Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 985 $293K 0.26% -1,491 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 961 $291K 0.04% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 967 $288K 0.23% -23 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 958 $285K 0.01% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 952 $283K 0.03% +19 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 947 $282K 0.16% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 942 $280K 0.25% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 940 $280K 0.06% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 937 $279K 0.02% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 925 $279K 0.04% +78 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 934 $278K 0.12% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 934 $278K 0.08% -54 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 933 $278K 0.02% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 930 $277K 0.02% +66 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 928 $276K 0.08% -1,682 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 927 $276K 0.01% +38 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 917 $273K 0.02% -49 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 909 $271K 0.02% -90 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 923 $270K 0.11% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 908 $270K 0.1% +744 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 905 $269K 0.08% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 899 $268K <0.01% 0 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 899 $268K 0.17% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 890 $265K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 890 $265K <0.01% +238 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 889 $265K 0.03% +160 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 870 $264K 0.09% -20 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 882 $263K 0.04% +75 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 880 $262K 0.03% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 878 $261K 0.08% -5 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 877 $261K 0.08% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 876 $261K 0.01% +1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 871 $259K 0.12% -136 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 869 $259K 0.01% +125 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 866 $258K 0.01% +36 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 865 $257K 0.21% -249 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 860 $256K 0.07% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 858 $255K 0.1% -2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 857 $255K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 914 $253K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 849 $253K <0.01% -118 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 844 $251K 0.07% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 842 $251K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 840 $250K 0.07% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 835 $249K 0.03% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 834 $248K 0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 829 $247K 0.01% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,716 $247K 0.05% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 810 $241K 0.12% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 810 $241K 0.02% -5,516 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 808 $240K <0.01% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 808 $240K 0.09% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 804 $239K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 804 $239K 0.04% 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 802 $239K <0.01% new 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 800 $238K 0.08% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 795 $237K 0.13% +2 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 791 $235K 0.09% +37 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 783 $233K 0.18% -6 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 783 $233K 0.02% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 781 $232K 0.03% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 781 $232K 0.03% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 777 $231K 0.19% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 774 $230K 0.01% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 772 $230K 0.08% -40 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 763 $227K 0.02% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 759 $226K 0.07% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 757 $225K 0.2% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 752 $224K 0.08% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 750 $223K 0.03% +18 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 748 $223K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 741 $221K 0.07% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 740 $220K <0.01% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 740 $220K 0.01% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 740 $220K 0.01% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 738 $220K 0.01% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 734 $219K 0.05% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 727 $216K 0.02% +1 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 707 $216K 0.02% -137 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 726 $216K 0.15% -16 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 724 $215K 0.14% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 724 $215K 0.03% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 720 $214K 0.01% -6 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 719 $214K 0.06% -4 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 715 $213K 0.01% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 715 $213K 0.06% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 712 $212K <0.01% new 13F-HR/A Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 710 $211K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 705 $210K 0.02% -53 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 711 $210K 0.12% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 703 $209K 0.03% -257 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 691 $206K 0.12% new 13F-HR/A Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 690 $205K 0.03% new 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 688 $205K 0.02% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 688 $205K 0.07% -48 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 686 $204K 0.04% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 684 $204K 0.04% -198 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 684 $204K 0.03% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 683 $203K 0.1% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 682 $203K 0.08% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 679 $203K 0.08% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 677 $201K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 673 $200K 0.01% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 673 $200K 0.23% -78 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 673 $200K 0.08% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 673 $200K 0.11% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 649 $193K 0.02% +10 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 649 $193K 0.07% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 648 $193K 0.02% -36 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 609 $181K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 604 $180K 0.05% -256 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 603 $179K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 577 $172K 0.08% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 568 $169K 0.12% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 559 $166K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 548 $163K <0.01% -25 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 543 $161K 0.05% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 528 $157K <0.01% +267 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 528 $157K 0.02% +150 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 526 $154K 0.02% -75 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 503 $150K 0.04% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 502 $149K 0.06% +152 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 499 $149K <0.01% +100 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 499 $148K 0.07% -78 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 496 $148K 0.01% +442 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 463 $138K 0.02% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 462 $138K 0.24% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 450 $134K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 448 $133K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 446 $133K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 443 $132K 0.11% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 432 $129K 0.01% +271 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 426 $127K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 420 $125K 0.02% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 404 $120K 0.01% -20 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 400 $119K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 400 $119K 0.07% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 400 $119K 0.09% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 396 $118K 0.05% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 396 $118K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 392 $117K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 389 $116K 0.06% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 388 $115K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 380 $113K 0.04% -53,581 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 379 $113K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 375 $112K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 371 $110K 0.05% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 371 $110K 0.05% -560 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 369 $110K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 363 $108K 0.03% -8 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 349 $104K 0.01% +106 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 345 $103K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 321 $95.6K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 312 $92.8K 0.01% +1 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 311 $92.6K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 309 $92K 0.02% +9 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 301 $89.6K 0.03% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 292 $87.2K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 285 $84.8K 0.05% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 283 $84.2K 0.06% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 343 $83.6K 0.01% +62 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 279 $83K <0.01% +3 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 261 $78K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 255 $75.9K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 255 $75.9K 0.02% +63 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 254 $75.6K 0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 251 $74.7K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 251 $74.6K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 244 $72.6K 0.03% +95 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 242 $72.1K <0.01% -383 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 241 $71.7K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 239 $71.1K <0.01% +218 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 236 $70.2K 0.03% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 232 $70.2K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 233 $69.4K <0.01% 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/ 230 $68.5K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 225 $67.1K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 217 $64.6K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 215 $64K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 210 $62.5K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 205 $61K 0.03% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 200 $59.5K 0.03% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 199 $59.2K 0.03% -5 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 195 $58.2K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 191 $57K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 182 $54.2K <0.01% -128 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 182 $54.2K <0.01% -13 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 180 $53.6K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 176 $52.3K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 174 $51.8K 0.05% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 173 $51.5K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 165 $49K <0.01% +138 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 161 $47.9K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 161 $47.9K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 156 $46.4K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 152 $45.2K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 151 $44.9K 0.01% -59 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 145 $43.2K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 144 $43K 0.01% -53 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 144 $42.9K 0.01% -6 13F-HR Timeline