Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,715 $2.67M 0.34% -460 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,698 $2.67M 0.22% -977 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 9,689 $2.66M 1.11% -934 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 9,682 $2.66M 1.8% +724 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,653 $2.65M 0.11% -1,362 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9,224 $2.65M 2.43% +81 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,616 $2.64M 1.23% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 9,579 $2.63M 0.1% +387 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 9,572 $2.63M 0.36% -174 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,564 $2.63M 0.16% -3,169 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,562 $2.63M 0.39% -255 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,562 $2.63M 0.39% +157 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,485 $2.61M 0.37% +28 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,447 $2.6M 0.48% -511 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,407 $2.59M 0.91% -84 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9,397 $2.58M 0.84% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,384 $2.58M 0.38% +6,845 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,892 $2.58M 0.85% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,352 $2.57M 0.08% -103 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,309 $2.56M 0.11% +627 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,300 $2.56M 0.92% +184 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,298 $2.56M 0.97% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,287 $2.55M 0.88% -942 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,310 $2.54M 5.05% -920 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,238 $2.54M 0.05% +6 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,224 $2.54M 0.15% +293 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 9,182 $2.52M 0.41% -258 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,170 $2.52M 1.26% +28 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,161 $2.52M 0.97% -572 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,154 $2.52M 1.05% +451 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,150 $2.52M 0.18% -36 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,116 $2.51M 0.64% -31,632 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 9,120 $2.51M 1.71% -361 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,108 $2.5M 0.48% -629 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,100 $2.5M 0.11% +2,154 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,091 $2.5M 0.36% -684 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 9,081 $2.5M 1.1% -282 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 9,030 $2.48M 0.49% -12 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 9,006 $2.48M 1.52% +4,633 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,099 $2.46M 1.77% -30 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 8,955 $2.46M 1.32% -85 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,908 $2.45M 3.6% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,438 $2.45M 0.8% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,869 $2.44M 1.62% +2,747 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,856 $2.43M 0.51% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,846 $2.43M 1.09% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,825 $2.43M 0.04% +1,671 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,802 $2.42M 0.72% +266 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,801 $2.42M 0.73% +8 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,794 $2.42M 0.02% +3,197 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 8,794 $2.42M 1.38% -54 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 8,791 $2.42M 0.45% +8,591 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,789 $2.42M 1.3% +13 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,767 $2.41M 0.54% +101 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,756 $2.41M 0.17% -272 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,755 $2.41M 0.4% +37 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,708 $2.4M 0.59% +2,744 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,732 $2.4M 0.38% +600 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,731 $2.4M 0.27% -200 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,731 $2.4M 1.33% +2,076 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,711 $2.39M 0.04% -116,486 13F-HR Timeline Group One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 8,702 $2.39M 3.96% +6,581 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 8,700 $2.39M <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,697 $2.39M 0.14% +6,887 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,650 $2.38M 0.55% -567 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,649 $2.38M 0.52% +142 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8,624 $2.37M 1.89% +1,166 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,615 $2.37M 0.24% -6 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 8,235 $2.37M 2.13% +1,256 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,574 $2.36M 0.29% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,547 $2.35M 1.87% -162 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,068 $2.35M 0.6% +3,513 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 8,540 $2.35M 0.93% -65 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 8,518 $2.34M 1.93% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 8,508 $2.34M 0.42% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,502 $2.34M 0.52% +6,898 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,483 $2.33M 0.24% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,482 $2.33M 0.14% -256 13F-HR Timeline American Trust More: the full row for American Trust 8,467 $2.33M 0.57% -8,164 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,447 $2.32M 0.23% -163 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,380 $2.3M 1.13% +250 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,367 $2.3M 1.1% -1,323 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,366 $2.3M 0.53% -267 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 8,333 $2.29M 0.9% -966 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,332 $2.29M 0.26% +3,042 13F-HR Timeline Group Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 8,307 $2.28M 1.19% -193 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 8,306 $2.28M 0.85% -73 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 8,301 $2.28M 1.64% -435 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 8,263 $2.27M 0.88% -5,459 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 7,831 $2.26M 0.51% -63 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,221 $2.26M 1.43% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,202 $2.25M 0.04% -425 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,201 $2.25M 0.57% +482 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,185 $2.25M 1.45% -7,495 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,185 $2.25M 0.05% -29,060 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 8,181 $2.25M 0.69% +54 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,179 $2.25M 2.31% +31 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 8,172 $2.25M 0.93% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,164 $2.24M 0.17% -42 13F-HR Timeline Group SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 8,164 $2.24M 