L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 11,831 $6.72M 1.81% -1,057 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 11,785 $6.69M 1.58% +584 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,767 $6.68M +732 Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,757 $6.68M 1.28% -98 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,739 $6.67M 0.08% -8,587 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,728 $6.66M 0.42% +646 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,631 $6.61M 0.44% +4,163 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 11,630 $6.61M 3.19% -8,813 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 11,594 $6.59M 1.38% -52 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,536 $6.57M 2.61% -306 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 11,537 $6.55M 3.78% +159 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,523 $6.55M 0.86% +309 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 11,522 $6.54M 3.02% +711 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,498 $6.53M -350 Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 11,441 $6.5M 3.37% -209 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,439 $6.5M 2.03% +1,094 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,417 $6.49M 1.06% -29 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 11,412 $6.48M 4.15% +4,684 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 11,348 $6.45M 0.86% -10,803 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,331 $6.44M 0.01% +206 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,311 $6.43M 2.2% -3,310 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,302 $6.42M 0.64% +4,309 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,346 $6.42M 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,229 $6.38M 0.1% -327 13F-HR/A Timeline Finward Bancorp More: the full row for Finward Bancorp 11,182 $6.35M 5.02% +520 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,180 $6.35M 1.06% -660 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,165 $6.34M 0.48% -11,845 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,150 $6.33M 2.82% +5,398 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,130 $6.32M 1.11% +2,702 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,127 $6.32M 3.25% +384 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 11,118 $6.32M 0.74% +60 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,091 $6.3M 0.35% -39 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 11,075 $6.29M 0.67% +586 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 11,062 $6.28M 6.34% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,056 $6.28M 0.17% +1,615 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 11,031 $6.27M 4.91% +3,269 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 11,022 $6.26M 2.44% -301 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,986 $6.24M 2.86% +950 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 10,972 $6.23M 0.72% +784 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,966 $6.23M 1.88% -1,073 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,956 $6.22M 0.59% -1,473 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,942 $6.22M 0.47% +264 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,922 $6.2M 1.44% -10,913 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 10,911 $6.2M 0.02% -2,139 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,896 $6.19M 2.14% +10 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,894 $6.19M 0.34% +2,393 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,861 $6.17M 0.99% +651 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,851 $6.16M 0.31% +149 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10,850 $6.16M 2.7% +62 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,785 $6.13M 1.73% -206 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,775 $6.12M 0.18% -495 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,701 $6.08M 0.5% -442 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,649 $6.05M 1.75% +10 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 10,649 $6.05M 0.04% -7,468 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,616 $6.03M 1.11% -14 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,599 $6.02M 2.35% -19,831 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,573 $6.01M 0.2% +235 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,524 $5.98M 4.3% +125 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,523 $5.98M 0.1% +1,524 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 10,513 $5.97M 1.26% -65 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 11,026 $5.97M 3.68% -6,152 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,483 $5.95M 0.58% -950 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,447 $5.95M 1.65% -787 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 10,470 $5.95M 0.71% -7 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 10,459 $5.94M 1.08% -136 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 10,426 $5.94M 1.45% +2,358 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,444 $5.93M 5.17% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 10,408 $5.91M 3.69% +3,008 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,399 $5.91M 0.18% +439 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 10,390 $5.9M 4.76% -796 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,335 $5.87M 0.47% +953 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,289 $5.86M 1.65% -30 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,294 $5.85M 1.86% +105 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,279 $5.84M 0.27% +953 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 10,275 $5.84M 1.71% +9,000 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 9,985 $5.82M 2.11% +651 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 10,245 $5.82M 3.57% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 10,220 $5.81M 1.6% -2,185 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,204 $5.8M 0.55% +2,761 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 10,164 $5.77M 3.37% +1,964 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 10,140 $5.76M 2.78% -816 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 10,117 $5.75M 1.96% +7,705 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,108 $5.74M 1.06% +1,302 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,955 $5.73M 2.06% -89 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 10,063 $5.72M 2.83% -9,015 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,014 $5.69M 0.12% -396 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,011 $5.69M 1.84% -431 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 9,993 $5.68M 1.81% -60 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,992 $5.68M 1.48% +374 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9,978 $5.67M 1.13% +42 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 9,959 $5.66M 4.19% +654 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,917 $5.63M 0.19% -469 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,916 $5.63M 0.21% -163 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 