Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 10,468 $3.04M 1.22% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,445 $3.03M 0.51% -575 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,417 $3.02M 0.03% +440 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,391 $3.02M 0.2% -981 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,386 $3.01M 0.13% +694 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,330 $3M 1.49% -102 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,325 $3M 0.75% +59 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,309 $2.99M 0.11% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,307 $2.99M 0.1% +4,038 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,301 $2.99M 0.08% +1,264 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,296 $2.99M 0.05% +4,835 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 10,278 $2.98M 2.38% +55 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,265 $2.98M 0.07% +858 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,240 $2.97M 0.09% +812 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,167 $2.95M 0.11% -5,673 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,156 $2.95M 0.46% +203 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 10,098 $2.93M 1.47% +384 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,081 $2.93M 0.24% +419 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 10,062 $2.92M 0.88% +113 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,032 $2.91M 0.52% -58 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,030 $2.91M 0.35% +78 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,984 $2.9M 0.1% +25 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,964 $2.89M 0.18% +207 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,892 $2.87M 0.14% +256 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,847 $2.86M 0.46% +1,170 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,831 $2.85M 0.45% -310 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 9,818 $2.85M 1.76% -443 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 9,807 $2.85M 1.16% -760 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,802 $2.84M 2.29% +65 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,801 $2.84M 0.07% +3,194 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,790 $2.84M 0.67% -23 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,784 $2.84M 0.65% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,748 $2.83M 0.29% +523 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 9,698 $2.81M 1.13% -269 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,645 $2.8M 0.08% -14 13F-HR Timeline Group Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 9,282 $2.75M 2.57% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 9,165 $2.75M 1.72% +1,169 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 9,458 $2.74M 2.39% 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 9,446 $2.74M 2.41% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,432 $2.74M 0.21% -6,329 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 9,401 $2.73M 0.3% +69 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,401 $2.73M 2.25% +328 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,401 $2.73M 0.16% +2 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 9,396 $2.73M 0.95% +72 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,370 $2.72M 0.8% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 9,329 $2.71M 0.82% -72 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 9,325 $2.71M 1.23% -72 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,309 $2.7M 0.06% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,300 $2.7M 0.17% +205 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,294 $2.7M 1.5% -737 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,275 $2.69M 0.03% +21 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,263 $2.69M 0.8% -141 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,242 $2.68M 1.11% -153 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 9,239 $2.68M 0.24% +151 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,230 $2.68M 0.4% +2,924 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,222 $2.68M 0.33% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 9,219 $2.68M 0.45% +162 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,218 $2.68M 0.19% +297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 9,196 $2.67M 2.44% +150 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,164 $2.66M 0.96% -874 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,147 $2.65M 0.12% -575 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,146 $2.65M 0.05% +853 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,115 $2.65M 0.13% -5,179 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 9,112 $2.64M 0.01% -1,245 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 9,100 $2.64M 0.6% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 9,077 $2.63M 1.98% +422 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 9,077 $2.63M 0.88% -388 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 8,957 $2.63M 1.62% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 9,044 $2.62M 0.28% +92 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 8,963 $2.6M 1.1% -281 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,952 $2.6M 0.48% +385 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 8,943 $2.6M 0.9% -83 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,940 $2.59M 0.23% +960 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,920 $2.59M 1.14% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,883 $2.58M 0.16% +233 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,870 $2.57M 0.37% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,864 $2.57M 0.7% +495 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 8,847 $2.57M 0.08% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,820 $2.56M 0.11% -6,746 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/ 8,775 $2.55M <0.01% -147 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,762 $2.54M 0.07% -3,700 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,756 $2.54M 0.41% +95 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,751 $2.54M 0.11% -171 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,734 $2.53M 0.49% +10 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,682 $2.52M 0.17% -314 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,671 $2.52M 0.25% +350 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,592 $2.49M 1.39% +1,186 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,584 $2.49M 1.16% -680 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,510 $2.47M 1.21% +85 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,497 $2.47M 0.09% -12 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,487 $2.46M 0.45% -23,928 