Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,664 $2.34M 0.22% +800 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,705 $2.33M 0.06% +756 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 10,691 $2.33M 2.46% -871 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 10,654 $2.32M 0.46% -24 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 10,646 $2.32M 0.7% -603 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,622 $2.31M 0.4% -10 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 10,600 $2.31M 1.89% -79 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,599 $2.31M 0.22% +2,620 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,569 $2.3M 0.35% -352 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,554 $2.3M 0.41% +126 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 10,445 $2.28M 0.07% -146 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,410 $2.27M 0.53% +370 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,388 $2.26M 0.02% +8,456 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,356 $2.26M 0.3% -667 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 10,345 $2.25M 2.1% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,301 $2.24M 0.05% +635 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,273 $2.24M 0.13% -55 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,242 $2.23M 0.01% +2 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 10,228 $2.23M 1.49% -70 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 10,206 $2.22M 1.41% +71 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 10,171 $2.22M 0.35% -263 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,116 $2.2M 0.29% -8 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,101 $2.2M 0.03% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10,088 $2.2M 1.54% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,080 $2.2M -690 Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,000 $2.18M 0.06% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 9,942 $2.17M 1.08% +440 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 9,870 $2.15M 0.07% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,835 $2.14M 0.19% -490 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,811 $2.14M 0.32% +25 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,809 $2.14M 0.12% +20 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,792 $2.13M 0.84% +124 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,770 $2.13M 0.08% -1,199 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 9,740 $2.12M 0.45% +6,985 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,697 $2.11M 2.31% -735 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 9,692 $2.11M 1.65% -60 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 9,676 $2.11M 2.26% -5 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 9,674 $2.11M -1,980 Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9,634 $2.1M 0.92% +1,246 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,620 $2.1M 0.24% +251 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 9,610 $2.09M 0.33% -2 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 9,603 $2.09M 0.08% +5,400 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,572 $2.09M 0.06% -460 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,553 $2.08M 0.18% -1,654 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,531 $2.08M 0.1% -6 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 9,530 $2.08M 0.47% +127 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,523 $2.08M <0.01% -871 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 9,516 $2.07M 0.27% -14 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,497 $2.07M 0.5% +1,468 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,504 $2.07M 0.01% +478 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,459 $2.06M 0.07% -163 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 9,457 $2.06M 0.95% -653 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,440 $2.06M 0.34% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,446 $2.05M 0.12% -107 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,991 $2.05M 0.03% +4,201 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 9,413 $2.05M 0.58% -25,458 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 9,411 $2.05M 0.03% +186 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,381 $2.04M 0.05% -185 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,371 $2.04M 0.2% +1,162 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9,353 $2.04M 1.34% -422 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 9,255 $2.02M 1.54% -17 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,230 $2.01M 0.01% +173 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 9,220 $2.01M 1.64% -4,138 13F-HR Timeline American Trust More: the full row for American Trust 9,207 $2.01M 0.15% +114 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,207 $2.01M 0.28% +22 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,509 $2.01M 0.21% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,121 $1.99M 0.29% +272 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 9,110 $1.99M 0.8% 0 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 9,108 $1.98M 1.37% +154 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 9,099 $1.98M 0.75% +44 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 9,088 $1.98M 0.53% +10 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 9,076 $1.98M 0.67% -721 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,071 $1.98M 0.3% -1,309 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,069 $1.98M 0.49% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 9,061 $1.97M 0.97% -245 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,048 $1.97M 0.29% -619 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,040 $1.97M 0.53% +106 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,956 $1.97M 0.47% +686 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 9,005 $1.96M 1.46% +410 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,961 $1.96M 0.62% -3,870 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 8,918 $1.94M 0.1% +12 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 8,910 $1.94M <0.01% -1,113 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 8,891 $1.94M 0.32% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,865 $1.93M 0.95% +465 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 8,793 $1.92M 1.31% -24 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 8,782 $1.91M 0.69% +2,053 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 8,745 $1.91M 1.69% +28 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,731 $1.9M 0.12% +932 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 8,720 $1.9M 1.2% -999 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,711 $1.9M 1.18% +25 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,680 $1.89M 0.05% +269 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,671 $1.89M 1.17% -3,757 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 8,670 $1.89M 2.28% +2,913 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,659 $1.89M 0.03% +188 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8,396 $1.89M 0.68% +717 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 8,652 $1.89M 0.87% +4,372 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,726 $1.88M 0.11% +22 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,619 $1.88M 0.17% +1,560 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,572 $1.87M 0.2% -517 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,563 $1.87M 1% -689 