SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 11,962 $5.22M 0.77% -87 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 11,948 $5.22M 2.17% +711 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,940 $5.22M 0.22% +413 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 11,912 $5.2M 3.03% -93 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,845 $5.17M 0.9% -641 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 11,835 $5.17M 2.23% -836 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 11,825 $5.17M 2.31% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,741 $5.13M 0.12% -486 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 11,688 $5.11M 4.08% -430 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,639 $5.08M 0.74% -371 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,590 $5.06M 0.1% -744 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,581 $5.06M 1.34% +107 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 11,557 $5.05M 1.61% +85 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 57,339 $5.02M 0.49% +47,471 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 11,462 $5.01M 2.09% +346 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,453 $5M 1.48% +28 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,436 $5M 0.02% -493 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 11,424 $4.99M 1.11% -11,534 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,418 $4.99M 0.24% +126 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11,406 $4.98M 0.68% -40,805 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,396 $4.98M 2.11% -153 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,379 $4.97M 0.21% +1,852 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,348 $4.96M 0.2% +201 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,233 $4.91M 0.15% -3,217 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 11,179 $4.88M 1.27% -7,024 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,138 $4.86M 1.38% +1,049 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 11,133 $4.86M 0.43% -661 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,130 $4.86M 0.07% -1,986 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 11,126 $4.86M 1.58% -2,971 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 11,111 $4.85M 2.26% -202 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,110 $4.85M 0.62% -160 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,098 $4.85M 0.6% +949 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 11,069 $4.84M <0.01% -1,112 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 11,020 $4.81M 0.82% -1,039 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,015 $4.81M 0.07% +4,524 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,899 $4.76M 1.58% +1,185 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 10,895 $4.76M 4.07% 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,880 $4.75M 0.05% +1,146 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,799 $4.72M 0.16% -363 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,783 $4.71M 0.04% -192 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 10,767 $4.7M 2.06% -641 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,751 $4.7M 0.22% -724 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,750 $4.7M 3.14% +55 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,613 $4.64M 0.14% -2,431 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 10,559 $4.61M 1.71% -1,630 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,548 $4.61M 0.16% +2,853 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,536 $4.6M 0.14% -520 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,518 $4.59M 1.72% -363 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 10,500 $4.59M 0.01% new 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 10,449 $4.56M 2.47% -405 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,443 $4.56M 2.2% +81 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 10,425 $4.55M 0.38% +70 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 54,118 $4.52M 0.75% +44,531 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 10,325 $4.51M 3.27% +5,316 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,290 $4.49M 3.17% +59 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 10,279 $4.49M 1.17% -956 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,276 $4.49M 1.31% -1,067 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 10,240 $4.47M 2.26% -421 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 10,220 $4.46M 1.34% +122 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,202 $4.46M 0.07% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,195 $4.45M 0.44% -362 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,118 $4.42M 1.47% +2,990 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,108 $4.41M 0.83% -5 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,102 $4.41M 0.48% -185 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,094 $4.41M 1.8% -141 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,077 $4.4M 0.35% +275 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,056 $4.39M 3.08% +1,022 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,033 $4.38M 0.2% +947 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,018 $4.38M 0.14% -30 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 10,015 $4.37M 3.65% -79 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,996 $4.37M 0.35% +174 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 52,710 $4.36M +43,960 Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,777 $4.34M 0.09% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,872 $4.31M 0.07% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,734 $4.3M 0.32% -860 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,802 $4.28M 2.34% +48 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,794 $4.28M 0.14% +31 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,790 $4.28M 0.78% -453 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,788 $4.28M 0.2% -142 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 9,766 $4.27M <0.01% -6,761 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,758 $4.26M 3.74% -53 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,698 $4.24M 2.04% -13 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,648 $4.21M 0.3% -247 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,617 $4.2M 0.33% +523 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,561 $4.18M 0.19% -2,494 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,548 $4.17M 0.09% +9 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 9,538 $4.17M 1.09% +26 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 9,497 $4.15M 0.61% +524 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,487 $4.14M 0.09% -535 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 9,427 $4.12M 2.07% -182 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 9,403 $4.11M 2.69% -582 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 9,284 $4.1M 4.07% -98 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 19,805 $4.08M 1.04% +1,769 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,309 $4.07M 1.4% -144 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,285 $4.06M 0.09% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9,213 $4.02M 1.63% +861 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,189 $4.01M 0.64% +265 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,189 $4.01M 1.51% -219 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,186 $4.01M 2.13% +803 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,178 $4.01M 2.87% -1,834 