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,453 $2.45M 0.45% -330 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,278 $2.45M 0.41% -193 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,388 $2.43M 1.55% +6 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 8,387 $2.43M 1.54% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 8,382 $2.43M 0.24% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,373 $2.43M 0.19% -994 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,348 $2.42M 0.03% +231 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,087 $2.42M 0.16% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,338 $2.42M 0.14% +1,884 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,314 $2.41M 0.11% -568 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,304 $2.41M 1.2% +1,270 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,264 $2.4M 0.09% -355 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,216 $2.38M 1.37% -127 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,210 $2.38M 0.12% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,146 $2.36M 0.56% -60 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,107 $2.35M 0.05% -10,007 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,067 $2.34M 0.06% +626 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8,049 $2.34M 0.63% 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,042 $2.33M 0.44% -142 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 8,038 $2.33M 4.96% +80 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,999 $2.32M 0.32% +824 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,994 $2.32M 0.88% -531 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 7,912 $2.32M 2.43% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,962 $2.31M 0.46% -46 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,944 $2.31M 2.25% 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 7,895 $2.29M 1.9% +1,254 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,894 $2.29M 0.15% +1,007 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,874 $2.29M 1.59% +5,922 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,854 $2.28M 0.17% -190 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,780 $2.26M 0.28% +2,468 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,773 $2.26M 0.35% -8 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,469 $2.23M 0.38% +492 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,657 $2.22M 0.08% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,632 $2.21M 1.32% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,571 $2.2M 0.2% +1,478 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 7,583 $2.2M 0.92% -1,350 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,565 $2.2M 0.49% +38 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,541 $2.19M 0.05% -509 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 7,517 $2.18M 0.44% +1,990 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,436 $2.16M 0.12% +38 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,404 $2.15M 0.07% -6 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,343 $2.13M 0.63% -299 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7,273 $2.13M 1.32% -813 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,312 $2.12M 0.6% -306 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 7,306 $2.12M 1.26% +2,675 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,275 $2.11M 0.24% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,271 $2.11M 2.07% +40 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,269 $2.11M 0.31% +26 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,254 $2.11M 0.17% -271 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,213 $2.09M 0.38% -69 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,148 $2.09M 1.89% -43 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,190 $2.09M 0.47% -12 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,180 $2.08M 0.75% +253 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,175 $2.08M 0.28% -230 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,140 $2.07M 1.63% +181 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,137 $2.07M 1.04% -921 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,122 $2.07M 0.02% -73 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,121 $2.07M 0.17% -10 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,079 $2.05M 0.42% +1,339 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,079 $2.05M 0.06% +3 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,057 $2.05M 0.12% +179 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 7,027 $2.04M 1.23% +661 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,025 $2.04M 0.08% +106 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,998 $2.03M 0.34% +217 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 6,973 $2.02M 0.82% -71 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,947 $2.02M 0.11% +1,345 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,940 $2.01M 1.91% +446 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,905 $2M 0.23% +453 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 6,901 $2M 1.22% -381 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,891 $2M 0.54% +1,132 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 6,663 $2M 0.26% -244 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,868 $1.99M 0.48% +563 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,866 $1.99M 0.04% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,696 $1.98M <0.01% +1,000 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,781 $1.97M 0.22% -186 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 6,757 $1.96M 0.39% -400 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,756 $1.96M 0.22% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6,661 $1.96M 0.69% -179 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,731 $1.95M 0.3% +86 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,723 $1.95M 1.27% +272 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 6,715 $1.95M 3.7% -1,894 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,684 $1.94M 0.26% 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 6,674 $1.94M 0.57% +4 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,666 $1.93M 0.51% -140 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 6,647 $1.93M 1.85% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,628 $1.92M 0.11% -856 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,628 $1.92M 0.7% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,578 $1.91M 0.57% -269 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,566 $1.91M 0.82% +65 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 6,560 $1.9M 1.03% 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,549 $1.9M 0.43% +233 13F-HR Timeline Harbor Group, Inc. 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