BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,425 $4.26M 2.07% -42 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,399 $4.24M 0.18% +1,223 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 6,358 $4.22M 0.65% -604 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,271 $4.16M 0.32% -26 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,264 $4.15M 0.19% +684 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,203 $4.11M 0.19% +142 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,175 $4.1M 0.07% -199 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,153 $4.08M 0.07% -125 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,148 $4.08M 2.52% +1,433 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,141 $4.07M 1.02% +3,127 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,124 $4.06M 0.28% +48 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,103 $4.05M 3.48% -81 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,090 $4.04M 0.01% -5,917 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,087 $4.04M 0.09% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,062 $4.02M 0.03% +1,015 13F-HR/A Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5,993 $3.98M 1.18% -537 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 5,942 $3.94M 2.14% -40 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,885 $3.9M 2.78% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,792 $3.84M 0.27% -166 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,778 $3.83M 0.02% +507 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,451 $3.79M 0.55% +1 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,705 $3.78M 0.98% +6 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 5,672 $3.76M 3.12% +866 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,649 $3.75M 0.16% +158 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,640 $3.74M 0.32% +68 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,557 $3.69M 0.14% -470 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 5,536 $3.67M 1.68% +31 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,510 $3.66M 0.97% +995 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 5,508 $3.65M 2.05% +3,002 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,494 $3.65M 0.36% -59 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,490 $3.64M 0.04% +1,648 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,479 $3.63M 1.02% +1,104 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,476 $3.63M 0.2% +119 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,455 $3.62M 0.24% +100 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,402 $3.58M 0.62% +610 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,400 $3.58M 2.75% +410 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,375 $3.56M 0.28% +26 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,233 $3.51M 0.28% +393 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 7,087 $3.49M 2.82% +5,986 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,234 $3.47M 0.24% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,218 $3.46M 2.31% -316 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,206 $3.45M 0.03% +117 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,186 $3.44M 0.9% -93 13F-HR/A Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,068 $3.44M 1.42% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,172 $3.43M 0.09% +128 13F-HR/A Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,156 $3.42M 1.94% +289 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,147 $3.41M 0.3% +65 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,130 $3.4M 0.55% +37 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,130 $3.4M 0.01% +129 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,121 $3.4M 0.29% +199 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,119 $3.4M 1.27% -10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,444 $3.39M 0.3% -577 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 5,085 $3.37M 3.13% +37 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,044 $3.35M 0.4% -132 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,023 $3.33M 0.46% -137 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,007 $3.32M 2.55% +353 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,972 $3.3M 2.04% +2 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,755 $3.28M 1.25% +886 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,949 $3.28M 0.09% -25 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,937 $3.27M 0.14% +73 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,935 $3.27M 0.31% +543 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,918 $3.26M 0.16% -291 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,905 $3.25M 0.12% -346 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,870 $3.23M 1.62% -21 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,823 $3.2M 0.04% +1,150 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,798 $3.18M 0.04% -96 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,782 $3.17M 0.51% +97 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,701 $3.12M 0.36% +281 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,575 $3.07M 1.68% -564 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,623 $3.07M 0.08% +1,074 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,614 $3.06M 0.29% +39 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,595 $3.05M 0.11% -17,125 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,595 $3.05M 0.39% -176 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,563 $3.03M 1.11% +284 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,561 $3.03M 0.95% +114 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,550 $3.02M 1.52% +4,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,505 $2.99M 0.21% -28 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,497 $2.98M 0.47% +446 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,483 $2.97M 0.2% -34 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,482 $2.97M 0.32% +288 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,482 $2.97M 0.74% +5 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,275 $2.97M 1.56% new 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 4,457 $2.96M -1,037 Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,435 $2.94M 0.14% +2,091 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,417 $2.93M 0.11% -275 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,413 $2.93M 2.29% +65 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,406 $2.92M 0.01% +1,777 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,391 $2.91M 0.07% -95 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 4,377 $2.9M 1.16% -333 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,374 $2.9M 0.34% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,364 $2.89M 0.08% +167 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,352 $2.89M 0.12% +1,942 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,340 $2.88M 0.02% +168 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,335 $2.88M 0.15% +397 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,313 $2.86M 0.62% +132 