SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 6,533 $1.88M 0.28% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,494 $1.86M 0.69% -16 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,454 $1.85M 0.75% -112 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 6,416 $1.84M 1.3% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 6,387 $1.83M 0.32% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,317 $1.83M 0.09% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,382 $1.83M 0.02% -12,208 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,377 $1.83M 1.29% +24 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 6,374 $1.83M 2.81% -186 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,350 $1.82M 0.92% -787 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,348 $1.82M <0.01% new 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,321 $1.82M 0.32% -219 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,316 $1.81M 0.29% +221 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,313 $1.81M 0.03% +1,058 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,305 $1.81M 0.07% +709 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,221 $1.79M 0.51% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,215 $1.78M 0.13% +29 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,185 $1.78M 0.62% -443 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 6,152 $1.77M 1.24% +395 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,149 $1.77M 0.45% +127 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,750 $1.77M 0.12% -117 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,148 $1.77M 0.02% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 6,132 $1.76M 0.93% +2,353 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 6,090 $1.75M 1.12% +929 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,056 $1.74M 0.9% -184 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,040 $1.73M 0.19% -741 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,038 $1.73M 0.58% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 6,028 $1.73M 0.76% 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 6,024 $1.73M 0.25% -518 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,005 $1.72M 0.81% +1,789 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,992 $1.72M <0.01% -4,821 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,974 $1.72M 0.09% +513 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,971 $1.71M 0.95% -11 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,944 $1.71M 1.24% -41 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,941 $1.71M 0.01% 0 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 5,932 $1.7M 0.32% +617 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,882 $1.7M 0.03% -110 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,914 $1.7M 0.49% -113 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,911 $1.7M 0.14% -38 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 5,912 $1.7M 0.6% +18 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,905 $1.7M 0.13% +713 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,905 $1.7M 0.45% +308 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,897 $1.69M 0.05% +12 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 5,895 $1.69M 0.46% -256 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,893 $1.69M 0.12% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 5,889 $1.69M 1.11% +192 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,867 $1.68M 0.12% -358 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,867 $1.68M 0.78% +150 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,798 $1.67M <0.01% +640 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,789 $1.66M 1.03% +224 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,745 $1.65M 0.06% -239 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,714 $1.64M 0.09% +911 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,693 $1.63M 1.16% +6 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 5,679 $1.63M 1.39% 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,678 $1.63M 0.09% -12 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,651 $1.62M <0.01% +1,058 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,617 $1.61M 0.49% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,577 $1.6M 0.25% -8,567 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 5,566 $1.6M 1.14% +4,296 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,557 $1.6M 0.08% +2,552 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,549 $1.59M 0.74% +621 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,542 $1.59M 0.03% -1,999 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,540 $1.59M 0.11% -994 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 5,533 $1.59M 0.24% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,523 $1.59M 0.05% -64 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,510 $1.58M 0.15% -30 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,507 $1.58M 0.44% -1,805 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,492 $1.58M 0.57% -423 13F-HR/A Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,483 $1.57M 0.53% -20 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 20,344 $1.57M 0.03% +16,837 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,463 $1.57M 0.12% -494 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,462 $1.57M 0.13% -110 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,421 $1.57M 0.08% -23 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,455 $1.57M 0.66% +793 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,448 $1.56M 0.6% -396 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,428 $1.56M 0.34% -35 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 5,412 $1.55M 0.9% +46 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,408 $1.55M 0.3% +344 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 5,398 $1.55M 2.85% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,363 $1.54M 0.22% -478 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,363 $1.54M 0.11% -78 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,362 $1.54M 1.16% -19 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,361 $1.54M 0.39% +2 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,345 $1.53M 1.97% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,344 $1.53M 0.07% +45 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,331 $1.53M 0.48% -1,247 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 19,692 $1.53M 0.19% +13,924 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,329 $1.53M 0.47% +1 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,327 $1.53M 0.27% +33 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,324 $1.53M 0.03% -133 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,286 $1.52M 1.51% -290 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 5,277 $1.52M 1.35% +1,206 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,241 $1.51M 0.13% -66 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 5,193 $1.5M 1.49% -24 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,216 $1.5M 0.09% -143 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,212 $1.5M 0.19% +15 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 5,189 $1.49M 0.56% +1,598 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 19,300 $1.48M 0.6% +14,012 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,137 $1.48M 2.05% -58 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5,120 $1.47M 1.95% +249 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,116 $1.47M 0.01% -3,996 13F-HR Timeline Group Wealth Care LLC More: the full row for Wealth Care LLC 5,115 $1.47M 1.3% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,110 $1.47M 0.03% +12 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,107 $1.47M 0.32% +2,445 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,069 $1.46M 0.16% +126 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,031 $1.44M 1.43% -65 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,027 $1.44M 0.02% +129 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,108 $1.43M 0.09% -1,284 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,992 $1.43M 0.02% 0 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,991 $1.43M 0.03% -512 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 4,980 $1.43M 1.28% +316 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,975 $1.43M 0.36% -39 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,973 $1.43M 0.28% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,966 $1.43M 0.18% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,965 $1.43M 0.12% +127 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,507 $1.42M 0.45% +237 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,950 $1.42M 0.14% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,938 $1.42M 0.81% -83 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,929 $1.42M 0.05% -915 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 4,918 $1.41M 1.39% -247 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,886 $1.4M 0.84% -252 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 4,879 $1.4M 0.13% 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,874 $1.4M 0.49% +909 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,871 $1.4M 1.29% +361 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,867 $1.4M 0.3% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,808 $1.38M 0.26% -15 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,787 $1.37M 0.16% -13 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,780 $1.37M 0.09% +475 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 4,771 $1.37M 1.14% +4,084 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,768 $1.37M 0.18% -121 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,741 $1.36M 0.09% -7 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 4,719 $1.36M 1.03% +712 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,719 $1.36M 0.09% +583 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,714 $1.35M 0.36% +485 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,713 $1.35M 0.09% +731 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,701 $1.35M 0.02% +5 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,694 $1.35M 0.77% -20 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,682 $1.34M 0.3% +416 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,679 $1.34M 0.95% +5 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,664 $1.34M 0.15% -843 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,655 $1.34M 0.21% +130 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 4,652 $1.34M 0.63% +1,044 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,651 $1.34M 0.13% +441 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,645 $1.33M 0.15% +103 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,626 $1.33M 0.34% +266 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,624 $1.33M 0.3% +149 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,600 $1.32M 0.1% +825 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,598 $1.32M 0.2% -35 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,597 $1.32M 0.03% -1,768 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,581 $1.32M 0.03% +12 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,577 $1.31M 0.36% -289 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,565 $1.31M 0.18% -200 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,560 $1.31M 0.55% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,540 $1.3M 0.41% +837 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,535 $1.3M 0.21% +280 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,528 $1.3M 0.37% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,524 $1.3M 0.13% +14 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,520 $1.3M 0.24% +282 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 4,517 $1.3M 0.68% -165 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,500 $1.29M 0.04% -183 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,498 $1.29M 0.41% -149 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,491 $1.29M 0.57% +1,172 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,482 $1.29M <0.01% +1,005 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,476 $1.29M 0.54% +68 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 4,457 $1.28M 1.2% -1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,456 $1.28M 0.08% +935 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,412 $1.27M 0.56% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,410 $1.27M 0.26% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,391 $1.26M 0.04% +404 13F-HR/A Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,390 $1.26M 0.36% -64 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 4,388 $1.26M 0.95% -165 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,368 $1.25M 0.29% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,360 $1.25M 0.14% -142 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,359 $1.25M 0.09% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,352 $1.25M 0.34% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,348 $1.25M 0.24% -67 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,337 $1.25M 0.9% +625 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,337 $1.25M 0.01% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,326 $1.24M 0.69% -4,968 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,325 $1.24M 0.27% +39 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,311 $1.24M 0.29% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 4,309 $1.24M 0.46% +117 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 16,023 $1.24M 0.26% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,305 $1.24M 0.24% +25 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 4,300 $1.23M 0.36% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,299 $1.23M 0.37% -345 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 4,298 $1.23M 0.05% +306 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,271 $1.23M 0.39% +310 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,248 $1.22M 0.85% +168 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,245 $1.22M 0.4% -1 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,244 $1.22M 0.14% +920 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,234 $1.22M 0.18% +125 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,231 $1.22M 0.01% +530 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,216 $1.21M 0.73% -81 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,213 $1.21M 0.18% -1 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,192 $1.2M 0.23% -51 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,191 $1.2M 1.04% 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,187 $1.2M 0.05% +6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,176 $1.2M 0.15% +12 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,822 $1.2M 0.05% +3,202 13F-HR/A Timeline