Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,500 $289K 0.19% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,493 $288K <0.01% -835 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,479 $287K 0.2% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,470 $286K 0.05% -2,851 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,234 $282K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,389 $279K <0.01% -162 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,388 $279K 0.04% +13 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,337 $275K 0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,320 $274K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,103 $273K 0.01% -150 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $271K 0.08% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,280 $270K 0.06% -200 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,278 $270K 0.02% 0 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 3,252 $268K 0.02% +15 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,252 $268K 0.08% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,238 $267K 0.14% +2 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,220 $265K 0.01% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,214 $265K 0.03% +311 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 3,173 $262K 0.94% +396 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,165 $261K 0.01% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,157 $260K 0.12% -72 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 3,238 $259K 0.23% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,137 $259K 0.05% -3,467 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,129 $258K 0.03% -206 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,125 $258K 0.03% +15 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,106 $256K <0.01% -1,023 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,093 $255K 0.12% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,087 $254K <0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,984 $254K 0.06% +163 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,072 $253K 0.21% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,600 $253K 0.08% +41 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,060 $252K 0.1% +171 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,060 $252K 0.04% -417 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,046 $251K 0.04% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,045 $251K 0.09% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,032 $250K 0.02% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,540 $248K 0.11% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,007 $248K 0.1% -333 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,000 $247K 0.06% new 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 2,999 $247K 0.18% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,978 $245K 0.02% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,978 $245K 0.19% -139 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,805 $244K 0.04% -24,712 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,965 $244K 0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,953 $243K 0.01% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,952 $243K 0.03% 0 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 2,951 $243K 0.04% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,945 $243K 0.03% -256 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,912 $240K 0.01% +2 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,909 $240K 0.2% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,895 $239K 0.02% +460 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,890 $238K 0.07% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,868 $236K 0.01% +13 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,860 $236K 0.1% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,859 $236K 0.09% +570 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,850 $235K 0.02% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,840 $234K 0.03% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,835 $234K 0.08% +14 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,832 $233K 0.12% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,802 $231K 0.04% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,639 $230K 0.01% +34 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,782 $229K 0.14% -242 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,756 $227K 0.11% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,750 $227K <0.01% new 13F-HR Timeline Group Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,750 $227K 0.02% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,734 $225K 0.07% +28 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 2,730 $225K 0.09% -30 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,730 $225K 0.06% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,684 $225K 0.14% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,698 $222K 0.01% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,685 $221K 0.02% +235 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,675 $220K 0.02% 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,670 $220K 0.12% -29 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,667 $220K 0.02% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,660 $219K 0.02% +74 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 2,650 $218K 0.1% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,647 $218K <0.01% -500 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,639 $218K 0.04% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,634 $217K 0.01% +229 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,628 $217K 0.02% +216 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,627 $217K <0.01% -502 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 2,608 $215K 0.09% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,568 $215K 0.19% -459 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,600 $214K 0.04% -400 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,598 $214K 0.02% -77 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,594 $214K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,581 $213K 0.03% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,577 $212K 0.03% +522 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,657 $212K <0.01% new 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,430 $212K 0.04% 0 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,560 $211K 0.18% 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,548 $210K 0.13% -416 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,546 $210K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,545 $210K 0.07% -3,465 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,536 $209K 0.07% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 2,530 $209K 0.16% +10 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,530 $209K 0.18% +12 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,525 $208K 0.03% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,506 $207K 0.01% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 2,505 $207K 0.05% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,497 $206K <0.01% -5,095 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,494 $206K 0.01% +653 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,494 $206K <0.01% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 2,462 $203K 0.01% -3,599 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,461 $203K 0.01% +1 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 2,445 $202K 0.13% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,441 $201K <0.01% -76 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,326 $201K 0.02% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,431 $200K 0.09% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,430 $200K 0.01% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,430 $200K 0.05% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,415 $199K 0.05% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,378 $196K 0.08% +1,050 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 2,293 $189K 0.05% -346 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,255 $186K 0.03% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,249 $185K 0.1% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,190 $181K 0.01% +535 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,096 $173K 0.1% -631 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,023 $167K 0.08% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,007 $165K <0.01% -84 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,975 $163K 0.13% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,931 $159K 0.08% -36 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,835 $151K 0.02% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,827 $151K 0.06% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,799 $148K 0.01% -48 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,764 $145K 0.13% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,756 $145K <0.01% +549 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,720 $142K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,706 $141K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,657 $137K 0.12% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,646 $136K <0.01% -591 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,633 $135K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,625 $134K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,616 $133K 0.03% +505 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,615 $133K <0.01% -17 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,584 $131K 0.01% 0 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 1,575 $130K 0.04% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,571 $129K 0.02% -576 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,570 $129K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,470 $121K <0.01% -110 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,426 $118K 0.03% +1,000 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,409 $116K <0.01% +3 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for Pinnacle Bancorp, Inc. 1,172 $96.6K 0.03% -278 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,153 $95.1K 0.12% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,109 $91.4K <0.01% -119 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,107 $91.3K 0.07% +772 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,061 $87.5K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,053 $86.8K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,043 $86K 0.05% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,028 $84.7K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 992 $83.1K <0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,084 $81.4K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 956 $78.8K 0.02% +890 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 951 $78.4K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 936 $77.2K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 887 $73.1K 0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 860 $71.9K 0.02% +795 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 849 $70K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 842 $69.4K 0.01% -935 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 67,702 $67.7K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 821 $67.6K 0.01% +15 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 802 $66.1K 0.05% -130 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 800 $65.9K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 798 $65.8K <0.01% -762 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 764 $63K 0.03% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 761 $62.7K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 747 $61.6K <0.01% +3 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 740 $61K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 737 $60.8K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 732 $60.3K <0.01% +569 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 730 $60.2K 0.02% new 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 729 $60.1K 0.05% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 724 $59.7K <0.01% -450 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 720 $59.4K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 592 $48.8K 0.02% +101 13F-HR Timeline North Star Investment Management Corp. 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Advisory Services LLC 484 $39.9K <0.01% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 483 $39.8K <0.01% -157 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 468 $38.6K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 461 $38K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 445 $36.7K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 425 $35K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 425 $35K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 417 $34.8K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 400 $33K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 390 $32.1K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 390 $32.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $32K <0.01% 0 13F-HR Timeline