Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,027 $1.85M 0.04% -1 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,942 $1.83M 0.13% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,869 $1.82M 0.22% -420 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 9,817 $1.81M 0.61% +1,541 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,785 $1.8M 0.34% -91 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,769 $1.8M 0.26% +64 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,387 $1.8M 0.04% +259 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,667 $1.78M 0.02% -14,222 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,627 $1.77M 0.65% +527 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 9,566 $1.76M 0.14% +44 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,552 $1.76M 0.16% +48 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,508 $1.75M 0.09% -722 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 9,326 $1.72M 0.45% +7,448 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 9,275 $1.71M 0.43% +1 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,220 $1.7M +635 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,190 $1.69M 0.06% -641 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,128 $1.68M 0.37% -19 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,123 $1.68M 0.29% +312 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,106 $1.68M 0.06% +381 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,056 $1.67M 0.13% +152 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 9,041 $1.67M 1.12% -78 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,972 $1.65M 0.01% -6,498 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,969 $1.65M 0.28% -30 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,936 $1.65M 0.25% +5 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,931 $1.65M 0.04% +81 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,865 $1.63M 0.79% -20 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 8,824 $1.63M +4,307 Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,756 $1.61M 0.1% -389 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,727 $1.61M 0.07% +608 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,674 $1.6M 0.07% +6 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,668 $1.6M 0.12% +127 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 8,628 $1.59M 1.17% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 8,600 $1.58M 1.06% +216 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 8,294 $1.58M 0.78% -135 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,835 $1.57M 0.85% +1,115 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 8,502 $1.57M 1% -25,933 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,482 $1.56M 0.28% +180 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,313 $1.55M 0.02% -3,901 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 8,331 $1.54M 0.99% -98 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,308 $1.53M 0.38% +1,104 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,296 $1.53M 0.09% -59 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,277 $1.53M <0.01% +5,340 13F-HR Timeline Group MidAtlantic Capital Management, Inc. 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More: the full row for MATHER GROUP, LLC. 8,169 $1.51M 0.02% -1,977 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 8,143 $1.5M 0.44% +129 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,087 $1.49M 0.03% -700 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,062 $1.49M 0.05% +2,106 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,060 $1.49M 0.01% +44 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,035 $1.48M 0.16% -2,529 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 8,031 $1.48M 0.27% 0 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 8,019 $1.48M 1.3% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,974 $1.47M 0.32% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,706 $1.47M 0.2% -787 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 7,902 $1.46M 0.48% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,859 $1.45M 0.07% -72 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,832 $1.44M 0.06% +21 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,810 $1.44M 0.04% +3,491 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,809 $1.44M 0.18% +83 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 7,769 $1.43M 0.75% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,719 $1.42M 0.01% new 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,694 $1.42M 0.18% -358 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,601 $1.4M 0.05% +1,030 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,478 $1.38M 0.12% -1,064 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,477 $1.38M 0.06% +523 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,474 $1.38M 0.02% +228 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 7,449 $1.37M 0.71% +4 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,445 $1.37M 0.15% -1,813 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,224 $1.33M 0.07% -61 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 7,198 $1.33M 0.03% +5,421 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 7,195 $1.33M 0.4% -433 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,189 $1.32M 0.15% -205 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,187 $1.32M <0.01% +734 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,122 $1.31M 0.01% +79 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,082 $1.31M 0.64% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 7,071 $1.3M 0.61% +2,621 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,068 $1.3M 0.23% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,019 $1.29M 0.09% -399 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 7,008 $1.29M 0.44% +702 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 6,995 $1.29M 0.27% +1,716 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,922 $1.28M 0.65% -201 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,914 $1.27M 0.19% -358 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,910 $1.27M 0.44% +258 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,878 $1.27M 0.03% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,807 $1.25M 0.81% +90 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,770 $1.25M 0.06% +56 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,626 $1.22M 0.21% -20 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,623 $1.22M 0.07% -3,874 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 6,623 $1.22M 0.1% +1,422 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 6,615 $1.22M 0.34% +376 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 