9,913 $5.63M 3.95% +1,003 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,906 $5.63M 0.34% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,877 $5.61M 0.72% +4,254 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,867 $5.6M 3.68% +521 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,844 $5.59M 0.49% -437 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,840 $5.59M 1.71% +64 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 9,825 $5.58M 0.31% +101 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,800 $5.57M 0.12% +2,172 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 9,743 $5.55M 1.21% +411 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,751 $5.55M 0.96% -400 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 9,757 $5.54M 3.83% +921 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 9,716 $5.52M 2.21% -934 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 9,713 $5.52M 0.44% +5,676 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,711 $5.52M 0.1% -728 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,702 $5.51M 0.32% -1,506 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,476 $5.47M 0.95% -289 13F-HR/A Timeline Ariston Services Group More: the full row for Ariston Services Group 9,606 $5.46M 3.88% +15 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,583 $5.44M 0.61% -46 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 9,569 $5.44M 3.31% -138 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,552 $5.43M 0.61% +713 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,443 $5.36M 0.59% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,428 $5.36M 2.51% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,426 $5.35M 0.21% +404 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 9,391 $5.33M 4.22% +97 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,388 $5.33M 0.4% +585 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,375 $5.33M 1.36% -2,543 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 9,374 $5.32M 0.79% +99 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,351 $5.31M 0.92% +1,185 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,321 $5.29M 1.09% +1,638 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 9,315 $5.29M 2.57% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9,300 $5.28M 1.54% +149 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 9,297 $5.28M 0.91% +3,707 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,295 $5.28M 0.74% +262 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 9,289 $5.28M 0.19% -9,592 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,276 $5.27M 2.41% +214 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,272 $5.27M 1.51% -2,209 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,272 $5.27M 0.61% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 9,267 $5.26M 3.1% -438 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,266 $5.26M 2.41% +1,901 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,244 $5.26M 0.98% -18,394 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,258 $5.26M 0.22% +1,654 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,255 $5.26M 0.67% -52 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,244 $5.25M 0.76% +776 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 9,182 $5.22M 3.56% -6,139 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9,135 $5.19M 4.02% +428 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,069 $5.15M 1.03% +3,853 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,058 $5.15M 0.12% +69 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,492 $5.15M 1.73% +1,041 13F-HR/A Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 9,004 $5.13M 4.65% +418 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,032 $5.13M 1.01% +1,850 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 9,027 $5.13M 1.91% -191 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,023 $5.13M 0.38% +1,050 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 8,999 $5.11M 0.64% +6,783 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 8,973 $5.1M 0.76% -10,062 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,935 $5.08M 1.28% +1,802 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,934 $5.07M 3.76% +2,412 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 8,931 $5.07M 1.5% +378 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,928 $5.07M 0.95% -158 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,912 $5.06M 0.51% +499 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,858 $5.03M 0.05% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,849 $5.03M 0.11% +4,528 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,845 $5.02M 0.99% +11 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 8,832 $5.02M 1.98% -742 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,785 $4.99M 0.5% +596 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,783 $4.99M 0.51% -354 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,759 $4.98M 0.6% -5 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,733 $4.96M 3.13% +4 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,731 $4.96M 6.19% +1,249 13F-HR/A Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,725 $4.96M 0.41% -65 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 8,697 $4.94M 1.9% +4,387 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 8,693 $4.94M 8.58% -632 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,677 $4.93M 3.88% +255 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,668 $4.92M 0.76% +260 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,667 $4.92M 0.87% -25 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,665 $4.92M 0.62% +5,791 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 9,560 $4.91M 2.95% 0 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 8,636 $4.91M 2.66% +7,539 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 8,615 $4.89M 2.22% -450 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,573 $4.87M 1.01% +400 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,563 $4.86M 0.98% -128 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,551 $4.86M 3.01% +3,122 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 8,524 $4.84M 3.32% +756 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8,514 $4.84M 0.65% -636 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,499 $4.83M 1.04% +6 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,473 $4.81M 0.63% +3,160 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,415 $4.78M 0.58% -110 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 8,405 $4.77M 2.5% -98 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 8,397 $4.77M 0.2% +1,151 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,391 $4.77M 0.42% +295 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,356 $4.76M 0.33% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8,378 $4.76M 1.41% -3 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,367 $4.75M 2.13% 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 8,366 $4.75M 4.72% -174 13F-HR Timeline Sulzberger Capital Advisors, Inc. 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