IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 12,053 $7.4M 1.32% +8,951 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 12,014 $7.36M 1.55% +1,092 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,004 $7.35M 0.75% -217 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 12,000 $7.35M 1.31% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,950 $7.32M 1.59% -936 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,923 $7.31M 0.09% -1,215 13F-HR/A Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,906 $7.31M 0.26% -2,570 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,979 $7.31M 0.77% -2,672 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,934 $7.31M 0.52% +769 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,886 $7.28M 0.18% +830 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,872 $7.27M 0.44% -197 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 11,856 $7.26M 0.26% +3,459 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 11,828 $7.24M 0.12% new 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 11,805 $7.23M 3.9% +268 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,802 $7.23M 0.9% -231 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,779 $7.22M 0.97% +2,028 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,737 $7.19M 0.77% -860 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 30,583 $7.15M 1.14% -1,885 13F-HR/A Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 11,673 $7.15M 6.78% +611 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 11,669 $7.15M 5.43% +487 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 11,624 $7.14M 6.17% -749 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 11,657 $7.14M 0.41% -5,200 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,639 $7.13M 2.14% -2,033 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 21,672 $7.11M 0.56% new 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,608 $7.11M 0.01% +277 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,605 $7.11M 0.11% +1,082 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,570 $7.09M 3.46% +443 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,531 $7.06M 0.87% +8 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,165 $7.03M 2.36% +1,180 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,466 $7.02M 0.53% +3,389 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 11,457 $7.02M 2.92% -65 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,399 $6.98M -99 Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,356 $6.95M 0.37% +6,646 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 11,348 $6.95M 0.56% +392 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,346 $6.94M 0.05% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 11,327 $6.94M 2.62% +3,577 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,300 $6.92M 0.01% +7,253 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,247 $6.89M 0.1% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,240 $6.88M 2.06% -199 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 11,231 $6.88M 3.24% -399 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,223 $6.87M 1.09% -194 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,190 $6.85M 0.89% -3,948 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,161 $6.83M 1.04% -19 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 11,153 $6.83M 1.34% -441 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,112 $6.8M 0.34% +21 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,106 $6.8M 2.89% -44 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,083 $6.79M 0.67% +111 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 11,070 $6.78M 0.67% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,033 $6.76M 0.4% -695 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,028 $6.75M 0.46% +86 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,014 $6.74M 0.04% +365 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,931 $6.73M 0.19% +532 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 10,985 $6.73M 2.3% +2,288 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 10,965 $6.71M 3.86% +557 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,943 $6.7M 0.48% -1,312 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,938 $6.7M 0.59% -364 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,912 $6.68M 0.23% +1,486 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 10,887 $6.67M 0.03% -13,100 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,840 $6.64M 0.32% -11 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,830 $6.63M 0.49% +1,117 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,812 $6.62M 1.71% +4,727 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10,807 $6.62M 2.59% -43 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,794 $6.61M 2.13% -102 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 10,786 $6.6M 0.34% +961 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,739 $6.6M 2.14% +784 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,768 $6.59M 1.72% -17 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 10,762 $6.59M 1.3% +249 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,701 $6.58M 5.16% +257 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,740 $6.58M 1.01% -121 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 10,745 $6.58M 1.19% -1,012 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,725 $6.57M 1.74% -241 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 10,690 $6.55M 2.76% -5,009 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 10,665 $6.53M 3.43% -1,335 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,661 $6.53M 1.69% +12 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,657 $6.53M 0.98% +1,306 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,644 $6.52M 0.2% +71 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,588 $6.51M 0.07% -1,151 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 10,636 $6.51M 0.03% -6,831 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 10,615 $6.5M 4.14% +91 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,610 $6.5M 1.12% -6 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,605 $6.49M 0.37% -2,626 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 10,585 $6.48M 3.55% +340 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,567 $6.47M 0.28% +288 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,532 $6.45M 0.48% -169 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,507 $6.43M 4.05% +548 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 10,505 $6.43M 0.88% -2,695 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,487 $6.42M 1.9% +193 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 10,470 $6.41M 0.75% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,447 $6.4M 1.2% +1,126 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,445 $6.4M 1.9% -154 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,412 $6.38M 2.51% -574 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,380 $6.36M 