Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 49,446 $3.63M 2.85% +4,650 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 49,436 $3.63M 0.27% -10,954 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 49,358 $3.63M 0.21% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 49,281 $3.62M <0.01% +25,775 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 48,767 $3.58M 0.9% -6,064 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 48,484 $3.56M 2.27% +6,859 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47,425 $3.48M 0.2% +1,632 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 47,398 $3.48M 0.67% -5,069 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 47,169 $3.47M 0.08% +1,991 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 38,859 $3.46M 1.75% +28,553 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 47,042 $3.46M 2.29% +1,908 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,288 $3.39M -404 Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 45,821 $3.37M 0.78% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,724 $3.36M 0.07% -1,650 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 45,436 $3.34M 0.41% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 44,053 $3.31M 0.88% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 45,007 $3.31M 0.28% -1,549 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 44,823 $3.29M 0.78% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 44,654 $3.28M 1.82% -193 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 44,474 $3.27M 1.05% +7,324 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 44,297 $3.25M 0.32% -771 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 44,237 $3.25M 0.44% +5,177 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 43,844 $3.22M 0.65% +7,953 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 43,608 $3.2M 0.18% +7 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 43,394 $3.19M 0.08% +4,664 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 43,234 $3.18M 0.02% +6,564 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 43,211 $3.17M 0.51% +91 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 42,528 $3.12M 0.6% +2,758 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 42,478 $3.12M 0.2% -2,246 13F-HR/A Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 42,286 $3.11M 1.09% -2,008 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 42,186 $3.1M 0.47% +481 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 41,866 $3.08M 1.03% +494 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 41,752 $3.07M 0.01% +13,607 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 41,745 $3.07M 0.08% -1,693 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 41,734 $3.07M 1.46% -5,142 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 41,369 $3.04M 0.37% -144,589 13F-HR/A Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 41,275 $3.03M 0.42% +1,699 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 41,175 $3.02M 0.5% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 41,086 $3.02M 0.26% -3,500 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 41,000 $3.01M 0.2% -577 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 40,979 $3.01M 0.3% -5,065 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 40,439 $2.97M 0.39% -5,302 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 40,277 $2.96M 0.19% -32 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 40,000 $2.94M 0.14% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.27% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 39,920 $2.93M 0.49% -732 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 39,603 $2.91M 0.39% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 39,326 $2.89M 0.78% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 38,248 $2.86M 0.52% -49 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 38,382 $2.85M 0.92% +12,925 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 38,685 $2.84M 0.3% -1,494 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 38,676 $2.84M 0.17% +1,719 13F-HR Timeline Group Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 38,568 $2.83M 0.08% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 38,471 $2.83M 0.06% +2,715 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 38,349 $2.82M 1.77% +139 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,234 $2.81M 0.18% -299 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 38,210 $2.81M 0.02% +4,195 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 37,762 $2.8M 0.07% -61 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 38,004 $2.79M 1.25% +233 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 37,649 $2.77M 1.24% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 37,634 $2.76M 0.39% +8,429 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 37,618 $2.76M 2.1% +56 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 37,522 $2.76M 0.01% -4,102 13F-HR Timeline Group Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 37,359 $2.74M 1.74% +763 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 37,100 $2.73M 0.35% +3,527 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 36,942 $2.71M 2.14% +1,728 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36,725 $2.7M 0.18% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 36,657 $2.69M 0.23% -40 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 36,108 $2.65M 0.01% -566 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 36,069 $2.65M 0.48% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 35,571 $2.61M 0.09% +8,895 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 35,464 $2.61M 0.26% +4,889 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,341 $2.6M 0.1% +5,784 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 35,147 $2.58M <0.01% -289 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 35,129 $2.58M 0.08% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 34,995 $2.57M 0.01% -12,579 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 34,801 $2.56M 0.75% +10,664 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 34,595 $2.54M 0.62% -5,100 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 34,533 $2.54M 0.21% +1,837 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 34,486 $2.53M 0.05% +1,670 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 34,297 $2.53M +3,645 Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 34,240 $2.52M 1.02% -374 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 34,146 $2.51M 0.46% -1,110 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 34,144 $2.51M 0.06% -4,481 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 34,092 $2.5M 0.52% -1,260 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 34,080 $2.5M 0.15% +2,129 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 33,998 $2.5M 0.14% +11,539 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 33,915 $2.49M 0.97% -936 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 38,258 $2.49M 0.86% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 33,766 $2.48M 0.12% +90 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 33,762 $2.48M 0.46% +6,070 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 33,694 $2.48M 2.45% -1,805 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 32,760 $2.46M 0.76% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 32,925 $2.42M 0.74% +3,631 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 32,875 $2.41M 0.34% +515 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 32,757 $2.41M 0.08% +346 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 31,752 $2.4M 0.06% +63 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 32,527 $2.39M 0.02% +13,332 13F-HR/A Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 32,430 $2.38M 0.01% -2,395 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 32,165 $2.36M 