Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 31,799 $8.22M 3.4% +49 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 31,682 $8.19M 0.49% -192 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,613 $8.18M 0.19% -3,479 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 31,571 $8.16M 4.06% +2,412 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 31,552 $8.16M 4.24% -220 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,551 $8.16M 8.43% +2,119 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 31,541 $8.16M 0.58% -386 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 31,401 $8.12M 0.73% +1,826 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 31,319 $8.1M 2.72% +1,423 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 31,271 $8.09M 1.81% +852 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 31,259 $8.08M 0.15% +1,880 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 30,994 $8.02M 2.43% +2,580 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 30,885 $7.99M 2.77% +1,997 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 30,874 $7.98M 1.02% +5,825 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,777 $7.96M 0.03% +1,082 13F-HR Timeline Group Whitegate Investment Counselors, Inc. 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More: the full row for Nikulski Financial, Inc. 30,338 $7.85M 2.37% +655 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 30,173 $7.8M 0.18% -364 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 29,972 $7.75M 0.25% +400 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 29,917 $7.74M 3.76% -16,355 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,887 $7.73M 0.15% +2,807 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 29,873 $7.73M 5.15% +3,785 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 29,825 $7.71M 3.41% -225 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,549 $7.64M 0.24% -7,775 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 29,526 $7.64M 5.34% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 29,406 $7.61M 1.86% -861 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 29,254 $7.57M 1.13% -30,262 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 29,069 $7.52M 3.31% -249 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,955 $7.49M 0.34% +5,448 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 28,894 $7.47M 0.62% +38 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 28,801 $7.45M 0.92% +967 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 28,800 $7.45M 1.07% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,748 $7.43M 0.36% +290 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 30,177 $7.43M 0.85% -579 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 28,720 $7.43M 0.45% -411 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 28,308 $7.32M 0.74% -1,785 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 28,243 $7.3M 2.6% +127 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,185 $7.29M 0.12% -2,999 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 28,060 $7.26M 1.77% +516 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 27,983 $7.24M 2.03% -4,258 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 27,960 $7.23M 0.68% -1,250 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 27,774 $7.18M 4.71% +8 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 27,757 $7.18M 0.6% -2,045 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 27,719 $7.17M 3.91% +1,039 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 27,614 $7.14M 0.43% -361 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 27,515 $7.12M 2.3% +8,040 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 27,475 $7.11M 0.67% -568 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 27,464 $7.1M 6.56% +511 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 27,433 $7.09M 2.39% +320 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 27,391 $7.08M 2.5% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,258 $7.05M 0.32% +2,931 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 27,223 $7.04M 3.06% +1,455 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 27,212 $7.04M 0.82% +7,546 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 27,159 $7.02M 3.68% +369 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,019 $6.99M 0.07% +2,950 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,897 $6.96M 0.35% -499 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,729 $6.91M 0.27% -246 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 26,599 $6.88M 0.17% -8,737 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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More: the full row for HARBOUR INVESTMENTS, INC. 24,672 $6.38M 0.18% +1,554 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 24,544 $6.35M 2.68% +1,735 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 24,471 $6.33M 5.47% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 24,320 $6.29M 0.79% +472 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 24,299 $6.28M 2.84% -3,506 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,109 $6.24M 0.29% -115 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 23,909 $6.18M 1.48% +319 13F-HR/A Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 24,794 $6.18M 2.23% +2,229 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,840 $6.17M 0.2% +979 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 23,191 $6.13M 1.12% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 23,663 $6.12M 5% +1,808 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 23,585 $6.1M 1.25% -3,593 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,532 $6.09M 0.97% -295 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 23,428 $6.06M 0.2% +994 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 23,417 $6.06M 4.41% -583 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 23,361 $6.04M 3.01% +1,240 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 23,251 $6.01M 1.22% -223 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,232 $6.01M 0.45% +178 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 23,179 $5.99M 0.64% +2,176 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 22,986 $5.94M 1.2% -1,108 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 22,909 $5.92M 1.5% +198 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,816 $5.9M 0.22% +10,203 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,566 $5.84M 0.05% -166 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,262 $5.76M 0.58% -11 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 22,170 $5.73M 4.32% -1,400 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 22,066 $5.71M 0.03% +938 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 22,051 $5.7M 0.49% -4,248 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 21,941 $5.67M 0.73% +1,234 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 21,775 $5.63M 3.22% -3,655 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 