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,178 $4.01M 0.26% +2 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 9,100 $3.97M 1.61% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,083 $3.97M 1.55% -30 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,053 $3.95M 0.01% -6,202 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,035 $3.95M 0.33% +35 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,003 $3.93M 1.71% +966 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,988 $3.93M 0.51% +259 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 8,292 $3.93M 0.37% +4,146 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,939 $3.9M 0.5% -1,277 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,933 $3.9M 1.28% +50 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,899 $3.89M 0.41% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,894 $3.88M 0.26% -128 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,890 $3.88M <0.01% -2,371 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,889 $3.88M 0.15% -1,191 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,866 $3.87M 1.3% +158 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,850 $3.87M 0.05% +25 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8,821 $3.85M 0.16% +1,524 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,775 $3.83M 0.05% +397 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 8,775 $3.83M 2.45% +1,363 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,772 $3.83M 0.22% -113 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,749 $3.82M 0.14% -857 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,735 $3.82M 0.41% -1,181 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 8,658 $3.78M 1.79% -37 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,657 $3.78M 0.39% -2,070 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,643 $3.78M 0.6% -71 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,612 $3.76M 3.54% +41 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,578 $3.75M 0.92% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,568 $3.74M 0.26% -122,892 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,555 $3.74M 0.41% +837 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,518 $3.72M 0.63% +441 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 8,442 $3.69M 0.46% -37,817 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 8,424 $3.68M 1.72% -70 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,410 $3.67M +2,286 Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,399 $3.67M 0.25% +9 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,383 $3.66M 0.05% +931 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 8,371 $3.66M 2.39% -1,289 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,363 $3.65M 0.22% -86 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,360 $3.65M 0.92% -315 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,919 $3.65M 0.1% -313 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,353 $3.65M 0.9% +4,764 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,342 $3.64M 1.96% +61 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,325 $3.64M 1.34% +246 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,275 $3.61M 0.07% +194 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,225 $3.59M 0.01% -20,054 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,221 $3.59M 0.05% -262 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,212 $3.59M 0.02% +5,799 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 8,183 $3.57M 2.22% -2,720 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 8,163 $3.57M 1.81% -305 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 8,137 $3.55M 4.08% -169 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,127 $3.55M 0.21% +222 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,095 $3.54M 1.35% +1,879 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,045 $3.51M 0.78% -51 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 8,043 $3.51M 2.68% +199 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 8,032 $3.51M 0.49% -603 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,026 $3.51M 0.84% +1,070 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,024 $3.51M 2.14% -117 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,998 $3.49M 0.16% +31 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,993 $3.49M 0.27% +458 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,990 $3.49M 0.47% +324 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,969 $3.48M 0.4% -133 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,967 $3.48M 0.33% +416 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,942 $3.47M 1.11% +635 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 7,942 $3.47M 1.16% -33 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 7,912 $3.46M 2.26% -100 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,881 $3.44M 0.04% -708 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,870 $3.44M 1.78% +104 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,864 $3.43M 0.27% -112 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,817 $3.41M 0.25% +57 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 7,812 $3.41M 0.14% -483 13F-HR Timeline Group Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 7,774 $3.4M 0.96% -4,209 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,703 $3.36M 0.7% +706 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,664 $3.35M 0.65% +7 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 7,657 $3.34M 3.31% -354 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 7,654 $3.34M 1.83% -756 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,619 $3.33M 1.35% +70 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,608 $3.32M 0.65% +647 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,595 $3.32M 0.21% -632 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,592 $3.32M 0.05% +296 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 7,590 $3.32M 0.33% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Embree Financial Group More: the full row for Embree Financial Group 7,567 $3.31M 0.39% -293 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,558 $3.3M 0.06% -236 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,555 $3.3M 0.02% +846 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,533 $3.29M <0.01% +339 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 39,084 $3.27M 0.04% +32,217 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,490 $3.27M 0.41% +370 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,463 $3.26M 0.03% -772 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,441 $3.25M 2.16% -4 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,438 $3.25M 0.67% -45 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,425 $3.25M 0.14% +27 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,427 $3.24M 0.17% +74 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 38,983 $3.24M 1.68% +33,758 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,409 $3.24M 0.41% +159 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,406 $3.24M 1.18% +751 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,404 $3.23M 3.18% +11 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,382 $3.22M 0.39% -241 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,323 $3.2M 0.36% -882 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,290 $3.18M 0.09% -78 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,241 $3.16M 0.82% -1,514 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 7,231 $3.16M 1.94% -2,938 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,220 $3.15M 0.75% 0 13F-HR Timeline