SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,810 $1.19M 0.52% 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,389 $1.18M 0.87% +1 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,387 $1.18M <0.01% -336 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,346 $1.17M 0.19% +51 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,273 $1.15M 0.84% -245 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,153 $1.13M 0.05% +601 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,141 $1.12M 0.01% 0 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,080 $1.11M 0.89% -2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,072 $1.11M 0.03% +130 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,923 $1.08M 0.03% -50 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,885 $1.07M 0.01% -52 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,865 $1.06M 0.01% new 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,837 $1.06M 0.29% -88 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,778 $1.04M 0.03% -2,732 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 789,716 $1.04M 0.12% -2,275 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,726 $1.03M <0.01% -186 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,589 $1M 0.05% +374 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,560 $998K 0.03% -2,813 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,546 $995K 0.01% +213 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,511 $987K 0.24% +4,433 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,469 $977K 0.01% -1,967 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,604 $974K 0.46% +17 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,447 $973K <0.01% -288 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,437 $971K 0.47% -462 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,389 $959K 0.01% +48 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,343 $950K 0.23% +416 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,196 $918K 0.58% -298 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,163 $911K 0.16% +15 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,037 $883K <0.01% -252 13F-HR/A Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,014 $878K 0.56% -135 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 3,929 $860K 0.79% -12 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,900 $853K 0.02% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,871 $847K 0.15% +1,793 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Kovack Advisors, Inc. 3,777 $826K 0.09% +219 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,774 $826K 0.02% -1,404 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,747 $820K 0.33% +25 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,735 $817K 0.01% +458 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,730 $816K 0.53% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,725 $815K 0.33% +37 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,629 $794K 0.01% -2 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,622 $793K 0.01% -409 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,598 $787K 0.66% +1 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,550 $777K 0.04% -400 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,545 $776K 0.05% +1,552 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,532 $773K 0.14% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,508 $768K 0.04% +1,078 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,500 $766K 0.02% -26 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,500 $766K 0.02% -521 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,466 $758K 0.21% -117 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,459 $757K 0.71% +11 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,434 $751K 0.01% +326 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,410 $749K 0.02% +1,862 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,361 $736K 0.5% +17 13F-HR Timeline Ranch Capital Advisors Inc. 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Riley Wealth Advisors, Inc. 3,129 $685K 0.02% -2,804 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,126 $684K 0.12% 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,122 $683K 0.33% -55 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,057 $669K <0.01% +263 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,028 $663K 0.05% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,010 $659K 0.42% 0 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for Cape Investment Advisory, Inc. 2,722 $596K 0.24% +126 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,720 $595K <0.01% 0 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,720 $595K 0.07% +851 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,699 $590K 0.39% -163 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,671 $584K <0.01% +50 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,666 $583K 0.41% +269 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,663 $583K 0.01% -62 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,625 $574K 0.13% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,610 $571K 0.03% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,603 $570K 0.49% +398 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,560 $560K 0.08% +57 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,551 $558K <0.01% -1,792 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,516 $551K 0.18% -19 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,467 $539K 0.02% new 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,437 $533K 0.32% -190 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,435 $533K <0.01% +1,360 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,420 $530K 0.12% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,473 $529K 0.05% +315 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,410 $527K 0.06% +13 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,407 $527K 0.12% -86 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,375 $520K <0.01% -321 13F-HR/A Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,372 $519K <0.01% -156 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,360 $516K 0.12% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,343 $515K 0.16% +12 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,347 $514K 0.14% 0 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,346 $513K 0.32% -4 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,335 $511K 0.03% -47 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,310 $505K 0.04% -5 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,305 $504K 0.04% +686 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,286 $500K 0.2% -40 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,250 $492K 0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,214 $484K 0.44% +36 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,205 $482K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,198 $481K 0.03% +689 13F-HR Timeline Group VAN STRUM & TOWNE INC. 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LLC. 1,947 $426K <0.01% -7 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,931 $423K 0.04% -67 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,917 $420K 0.03% -2 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,911 $418K 0.07% +7 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,902 $416K 0.02% -51 13F-HR/A Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,856 $406K 0.24% -32 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,833 $401K 0.04% +1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,823 $399K 0.1% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,813 $397K 0.38% +25 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,813 $397K 0.2% +82 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,805 $395K 0.26% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,801 $394K 0.07% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,797 $393K 0.07% -43 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,785 $391K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,775 $388K 0.01% +771 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,775 $388K 0.03% +300 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,767 $387K 0.11% -26 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,757 $384K 0.03% +8 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,756 $384K 0.04% +207 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,750 $383K 0.05% -125 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,746 $382K 0.06% +600 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,728 $378K 0.08% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,725 $378K 0.09% -136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,710 $374K 0.01% -241 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,702 $372K 0.06% +363 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,690 $370K 0.03% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,673 $366K 0.01% +65 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,659 $363K 0.05% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,666 $359K 0.03% -12 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,616 $356K 0.02% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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