21,514 $5.59M -3,093 Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,609 $5.59M 0.58% -2,111 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21,603 $5.59M 1.75% -213 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 21,525 $5.57M 0.97% -347 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 21,425 $5.54M 1.46% -404 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 21,348 $5.52M 0.88% +843 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,221 $5.49M 0.74% +2,877 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 21,056 $5.45M 3.53% -840 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 20,965 $5.42M 3.99% -10,487 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 20,506 $5.42M 1.69% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,790 $5.38M 0.14% +537 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 20,748 $5.37M 1.97% +132 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 20,646 $5.34M 2.58% -819 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 20,483 $5.3M 0.25% -783 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,416 $5.28M 1.62% +408 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,294 $5.25M 0.29% +1,196 13F-HR/A Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 20,199 $5.22M 0.26% +200 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 20,158 $5.21M 0.17% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 20,120 $5.2M 1.92% -621 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,100 $5.2M 0.07% new 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,081 $5.19M 0.07% +3,721 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 20,042 $5.18M 1.52% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,011 $5.18M 0.34% -626 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 19,926 $5.15M 0.08% -114 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 19,923 $5.15M 0.32% -31,179 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 19,876 $5.14M 0.91% -2,248 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 19,776 $5.11M 2.7% +1,486 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,740 $5.11M 0.38% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,622 $5.07M 0.14% -94 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 19,467 $5.03M 2.95% -287 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 19,414 $5.02M 4.96% +3,885 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 19,399 $5.02M 3.24% +731 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19,352 $5M 0.43% new 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 19,288 $4.99M 4.99% +62 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 19,167 $4.96M 0.2% +2,323 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 19,069 $4.93M 3.63% -1,658 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 18,980 $4.91M 0.35% +26 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 18,977 $4.91M 0.74% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 18,782 $4.86M 0.76% -186 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,652 $4.82M 0.22% +795 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 18,594 $4.81M 0.44% +17,831 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18,547 $4.8M 0.87% +49 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 18,378 $4.75M 0.44% -517 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 18,321 $4.74M 1.77% +1,008 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 18,307 $4.73M 3.96% +262 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,888 $4.69M 0.15% +2,836 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,458 $4.68M 0.13% -388 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,059 $4.67M 0.05% +626 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 18,052 $4.67M 1.76% -8,837 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 17,893 $4.63M 1.57% +173 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 17,801 $4.6M 2.23% +3,562 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 17,787 $4.6M 2.14% +1,307 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,730 $4.59M 0.34% +1,964 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,578 $4.55M 0.46% -125 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 17,528 $4.53M 1.56% -1,103 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,493 $4.52M 0.81% +580 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 17,484 $4.52M 4.87% +3,969 13F-HR/A Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 17,422 $4.51M 3.16% -179 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,337 $4.48M 0.13% +2,913 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 17,323 $4.48M 1.84% -469 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 17,309 $4.48M 1.25% +1,432 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 17,245 $4.46M 0.95% +1,752 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 17,212 $4.45M 1.51% +732 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 17,141 $4.43M 1.48% +296 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 17,125 $4.43M 1% -288 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 17,071 $4.41M 1% +5,404 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 18,389 $4.41M 2.08% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,969 $4.39M 0.18% +15,766 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,919 $4.38M 0.33% +1,035 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 16,909 $4.37M 4.7% -245 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 16,897 $4.37M 1.2% +80 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,879 $4.37M 1.66% +846 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 16,775 $4.34M 0.53% +846 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 16,710 $4.32M 0.69% 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,666 $4.31M 0.4% -58 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,591 $4.29M 0.44% -8,017 13F-HR/A Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 16,544 $4.28M 0.37% +88 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 16,537 $4.28M 1.93% +871 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 16,465 $4.26M 0.03% -10 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,439 $4.25M 1.91% +163 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 16,418 $4.25M 0.6% -77 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 16,364 $4.23M 1.45% +478 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 16,355 $4.23M 0.36% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 16,324 $4.22M 1.4% +8,264 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 16,300 $4.22M 1.53% +2,361 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 16,268 $4.21M 0.79% +1,526 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16,254 $4.2M 0.76% -1,223 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 16,224 $4.2M 3.87% +68 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 16,173 $4.18M 0.33% +995 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 16,086 $4.16M 1.14% +2,967 13F-HR/A Timeline