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,525 $1.86M 0.12% +1,394 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,516 $1.86M 0.21% +2 13F-HR/A Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,506 $1.85M 0.63% +781 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,469 $1.85M 0.03% +313 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 8,449 $1.84M 0.23% +231 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 8,438 $1.84M 0.41% +370 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 8,429 $1.84M 1.02% -88 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,387 $1.83M 0.36% +39 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 8,384 $1.82M 0.19% -179 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,362 $1.82M 0.15% +16 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,335 $1.82M 0.96% -2,695 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,334 $1.82M 0.05% +134 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 8,324 $1.81M 1.8% +151 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 8,179 $1.81M 0.22% 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,311 $1.81M 0.19% -272 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 8,304 $1.81M 0.15% +60 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,300 $1.81M 0.02% -16 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,272 $1.8M 0.12% -540 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,238 $1.8M 0.21% +477 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,216 $1.79M 0.33% -417 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,092 $1.79M 0.17% +22 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,177 $1.78M 0.08% -64 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,167 $1.78M 0.23% -80 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,167 $1.78M 0.17% +41 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,148 $1.78M 0.12% +105 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,131 $1.77M 1.14% -103 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 8,064 $1.76M 0.33% +1,530 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,006 $1.76M 0.12% +10 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 8,058 $1.76M 0.05% +18 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,035 $1.75M 0.68% -41 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 8,025 $1.75M 0.33% -175 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 8,007 $1.74M 1.39% +695 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 8,001 $1.74M 0.19% +57 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,998 $1.74M 0.15% -134 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,980 $1.74M 0.2% +283 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,932 $1.73M 0.12% +1,441 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,924 $1.73M 0.07% +1,023 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 7,885 $1.72M 1.43% +39 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 7,862 $1.71M 0.42% -34 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 7,851 $1.71M 0.46% +347 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 7,846 $1.71M 0.28% +28 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 7,838 $1.71M 0.8% -53 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,827 $1.71M 0.04% +940 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 7,762 $1.69M 0.98% -14 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,758 $1.69M 0.41% +176 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 7,760 $1.69M 0.27% -168 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 7,723 $1.68M 1.63% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,717 $1.68M 0.37% -56 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 7,708 $1.68M 0.07% +19 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,663 $1.67M 0.14% +714 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,654 $1.67M 0.34% -6 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,563 $1.65M 0.21% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,543 $1.64M 0.13% +600 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 7,530 $1.64M 0.08% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,525 $1.64M 0.42% -30 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,468 $1.64M 0.11% +123 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,487 $1.63M 0.12% +25 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 7,457 $1.63M 0.97% +2,246 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,443 $1.62M 0.46% +176 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,418 $1.62M 0.44% -129 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,369 $1.61M 0.07% -108 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,360 $1.6M 0.44% +128 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,321 $1.6M 0.33% -226 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 7,320 $1.6M 1.96% -419 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 7,297 $1.59M 0.71% +324 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,291 $1.59M 1.21% +2,375 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,273 $1.59M 0.38% +335 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 7,256 $1.58M 0.52% +17 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,239 $1.58M 0.09% -917 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,237 $1.58M 0.17% +1,868 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,206 $1.57M 0.17% -101 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,189 $1.57M 0.17% +189 13F-HR/A Timeline Baring Financial LLC More: the full row for Baring Financial LLC 7,181 $1.56M 0.86% +816 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,177 $1.56M 0.17% +747 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 7,120 $1.56M 0.42% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,130 $1.55M 0.27% -209 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,078 $1.54M 0.37% +564 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,072 $1.54M 1.09% -143 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 7,070 $1.54M 1.3% +3,392 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,070 $1.54M 0.65% +3,749 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,055 $1.54M 0.12% +11 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,050 $1.54M 0.92% +72 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,016 $1.53M 1.08% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 7,016 $1.53M 0.09% -6,089 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 6,993 $1.52M 0.23% +32 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 6,984 $1.52M 0.5% -32 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 6,981 $1.52M 0.84% -586 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,939 $1.51M 0.17% +88 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 6,938 $1.51M 1.05% +108 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 6,936 $1.51M 0.81% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,921 $1.51M 0.38% -951 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,895 $1.5M 0.53% +80 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,871 $1.5M 0.38% -11,278 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,859 $1.49M 1.17% +58 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,848 $1.49M 0.01% -115 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 6,801 $1.48M 0.15% -103 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,800 $1.48M 0.15% -5,900 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 6,712 $1.46M 0.32% +79 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,684 $1.46M 0.55% -130 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,682 $1.46M 0.12% -122 13F-HR Timeline