220 $936K 0.09% -1,438 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,299 $932K 0.08% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,200 $931K 0.53% -327 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,198 $931K 0.12% +70 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,189 $930K 0.27% +1,317 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,191 $929K 0.44% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,187 $928K 0.06% -368 13F-HR Timeline Group Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 4,299 $928K 0.52% +452 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,176 $926K <0.01% new 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,147 $920K 0.26% -3,499 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,125 $918K 0.99% +321 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,132 $916K 0.42% -12 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,115 $913K 0.52% +496 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,114 $912K 0.09% -168 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,114 $912K 0.05% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,100 $909K 0.84% -63 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,097 $909K 0.9% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,822 $908K 0.59% -202 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,082 $905K 0.31% +4 13F-HR Timeline Financial Advisors Network, Inc. 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