SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,023 $1.06M 0.31% +493 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,963 $1.05M 0.01% +64 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,931 $1.05M 0.09% +135 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,625 $1.04M 0.02% -2,179 13F-HR Timeline City State Bank More: the full row for City State Bank 5,736 $1.01M 0.32% +130 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,690 $1M 0.05% +560 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,656 $998K 0.03% +449 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,650 $997K 0.19% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,639 $995K 0.57% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,626 $993K 0.35% -3 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,545 $979K 0.85% +745 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,484 $968K <0.01% +470 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,434 $959K 0.02% -575 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,426 $957K <0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,401 $953K 0.03% -477 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,372 $948K <0.01% +497 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,280 $932K 0.56% new 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 5,233 $924K 0.43% -1,466 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,223 $922K 0.74% -10 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,172 $913K 0.12% -61 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,135 $906K 0.03% +251 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,133 $906K 0.07% -635 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,105 $901K 0.18% +100 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,000 $883K 0.74% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,935 $871K 0.03% -306 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,866 $859K 0.01% -1,776 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,826 $852K 0.06% +60 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 4,824 $851K 0.14% -233 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,801 $847K 0.19% +2 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,800 $847K 0.51% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,796 $847K 0.03% +2,510 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,752 $839K 0.14% -341 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,746 $838K 0.03% -3,723 13F-HR/A Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,647 $827K 0.29% +16 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,642 $819K <0.01% +550 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,630 $817K 0.36% -56 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 4,626 $817K 0.96% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,599 $812K <0.01% +1,753 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,598 $812K 0.4% +10 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,571 $807K 0.02% +374 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,540 $801K 0.07% -3,130 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,535 $800K 0.03% +497 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,466 $788K 0.35% +30 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,464 $788K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,437 $783K 0.02% new 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,394 $776K 0.29% -101 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,390 $775K 0.05% -100 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,382 $773K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,355 $770K 0.01% +94 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,315 $762K 0.01% +135 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,301 $759K 0.33% +63 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,260 $752K 0.01% +79 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 4,180 $738K 0.25% 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,172 $736K 0.05% -82 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,138 $730K 0.05% +477 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,119 $727K 0.01% -21 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,115 $726K 0.41% -175 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $725K 0.24% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,090 $722K 0.37% +534 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,077 $720K 0.02% -485 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,027 $711K 0.01% -24 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,027 $711K 0.01% +783 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,001 $706K 0.08% +198 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,927 $693K 0.03% +568 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,885 $686K 0.01% -22 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,857 $681K 0.49% -20 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,718 $673K 0.12% +63 13F-HR/A Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,812 $673K 0.31% +97 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,781 $667K 0.15% +7 13F-HR Timeline American Trust More: the full row for American Trust 3,773 $666K 0.06% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,772 $666K 0.32% +3 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,589 $633K <0.01% -6,090 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 3,579 $632K 0.03% +39 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,558 $628K 0.23% -25 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,514 $620K 0.22% -2 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,469 $610K 0.04% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,434 $606K 0.13% 0 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,281 $600K 0.13% -171 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,378 $596K 0.33% -338 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,331 $590K 0.01% -775 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,330 $588K 0.03% +56 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,309 $584K 0.01% +1,476 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,286 $580K 0.31% -2,376 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,271 $580K 0.02% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,231 $570K 0.35% -1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,229 $570K 0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,210 $567K <0.01% +1,143 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,184 $562K 0.02% +190 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,166 $559K 0.07% -136 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,143 $555K 0.13% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,131 $553K 0.77% +2 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,097 $547K 0.01% +1,613 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,000 $530K 0.02% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,982 $526K 0.03% +1,299 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,978 $526K 0.04% +184 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,968 $524K <0.01% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,966 $524K 0.39% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $523K 0.04% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,932 $518K <0.01% +331 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,920 $515K 0.08% -100 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,878 $508K 0.01% +307 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,824 $498K 0.23% +174 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,786 $492K 0.03% -992 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $486K 0.14% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,741 $484K 0.01% -40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,734 $483K 0.05% +115 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,723 $481K 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,718 $480K 0.01% -43 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,700 $477K 0.02% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,674 $472K 0.22% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,669 $471K 0.06% +18 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,624 $463K 0.06% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,623 $463K 0.08% +2,560 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,604 $460K 0.17% +200 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,590 $458K 0.02% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,585 $456K 0.19% +1 13F-HR/A Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,574 $454K 0.12% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,571 $454K <0.01% -111 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,551 $450K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,546 $449K 0.02% +576 13F-HR Timeline Group Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,517 $444K 0.13% +20 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,504 $442K <0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $441K 0.02% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,492 $440K 0.28% -29 13F-HR/A Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,463 $435K 0.42% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,419 $427K 0.09% +1 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,410 $425K 0.19% +605 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,406 $425K 0.02% +9 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,320 $423K 0.18% -95 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,282 $421K 0.18% -151 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,382 $420K 0.01% -114 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,370 $418K <0.01% +347 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,351 $415K 0.34% -15 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,347 $414K 0.05% +3 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,338 $413K 0.44% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,300 $406K 0.25% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,270 $401K 0.04% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,262 $399K 0.2% -70 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,249 $397K 0.14% +145 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,247 $397K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,158 $390K 0.01% +8 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,207 $390K 0.34% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,195 $387K 0.23% +193 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,194 $387K <0.01% -743 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,193 $387K 0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,188 $386K <0.01% +654 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,045 $382K 0.02% -417 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,131 $376K 0.27% -46 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,125 $375K 0.27% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,122 $375K 0.02% -86 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,112 $373K 0.04% +1,056 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,094 $370K 0.34% +163 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,083 $368K 0.05% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,080 $367K 0.03% 0 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $362K 0.08% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,036 $359K 0.13% +25 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,022 $357K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,996 $352K 0.01% +1,920 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,983 $350K 0.08% +319 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,950 $344K 0.08% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,947 $344K <0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,943 $343K 0.13% -191 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,942 $343K 0.03% -549 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,916 $338K 0.04% +4 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $335K 0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,885 $333K 0.22% +374 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,880 $332K <0.01% +2 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,841 $325K <0.01% -518 13F-HR/A Timeline Group BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,833 $324K 0.39% -98 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,821 $322K 0.31% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,743 $308K 0.03% 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 1,738 $307K <0.01% +2 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,725 $304K 0.2% +125 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,725 $304K 0.06% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,715 $303K 0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,709 $302K 0.06% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,700 $300K 0.19% +3 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,689 $298K 0.16% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $297K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,673 $295K 0.13% +7 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,659 $293K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,645 $290K 0.04% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,637 $289K 0.18% +9 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,632 $288K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,632 $288K 0.01% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,632 $288K 0.19% +150 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,700 $287K 0.15% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,622 $286K 0.02% +13 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,619 $286K 0.03% -38 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,603 $283K 0.07% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 1,588 $280K 0.1% -179 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,576 $278K 0.01% +76 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,501 $276K 0.04% +10 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,555 $274K 0.29% -50 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,545 $273K 0.03% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,543 $272K 0.02% +87 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 1,529 $270K 0.04% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,529 $270K 0.02% +1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,527 $269K 0.02% +320 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,522 $269K 0.19% -4,262 13F-HR Timeline