Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,354 $392K 0.01% -25,840 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,334 $391K -587 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,258 $388K 0.01% -9,929 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 8,195 $385K 0.29% -15 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,146 $383K 0.01% -409 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,995 $375K 0.06% +2,288 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,935 $373K 0.01% +1,344 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,903 $371K 0.09% +60 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,885 $370K 0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,788 $366K 0.01% +43 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,741 $364K 0.11% +55 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,688 $361K 0.02% +6 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,562 $355K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,486 $352K 0.01% -37 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,470 $351K 0.07% +1,514 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,396 $347K 0.15% +1,783 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,375 $346K 0.03% -566 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,355 $345K <0.01% -4,289 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,351 $345K 0.1% -481 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,345 $345K 0.08% -268 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,331 $344K 0.05% -913 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,202 $338K 0.11% -1,110 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,150 $336K 0.06% -298 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,144 $335K 0.05% +77 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,095 $333K 0.02% -68 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,992 $328K 0.05% +1,477 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,867 $322K <0.01% new 13F-HR/A Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,680 $314K 0.03% -1,057 13F-HR/A Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,659 $313K 0.11% +24 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,655 $313K 0.05% -6,132 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,650 $312K 0.2% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,468 $304K 0.08% -1,553 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,460 $303K 0.01% -526 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 6,450 $303K 0.15% -320 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,448 $303K 0.01% -308 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 6,427 $302K 0.1% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 6,400 $301K 0.23% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,324 $297K 0.13% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 6,319 $297K 0.06% +969 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,134 $288K 0.05% -1,335 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,123 $288K 0.02% +10 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,120 $287K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,066 $285K 0.02% +775 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,031 $283K 0.01% -338 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,953 $280K 0.03% -2,525 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,894 $277K <0.01% +826 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,870 $276K <0.01% -14,287 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,692 $267K 0.25% 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,663 $266K 0.19% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,630 $264K 0.01% -456 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,594 $263K <0.01% +2,860 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,519 $259K 0.01% -5,346 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,491 $258K 0.02% -40,936 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,432 $255K 0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,422 $255K 0.01% -504 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,418 $254K 0.11% -388 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,360 $252K 0.01% +660 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,271 $248K 0.01% -1,034 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,251 $247K 0.02% -484 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,249 $246K 0.08% +9 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,210 $245K <0.01% -11,815 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,184 $243K 0.15% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,121 $241K 0.03% +300 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,113 $240K 0.01% -416 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,064 $238K 0.02% +394 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,063 $238K <0.01% -1,348 13F-HR Timeline Group Elite Life Management LLC More: the full row for Elite Life Management LLC 5,040 $238K 0.49% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,051 $237K 0.31% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,048 $237K <0.01% -308 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,030 $236K <0.01% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,013 $235K 0.05% +75 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,010 $235K 0.14% -35 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,962 $233K 0.13% +180 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,954 $233K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,935 $232K <0.01% -997 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,904 $230K 0.14% +174 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $230K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,832 $227K 0.06% -151,091 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,821 $226K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,801 $225K 0.02% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,788 $225K <0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,723 $222K 0.01% -3,145 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,717 $222K 0.02% +370 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,709 $221K 0.03% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,694 $220K 0.01% +79 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,673 $219K 0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 4,622 $217K 0.31% 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,594 $216K 0.15% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,590 $216K 0.02% -1,816 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,482 $210K 0.06% -373 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,435 $208K 0.02% -10 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,413 $207K <0.01% -120 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,283 $201K 0.01% -368 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,035 $189K 0.02% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 3,872 $182K 0.04% -131 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,796 $178K 0.01% +3,736 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,772 $177K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,730 $175K <0.01% -1,281 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,714 $174K 0.01% +27 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,710 $174K 0.07% -113 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,587 $168K <0.01% -1,968 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,067 $144K <0.01% -30 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,680 $126K 0.17% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,498 $117K 0.12% +169 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,297 $108K 0.04% +10 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,288 $107K 0.04% -430 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,064 $97K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,000 $93.9K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,749 $82.1K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,658 $77.7K <0.01% +1,260 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,651 $77.5K 0.06% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,605 $75.4K 0.01% +14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,559 $73.2K <0.01% +1,035 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,465 $68.9K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,463 $68.7K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,456 $68.4K <0.01% -3,136 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,398 $65.7K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,345 $63.1K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,334 $62.6K 0.05% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,283 $60.2K 0.03% +591 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,229 $57.7K <0.01% +276 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,226 $57.6K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,099 $51.6K 0.01% -496 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,040 $48.8K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,028 $48.3K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 869 $40.8K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 851 $40K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 829 $38.9K 0.02% +422 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 827 $38.8K 0.04% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 809 $38K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 800 $37.6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 796 $37.4K 0.01% +692 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 791 $37.1K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 748 $35.1K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 732 $34.4K 0.04% 0 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 713 $33.5K 0.01% -13 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 655 $30.7K <0.01% -11,077 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 648 $30.4K <0.01% -32 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 590 $27.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 565 $26.5K <0.01% -845 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 558 $26.2K 0.01% +99 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 531 $24.9K 0.08% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 529 $24.8K <0.01% -355 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 483 $22.7K <0.01% -30 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 476 $22.4K <0.01% +5 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 470 $22K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 465 $21.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 455 $21.4K <0.01% +32 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $18.8K 0.02% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 399 $18.7K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 390 $18.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 371 $17.4K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 363 $17K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 348 $16K <0.01% +271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 340 $16K 0.01% -2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 328 $15.4K <0.01% -192 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 303 $14.2K <0.01% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 290 $13.6K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 280 $13.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 273 $12.8K <0.01% +3 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 259 $12.2K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 252 $11.8K <0.01% +179 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 249 $11.7K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 243 $11.4K 0.01% -518 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 242 $11.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 227 $10.7K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 225 $10.6K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 216 $10.2K 0.01% -512 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 206 $9.67K <0.01% 0 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 202 $9.49K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 181 $8.5K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 173 $8.12K <0.01% 0 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 171 $8.03K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 170 $7.98K <0.01% -16 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 160 $7.51K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 155 $7.28K <0.01% +93 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 146 $6.86K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 145 $6.81K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 145 $6.81K <0.01% -15 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 133 $6.25K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 132 $6.2K <0.01% +32 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 129 $6.07K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 116 $5.45K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $5K <0.01% +71 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 104 $4.89K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $3.8K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 74 $3.48K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 72 $3.38K <0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 70 $3.29K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 64 $3.15K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 65 $3.05K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 62 $2.91K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 59 $2.77K <0.01% -61 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 55 $2.58K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 52 $2.47K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 52 $2.44K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 44 $2.07K <0.01% -1,108 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $1.97K <0.01% -114 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 40 $1.88K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 38 $1.79K <0.01% 0 13F-HR Timeline