Abound Wealth Management More: the full row for Abound Wealth Management 34,084 $20.4M 4.63% +1,261 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 33,731 $20.2M 2.4% +7,000 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 33,641 $20.1M 1.42% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 33,595 $20.1M 0.56% +1,127 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 33,527 $20M 1.95% +2,776 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 33,499 $20M 0.53% -262 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 33,200 $19.8M 6.22% -49,637 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 33,141 $19.8M 0.66% -610 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 29,914 $19.7M 3.94% -1,235 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for NOTTINGHAM ADVISORS, INC. 31,865 $19M 2.45% +7,000 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 32,755 $19M 2.9% -4,550 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 31,773 $19M 4.51% +33 13F-HR Timeline CONNING INC. in group CONNING INC. 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More: the full row for Facet Wealth, Inc. 30,518 $18.2M 0.32% +1,455 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 30,514 $18.2M 2.23% +2,396 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 30,455 $18.2M 1.67% +2,269 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 30,338 $18.1M 1.19% -34 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 29,848 $18M 13.31% +514 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 30,065 $18M 0.99% +917 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 300,823 $18M 6.92% -93,795 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 30,008 $17.9M 0.64% +781 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 29,985 $17.9M 2.9% -775 13F-HR Timeline Brandywine Asset Management, Inc. 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Advisory Services LLC 29,690 $17.7M 1.33% +1,798 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 29,556 $17.7M 9.42% -3,036 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 29,547 $17.7M 11.83% +52 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 29,531 $17.6M 0.16% +1,151 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 29,529 $17.6M 4.43% +24 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 29,486 $17.6M 0.11% new 13F-HR/A Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 29,476 $17.6M 1.79% +1,001 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 29,460 $17.6M 3.78% +763 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 29,361 $17.5M 0.41% -2,528 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 29,324 $17.5M 1.28% +1,927 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. 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More: the full row for Washington Trust Advisors, Inc. 27,802 $16.6M 1.34% +1,347 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 27,724 $16.6M 12.62% +1,673 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 27,657 $16.5M 10.27% -583 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 27,651 $16.5M 0.26% +795 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 27,634 $16.5M 6.97% -1,482 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 27,491 $16.4M 9.39% -386 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 27,404 $16.4M 36.84% +291 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 27,278 $16.3M 0.81% -182 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 27,239 $16.3M 1.2% +3,289 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 27,207 $16.3M 1.27% +252 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 27,204 $16.3M 6.45% +1,815 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 27,196 $16.3M 6.46% +1,593 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 27,064 $16.2M 11.1% +2,084 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 27,061 $16.2M 0.6% +4,022 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 26,987 $16.1M 0.62% +456 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 26,960 $16.1M 13.07% -94 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 26,920 $16.1M 1.11% +27 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 26,905 $16.1M 14.97% 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 26,894 $16.1M 0.28% +489 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 26,772 $16M 2.12% -3,187 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 26,755 $16M 0.24% +226 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,724 $16M 1.45% +2,282 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 26,561 $15.9M 1.57% +568 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 26,389 $15.8M 1.39% -26 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 26,325 $15.7M 2.15% +437 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 26,038 $15.6M 0.46% +6,887 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 26,031 $15.6M 6.4% +1,960 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 25,972 $15.5M 2.97% -480 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 25,971 $15.5M 5.91% -4,247 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 25,956 $15.5M 4.86% -283 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 25,935 $15.5M 2.45% +646 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 25,815 $15.4M +11,474 Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 25,751 $15.4M 1.1% +2,727 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 25,716 $15.4M 2.03% +132 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 25,688 $15.3M 0.86% -504 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 25,556 $15.3M 0.63% +6,603 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,508 $15.2M 0.53% -370 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 25,492 $15.2M 0.37% +4,369 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 25,367 $15.2M 12.12% +1,229 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 25,338 $15.1M +4,690 Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 25,298 $15.1M 18.67% +252 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 25,287 $15.1M 0.92% +404 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 25,270 $15.1M 3.83% -1,605 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 25,270 $15.1M 1.69% +807 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 25,213 $15.1M 14.81% -96 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 24,980 $15M 1.05% +580 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 25,105 $15M 2.99% +586 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 25,050 $15M 1.01% +5,528 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 24,908 $14.9M 1.08% +21 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 24,757 $14.8M 10.57% +11,617 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,693 $14.8M 0.15% +187 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 24,689 $14.8M 2.87% +1,608 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 24,646 $14.7M 7.77% -6 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,601 $14.7M 0.39% -887 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 24,579 $14.7M 11.58% +435 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 24,550 $14.7M 6.03% +1,970 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 24,525 $14.7M 0.61% -31,059 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 24,339 $14.5M 8.95% +361 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 24,290 $14.5M 21.23% +596 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 24,244 $14.5M 0.02% +12,747 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 24,203 $14.5M 2.1% +776 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 24,195 $14.5M 3.05% +3,075 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 24,180 $14.4M 3.44% +1,173 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 24,134 $14.4M 7.23% +422 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 23,325 $14.4M 3.77% +807 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 24,098 $14.4M 3.55% +444 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 24,064 $14.4M 1.17% +50 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 24,030 $14.4M 7.52% -5,670 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 23,960 $14.3M 4.89% -7,325 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 23,913 $14.3M 3.5% -382 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 23,890 $14.3M 2.1% +1,847 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 23,677 $14.3M 14.16% -609 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 23,800 $14.2M 16.07% +957 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 23,798 $14.2M 6.75% -8,167 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,719 $14.2M 1.09% +317 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 23,681 $14.2M 5.35% -306 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 23,651 $14.1M 3.85% -4,022 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 23,647 $14.1M 4.85% -698 13F-HR Timeline M Holdings Securities, Inc. 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