1.65% -150 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,163 $2.24M 0.03% -10 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,148 $2.24M 2.04% +27 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 8,073 $2.22M 0.65% -2,049 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,024 $2.21M 1.78% +3 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,975 $2.19M 0.7% -869 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 7,972 $2.19M 1.47% +339 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,957 $2.19M 0.68% -555 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,941 $2.18M 3.31% -12 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 7,939 $2.18M 2.18% +37 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 7,922 $2.18M 1.66% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,921 $2.18M 0.67% +17 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,880 $2.17M 0.09% +1,075 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 7,864 $2.16M 0.61% -96 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 7,832 $2.15M 0.81% -136 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,815 $2.15M 1.75% -350 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 7,811 $2.15M 1.24% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,803 $2.14M 0.35% +6 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,788 $2.14M 0.72% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 7,699 $2.14M 1.28% +4,477 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,772 $2.14M 0.89% -427 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,745 $2.13M 0.92% -806 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,762 $2.13M 1.94% -80 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,746 $2.13M 0.43% +960 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 7,726 $2.12M 0.59% -474 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 7,710 $2.12M 0.85% +5,770 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 7,710 $2.12M 0.11% +4,832 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 7,700 $2.12M 0.41% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7,693 $2.11M 1.33% +6,603 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 7,688 $2.11M 0.74% +1,175 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,665 $2.11M 0.19% +1,512 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,041 $2.1M 0.17% +6,802 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,652 $2.1M 0.52% -113 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,628 $2.1M 0.4% +5,723 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,623 $2.1M 0.28% +214 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,619 $2.09M 0.27% +206 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,619 $2.09M 0.84% +1 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,930 $2.09M 1.45% +353 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 7,598 $2.09M 0.13% +481 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 7,593 $2.09M 0.16% +208 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,587 $2.09M 1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,583 $2.08M 0.05% -270 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,574 $2.08M 1.01% -41 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,977 $2.08M 0.4% -2,722 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 7,569 $2.08M 0.25% -388 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,567 $2.08M 0.16% +3,140 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,564 $2.08M 1.21% -15 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 7,605 $2.07M 0.61% -343 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,529 $2.07M 0.9% +58 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,528 $2.07M 0.22% -354 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,491 $2.06M 0.71% -322 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 7,488 $2.06M 2.03% -4 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,485 $2.06M 0.18% +1,092 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,481 $2.06M 0.17% +1,627 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,472 $2.05M 1.12% -10,371 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 6,391 $2.05M 0.86% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,446 $2.05M 1.14% -375 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 7,444 $2.05M 1.94% -37 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,430 $2.04M 0.25% +57 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,412 $2.04M 0.17% +1,794 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 7,406 $2.04M 1.74% -624 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,403 $2.03M <0.01% +118 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,391 $2.03M 0.25% +88 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,379 $2.03M 1.21% +1,274 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,376 $2.03M 0.1% +1,131 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,514 $2.02M 0.41% -60 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 7,351 $2.02M 0.8% +20 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,340 $2.02M 0.2% +2,644 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,338 $2.02M 0.18% +17 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 7,325 $2.01M 1.67% -132 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 7,324 $2.01M 1.09% -810 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 7,293 $2M 1.29% -1,212 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,287 $2M 0.2% -1,874 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,263 $2M 0.36% +666 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,238 $1.99M 0.19% +322 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,236 $1.99M 0.02% +5,139 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,228 $1.99M 0.16% -2,741 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7,520 $1.99M 0.91% -277 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,216 $1.98M 0.76% +289 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,206 $1.98M 0.45% +3,507 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,201 $1.98M 0.36% -14,685 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 7,199 $1.98M 1.57% -1,067 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,198 $1.98M 0.01% -226 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,192 $1.98M 0.35% +17 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,178 $1.97M 0.01% -675 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,175 $1.97M 0.29% +2,656 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,797 $1.97M 0.16% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,167 $1.97M 0.28% +403 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,162 $1.97M 0.35% -147 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 7,162 $1.97M 1.3% +31 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,149 $1.96M 0.44% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 7,139 $1.96M 2.07% +1,352 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,130 $1.96M 0.99% -225 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,099 $1.95M 0.37% -6,816 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,071 $1.94M 0.91% -1,874 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,063 $1.94M 1.2% +1,026 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,056 $1.94M 1.05% +260 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 7,032 $1.93M 0.38% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,028 $1.93M 1.48% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,022 $1.93M 0.08% +2,282 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 7,015 $1.93M 1.4% +4,388 13F-HR Timeline Group