Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 4,644 $1.41M 0.6% +1 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,631 $1.4M 0.96% +75 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,617 $1.4M 0.17% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,617 $1.4M 0.79% -301 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,608 $1.4M 0.06% -141 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,596 $1.39M 0.04% -1,114 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,584 $1.39M 0.06% -22 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,577 $1.39M 0.44% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,580 $1.39M <0.01% +803 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,570 $1.39M 0.08% +116 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,557 $1.38M 0.13% +294 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,537 $1.38M 0.63% +11 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,527 $1.37M 0.03% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 4,507 $1.37M 1.11% -40 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,484 $1.36M 0.11% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,475 $1.36M 0.09% +264 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,474 $1.36M 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,581 $1.35M 0.19% -9,811 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,455 $1.35M 0.32% +15 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,450 $1.35M 0.04% +119 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,450 $1.35M 0.12% +2,508 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,433 $1.34M 0.41% -72 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 4,432 $1.34M 0.65% +521 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 4,442 $1.34M 1.54% +822 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,398 $1.33M 1.14% +123 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,398 $1.33M 0.1% +12 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,376 $1.33M <0.01% +95 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,355 $1.32M <0.01% -201 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 4,354 $1.32M 0.43% -170 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,345 $1.32M 0.43% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,341 $1.32M 0.05% +251 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,335 $1.31M 0.03% -949 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,335 $1.31M 0.12% +775 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,331 $1.31M 0.72% -30 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,787 $1.3M 0.19% +1,839 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,302 $1.3M 0.13% -113 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,300 $1.3M 0.91% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,276 $1.3M 0.9% +240 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,273 $1.3M 0.17% -845 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,262 $1.29M 0.11% +419 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,260 $1.29M 0.18% +309 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,259 $1.29M 0.14% +1,395 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,250 $1.29M 0.13% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,237 $1.28M 0.15% -88 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,226 $1.28M 0.17% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4,194 $1.27M 1.08% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,184 $1.27M 0.02% -222 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.27M 0.3% new 13F-HR Timeline Amount filed as zero, left out of ratios. WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,171 $1.26M 0.62% +1,330 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,167 $1.26M 0.36% -81 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,164 $1.26M 0.38% +2 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,155 $1.26M 0.09% -760 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 4,140 $1.25M 0.04% +66 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,135 $1.25M 0.03% -63,813 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,134 $1.25M 0.19% -115 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,117 $1.25M 0.36% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,110 $1.25M 0.58% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,096 $1.24M 0.72% -88 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,096 $1.24M 0.18% -502 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 4,090 $1.24M 0.7% +2,060 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,090 $1.24M 0.37% -1,078 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,085 $1.24M 0.55% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 4,073 $1.23M 0.6% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,071 $1.23M <0.01% -131 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,642 $1.23M 0.15% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 4,068 $1.23M 0.8% -128 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,048 $1.23M 0.29% -40 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,045 $1.23M 0.12% -582 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,042 $1.23M 0.08% -10 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 4,034 $1.22M 0.9% +82 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,031 $1.22M 0.74% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,010 $1.22M 0.07% -75 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,973 $1.2M 0.15% +437 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,950 $1.2M 0.32% +153 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,942 $1.19M 0.15% +352 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,941 $1.19M 0.07% -15 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,940 $1.19M 0.08% -816 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,938 $1.19M 0.13% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,931 $1.19M 0.38% -19 13F-HR/A Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,924 $1.19M 0.29% -288 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,922 $1.19M 0.14% +13 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,915 $1.19M 0.29% +793 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,901 $1.18M 0.01% +415 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,900 $1.18M 0.72% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,881 $1.18M 0.29% -501 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,874 $1.17M 0.03% -204 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,869 $1.17M 0.76% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,863 $1.17M <0.01% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,853 $1.17M 0.46% +8 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,849 $1.17M 0.68% -65 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,930 $1.16M 0.46% -7 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,840 $1.16M 0.26% -224 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,833 $1.16M 0.05% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,825 $1.16M 0.43% -59 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,811 $1.16M 0.16% +13 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,797 $1.15M 