FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,805 $1.76M 0.59% -234 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 6,787 $1.75M 0.89% -662 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 6,767 $1.75M 0.34% -107 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,759 $1.74M 1.66% +511 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,755 $1.74M <0.01% -807 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 6,744 $1.74M 0.74% +349 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,732 $1.74M 0.61% +123 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,702 $1.73M 0.29% -110 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,700 $1.73M 1.05% -57 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,699 $1.73M 0.4% -692 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,688 $1.73M 1.33% 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 6,684 $1.72M 0.9% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,641 $1.71M 0.08% -62 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,345 $1.71M 0.76% +672 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 6,619 $1.71M 1.36% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,175 $1.7M 0.14% +1,401 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 6,597 $1.7M 0.83% -185 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,592 $1.7M 0.14% +15 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6,580 $1.7M 0.25% -60 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 6,578 $1.7M 0.34% +82 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,577 $1.7M 1.06% +189 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,567 $1.69M <0.01% -125 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,564 $1.69M 0.15% +464 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,564 $1.69M 0.67% +737 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,626 $1.69M 0.77% +671 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,515 $1.68M 0.07% -1,870 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,480 $1.67M 0.34% +2,245 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,478 $1.67M 0.8% -181 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,473 $1.67M 1.58% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,461 $1.67M 1.03% -1,549 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 6,446 $1.66M 1.05% 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 6,430 $1.66M 1.51% +4,790 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,424 $1.66M 0.01% +4,078 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,419 $1.66M 0.74% -10 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,408 $1.65M 0.05% +670 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,400 $1.65M 0.06% -918 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,397 $1.65M 0.4% +724 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 6,386 $1.65M 0.05% -430 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,362 $1.64M 0.26% +3 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,357 $1.64M 0.63% +313 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,356 $1.64M 0.23% -43 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,343 $1.64M 0.52% +48 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 6,334 $1.63M 0.47% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,328 $1.63M 0.16% +5,303 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,326 $1.63M 0.13% +212 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,322 $1.63M 0.12% +9 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,311 $1.63M 0.38% +561 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,290 $1.62M 0.22% -2 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,279 $1.62M 0.09% -795 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,267 $1.62M 0.26% +89 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 6,239 $1.61M 0.51% +240 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,238 $1.61M 0.01% +482 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,235 $1.61M 0.13% +229 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,220 $1.6M 0.53% -96 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,214 $1.6M 0.29% +167 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,190 $1.6M 0.03% +284 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,844 $1.59M 0.42% +1,919 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 6,146 $1.59M 0.7% +778 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 6,133 $1.58M 1.35% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,132 $1.58M 0.18% -64 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,119 $1.58M 0.35% +934 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,006 $1.57M 1.42% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,062 $1.56M 0.37% +10 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,041 $1.56M 0.12% -5,483 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,029 $1.56M 0.05% +47 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,018 $1.55M 0.14% +595 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6,016 $1.55M 0.39% +461 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,015 $1.55M 0.73% +34 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,010 $1.55M 0.16% -24 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,009 $1.55M 0.62% +42 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 6,007 $1.55M 1.52% 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,983 $1.54M 1.51% -5 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,981 $1.54M 0.71% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,961 $1.54M 0.02% +42 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,946 $1.53M 1.13% -158 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,935 $1.53M -110 Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,918 $1.53M 0.36% +158 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,912 $1.52M 0.05% +247 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,910 $1.52M 0.32% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,886 $1.52M 1.11% -226 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,880 $1.52M 0.15% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,864 $1.51M 1.18% +230 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,863 $1.51M 0.67% -1 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,829 $1.5M 0.11% +37 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,792 $1.49M 0.19% +118 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,782 $1.49M 0.35% +2,385 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,761 $1.49M 0.05% +326 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,750 $1.48M 0.85% +45 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,730 $1.48M 0.22% -814 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,720 $1.48M 0.09% -119 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,710 $1.47M 0.53% -269 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,707 $1.47M 0.15% -83 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 5,705 $1.47M 0.79% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 5,665 $1.46M 0.92% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,625 $1.45M 0.31% +712 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,598 $1.44M 0.16% -115 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5,596 $1.44M 1.78% +171 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 5,529 $1.43M 0.99% +22 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,526 $1.43M 1.3% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,521 $1.42M 0.01% +805 13F-HR Timeline Group DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,516 $1.42M 1.09% -25 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,985 $1.42M 0.74% +3,063 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,492 $1.42M 0.03% +201 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,484 $1.41M 0.39% +205 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,462 $1.41M 0.99% +204 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,461 $1.41M 0.85% +369 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,456 $1.41M 0.03% +254 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,455 $1.41M 0.16% +266 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 5,426 $1.4M 0.56% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,421 $1.4M 0.1% -11 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,400 $1.39M 0.88% +70 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,389 $1.39M 1.33% -349 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,386 $1.39M 0.49% +3,731 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,381 $1.39M 0.17% 0 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 5,360 $1.38M 0.73% 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 5,347 $1.38M 0.44% -2,617 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 5,344 $1.38M 0.21% -192 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,341 $1.38M 0.96% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,335 $1.38M 0.79% -102 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,320 $1.37M 0.39% +74 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,308 $1.37M 0.07% +79 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,300 $1.37M 0.09% -377 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,294 $1.37M 0.78% 0 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 5,285 $1.36M <0.01% -706 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,280 $1.36M 0.26% -296 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,272 $1.36M 0.04% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,268 $1.36M 0.31% -766 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,231 $1.35M 0.06% -112 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,231 $1.35M 0.13% -71 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 5,226 $1.35M 0.38% -41 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,210 $1.34M 0.56% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,205 $1.34M 0.52% -113 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,202 $1.34M 0.91% +508 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,200 $1.34M 0.52% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 5,180 $1.34M 1% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,180 $1.34M 1% +1,141 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 5,179 $1.34M 0.65% -2,084 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,176 $1.34M 0.24% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,155 $1.33M 1.15% 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 5,135 $1.32M 1.43% 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,121 $1.32M 0.09% +3,061 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,071 $1.31M 0.73% +544 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,062 $1.31M 0.29% -21 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,047 $1.3M 0.17% -252 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,844 $1.3M 0.8% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,039 $1.3M 0.12% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,008 $1.29M 0.04% +1,944 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,006 $1.29M 0.9% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,995 $1.29M <0.01% -157 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,985 $1.29M 0.42% +243 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,908 $1.27M 0.17% +294 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,906 $1.27M 0.53% +23 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,890 $1.26M 0.04% -302 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,888 $1.26M 0.55% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,867 $1.26M 0.19% +64 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,861 $1.25M 0.38% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,854 $1.25M 0.42% +10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,855 $1.25M 0.08% +963 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,845 $1.25M 0.08% +581 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,841 $1.25M 0.09% -6 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,841 $1.25M 0.24% -119 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,826 $1.24M 0.66% -108 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,815 $1.24M 0.08% +345 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,807 $1.24M 0.04% +8 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,797 $1.24M 0.32% -88 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,788 $1.24M 0.07% -39 13F-HR Timeline DAGCO, INC. 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