McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 32,155 $9.87M 6.04% -2,240 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 33,475 $9.83M 0.77% -2,435 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 33,456 $9.83M 2.55% +2,248 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 33,366 $9.8M 5.7% -16 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 33,286 $9.78M 0.88% -7 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 33,799 $9.77M 6.34% +295 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 33,103 $9.76M 0.18% -2,934 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 33,126 $9.73M 6.66% 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 32,945 $9.68M 1.23% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,848 $9.65M 0.03% +721 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 32,613 $9.58M 0.76% -1,015 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 32,553 $9.56M 0.12% +1,530 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 32,415 $9.52M 1.84% -523 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 32,094 $9.46M 1.08% -652 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 32,138 $9.44M 2.57% +3,663 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 31,900 $9.37M 0.98% +221 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 31,693 $9.31M 3.45% +999 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 31,551 $9.27M 0.03% +840 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,413 $9.23M 8.11% +169 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 31,368 $9.21M 2.38% +6,245 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 31,177 $9.16M 0.16% +128 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 31,108 $9.14M 0.8% +2,351 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 31,091 $9.13M 2.1% -258 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 31,090 $9.13M 1.08% -438 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 30,988 $9.1M 3.4% +949 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 30,976 $9.1M 0.85% -34 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 30,842 $9.09M 2.81% +24,445 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 30,906 $9.08M 0.39% -1,682 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 30,860 $9.06M 3.48% +1,449 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 30,778 $9.04M 4.52% +3,471 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 30,658 $9.01M 0.52% -258 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 30,586 $8.98M 3.79% +348 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 30,489 $8.96M 2.95% -571 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 30,420 $8.94M 0.61% +808 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 30,046 $8.83M 6.01% +376 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 29,995 $8.81M 2.21% -621 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 29,711 $8.73M 5.02% +238 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 29,576 $8.69M 2.68% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 29,509 $8.67M 2.01% +1,295 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 29,390 $8.63M 5.29% +108 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 29,343 $8.62M 0.83% -604 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 29,328 $8.61M 0.48% -229 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 29,279 $8.6M 1.03% -825 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 29,148 $8.56M 0.7% -139 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 29,103 $8.55M 0.58% +303 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 29,052 $8.53M 0.36% -5 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 28,980 $8.51M 0.07% +557 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 28,975 $8.51M 4.81% -19,096 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,822 $8.47M 0.32% +319 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 28,642 $8.44M 2.44% +26 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 28,415 $8.35M 1.73% -869 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 28,328 $8.32M 0.06% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 28,316 $8.32M 0.32% +1,822 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 28,207 $8.29M 1.87% -78 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 27,958 $8.21M 3.45% +706 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 27,914 $8.2M 1.05% +37 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 27,757 $8.15M 1.56% -423 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 27,723 $8.14M 0.12% +199 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 27,648 $8.12M 1.69% -604 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 30,038 $8.1M 8.21% +831 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 27,545 $8.09M 1% +1,413 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 27,527 $8.09M 6.53% +1,176 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 27,933 $8M 4.71% +13 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 27,045 $7.94M 5.85% +1,370 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 26,890 $7.9M 1.41% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 26,770 $7.86M 3.46% +15 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,648 $7.83M 0.22% -386 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 26,610 $7.82M 0.4% -675 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 31,028 $7.78M 0.18% -34,644 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 26,409 $7.76M 4.45% +2,012 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 26,375 $7.75M 0.88% -739 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 26,294 $7.72M 0.1% -553 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 26,241 $7.71M 0.25% +690 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 26,205 $7.7M 1.1% +1,554 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 25,691 $7.55M 2.3% +322 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,656 $7.53M 0.41% -1,239 13F-HR/A Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 25,490 $7.49M 5.44% -979 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 25,375 $7.45M 0.31% -1,065 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 25,351 $7.45M 2.17% +127 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 25,252 $7.42M 2.55% +338 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 25,154 $7.38M 0.16% +2,260 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 25,035 $7.36M 0.08% -1,222 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 124,025 $7.3M 0.84% +96,593 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 24,697 $7.25M 0.83% -352 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 24,687 $7.25M 0.41% -497 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,646 $7.24M 0.85% -11,461 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 24,545 $7.21M 0.88% -6,763 13F-HR/A Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 24,476 $7.19M 0.6% -9 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 24,419 $7.17M 1.14% +1,141 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,129 $7.09M 0.17% -3,093 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 23,959 $7.04M 4.18% -333 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,930 $7.03M 1.6% +412 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 23,840 $7M 5.3% -820 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,452 $6.89M 0.97% -30 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 23,344 $6.86M 2.29% +7,056 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,310 $6.85M 0.33% +146 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 23,281 $6.84M 1.12% -116 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,208 $6.82M 0.1% +3,028 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 23,152 $6.8M 1.94% -1,636 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 