Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 15,439 $904K 0.72% +1,315 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 15,388 $901K 0.47% -137 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 15,335 $898K 0.69% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 15,329 $897K 0.1% -833 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 15,152 $887K 0.33% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15,016 $879K 0.17% +2 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 14,982 $877K 0.57% +2,313 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 14,982 $877K 0.14% +503 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 14,892 $872K 0.53% -73 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 14,773 $862K 0.75% +666 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,631 $859K 0.01% -5,385 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,617 $855K 0.37% +7 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 14,562 $852K <0.01% new 13F-HR Timeline Group American Trust More: the full row for American Trust 14,537 $851K 0.08% -2,623 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,385 $842K <0.01% -644 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 14,332 $839K 0.12% +124 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 14,330 $839K 0.09% -783 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 14,091 $825K 0.13% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,080 $824K 1.31% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 13,971 $818K 0.01% -3,076 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 13,761 $806K 0.26% -4 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 13,500 $790K 0.62% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,474 $789K 0.01% +5,523 13F-HR Timeline Group Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 13,473 $789K 0.1% -634 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,401 $785K 0.09% -5,029 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,370 $782K 0.04% -6,899 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 13,253 $776K 0.03% -16,681 13F-HR Timeline Immaculate Wealth Management LLC More: the full row for Immaculate Wealth Management LLC 13,202 $773K 6.11% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 13,139 $769K 0.48% +67 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,996 $761K 0.42% -859 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 12,986 $760K 0.09% +2,603 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,978 $760K 0.03% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 12,900 $755K 0.07% +1,800 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 12,886 $754K 0.65% +2,717 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,853 $752K 0.03% +4,985 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12,765 $747K 0.35% -71 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,763 $747K 0.04% +1,883 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,655 $741K 0.01% +2,148 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 12,687 $740K 0.58% -876 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,571 $736K 0.07% +10,504 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,540 $734K 0.16% +1,303 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 12,520 $733K 0.54% +926 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 12,490 $731K 0.05% -7,228 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 12,435 $728K 0.29% -606 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,424 $727K 0.09% +1,503 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,275 $715K 0.01% -2,245 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 12,194 $714K 0.38% -532 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,120 $709K 0.09% +73 13F-HR/A Timeline Group Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 12,055 $706K 0.7% -4,075 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12,042 $705K 0.4% -505 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 12,018 $703K 0.06% 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 11,952 $700K 0.06% -373 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,898 $697K 0.05% +642 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 11,880 $695K 0.49% -1,690 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 11,869 $695K 0.03% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,781 $690K <0.01% +9,178 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 11,765 $689K 0.33% +54 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 11,706 $685K 0.19% +45 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 11,675 $683K 0.31% +1,512 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,674 $683K 0.01% +211 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,658 $682K 0.06% -45 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 11,626 $681K 0.39% +2,400 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,609 $680K 0.23% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,578 $678K 0.09% -3,254 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 11,460 $671K 0.42% +1,847 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 11,435 $669K 0.13% -2,839 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 11,419 $668K 0.29% -246 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,413 $668K 0.35% +1,373 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 11,404 $668K 0.07% -1,837 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,408 $666K -6,532 Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,315 $662K 0.06% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,310 $662K <0.01% new 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 11,201 $656K 0.38% +8,087 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,199 $656K 0.04% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 11,148 $653K 0.04% +214 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 11,092 $649K 0.37% -11 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,059 $647K 0.01% -1,594 13F-HR/A Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 11,043 $646K 0.15% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 11,036 $646K 0.02% +52 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,027 $646K 0.04% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,932 $640K 0.01% +7,419 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 10,746 $629K 0.57% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 10,685 $626K 0.64% -3,649 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,626 $622K <0.01% -2,207 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 10,598 $620K 0.07% -553 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,582 $619K 0.02% +352 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,507 $615K 0.25% -6 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 10,446 $611K 0.01% +159 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,409 $609K 0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,401 $609K 0.22% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,378 $608K 0.05% -2,934 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 10,355 $606K 0.34% -1,719 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 10,213 $598K 0.11% +955 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 10,170 $595K 0.53% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 10,140 $594K 0.38% +534 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,097 $591K 0.04% -2,148 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,079 $590K 0.08% -998 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9,991 $585K 0.31% +3,479 