BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 55,490 $3.47M 1.98% +1,523 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 55,288 $3.45M 0.55% +3,353 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 55,222 $3.45M 0.42% -6,393 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 55,069 $3.44M 0.58% +9,480 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 54,777 $3.42M 0.42% +10,479 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 54,541 $3.41M 3.23% 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 54,494 $3.4M 0.11% +13,630 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 54,465 $3.4M 0.16% +1,906 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 54,447 $3.4M 2.11% -1,842 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 53,787 $3.36M 1.3% -1,095 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 53,766 $3.36M 0.46% +1,122 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 53,696 $3.35M 0.81% +13,184 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 53,599 $3.35M 2.85% +1,877 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 53,551 $3.35M 0.23% 0 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 53,527 $3.34M 1.16% +1,629 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 53,347 $3.33M 0.33% -548 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 53,342 $3.33M 3.31% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 53,234 $3.33M 0.17% +1,408 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 53,182 $3.32M 1.18% +719 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 53,171 $3.32M 1.73% +395 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 53,066 $3.32M 3.54% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 52,673 $3.29M 0.11% +7,747 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 52,472 $3.28M 1.29% 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 52,226 $3.26M 1.3% +1,640 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 51,675 $3.23M 1.63% +758 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 51,605 $3.22M 0.01% +22,566 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 51,555 $3.22M 0.99% +437 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 51,533 $3.22M 0.05% +10,003 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 51,522 $3.22M 0.72% +5,947 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 51,377 $3.21M 0.02% +1,465 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 51,005 $3.19M 0.63% +1,735 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 50,854 $3.18M 3.05% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 108,490 $3.17M 1.27% +10,798 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 50,725 $3.17M 0.2% -410 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 50,724 $3.17M 1.66% +2,341 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 50,601 $3.16M 0.44% -805 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 50,418 $3.15M 2.91% -3,627 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 50,138 $3.15M 1.3% -1,685 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 50,022 $3.12M 0.11% +2,004 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 49,854 $3.11M 0.24% +4,322 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 49,827 $3.11M 0.09% +1,450 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 49,754 $3.11M 0.23% -2,918 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 49,694 $3.1M 0.03% +25,083 13F-HR Timeline Group LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 48,826 $3.05M 1.3% +803 13F-HR Timeline BAYBAN More: the full row for BAYBAN 48,821 $3.05M 2.7% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 48,798 $3.05M 0.81% +3,576 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 48,792 $3.05M 0.17% +4,730 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 46,249 $3.02M 0.74% +1,065 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 48,354 $3.02M 3.64% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 48,099 $3M 1% -860 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 48,096 $3M 2.61% 13F-HR/A Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 48,069 $3M 0.43% +4,737 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 48,000 $3M 0.37% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 47,958 $3M 1.92% -876 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 47,859 $2.99M 0.4% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 47,609 $2.97M 0.2% -1,711 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 47,203 $2.95M 0.05% -8,182 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 46,910 $2.93M 1.22% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 46,811 $2.92M 0.17% -1,858 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 44,901 $2.92M 1.5% -800 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 46,671 $2.92M 2.5% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,615 $2.91M 0.06% +5,020 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 46,470 $2.9M 1.45% -510 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 46,375 $2.9M 2.92% 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 46,316 $2.89M 2.06% +1,015 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 46,275 $2.89M 0.28% -99 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 46,214 $2.89M 0.87% -145 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 46,184 $2.89M 0.31% +1,375 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 46,167 $2.88M 0.42% -542 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 46,156 $2.88M 0.15% +13,803 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 46,132 $2.88M 0.34% +305 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 46,055 $2.88M +1,288 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 46,042 $2.88M 0.02% -8,649 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 46,021 $2.87M 1.97% -87,904 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 42,956 $2.87M 2.23% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 45,841 $2.86M 0.12% +3,511 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 45,823 $2.86M 0.24% -254 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 45,649 $2.85M 0.17% +4,247 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 45,581 $2.85M 0.24% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 45,574 $2.85M 0.85% +666 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 45,243 $2.83M 0.08% -1,159 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 45,213 $2.82M <0.01% +5,307 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 45,183 $2.82M 1.56% -4,037 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 44,891 $2.8M 2.36% -1,176 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 44,541 $2.78M 0.03% -202 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 44,455 $2.78M 0.25% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 44,323 $2.77M 0.03% +6,255 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 44,199 $2.76M 1.57% -40 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 44,190 $2.76M 0.07% +457 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 44,052 $2.75M 0.74% -5,176 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 44,047 $2.75M 0 Timeline Planning Project LLC More: the full row for Planning Project LLC 44,038 $2.75M 0.69% 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 43,986 $2.75M 1.68% +736 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 43,712 $2.73M <0.01% -1,024 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 43,177 $2.73M 1.52% -1,694 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 43,635 $2.73M 2.42% +8,065 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 43,581 $2.72M 0.92% -1,001 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 43,403 $2.71M 0.09% +4,355 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 43,370 $2.71M 0.23% -1,507 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 43,169 $2.7M 0.33% +13,332 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 42,900 $2.68M 1.46% +5,330 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 42,990 $2.68M 0.29% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 42,847 $2.68M 0.05% -13,931 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 42,803 $2.67M 0.21% 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 42,777 $2.67M 0.99% 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 42,619 $2.66M 0.93% +7,633 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 42,610 $2.66M 0.08% -1,283 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 42,537 $2.66M 0.43% +391 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 42,509 $2.66M 0.57% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 42,413 $2.65M 0.32% -1,174 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 42,110 $2.63M 2.61% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $2.62M 1.59% 13F-HR Timeline Amount filed as zero, left out of ratios. Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 41,813 $2.61M 0.01% +8,898 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 41,767 $2.61M 0.17% +174 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 41,753 $2.61M 1.69% -1,315 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 41,663 $2.6M 0.21% -550 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 41,928 $2.6M 0.29% -786,187 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 41,504 $2.59M 2.31% 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 41,255 $2.58M 0.37% 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 41,141 $2.57M 0.35% 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 41,135 $2.57M 1.93% +787 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 40,776 $2.55M 1.55% +68 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 40,613 $2.54M 1.38% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 40,550 $2.53M 0.17% -1,117 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 40,431 $2.53M 1.25% 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 40,343 $2.52M 2.41% 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 40,073 $2.5M 2.5% 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 40,036 $2.5M 0.65% -1,108 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 39,918 $2.49M 0.23% +90 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 39,630 $2.48M 0.42% +762 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 39,629 $2.48M 1.71% -373 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 39,626 $2.48M 0.99% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 39,610 $2.47M 0.66% -1,986 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 38,674 $2.47M 0.25% -2,871 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 39,538 $2.47M 0.06% +16,833 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 39,522 $2.47M 0.34% -1,744 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39,496 $2.47M 0.2% -1,589 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 39,115 $2.46M 2.57% 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 39,256 $2.45M 0.64% +1,772 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 39,127 $2.44M <0.01% -137 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 39,065 $2.44M 0.16% +510 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 38,999 $2.44M 0.25% +8,872 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 38,827 $2.43M 0.35% +4,418 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 38,811 $2.42M 1.08% +1 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 38,797 $2.42M 0.57% +9,484 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 38,732 $2.42M 0.13% -412 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 38,703 $2.42M 1.54% +731 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 38,665 $2.42M 2.09% -249 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 38,474 $2.4M 1.93% -438 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 38,461 $2.4M 1.14% -312 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 38,459 $2.4M 0.08% +3,033 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 38,386 $2.4M 1% +5,435 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 38,200 $2.39M 0.35% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 38,177 $2.38M 0.27% -142 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 38,065 $2.38M 1.41% -7,454 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 38,045 $2.38M 0.08% +2,825 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 38,027 $2.38M 0.11% -463 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 36,358 $2.36M 0.57% -3,295 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 37,642 $2.35M 1.58% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 37,550 $2.35M 0.11% -5,156 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 37,481 $2.34M 0.11% +26,980 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 37,477 $2.34M 0.23% -581 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 37,310 $2.33M 0.29% +11,730 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 37,242 $2.33M 0.41% +6,121 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 37,214 $2.32M 0.2% 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 37,199 $2.32M 1.77% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 37,149 $2.32M 0.55% +2,296 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 37,057 $2.31M 0.12% +2,206 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 36,960 $2.31M 0.25% +1,333 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 33,459 $2.3M 0.28% -9,199 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 36,785 $2.3M 0.21% +398 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 36,624 $2.29M 1.25% +2,912 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 36,549 $2.28M 2.28% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 36,271 $2.27M 0.13% +34,618 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36,267 $2.27M 0.33% -84 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 36,184 $2.26M 0.97% +3,148 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 36,116 $2.26M 0.85% +24,835 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 36,100 $2.26M 0.76% +10,004 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 36,097 $2.25M 0.22% +4,950 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 36,067 $2.25M 1.13% +5 13F-HR Timeline Bell Bank More: the full row for Bell Bank 36,005 $2.25M 0.1% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 35,811 $2.24M 0.44% -1,026 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 35,629 $2.23M 0.11% +7,069 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 35,514 $2.22M 0.02% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 35,382 $2.21M 0.3% -13,938 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 35,363 $2.21M 0.22% +319 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 35,363 $2.21M 1.11% +2,912 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 35,338 $2.21M 2.23% 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 35,316 $2.21M 1.86% -330 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 35,210 $2.2M 0.07% -964 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 35,019 $2.19M 0.06% -2,089 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 34,924 $2.18M 0.23% -86,647 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 34,922 $2.18M 0.09% +1,619 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 34,873 $2.18M 1.68% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 31,779 $2.18M 0.84% +748 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 34,865 $2.18M 0.04% +3,478 13F-HR/A Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 34,005 $2.17M 0.32% -3,368 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 34,763 $2.17M 1.39% -223 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 34,730 $2.17M 1.22% +4,875 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 34,671 $2.17M 0.57% +1,940 13F-HR Timeline