Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 5,694 $3.23M +4,677 Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,671 $3.22M 0.3% -36 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,671 $3.22M 0.34% -377 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 5,663 $3.22M 1.14% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,614 $3.19M 0.3% +1,298 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 5,592 $3.19M 0.54% +3,185 13F-HR/A Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,591 $3.18M 0.3% +195 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,561 $3.16M 0.2% +511 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,556 $3.16M 0.34% -2 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,536 $3.14M 0.9% -513 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,511 $3.13M 2.83% +440 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,507 $3.13M 0.05% -1,340 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,502 $3.13M 0.21% +775 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,492 $3.12M 0.32% +646 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 5,478 $3.11M 0.99% +116 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,458 $3.1M 0.35% +10 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,440 $3.09M 1.81% +748 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,434 $3.09M 2.4% +50 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,428 $3.08M 0.94% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,427 $3.08M 0.24% -34 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,417 $3.08M 1% -709 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,409 $3.07M 1.47% +21 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,405 $3.07M 2.06% +145 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,375 $3.05M 1.09% -3 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,369 $3.05M 0.84% +2 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 5,352 $3.04M 1.13% 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 5,342 $3.03M 1.09% -2,821 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,333 $3.03M 0.19% +369 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,322 $3.02M 0.16% +28 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,300 $3.01M 0.25% -4,359 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,298 $3.01M 0.29% +82 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,299 $3.01M 1.85% +818 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,292 $3.01M 0.39% +2,646 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,290 $3M 0.98% -128 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,287 $3M 0.91% +145 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,281 $3M 1% +330 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 5,265 $2.99M 1.28% +4,445 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,224 $2.97M 1.74% +416 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,208 $2.96M 1.5% +390 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,181 $2.94M 1.09% +450 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,169 $2.94M 0.55% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,152 $2.93M 1.41% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,145 $2.92M 1.35% +1,122 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,134 $2.92M 3.37% -60 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,121 $2.91M 0.88% -3,875 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 5,081 $2.89M 1.4% +250 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,075 $2.88M 0.18% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,073 $2.88M 0.84% +205 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,073 $2.88M 1.27% +111 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 5,040 $2.86M 1.14% +529 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,010 $2.85M 0.35% +460 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,018 $2.85M 4.68% +1,035 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 5,001 $2.84M 1.39% -18 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,962 $2.82M 0.05% -4,089 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 4,958 $2.82M 0.42% -245 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 4,948 $2.81M 1.38% +175 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,897 $2.81M 0.29% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,943 $2.81M 0.55% +874 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,942 $2.81M 0.09% -379 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,931 $2.8M 0.44% +1,728 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,926 $2.8M 0.3% +176 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,911 $2.79M 0.14% +287 13F-HR Timeline Group LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,904 $2.79M 1.03% +199 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,889 $2.78M 1.07% -1,658 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,872 $2.77M 1.44% -3 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,856 $2.77M 0.27% +605 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,860 $2.76M 0.38% -7 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,859 $2.76M 1.46% -409 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,854 $2.76M 0.87% -656 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,848 $2.75M 0.43% -6 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,843 $2.75M 0.4% +75 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,842 $2.75M 0.76% +579 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,812 $2.73M 0.74% -164 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,798 $2.73M 2.02% -14 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 4,796 $2.72M 1.72% +180 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,791 $2.72M 2.17% -78 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,760 $2.71M 2.24% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,772 $2.71M 0.7% -69 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,768 $2.71M 1.11% +400 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,753 $2.7M 1.66% -317 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,752 $2.7M 0.7% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 4,750 $2.7M 0.92% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,744 $2.69M 0.26% -1,466 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,740 $2.69M 0.22% +207 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,731 $2.69M 1.26% -122 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,710 $2.68M 0.17% -8,064 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,692 $2.67M 1.16% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,702 $2.67M 2.04% -95 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,696 $2.67M 0.27% +1,342 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,692 $2.67M 1.04% +365 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,678 $2.66M 0.4% -110 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,665 $2.65M 0.8% -1,321 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,654 $2.64M 1.47% +211 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,629 $2.63M 0.95% -16 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,621 $2.62M 0.53% +23 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,617 $2.62M 0.09% +1,251 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,590 $2.61M 0.2% -15 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,580 $2.6M 0.36% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,562 $2.59M 1.94% +177 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,548 $2.58M 0.19% -162 