3.72% +513 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 10,335 $6.35M 5.56% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,359 $6.34M 0.29% -8,623 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 10,333 $6.33M 3.95% +576 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 10,281 $6.3M 0.42% new 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 10,227 $6.26M 1.02% -903 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 10,220 $6.26M 1.63% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,163 $6.24M 1.91% -284 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 10,155 $6.22M 0.98% -304 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 10,143 $6.21M 2.77% +80 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,120 $6.2M 0.78% +825 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 10,118 $6.2M 1.26% +375 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10,104 $6.19M 4.19% +969 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,047 $6.17M 1.48% -242 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 10,054 $6.16M 2.59% +2,102 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 10,037 $6.15M 2.05% -5,711 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9,928 $6.08M 1.09% -50 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,885 $6.05M 0.2% -32 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 9,869 $6.04M 3.29% -295 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 9,867 $6.04M 4.38% +476 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,840 $6.03M 0.42% +452 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 9,837 $6.02M 2.27% +522 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,833 $6.02M 1.11% -9,120 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,826 $6.02M 0.5% -18 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,820 $6.01M 0.61% +377 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 9,813 $6.01M 4.59% -577 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,779 $5.99M 0.09% -235 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,772 $5.98M 0.34% -134 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 9,738 $5.96M 3.28% +169 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,727 $5.96M 1.36% +455 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,033 $5.95M 2.33% -395 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9,694 $5.94M 1.65% +394 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 9,685 $5.93M 3.57% +79 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,683 $5.93M 0.4% +1,592 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,676 $5.93M 0.69% +1,011 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 9,661 $5.92M 4.09% +727 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 9,658 $5.91M 0.55% +873 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 9,651 $5.91M 3.08% +384 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 9,647 $5.91M 2.21% -69 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,622 $5.89M 1.41% -370 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,604 $5.88M 0.96% +128 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 9,557 $5.85M 2.73% -583 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,538 $5.84M 1% +2,233 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,502 $5.82M 0.21% -414 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 9,468 $5.8M 1.91% +1,856 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 9,400 $5.76M 0.82% +26 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 10,117 $5.75M 1.96% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 9,338 $5.74M 0.88% +41 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,345 $5.74M 1.34% -1,081 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 9,370 $5.74M 1.86% -1,652 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,354 $5.73M 0.56% -229 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 9,346 $5.72M 2.09% +514 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,330 $5.71M 2.45% +54 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,319 $5.71M 2.84% +1,400 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,305 $5.7M 1.36% -15,540 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,304 $5.7M 1.45% +373 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,295 $5.69M 1.04% +360 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,275 $5.68M 0.12% +217 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 9,272 $5.68M 0.6% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,272 $5.68M 0.75% +28 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,263 $5.67M 1.36% -112 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 9,243 $5.66M 1.97% +216 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,204 $5.64M 0.89% +3,776 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,176 $5.62M 1.88% +1,205 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,168 $5.61M 0.06% +1,535 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 9,145 $5.6M 0.95% +1,772 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,101 $5.57M 2.51% +1,256 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 9,061 $5.56M 1.99% -2,781 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,078 $5.56M 0.38% +55 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 9,052 $5.54M 2.21% +685 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,051 $5.54M 0.55% +139 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,962 $5.53M 4.59% -42 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,977 $5.52M 6.65% +246 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 9,013 $5.52M 3.2% +489 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,001 $5.51M 1.5% +623 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,997 $5.51M 2.97% +3,698 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 8,952 $5.48M 2.4% +1,726 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,884 $5.44M 0.88% -44 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,863 $5.43M 1.97% -403 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 8,859 $5.43M 2.49% +454 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,850 $5.42M 0.16% -6,597 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,811 $5.4M 0.62% +52 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,795 $5.39M 0.97% -50 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,772 $5.37M 0.41% +47 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,772 $5.37M 0.13% +483 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,767 $5.37M 2.54% +472 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,727 $5.34M 3.16% -6 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,721 $5.34M 0.21% -537 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,721 $5.34M 0.97% +148 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,712 $5.33M 3.66% +35 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,685 $5.33M 0.42% +518 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,702 $5.33M 0.9% +35 13F-HR Timeline Stanley-Laman Group, Ltd. 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