Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,061 $1.15M 0.1% +130 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,025 $1.14M 0.05% +3,435 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,963 $1.13M 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,954 $1.13M 0.59% +4,432 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,891 $1.12M 0.27% -132 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,679 $1.08M 0.02% +54 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,650 $1.07M 0.2% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,631 $1.07M 0.57% -8 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,627 $1.07M 0.02% +193 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,597 $1.06M 0.36% -29 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,437 $1.03M 0.03% +36 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,267 $998K 0.72% +44 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,453 $996K 0.39% -2,116 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,224 $989K 0.59% -56 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,119 $970K 0.12% -53 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,110 $968K <0.01% -262 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for Compound Planning, Inc. 4,825 $914K 0.03% +29 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,661 $911K 0.31% +14 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,800 $909K 0.5% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,133 $909K 0.07% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 4,731 $896K 0.14% -93 13F-HR Timeline Sulzberger Capital Advisors, Inc. 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More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,475 $848K 0.46% -123 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,442 $841K 0.02% -22 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,437 $840K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,397 $833K +2,809 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,390 $832K 0.05% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,382 $830K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,321 $818K 0.27% -73 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,313 $817K 0.02% -258 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,314 $817K 0.43% +199 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,278 $810K 0.31% -23 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,195 $794K 0.01% +168 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,194 $794K 0.01% -66 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,155 $787K 0.01% +36 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,113 $779K 0.08% +112 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $778K 0.25% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,105 $777K 0.01% +774 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,093 $775K 0.03% +909 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,078 $772K 0.36% -12 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,042 $766K 0.05% -130 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,007 $759K 0.01% -20 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,917 $742K 0.02% -618 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,916 $742K 0.01% +1,920 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,904 $739K 0.04% +2,377 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,835 $726K 0.01% -50 13F-HR Timeline American Trust More: the full row for American Trust 3,832 $726K 0.06% +59 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,822 $724K 0.31% +10 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,822 $724K 0.12% +104 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,783 $717K 0.05% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,780 $716K 0.22% -400 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,774 $715K 0.31% +2 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,663 $694K 0.04% -475 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,626 $687K 0.01% +529 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,603 $683K 0.21% +89 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,589 $680K <0.01% 0 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,583 $679K 0.01% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,579 $678K <0.01% -12,696 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 3,577 $678K 0.03% -2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,510 $665K <0.01% +542 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,448 $653K 0.22% -110 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,272 $652K 0.01% +1 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 $650K 0.11% 0 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,384 $641K 0.24% +6 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,344 $633K 0.03% +14 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,205 $626K 0.13% -76 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,293 $624K 0.13% -488 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,269 $618K 0.04% -200 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,229 $612K 0.01% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,222 $610K 0.01% -87 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,185 $603K 0.77% +54 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,182 $603K 0.29% -49 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,250 $594K 0.01% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,111 $590K 0.01% -1,244 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,066 $581K 0.41% +100 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,045 $577K 0.03% +499 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,037 $575K 0.04% +59 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,982 $565K 0.03% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $561K 0.03% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,920 $553K 0.08% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,806 $553K 0.23% -18 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,905 $550K 0.01% +27 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,863 $542K 0.03% +77 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,845 $539K <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,784 $527K 0.01% +1,347 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $520K 0.14% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,738 $519K 0.05% +4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,734 $518K 0.01% +16 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,731 $517K 0.08% +108 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,719 $515K 0.01% -22 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,700 $511K 0.02% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,676 $507K 0.28% +481 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,675 $507K 0.21% +1 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,674 $507K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,674 $506K <0.01% -258 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,624 $497K 0.06% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,604 $493K 0.16% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,669 $488K 0.06% 0 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 2,568 $486K 0.21% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,504 $474K <0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $473K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,492 $472K 0.1% -651 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,477 $469K 0.13% -40 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,468 $468K <0.01% -103 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,463 $467K 0.42% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,419 $458K 0.09% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,415 $457K 0.18% -170 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,410 $456K 0.19% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,406 $456K 0.02% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,361 $447K 0.27% -131 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,350 $445K 0.04% +3 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,338 $443K 0.44% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,337 $443K <0.01% +149 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,300 $436K 0.25% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,275 $431K 0.23% +550 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,260 $428K 0.15% +11 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,256 $427K 0.03% +762 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,250 $426K 0.04% -20 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,232 $423K 0.02% -4,459 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,213 $419K 0.01% +20 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,215 $418K 0.04% +938 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,189 $415K 0.06% +660 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,155 $408K 0.01% -227 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,148 $407K 0.02% +811 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,138 $405K 0.01% -7,969 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,131 $404K 0.29% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,112 $400K 0.04% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,110 $400K 0.03% +567 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,093 $396K 0.05% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,083 $395K 0.05% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,080 $394K 0.03% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,076 $393K 0.02% -46 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,075 $393K 0.27% -19 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,073 $393K 0.27% new 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $388K 0.08% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,047 $388K 0.01% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,017 $382K 0.26% -108 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,016 $382K <0.01% -178 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,988 $377K 0.03% +1,308 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,966 $372K 0.17% -296 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,953 $370K 0.12% +10 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,947 $369K <0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,943 $368K 0.03% +1 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,885 $364K 0.02% -160 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,920 $364K 0.04% +4 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $360K <0.01% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,893 $358K 0.13% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,882 $356K 0.01% +2 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,867 $354K 0.01% -291 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,861 $352K 0.12% -175 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,444 $351K 0.21% -441 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,850 $350K 0.01% +390 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,832 $347K 0.31% +11 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,831 $347K <0.01% -10 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,808 $342K 0.01% +377 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,800 $341K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,793 $340K 0.01% +331 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,767 $335K <0.01% +552 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,709 $334K 0.05% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,739 $329K <0.01% +1 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,725 $327K 0.06% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,715 $325K 0.01% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,704 $323K 0.19% +4 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,700 $322K 0.15% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,698 $322K <0.01% +180 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,691 $320K 0.2% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,689 $320K 0.16% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $319K 0.02% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,682 $319K 0.19% +50 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,681 $318K 0.03% -62 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,671 $316K 0.13% -2 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,664 $315K 0.06% -319 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,645 $312K 0.04% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,645 $312K 0.18% +8 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,632 $309K 0.01% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,626 $308K 0.08% -6 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,625 $308K 0.03% +6 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,616 $306K 0.04% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,603 $304K 0.07% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,582 $300K 0.01% +412 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,567 $297K 0.02% -455 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,553 $294K 0.26% -767 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,545 $293K <0.01% +146 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,545 $293K 0.03% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,530 $290K 0.02% +1 13F-HR Timeline