SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 22,124 $3.75M 1.07% +487 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 22,097 $3.74M 2.38% -143 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,030 $3.73M 0.1% +634 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 21,842 $3.7M 0.34% +1,060 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,821 $3.69M 0.17% +23 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 21,560 $3.65M 1.77% -322 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,482 $3.64M 0.12% -11 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 21,333 $3.61M 0.73% -1,303 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21,326 $3.61M 0.51% -238 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 21,257 $3.6M 0.35% -53,604 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 21,253 $3.6M 0.33% +778 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 21,242 $3.6M 0.44% +175 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,205 $3.59M 0.15% +817 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,107 $3.57M 0.24% +1,886 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,059 $3.57M 0.35% +887 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 21,040 $3.56M 2.54% -390 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 21,027 $3.56M 1.69% -9 13F-HR Timeline United Bank More: the full row for United Bank 20,974 $3.55M 1.5% +238 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,966 $3.55M 0.3% +230 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,952 $3.55M 0.39% +22 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 20,952 $3.55M 1.51% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,927 $3.54M 0.34% -77 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,918 $3.54M 0.15% -52,701 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 20,861 $3.53M 0.53% +391 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 20,786 $3.52M 1.11% +58 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 20,382 $3.45M 1.94% -796 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 20,378 $3.45M 3.72% 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 20,356 $3.45M 1.77% -140 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 20,333 $3.44M 0.5% +13,595 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 20,300 $3.44M 0.93% +64 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 20,281 $3.43M 0.3% +3,075 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 20,257 $3.43M 0.31% 0 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 20,235 $3.43M 1.43% +27 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 20,232 $3.43M 2.41% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 20,157 $3.41M 1.25% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 20,070 $3.4M 2.46% +507 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 20,065 $3.4M 0.21% +6,500 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 20,052 $3.39M 0.8% +2,201 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 20,011 $3.39M 0.37% -2,320 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 19,880 $3.37M 1.72% +49 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 19,742 $3.34M 2.07% +1,308 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 19,689 $3.33M 0.28% -8,870 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 19,590 $3.32M 0.23% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 19,517 $3.3M 0.06% +330 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 19,435 $3.29M 0.15% -2,218 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 19,421 $3.29M 0.28% +4,195 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 19,310 $3.27M 0.23% +157 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 19,301 $3.27M 2.78% +802 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 18,404 $3.26M 0.37% -1,055 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 19,253 $3.26M 0.04% new 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,246 $3.26M 0.21% +1,688 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,216 $3.25M 0.56% -507 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 19,160 $3.24M 1.69% +1,044 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 18,163 $3.23M 0.69% +2,677 13F-HR Timeline City State Bank More: the full row for City State Bank 19,038 $3.22M 1.14% +875 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,027 $3.22M 0.35% +1,727 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,959 $3.21M 0.09% +585 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 18,880 $3.2M 1.04% -2,107 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 18,781 $3.18M 0.63% +5,953 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,666 $3.16M 0.39% -32 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,640 $3.16M 0.33% +777 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 18,612 $3.15M 0.15% +52 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 18,605 $3.15M 1.13% -3,676 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 18,517 $3.13M 0.22% -555 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 18,506 $3.13M 0.88% +388 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 18,353 $3.13M 1.48% +670 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 18,404 $3.12M 0.01% -165 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 18,389 $3.11M 0.65% -1,730 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 18,260 $3.09M 1.25% +62 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 18,243 $3.09M 0.33% -1,265 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 18,232 $3.09M 0.38% +7,919 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 18,206 $3.08M 0.9% +725 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 18,189 $3.08M 0.23% -691 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 18,101 $3.06M 0.9% -429 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 18,093 $3.06M 2.92% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,025 $3.05M 0.2% 0 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 18,021 $3.05M 0.08% +617 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,916 $3.03M 0.25% -1,178 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 17,900 $3.03M 0.13% +3,250 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 17,869 $3.03M 2.04% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,739 $3M 0.02% +2,164 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 17,732 $3M 0.5% -85 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 17,670 $2.99M 0.63% +621 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 17,651 $2.99M 1.58% +4,976 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 17,622 $2.98M 0.99% +773 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 17,609 $2.98M 0.16% +851 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 