23,130 $6.79M 1.94% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 23,035 $6.77M 4.24% -231 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 23,028 $6.76M 1.06% -3,771 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 22,908 $6.73M 0.86% +1,024 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 22,847 $6.71M 1.97% -1,855 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,652 $6.65M 0.05% +13 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22,589 $6.64M 0.7% +575 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,583 $6.63M 0.08% +1,061 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,543 $6.62M 0.58% +331 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 22,506 $6.61M 0.69% -428 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 22,427 $6.59M 2.49% +361 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,277 $6.54M 0.03% +2,668 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 22,049 $6.48M +2,050 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,974 $6.45M 0.01% -4,592 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 21,968 $6.45M 1.61% +301 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 21,910 $6.44M 3.26% +69 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,786 $6.4M 0.13% -207 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 21,471 $6.31M 1.42% -106 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 21,431 $6.3M 0.36% -2,370 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,368 $6.28M 0.56% -174 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 21,243 $6.24M 0.22% +446 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,181 $6.22M 0.07% +1,338 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 21,074 $6.19M 1.63% +2,034 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 20,791 $6.11M 0.18% +67 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 20,661 $6.07M 0.52% -1,665 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20,554 $6.04M 1.56% -972 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 20,550 $6.04M 4.11% +1,435 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,220 $5.94M 0.33% +226 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 20,169 $5.92M 0.21% +170 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 20,138 $5.92M 2.61% +305 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 20,086 $5.9M 0.29% -509 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 20,059 $5.89M 3.19% -6 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 20,042 $5.89M 1.33% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 19,968 $5.87M 1.57% -1,399 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 19,779 $5.81M 0.06% -278 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 19,690 $5.78M 6.96% +402 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 19,616 $5.76M 0.18% -3,875 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,516 $5.73M 1.57% +1,925 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,463 $5.72M 0.2% -94 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 19,449 $5.71M 2.77% +18,407 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,387 $5.69M 0.21% -938 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 19,358 $5.69M 0.94% +2,550 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 19,338 $5.68M 3.77% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 19,300 $5.67M 1.84% +1,907 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19,210 $5.64M 1.88% -47 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 19,174 $5.63M 0.96% -8,449 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,082 $5.63M 0.25% -310 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 19,118 $5.62M 0.43% -420 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 19,056 $5.6M 0.93% +1,210 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 18,985 $5.6M 0.12% +6,691 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 18,961 $5.57M 2.05% -28 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,860 $5.54M 0.34% +7,287 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 18,721 $5.5M 3.06% -80 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 18,719 $5.5M 4.58% +695 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 18,646 $5.48M 0.94% +125 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 18,576 $5.46M 0.98% -364 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 18,552 $5.45M 2.11% +447 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 18,504 $5.43M 0.68% -444 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18,495 $5.43M 0.55% +41 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 18,439 $5.42M 0.64% +48 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 18,414 $5.41M 2.16% +184 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 18,292 $5.39M 4.73% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 18,320 $5.38M 2.76% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 18,298 $5.37M 0.83% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,275 $5.37M 1.26% -458 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,114 $5.32M 0.11% -374,420 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 18,055 $5.3M 2.08% -275 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 17,999 $5.29M 3.2% -3,819 13F-HR/A Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 17,964 $5.28M 2.32% +3,096 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,943 $5.28M 0.34% -212 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 17,766 $5.22M 1.33% -316 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,732 $5.21M 0.05% -97 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,630 $5.18M 0.4% -408 13F-HR/A Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 17,531 $5.15M 3.48% +741 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 17,512 $5.14M 0.67% -296 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,473 $5.14M 0.07% -2,328 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 17,470 $5.13M 1.01% -456 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 17,458 $5.13M 1.54% -193 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 17,437 $5.12M 2.89% -59 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,326 $5.09M 1.2% +233 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 17,312 $5.09M 1.54% +1,090 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 17,116 $5.03M 4.02% +207 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 17,101 $5.02M 1.54% -292 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,054 $5.01M +2,465 Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 17,005 $5M 5.17% -581 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,969 $4.98M 0.38% -319 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,863 $4.95M 0.76% -1,428 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,692 $4.94M 0.28% +462 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 16,814 $4.94M 1.7% 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 16,773 $4.93M 0.98% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 16,728 $4.91M 0.04% +2,585 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,559 $4.86M 0.33% -110 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 16,547 $4.86M 0.71% +153 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 16,475 $4.84M 0.8% +4,597 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 16,367 $4.81M 0.68% -383 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 16,355 $4.8M 0.34% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,320 $4.79M 0.3% +209 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 16,267 $4.78M 0.97% +149 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16,034 $4.71M 0.72% -8 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 16,020 $4.71M 1.75% +78 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 15,915 $4.67M 0.48% -621 13F-HR Timeline