6,614 $1.22M 0.79% +141 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,515 $1.2M 0.33% +306 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,451 $1.2M 0.02% 0 13F-HR Timeline American Trust More: the full row for American Trust 6,499 $1.2M 0.11% +132 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 6,447 $1.19M 1.22% +954 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,418 $1.18M 0.1% +249 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,308 $1.16M 0.09% -256 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,290 $1.16M 0.13% +22 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,276 $1.16M 0.27% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,258 $1.15M 0.05% +58 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 6,248 $1.15M 0.57% +415 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 6,239 $1.15M 1.03% +4,221 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,187 $1.14M 0.02% +81 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,179 $1.14M <0.01% -4,702 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,170 $1.14M 0.3% +2,521 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,118 $1.13M 0.05% +1,201 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,812 $1.12M 0.12% +60 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,060 $1.12M 0.51% +100 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,031 $1.11M 0.78% -45 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,966 $1.1M 0.02% -182 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,963 $1.1M 0.03% +1,546 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,958 $1.1M 0.02% +2,211 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,949 $1.1M 0.07% +434 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,945 $1.1M <0.01% -47 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,937 $1.09M 0.07% -82 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,891 $1.09M <0.01% +15 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,856 $1.08M 0.13% -196 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,841 $1.08M 0.11% +1,070 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 5,835 $1.08M 0.13% -753 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 5,470 $1.07M 0.38% +56 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 5,770 $1.06M 0.23% -54 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,729 $1.06M 0.1% new 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 5,721 $1.05M 0.36% -1,729 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,702 $1.05M 0.02% +1,649 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 5,697 $1.05M 0.51% -490 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,831 $1.03M <0.01% +333 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,605 $1.03M 0.03% +178 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 5,595 $1.03M 0.3% +50 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,555 $1.02M 0.02% +1,741 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,541 $1.02M <0.01% +3,753 13F-HR/A Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,476 $1.01M 0.75% -209 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,473 $1.01M 0.4% -114 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 5,470 $1.01M 0.23% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,469 $1.01M 0.01% -131 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,460 $1.01M <0.01% +3,480 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,233 $1M 0.6% -329 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,431 $1M 0.63% -39 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,417 $998K 0.09% -126 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 5,387 $993K 0.28% +29 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,380 $991K 0.02% +2,526 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,299 $976K -106 Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,275 $972K 0.53% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 5,318 $965K 0.03% -1,147 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,123 $946K 0.15% +41 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,133 $946K 0.02% -90 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,130 $945K 0.01% +256 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 784,107 $943K 0.07% -782 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,088 $938K 0.28% +187 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,081 $936K 0.07% +70 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,898 $903K 0.02% -122 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,898 $903K 0.31% +76 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,888 $901K 0.05% +10 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,859 $895K 0.48% +83 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,835 $891K 0.74% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 4,826 $889K 0.67% 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,808 $886K 0.11% +2 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,798 $884K 0.03% -1,537 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,798 $884K 0.12% -176 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,791 $883K 0.04% -73 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,785 $882K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,755 $876K 0.01% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,721 $870K 0.64% -17 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,707 $867K 0.19% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,697 $866K 0.13% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,688 $864K 0.19% -422 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,655 $858K 0.01% -3,234 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,636 $854K 0.29% -353 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,612 $850K 0.63% -982 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,590 $846K 0.5% +2,415 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,547 $838K 0.28% -276 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,523 $834K 0.02% -153 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,500 $829K 0.02% -958 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,473 $824K 0.05% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,436 $817K 0.15% -261 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,402 $811K 0.44% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,326 $797K 0.01% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,279 $789K 0.16% -401 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,267 $786K 0.31% -651 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,246 $782K 0.03% +458 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,226 $779K 0.43% -78 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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