Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,486 $369K 0.14% +139 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,485 $369K 0.16% +3 13F-HR/A Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,470 $365K 0.3% -41 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,467 $364K 0.05% -3,454 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,463 $363K 0.07% -1,463 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,488 $359K 0.02% +323 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,446 $359K 0.03% -1,019 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,446 $359K 0.02% +10 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,445 $359K 0.29% +31 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,424 $356K 0.02% -463 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,435 $356K 0.19% +339 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,429 $355K 0.03% -173 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,429 $355K 0.03% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,428 $355K <0.01% -13 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,425 $354K <0.01% -567 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,425 $354K 0.01% +8 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,420 $353K 0.08% -40 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,411 $350K 0.05% -240 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,409 $350K 0.01% -99 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,407 $349K 0.03% -2 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,406 $349K 0.27% +5 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,404 $349K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,425 $347K 0.02% +47 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,397 $347K 0.01% +3 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,395 $346K 0.02% -744 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,391 $346K 0.13% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,391 $345K 0.04% -38 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,380 $343K 0.03% +20 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,380 $343K 0.07% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,378 $342K 0.01% -58 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,375 $341K 0.09% +113 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,370 $340K 0.11% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,370 $340K 0.17% +406 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,360 $338K 0.18% -18,456 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,356 $337K 0.02% -378 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,354 $336K 0.06% -20 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,355 $336K 0.06% +1 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,350 $335K 0.16% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,350 $335K 0.02% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,322 $328K 0.03% +346 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,309 $325K <0.01% 0 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,306 $324K 0.23% -2 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,302 $324K 0.12% +4 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,303 $324K 0.02% +105 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,299 $323K 0.07% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,296 $322K 0.01% +4 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,293 $321K 0.18% -244 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,287 $320K 0.01% -400 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,274 $316K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,262 $313K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,261 $313K 0.02% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,255 $312K 0.12% -265 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,252 $311K 0.14% -30 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,251 $311K 0.05% -3 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,250 $311K 0.19% -131 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,249 $310K 0.01% -415 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,249 $310K 0.07% +5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,249 $310K <0.01% -104 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,248 $310K 0.01% +146 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,247 $310K 0.07% -519 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,241 $308K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,240 $308K 0.12% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,220 $307K 0.05% -322 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,236 $307K 0.03% -216 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,235 $307K <0.01% -1,018 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,233 $306K <0.01% -1,425 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,230 $305K 0.06% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,230 $305K 0.05% +4 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,217 $302K 0.07% +156 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,210 $301K 0.05% +26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,209 $300K 0.02% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,204 $299K <0.01% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 1,202 $298K 0.24% +3 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,201 $298K 0.03% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,199 $298K 0.07% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,194 $297K 0.09% -100 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,193 $296K 0.14% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,192 $296K 0.05% +3 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,188 $295K <0.01% -40 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,182 $294K 0.01% -160 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,175 $292K 0.17% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,175 $292K <0.01% -165 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,175 $292K 0.11% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,173 $291K 0.06% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,100 $291K 0.17% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,172 $291K 0.01% new 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,172 $291K 0.05% +3 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,165 $289K 0.04% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,158 $288K 0.01% -41 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,154 $287K 0.22% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,155 $287K 0.02% -26 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,152 $286K 0.15% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,145 $286K 0.11% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,150 $286K 0.06% -243 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,141 $283K 0.07% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,140 $283K 0.01% 0 13F-HR/A Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,140 $283K 0.09% +3 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,142 $283K 0.02% -30 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,137 $282K 0.12% +3 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,135 $282K <0.01% -1,055 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,132 $281K 0.01% +144 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 1,389 $281K 0.06% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 1,126 $280K 0.19% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,125 $279K 0.02% +57 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,123 $279K 0.16% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,122 $279K 0.12% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,121 $278K 0.02% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,121 $278K 0.01% -219 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,120 $278K <0.01% +749 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 1,108 $275K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,101 $273K 0.01% -364 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,098 $273K 0.03% -66 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,098 $273K 0.05% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,096 $272K 0.18% -996 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,095 $272K 0.01% -2,035 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,091 $271K 0.16% -1,583 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,091 $271K 0.08% -540 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,087 $270K 0.08% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,078 $268K 0.03% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,063 $267K 0.08% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,075 $267K 0.06% -14 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,074 $267K 0.02% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,071 $266K 0.21% -8 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,066 $265K 0.19% -200 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,062 $264K 0.08% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,061 $263K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,055 $262K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 982 $261K 0.15% -121 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 1,050 $261K 0.17% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,046 $260K 0.15% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,046 $260K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,043 $259K 0.02% -39 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,038 $258K 0.01% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,038 $258K 0.21% +4 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,037 $258K 0.01% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,035 $257K 0.04% +54 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,035 $257K 0.02% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,031 $256K 0.03% -195 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,031 $256K 0.05% -33 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,025 $255K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,021 $253K <0.01% +33 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,017 $253K <0.01% +21 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,017 $253K 0.03% -41 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,016 $252K 0.15% +3 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,009 $251K 0.03% -290 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,010 $250K 0.02% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,000 $250K 0.15% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,001 $249K 0.09% -58 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,000 $248K 0.17% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 992 $246K 0.08% +34 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 990 $246K 0.03% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 989 $246K 0.06% +4 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 985 $245K <0.01% +80 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 985 $245K 0.02% +160 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 983 $244K 0.03% +1 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 965 $243K 0.14% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 973 $242K 0.12% +322 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 971 $241K 0.06% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 975 $241K 0.03% -4 13F-HR/A Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 967 $240K 0.1% +3 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 967 $240K 0.16% +3 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 966 $240K 0.02% +9 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 957 $238K 0.3% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 957 $238K <0.01% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 956 $237K 0.05% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 949 $236K 0.02% +21 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 948 $235K 0.02% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 947 $235K 0.01% -101 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 936 $233K 0.05% -212 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 940 $233K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 939 $233K 0.02% +7 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 933 $232K 0.16% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 932 $231K <0.01% 0 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 932 $231K <0.01% -40,157 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 932 $231K 0.07% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 930 $231K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 914 $227K 0.02% -24 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 912 $226K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 910 $226K 0.04% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 910 $226K 0.04% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 909 $226K 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 903 $224K 0.02% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 900 $224K 0.04% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 895 $222K 0.02% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 895 $222K 0.09% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 894 $222K 0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 888 $221K 0.15% -200 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 887 $220K 0.14% -105 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 887 $220K <0.01% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 906 $220K 0.05% -30 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 885 $220K 0.13% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 874 $220K 0.09% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 881 $219K 0.03% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 879 $218K 0.17% +3 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 876 $218K 0.07% 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 876 $218K 0.01% -16 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 866 $215K 0.03% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 863 $215K 0.04% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 857 $213K 0.01% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 855 $212K 0.1% 13F-HR Timeline