0.29% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,785 $1.15M 0.42% -32 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 3,748 $1.14M 0.58% +2,271 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,740 $1.13M 0.86% +11 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 3,722 $1.13M 0.33% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,719 $1.13M 0.12% -735 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,710 $1.12M 0.12% -5,922 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,690 $1.12M 0.67% -69 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,686 $1.12M 0.07% +1,295 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,680 $1.12M 0.13% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,673 $1.11M 0.09% +416 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,668 $1.11M 0.3% +446 13F-HR/A Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,667 $1.11M 0.77% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,634 $1.1M 0.3% -20 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,621 $1.1M 0.39% -23 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,616 $1.1M 0.41% +2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,614 $1.1M 0.1% -29 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,608 $1.09M 0.12% -350 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,600 $1.09M 0.2% +449 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,594 $1.09M 0.13% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,584 $1.09M 0.04% +130 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,576 $1.08M 0.25% +89 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,560 $1.08M 0.08% -162 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,556 $1.08M 0.32% -10 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,550 $1.08M 0.09% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,544 $1.07M 0.42% +22 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,541 $1.07M 0.12% -4,677 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,534 $1.07M 0.11% -89 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,534 $1.07M 0.1% +106 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,533 $1.07M 0.27% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,518 $1.07M 0.12% -57 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,513 $1.06M 0.26% +65 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,498 $1.06M 0.35% -14 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,488 $1.06M 0.02% +59 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,484 $1.06M 0.09% +44 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 3,483 $1.06M 0.88% -318 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,480 $1.05M 0.01% +2,302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,482 $1.05M 0.05% +83 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 3,460 $1.05M 0.97% -119 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,454 $1.05M 0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,875 $1.05M 0.1% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,449 $1.05M 0.18% +779 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 3,445 $1.04M 0.48% +3 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,431 $1.04M 0.05% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,429 $1.04M 0.04% +146 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,423 $1.04M 0.08% +178 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,421 $1.04M 0.47% +39 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,420 $1.04M 0.05% -20 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,419 $1.04M 0.01% -283 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,416 $1.04M 0.56% -44 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 3,407 $1.03M 0.48% +424 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,405 $1.03M 0.16% -361 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,397 $1.03M 0.45% +2,945 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 3,385 $1.03M 0.75% +40 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 3,383 $1.03M 0.31% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,378 $1.02M 0.09% -36 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,371 $1.02M 0.02% +557 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 3,367 $1.02M 0.31% +22 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,359 $1.02M 0.92% -79 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 3,356 $1.02M 0.47% -8,700 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,349 $1.02M 0.13% +30 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,347 $1.01M 0.22% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,345 $1.01M 0.23% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,345 $1.01M 0.11% -2 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,340 $1.01M 0.27% +1,283 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,335 $1.01M 0.06% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,335 $1.01M 0.85% +13 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,330 $1.01M 0.55% -159 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 3,304 $1M 0.83% -326 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,298 $1000K 0.11% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,287 $996K 0.02% -1,056 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,278 $994K 0.06% +46 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,274 $993K 0.31% -1,554 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,271 $991K 0.03% +3,199 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,263 $989K 0.24% +151 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,260 $988K 0.03% -14 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,257 $987K 0.04% +166 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,252 $986K 0.36% +140 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,246 $984K 0.21% +16 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,235 $981K 0.05% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,234 $980K 0.76% +8 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,234 $980K 0.08% -14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,229 $979K 0.09% -50 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,220 $976K 0.14% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,206 $972K 0.53% +1,176 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 3,204 $971K 0.69% +6 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,199 $970K 0.1% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,196 $969K 0.06% +99 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,056 $965K 0.99% -2,012 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,173 $962K 0.03% +389 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,169 $961K 0.24% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,158 $957K 0.08% -56 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 3,155 $956K 0.92% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,152 $955K 0.12% -45 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 3,151 $955K 0.52% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,146 $954K 0.23% +229 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,146 $954K 0.21% +323 13F-HR Timeline Northstar Group, Inc. 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