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,309 $2.86M 1.19% -603 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,293 $2.85M 0.33% -23 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,277 $2.84M 0.04% -136 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,279 $2.84M <0.01% 0 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 4,246 $2.82M 0.81% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 4,202 $2.79M 1.06% +431 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,194 $2.78M 0.07% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,182 $2.77M 0.87% +91 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,161 $2.76M 1.17% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,158 $2.76M 0.07% +287 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,143 $2.75M 1.32% +255 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,139 $2.75M 1.64% +36 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,136 $2.74M 0.16% -4,184 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,134 $2.74M 0.16% +472 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,081 $2.71M 1.52% -2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,074 $2.7M 0.3% +1,570 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,061 $2.69M 0.49% -202 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 4,052 $2.69M 1.07% +9 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,051 $2.69M 0.04% -372 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,051 $2.69M 0.19% -212 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,963 $2.63M 0.41% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,947 $2.62M 0.21% +125 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,918 $2.6M 0.11% +65 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,909 $2.59M 0.3% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,899 $2.59M 0.04% +326 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,898 $2.59M 0.06% -2,888 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,824 $2.54M 0.03% +699 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,812 $2.53M 0.73% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,801 $2.52M 0.06% -890 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,792 $2.52M 2.17% +1,002 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,756 $2.49M 0.04% -48 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,756 $2.49M 0.14% -17 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,738 $2.48M 0.2% +281 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,715 $2.46M 0.12% -208 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,709 $2.46M 0.04% -30 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,686 $2.44M 0.83% 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,669 $2.43M 0.06% +216 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,655 $2.42M 0.4% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,638 $2.41M 0.15% +130 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,621 $2.4M 0.02% +813 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,598 $2.39M 1.09% -56 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,594 $2.38M 2.28% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,555 $2.36M 0.67% +59 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,552 $2.36M 0.06% +2,227 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,404 $2.34M 0.14% +559 13F-HR/A Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,525 $2.34M 1.3% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,523 $2.34M 0.19% -164 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,478 $2.31M 0.07% +206 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,466 $2.3M 0.09% -69,675 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,460 $2.29M 0.16% +7 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,445 $2.29M 0.04% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,444 $2.28M 0.17% +2,764 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,444 $2.28M <0.01% +917 13F-HR/A Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,428 $2.27M 0.07% -335 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,420 $2.27M 0.84% +37 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,413 $2.26M 1.17% -318 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,410 $2.26M 0.93% -421 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,398 $2.25M 0.22% -80 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,397 $2.25M 0.08% +226 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,386 $2.25M 0.22% +28 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,360 $2.23M 0.38% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,358 $2.23M 1.39% -65 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,338 $2.21M 0.6% +128 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,363 $2.21M 1.12% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,328 $2.21M 0.08% -113 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,321 $2.2M 0.03% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,314 $2.2M 0.32% +303 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,294 $2.18M 1.25% -252 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,280 $2.18M 0.13% -462 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,275 $2.17M <0.01% 0 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,234 $2.14M 0.21% -37 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,231 $2.14M 0.4% -73 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,231 $2.14M 0.83% -5 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,262 $2.14M 0.15% +1,661 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,223 $2.14M 0.81% +394 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,201 $2.12M 1.7% +25 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,175 $2.11M 0.03% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,170 $2.1M 0.13% -456 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,151 $2.09M 0.04% +933 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,149 $2.09M 1.54% -9 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,146 $2.09M 0.11% -6,171 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,145 $2.09M 0.61% -17 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,144 $2.09M 0.1% -497 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,019 $2.08M 0.96% +439 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,138 $2.08M 0.19% +6 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,130 $2.08M 0.92% -1,760 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,125 $2.07M 0.09% +427 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,113 $2.06M 1.1% +570 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,101 $2.06M 0.84% +231 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,081 $2.04M 0.81% +99 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,058 $2.03M 0.05% +710 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,050 $2.02M 1.6% -9 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 3,041 $2.02M 1.74% -294 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,033 $2.01M 1.24% -41 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,975 $2.01M 0.26% -127 13F-HR Timeline XY Planning Network, Inc. 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