17,607 $2.98M 0.57% +1,094 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 17,525 $2.97M 0.68% +510 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,519 $2.97M 0.18% +2,506 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 17,476 $2.96M 0.36% -121,297 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 17,467 $2.96M 1.35% +642 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,414 $2.95M 0.63% +13,956 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,409 $2.95M 0.3% -235 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 17,302 $2.93M 0.52% +3,816 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,315 $2.93M 0.3% +983 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 17,256 $2.92M <0.01% new 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 17,242 $2.92M 2.69% +11 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17,237 $2.92M 0.08% -15,075 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 17,201 $2.91M 0.69% +7,918 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 17,145 $2.9M 0.7% +1,959 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 17,130 $2.9M 0.05% +8,989 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,008 $2.88M 0.1% -539 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 16,971 $2.87M 1.41% +320 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,936 $2.87M 0.04% +169 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 16,918 $2.86M 0.87% +16 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 16,841 $2.85M 2.08% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,840 $2.85M 0.3% +325 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 16,773 $2.84M 1.08% -29 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 16,704 $2.83M 2.17% +1,258 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 16,825 $2.82M +6,019 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,633 $2.82M 0.18% +1,505 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,601 $2.81M 0.88% +624 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 16,563 $2.8M 0.39% +1,407 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 16,524 $2.8M 1.15% -209 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 16,509 $2.79M 0.59% -2,366 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,445 $2.78M 1.49% -55,834 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 16,421 $2.78M 0.04% -14,428 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16,427 $2.78M 0.3% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 16,400 $2.78M 0.87% -836 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 16,400 $2.78M 3.51% +93 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,382 $2.77M 0.08% -328 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 15,570 $2.76M 2.05% -1,456 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 16,322 $2.76M 0.57% +394 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,320 $2.76M 0.15% +116 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,312 $2.76M 0.17% +437 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 16,201 $2.74M 0.11% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16,138 $2.73M 0.82% +2,368 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 16,029 $2.71M 0.89% -29 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 16,003 $2.71M 0.14% +46 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,994 $2.71M 0.24% -1,836 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 15,983 $2.71M 0.43% -1,165 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,952 $2.7M 0.28% +3,109 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 15,773 $2.69M 1.96% 13F-HR/A Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 15,846 $2.68M 0.5% -7,516 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,739 $2.66M 0.19% +9,644 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 15,719 $2.66M 1.29% +209 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 15,700 $2.66M 1.17% +1,500 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 15,691 $2.66M 1.97% -25 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 15,669 $2.65M 1.02% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 15,646 $2.65M 1.43% +292 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,646 $2.65M 2.83% 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 15,636 $2.65M 1.87% -1,031 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,571 $2.64M <0.01% -12,769 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 15,569 $2.64M 0.03% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 15,529 $2.63M 0.05% +1,201 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,527 $2.63M 1.86% +51 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 15,526 $2.63M 1% -1,693 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 15,518 $2.63M 2.52% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,497 $2.62M 0.85% +727 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 15,476 $2.62M 0.46% +23 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,402 $2.61M 0.88% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 15,368 $2.6M 0.04% +2,061 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,352 $2.6M 0.37% +904 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 14,617 $2.58M 1.21% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,065 $2.55M 0.19% +2,014 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,952 $2.53M 0.24% +2,969 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 14,890 $2.52M 1.55% -21 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 14,888 $2.52M 0.1% +142 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 14,851 $2.51M 0.32% -19 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 14,733 $2.49M 0.16% +2,393 13F-HR Timeline Group HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 14,731 $2.49M <0.01% +11,468 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 14,664 $2.48M 1.9% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,638 $2.48M 0.22% -151 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 14,628 $2.48M 1.37% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 14,603 $2.47M 0.74% -171 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 14,574 $2.47M +12,558 Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 14,572 $2.47M 1.21% +204 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,537 $2.46M 0.01% +2,518 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,526 $2.46M 0.37% -19 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 14,517 $2.46M 0.29% +317 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 14,503 $2.46M 0.69% +197 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,374 $2.43M 0.56% +11,479 13F-HR Timeline WEBSTER BANK, N. 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