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,539 $2.58M 0.4% +457 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,528 $2.57M 0.58% +116 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,509 $2.56M 0.04% -5,454 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,496 $2.55M 1.22% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,494 $2.55M 0.41% +2,370 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,488 $2.55M 0.71% +230 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,467 $2.54M 0.19% +515 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,469 $2.54M 0.85% +2,161 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,467 $2.54M 0.01% +4,432 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,456 $2.53M 0.35% -183 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,444 $2.52M 0.27% +277 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 4,435 $2.52M 0.45% new 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,432 $2.52M 0.2% +344 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,421 $2.51M 0.06% +429 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,407 $2.5M 0.44% +323 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,402 $2.5M 0.04% -674 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,400 $2.5M 0.32% +1,265 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,384 $2.49M 0.23% -12 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 4,384 $2.49M 0.86% +383 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,383 $2.49M 0.34% +1,702 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,379 $2.49M 0.22% +283 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,342 $2.47M 0.53% -2,190 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,338 $2.46M 0.3% -36 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,333 $2.46M 1.93% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,327 $2.46M 0.24% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,293 $2.44M 0.45% -375 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,286 $2.43M 0.56% +304 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,274 $2.43M 1.42% -166 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,271 $2.43M 1.38% +933 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,270 $2.43M 0.87% -1,140 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 4,266 $2.42M 1.36% +280 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,230 $2.41M 0.5% +1,334 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,233 $2.4M 0.45% +1,374 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,162 $2.39M 0.19% -90 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,122 $2.39M 1.49% +170 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,208 $2.39M 0.5% -200 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,200 $2.39M 1.11% +138 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,194 $2.38M 0.11% +2,576 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,178 $2.38M 0.55% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,189 $2.38M 2.03% -79 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,185 $2.38M 0.28% +258 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,182 $2.38M 0.12% +147 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,165 $2.37M 0.72% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 4,164 $2.37M 0.36% +496 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,162 $2.36M 1.19% +1,039 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,154 $2.36M 0.19% +479 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,139 $2.35M 0.55% +92 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,138 $2.35M 0.93% +612 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,137 $2.35M 0.31% -287 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,127 $2.34M 0.52% +1,026 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,123 $2.34M 0.01% +27 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,098 $2.33M 0.75% +139 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,097 $2.33M 0.4% -41 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,094 $2.33M 0.48% -174 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,074 $2.31M 0.35% +165 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,078 $2.31M 0.15% +407 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,058 $2.31M 0.53% -4,102 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 4,058 $2.31M 2.11% +405 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,047 $2.3M <0.01% -14,301 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,031 $2.29M 1.68% +11 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,027 $2.29M 0.33% +358 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,017 $2.28M 0.22% +791 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,004 $2.27M 0.36% +30 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,000 $2.27M 2.3% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,991 $2.27M 0.25% -36 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,990 $2.27M 0.92% 0 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 3,985 $2.26M 1.15% +19 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,977 $2.26M 0.52% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,976 $2.26M 0.3% +563 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 3,940 $2.26M 0.65% +111 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,968 $2.25M 0.28% +369 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,379 $2.25M 0.63% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,961 $2.25M 0.3% -78 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,941 $2.24M 0.06% -3,942 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,936 $2.24M 0.71% +139 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,927 $2.23M 0.13% -522 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,901 $2.22M 0.17% -3,158 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 3,899 $2.21M 0.49% -69 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,895 $2.21M 0.35% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,893 $2.21M 0.82% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,892 $2.21M <0.01% -3,191 13F-HR/A Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,891 $2.21M 0.32% -34 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,883 $2.21M 0.83% -2,686 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,879 $2.2M 0.1% -76 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,877 $2.2M 0.3% +629 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,877 $2.2M 0.31% -1,683 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,877 $2.2M 0.03% +741 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,875 $2.2M 0.56% +37 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,869 $2.2M 0.35% +12 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,862 $2.19M 0.08% -256 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,855 $2.19M 0.14% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,849 $2.19M 0.52% +285 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,826 $2.18M 0.65% +204 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 3,837 $2.18M 0.37% +194 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,823 $2.17M 1.46% +30 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,812 $2.17M 0.17% +3,122 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,781 $2.15M 0.47% -16 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,792 $2.15M 1.51% +78 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,787 $2.15M 0.02% +20 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,783 $2.15M 0.75% +25 13F-HR Timeline