IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,208 $4.67M 0.08% +2,060 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,065 $4.63M 0.39% -15 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 18,875 $4.59M 0.53% -1,487 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,857 $4.58M 0.14% -255 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 18,716 $4.55M 1.84% +563 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 18,638 $4.53M 2.19% +342 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 18,629 $4.53M 1.98% -1,510 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 18,620 $4.52M 0.33% -2,134 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 18,456 $4.48M +9,180 Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 18,431 $4.48M 2.06% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 18,347 $4.46M 0.28% -802 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,288 $4.44M 0.09% +1,654 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,275 $4.44M 0.02% +491 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 18,257 $4.44M 0.86% -12,521 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 18,114 $4.4M 1.29% +417 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,106 $4.4M 0.69% -374 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 18,065 $4.39M 0.16% +10 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,026 $4.38M 0.13% -307 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 17,886 $4.35M 2.24% +200 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 17,849 $4.34M 0.31% +62 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 17,820 $4.33M 0.41% +4,577 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,777 $4.32M 0.13% +25 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 17,735 $4.31M 0.49% -990 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 17,673 $4.29M 2.79% +298 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,657 $4.29M 0.52% +804 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 17,655 $4.29M 1.53% +528 13F-HR Timeline Viaable, LLC More: the full row for Viaable, LLC 17,627 $4.28M 3.55% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 17,588 $4.27M 0.35% -412 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 17,546 $4.26M 2.54% -1,011 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 17,498 $4.25M 1.57% +182 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 17,310 $4.21M 1.05% +150 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,157 $4.17M 0.07% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,106 $4.16M 0.12% -6,519 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 16,974 $4.12M 0.16% -116 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 16,950 $4.12M 0.42% -149 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,865 $4.1M 0.17% +9,615 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,712 $4.06M 0.21% -196 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,695 $4.06M 0.02% +91 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,668 $4.05M 0.04% +155 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 16,565 $4.03M 1.56% -3,594 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 16,462 $4M +2,557 Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,425 $3.99M 0.2% -42 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16,395 $3.98M 0.79% -267 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 16,392 $3.98M 1.03% -3,488 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 16,337 $3.97M 1.76% -925 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 16,294 $3.96M 0.74% -390 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,242 $3.95M 0.05% +13,255 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 16,211 $3.94M 2.76% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,177 $3.93M 0.07% -914 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,109 $3.91M 0.19% +36 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 15,924 $3.87M 1.19% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 15,913 $3.87M 0.67% -298 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,903 $3.86M 0.11% +7,522 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 15,607 $3.79M 0.46% +150 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 15,592 $3.79M 1.27% -509 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 15,573 $3.78M 0.71% -427 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 15,506 $3.77M 0.75% -916 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 15,333 $3.73M 0.79% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,304 $3.72M 0.43% -7,378 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,286 $3.71M 0.08% -648 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,253 $3.71M 0.07% +179 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 15,243 $3.7M 0.04% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,225 $3.7M 0.17% +67 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 15,223 $3.7M 1.4% +880 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 15,174 $3.69M 0.16% +7,565 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 15,133 $3.68M 0.43% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 15,140 $3.68M 1.11% -602 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 15,000 $3.64M 0.93% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 14,897 $3.62M 1.64% -360 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,846 $3.61M 1.16% +200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,841 $3.61M 0.12% -10,387 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,664 $3.56M 0.09% -342 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 14,295 $3.47M 2.4% +266 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 14,278 $3.47M 0.14% +630 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,276 $3.47M <0.01% +4,110 13F-HR Timeline Group NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 14,263 $3.46M 1.19% -122 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 14,084 $3.42M 0.98% +1,323 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 14,072 $3.42M 2.15% +266 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 14,052 $3.41M 0.17% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,744 $3.34M 0.12% +1,438 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 13,705 $3.33M 0.22% -143 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,313 $3.33M 0.14% +13,457 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,647 $3.32M 0.14% -487 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 13,619 $3.31M 1.25% +12 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 13,596 $3.3M 0.65% +13 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,596 $3.3M 0.18% -1,556 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,556 $3.29M 0.16% -1,426 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 13,484 $3.28M 0.07% -10,116 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,479 $3.28M 0.07% -10 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 