1.64% -2,814 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 31,939 $2.35M 0.02% +7,301 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 31,937 $2.35M 0.56% +2,352 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,914 $2.34M 0.05% +28,363 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 31,721 $2.33M 0.52% +1,322 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 31,715 $2.33M 0.15% -14 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 31,703 $2.33M 0.17% +5,720 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31,517 $2.32M 0.65% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 31,354 $2.3M 0.36% +5,860 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 31,320 $2.3M 1.39% -9,293 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,068 $2.28M 0.14% +1,408 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 31,031 $2.28M 0.39% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 30,816 $2.26M 0.06% +3,836 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 30,794 $2.26M 6.34% -411 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 30,615 $2.25M 0.33% -457 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 30,601 $2.25M 1.03% +1,967 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 30,579 $2.25M 0.69% -1,745 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 30,445 $2.24M 1.4% +610 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 30,323 $2.23M +1,958 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 30,054 $2.21M 0.06% +3,619 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 30,053 $2.21M 0.13% -241 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 30,044 $2.21M 0.17% +25,820 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 29,816 $2.19M 0.12% +1,754 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 29,803 $2.19M 0.28% +129 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29,775 $2.19M 0.17% -2,501 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 29,685 $2.18M 1.24% -753 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,679 $2.18M 0.01% +5,240 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 29,536 $2.17M 0.77% +803 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 29,525 $2.17M 2.21% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 29,310 $2.15M 0.05% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,308 $2.15M 0.1% +180 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 29,208 $2.15M 0.66% +23,260 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 29,131 $2.14M 0.48% +4,075 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 29,101 $2.14M 0.35% +491 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 29,094 $2.14M 0.04% +4,556 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 28,986 $2.13M 0.76% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,793 $2.12M 0.04% +8,547 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 28,368 $2.08M 0.35% +1,698 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 28,219 $2.07M 1.33% +388 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 28,051 $2.07M 0.11% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 28,141 $2.07M <0.01% +4,718 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 28,012 $2.06M 0.02% +23,212 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 27,611 $2.05M 3.04% -318 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,839 $2.05M 0.01% +9,058 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 27,588 $2.03M 1.47% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 27,491 $2.02M 0.08% +655 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 27,196 $2M 0.17% -27 13F-HR Timeline Friday Financial More: the full row for Friday Financial 27,177 $2M 0.84% +1,990 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 27,134 $1.99M 1.38% +9 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 27,133 $1.99M 0.57% -1,164 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 27,121 $1.99M 0.13% +6,432 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,034 $1.99M 0.03% +586 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 27,018 $1.98M 0.74% +3,443 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 26,980 $1.98M 1.25% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,796 $1.97M 0.03% +6,915 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 26,487 $1.95M 0.73% -344 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,403 $1.94M 0.17% +94 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 26,210 $1.93M 1.12% +1,313 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 26,194 $1.92M 0.06% +715 13F-HR Timeline Essex LLC More: the full row for Essex LLC 26,162 $1.92M 0.35% +735 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 26,079 $1.92M 0.27% +651 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 26,000 $1.91M 0.1% -500 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 25,984 $1.91M 0.84% +1,900 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 25,876 $1.9M 0.03% +286 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 25,584 $1.88M 0.03% +4,201 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25,359 $1.86M 0.78% +300 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 25,275 $1.86M 0.84% +123 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 25,264 $1.86M 0.21% +128 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 25,150 $1.85M 0.59% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25,076 $1.84M 0.31% +811 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 24,874 $1.83M 0.07% +120 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 24,856 $1.83M 4.42% -283,067 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 24,786 $1.82M 0.33% -397 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 24,720 $1.82M 0.02% -734 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 24,657 $1.81M 0.97% +1,517 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 24,383 $1.79M 0.67% +2,272 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 23,565 $1.73M 0.91% +828 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 23,206 $1.7M 0.54% +427 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 23,181 $1.7M 0.97% -599 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 23,123 $1.7M 0.08% +3,544 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 22,995 $1.69M 0.5% -433 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 22,825 $1.68M 0.39% -16,261 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 22,798 $1.67M 0.3% -270 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 22,773 $1.67M 0.29% +18,922 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,555 $1.66M 0.45% -190 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 22,181 $1.63M 0.08% -874 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,115 $1.62M 0.07% +2,332 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 22,058 $1.62M 0.25% +2,521 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,957 $1.61M 0.08% -5,199 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 21,953 $1.61M 0.36% -886 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 21,887 $1.61M 0.41% +17,559 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,760 $1.6M 0.01% +3,800 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 21,728 $1.6M 0.03% -553 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 21,709 $1.59M -597 Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 21,636 $1.59M 0.23% +879 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 21,616 $1.59M 0.36% -13,537 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,608 $1.59M 0.36% +489 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 21,602 $1.59M 0.04% +2,026 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,499 $1.58M 0.71% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21,496 $1.58M 0.02% +3,889 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 21,430 $1.57M 0.54% +3,784 13F-HR Timeline