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,986 $585K 0.08% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 9,975 $584K 0.04% -49 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,950 $582K 0.24% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,870 $578K 0.17% +1,586 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 9,867 $578K 0.19% +1,977 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,818 $577K <0.01% +38 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,810 $574K 0.02% +4,416 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 9,714 $569K 0.24% +1,676 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 9,647 $565K 0.25% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,574 $560K 0.17% +1,023 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,574 $560K 0.31% -69 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,508 $557K 0.17% +4,740 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,440 $553K 0.16% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,336 $546K 0.26% -33 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,287 $544K 0.01% +3,850 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,282 $543K <0.01% +76 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,273 $543K 0.03% 0 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 9,224 $540K 1.95% -325 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,193 $538K 0.25% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,145 $535K 0.01% +686 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,083 $532K 0.14% -2,413 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,055 $530K 0.01% +2,358 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,050 $530K 0.08% -388 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,016 $528K <0.01% -14,293 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 9,016 $528K 0.23% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,958 $524K 0.02% +294 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 8,920 $522K 0.2% +5,468 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,898 $521K 0.01% -197,749 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,826 $517K <0.01% +400 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,727 $511K 0.04% -256 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,707 $510K 0.02% -53 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,698 $509K 0.11% -587 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 8,659 $507K 0.12% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,640 $506K 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 8,600 $503K 0.27% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,596 $503K 0.43% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,586 $503K 0.31% +69 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 8,583 $502K 0.19% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,529 $499K 0.12% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,500 $498K 0.07% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 8,476 $496K 0.09% +2,458 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 8,473 $496K 0.22% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,463 $495K 0.01% +1,086 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,354 $489K 0.01% -1,832 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 8,344 $488K 0.07% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,294 $486K 0.02% -482 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,267 $484K 0.16% +772 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,256 $483K 0.11% -1,949 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,141 $477K 0.03% -14,612 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 8,082 $473K 0.07% 0 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,038 $471K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,996 $468K 0.01% new 13F-HR/A Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 7,989 $468K 0.1% -33,321 13F-HR/A Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,973 $467K 0.05% -1,344 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,890 $462K 0.1% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 7,880 $461K 0.28% +1,403 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 7,865 $460K 0.48% new 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 7,810 $457K 2.08% -1,930 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 7,806 $457K 0.02% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,700 $451K 0.06% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,698 $451K 0.06% 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,689 $450K 0.15% -3,703 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,680 $450K 0.01% +4,031 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,675 $449K 0.02% +474 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,669 $449K 0.06% +3,411 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,662 $449K 0.07% 0 13F-HR Timeline Group LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,571 $443K 0.2% +46 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,564 $443K 0.11% +182 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,533 $441K 0.24% +3,144 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,525 $441K 0.14% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,877 $439K 0.07% +87 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,463 $437K 0.03% +554 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,413 $434K 0.14% -6,126 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 7,375 $432K 0.15% -9,876 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 7,360 $431K 0.19% -1,959 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,351 $430K 0.04% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,333 $429K 0.13% +721 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,222 $423K 0.04% +3,106 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,178 $420K 0.02% -102 13F-HR/A Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,112 $416K 0.03% +43 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,108 $416K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,109 $416K 0.01% +307 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,076 $414K 0.09% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,064 $414K 0.03% +2,881 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 7,060 $413K 0.13% +2,710 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,046 $412K 0.01% -3,670 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,000 $410K 0.6% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,956 $407K 0.04% -1,259 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,887 $403K 0.01% +951 13F-HR Timeline Group TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 6,861 $402K 0.38% +385 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,857 $401K 0.11% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6,821 $399K 0.09% +18 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,813 $399K 0.11% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,811 $399K 0.02% -3,995 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 6,799 $398K 0.27% +27 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,714 $393K <0.01% +1,359 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 6,680 $391K 0.32% -566 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,619 $387K 0.21% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,551 $383K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,488 $380K 0.04% +13 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,432 $377K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,428 $376K <0.01% -232 13F-HR Timeline Group