EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 32,746 $9.19M 1.13% +163 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 32,422 $9.16M 3.8% -491 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 32,744 $9.16M 0.86% +4,436 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 32,588 $9.12M 0.42% -35,963 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 32,504 $9.1M 2.9% +1,185 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 32,169 $9M 4.2% +8,808 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,127 $8.99M 0.03% +57 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32,067 $8.97M 2.97% -13,631 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 31,679 $8.86M 0.98% -668 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 31,528 $8.82M 1.17% +2,728 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 31,523 $8.82M 0.01% -12,596 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 31,493 $8.81M 2.43% -5,660 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 31,308 $8.81M 0.63% -34,960 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 31,349 $8.77M 2.12% +3,366 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 31,273 $8.75M 3.37% +4,050 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,244 $8.74M 8.12% -307 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 31,208 $8.73M 2.38% +214 13F-HR Timeline Whitegate Investment Counselors, Inc. 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More: the full row for Ellevest, Inc. 24,651 $6.9M 1.1% -97,418 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 24,485 $6.85M 0.58% -1,231 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 24,397 $6.83M 4.55% +2,227 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 24,292 $6.8M 4.25% -1,226 13F-HR/A Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 23,801 $6.66M 0.41% +4,821 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,894 $6.63M 0.17% +4,436 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,603 $6.6M 0.03% +9,108 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,518 $6.58M 1.59% +609 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 23,491 $6.57M 0.23% +63 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,482 $6.57M 1.01% -50 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 23,397 $6.55M 1.17% +146 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,278 $6.51M 1.2% +292 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 23,266 $6.49M 4.36% -151 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,164 $6.48M 0.43% -68 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 22,934 $6.42M 0.7% -5,867 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,639 $6.33M 0.05% +73 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 22,326 $6.25M 0.55% -5,149 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,287 $6.24M 0.26% +11,252 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,212 $6.22M 0.59% -50 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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More: the full row for Ameraudi Asset Management, Inc. 21,818 $6.11M 3.2% +43 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 21,667 $6.06M 1.66% +1,251 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 21,577 $6.04M 1.46% +152 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,542 $6.03M 0.58% -67 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21,526 $6.02M 1.68% -77 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,522 $6.02M 0.07% +7,794 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 21,052 $5.89M 2.62% +406 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,847 $5.83M 0.12% +9,357 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 20,797 $5.82M 0.22% +1,630 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 20,724 $5.8M 0.18% +566 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,600 $5.76M 0.01% +14,400 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 20,595 $5.76M 0.32% +672 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 20,325 $5.69M 0.22% -4,349 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 20,180 $5.65M 0.09% +4,678 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,057 $5.62M 0.06% -43 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 20,065 $5.61M 3.26% +666 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 20,042 $5.61M 1.48% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 19,999 $5.6M 0.24% -200 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 19,999 $5.6M +17,376 Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 19,994 $5.59M 0.34% -17 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 19,843 $5.55M 0.07% -238 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 19,833 $5.55M 2.69% +57 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 19,801 $5.55M 0.08% -125 13F-HR Timeline SCOTIA CAPITAL INC. 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More: the full row for MARQUETTE ASSOCIATES, INC. 19,288 $5.4M 5.29% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19,257 $5.39M 1.91% -863 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 19,180 $5.37M 3.6% -1,785 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 19,115 $5.35M 3.98% +808 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 19,040 $5.33M 1.53% +1,828 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 18,989 $5.31M 2.08% +1,666 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 18,948 $5.3M 0.72% -29 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 18,940 $5.3M 1.01% -936 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,888 $5.29M 0.18% +1,919 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 18,801 $5.26M 2.93% -666 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,733 $5.24M 1.32% +1,424 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,661 $5.22M 0.13% -26,918 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 18,521 $5.18M 0.95% +1,276 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18,454 $5.16M 0.56% -93 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 18,391 $5.15M 0.69% -391 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 18,330 $5.13M 2.29% +529 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,291 $5.12M 0.83% +798 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 18,230 $5.1M 2.16% -159 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 18,155 $5.08M 0.36% +1,982 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 18,105 $5.07M 2.17% +318 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 18,082 $5.06M 1.39% +941 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,038 $5.05M 0.46% +460 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 18,024 $5.04M 4.72% +540 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 17,926 $5.02M 1.09% -5,983 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,865 $5M 0.14% +4,151 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 17,846 $4.99M 0.87% -3,679 13F-HR Timeline MATHER GROUP, LLC. 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