13,459 $3.27M 0.81% -177 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 13,458 $3.27M 0.46% +1,031 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,426 $3.26M 0.1% -523 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 13,425 $3.26M 1.27% -82 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,272 $3.23M 0.11% -408 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,186 $3.2M 0.5% +65 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 13,116 $3.19M 2.16% +966 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,090 $3.18M 0.16% -27 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 13,062 $3.17M 1.66% -98 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,945 $3.15M 0.14% -279 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,938 $3.14M <0.01% +526 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,918 $3.14M 0.04% +147 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 12,869 $3.13M 1.76% -368 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,756 $3.1M 0.14% +516 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,734 $3.09M 0.06% -5,318 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,717 $3.09M 0.01% -198 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 12,707 $3.09M 0.39% -1,768 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 12,691 $3.08M 0.41% -146 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,265 $3.08M 0.16% -5,302 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 12,665 $3.08M 0.13% -4,959 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,617 $3.07M 0.13% -44 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 12,564 $3.05M 1.05% +1,310 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,497 $3.04M 1.06% +20 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 12,227 $2.97M 1.37% -1,196 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 12,193 $2.96M 2.12% +4,292 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,169 $2.96M 0.14% +30 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,158 $2.95M 0.21% +1,944 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,154 $2.95M 0.38% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 12,126 $2.95M 0.17% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,030 $2.92M 0.01% -875 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11,998 $2.92M 0.93% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,982 $2.91M 1.28% -49 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 11,919 $2.89M 0.29% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,893 $2.89M 0.05% -220 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,827 $2.87M 0.21% +1,160 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,825 $2.87M 0.05% -318 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,817 $2.87M 0.31% -3 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 11,749 $2.85M 2.12% -1,126 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 11,696 $2.84M 0.24% -145 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 11,654 $2.83M 1.98% -315 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,516 $2.8M 0.33% -408 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,463 $2.79M 0.15% +138 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 11,366 $2.76M 0.17% -933 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 11,295 $2.74M 2.36% +262 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,291 $2.74M 0.68% -851 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,255 $2.73M 0.24% -489 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,244 $2.73M 0.14% -1,076 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,232 $2.73M 0.86% -1,278 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 11,169 $2.71M 0.34% +8,733 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 11,105 $2.7M 0.95% +50 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11,098 $2.7M 1.06% +810 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,087 $2.69M 0.15% -349 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,076 $2.69M 0.06% +925 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,067 $2.69M 0.47% +119 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,968 $2.67M 0.13% -208 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,926 $2.65M 0.03% +1,218 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,892 $2.65M 0.78% -50 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,812 $2.63M 0.42% +1,167 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,799 $2.62M 0.03% +262 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,795 $2.62M 0.4% -4,819 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,755 $2.62M 0.04% -73 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,785 $2.62M 0.16% -1 13F-HR Timeline Trust Co More: the full row for Trust Co 10,782 $2.62M 0.24% +2,097 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,767 $2.62M 2.13% -31 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 10,752 $2.61M 1.95% +1,542 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,707 $2.6M 0.58% -601 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 10,652 $2.59M 1.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,612 $2.58M 0.16% +384 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,511 $2.55M 0.26% -77 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 10,506 $2.55M 0.1% -4,500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,500 $2.55M 0.17% +1,795 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,494 $2.55M 0.1% +621 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,476 $2.55M 0.04% -20,185 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 10,419 $2.53M 0.38% -1,817 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,462 $2.53M 0.06% -1,222 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,385 $2.52M 0.69% -27 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,321 $2.51M 1.3% +126 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,316 $2.51M 0.04% -1,121 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 10,276 $2.5M 1.68% -366 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,262 $2.49M 0.06% -115 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 10,260 $2.49M 1.72% +131 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,193 $2.48M 0.01% +470 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 10,160 $2.47M 1.82% -9 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 10,153 $2.47M 0.74% -1,467 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 10,141 $2.46M 1.42% -84 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,119 $2.46M 0.14% -292 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,029 $2.44M 0.01% +2,163 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10,000 $2.43M 0.47% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 9,983 $2.43M 0.61% -168 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,933 $2.41M 0.13% +53 13F-HR Timeline Family Legacy, Inc. 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