Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 41,046 $4.03M 0.06% +1,167 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 40,284 $3.96M 0.02% -508 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 39,786 $3.91M 0.24% +1,803 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 41,178 $3.88M 2.45% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,481 $3.88M 0.03% +3,013 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 39,256 $3.85M 0.58% +100 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 39,192 $3.85M 0.07% +3,241 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 39,017 $3.83M 1.3% +6,249 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38,601 $3.79M 0.05% +2,664 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 37,957 $3.73M 1.24% +136 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,830 $3.71M 0.02% -45 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 37,169 $3.65M 0.06% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 36,730 $3.61M 0.42% -1,587 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36,649 $3.6M 0.39% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 35,294 $3.49M 1.48% +8,294 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 35,442 $3.48M 1.32% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 35,255 $3.46M 0.21% +1,565 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 35,073 $3.44M 0.02% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 35,041 $3.44M 1.17% -450 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 34,993 $3.44M 2.06% +4,922 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 34,952 $3.43M 0.05% 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 34,572 $3.39M 0.38% +4,261 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 33,834 $3.32M 0.04% -2,800 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 33,727 $3.31M 1.01% -3,063 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 33,335 $3.27M 0.04% +505 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 33,310 $3.27M 1.63% +83 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 33,217 $3.26M 1.69% +5,176 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 33,194 $3.26M 1.27% +23,110 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,026 $3.24M 0.02% +7,066 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 32,104 $3.22M 0.39% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 32,829 $3.22M -26 Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 32,797 $3.22M 1.21% -467 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 32,744 $3.22M 0.51% +1,050 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 32,455 $3.19M 0.34% +722 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 31,935 $3.14M 0.15% 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 31,893 $3.13M 1.11% +11,246 13F-HR Timeline MOTCO More: the full row for MOTCO 30,985 $3.04M 0.26% +202 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 30,670 $3.01M 0.76% +2,400 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 30,237 $2.97M 0.76% +9,437 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 30,154 $2.96M 0.04% +22,403 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 29,688 $2.92M 0.92% +21 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 29,650 $2.91M 0.03% +392 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 29,427 $2.89M +628 Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 28,494 $2.89M 0.3% -527 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 29,200 $2.87M 0.27% -306 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 28,687 $2.82M 2.03% +4,843 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 28,653 $2.81M 0.53% -2,587 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 28,577 $2.81M 1.54% +2,823 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 28,323 $2.78M 0.11% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,251 $2.77M <0.01% -4,453 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 28,038 $2.75M 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 27,849 $2.73M 0.02% +2,341 13F-HR Timeline Group AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 27,778 $2.73M 1.71% +1,022 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 27,757 $2.73M 0.02% new 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 27,646 $2.71M 0.68% +15,152 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 27,301 $2.68M 1.35% +1,607 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 27,218 $2.67M 0.17% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,649 $2.62M 0.01% +601 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,493 $2.6M 0.01% +4,531 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 26,448 $2.6M 2.57% +2,992 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,424 $2.59M 0.05% +2,547 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 26,356 $2.59M 0.69% +2,451 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 26,051 $2.56M 1.17% +1,474 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 25,852 $2.54M 1.64% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25,750 $2.53M 0.19% -327 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 25,040 $2.46M 0.23% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,435 $2.4M 0.01% +819 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,427 $2.4M <0.01% +3,872 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 24,400 $2.4M 0.39% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 24,398 $2.4M 0.19% -6,520 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,380 $2.39M <0.01% +1,617 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 24,080 $2.36M 0.07% +921 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 23,956 $2.35M 0.31% -6,503 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 23,941 $2.35M 0.58% -200 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,734 $2.33M 0.03% +16,126 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,630 $2.32M 0.56% -42 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,273 $2.29M 0.11% +2,449 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 23,024 $2.26M 0.77% +99 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22,744 $2.23M 0.01% +1,320 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 22,783 $2.23M 2.57% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 22,571 $2.22M 0.49% -250 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 22,506 $2.21M 0.06% +252 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,453 $2.2M 0.07% -4,046 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22,216 $2.18M 0.41% +179 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 22,205 $2.18M 0.04% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,025 $2.16M 0.01% +180 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 21,988 $2.16M 0.43% -199 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 21,970 $2.16M 1.38% +1,941 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,885 $2.15M 0.41% +257 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 21,736 $2.13M 1.79% +2,690 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 21,357 $2.1M 0.19% -183 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 21,243 $2.09M 0.13% -272 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 20,976 $2.06M 0.78% +738 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 20,915 $2.05M 0.87% +10,685 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 20,865 $2.05M 0.04% +3,159 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,850 $2.05M 0.09% +22 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 20,840 $2.05M 1.18% -454 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,830 $2.05M 0.05% +7,595 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 20,825 $2.05M 0.82% +685 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,584 $2.02M <0.01% -288,391 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,562 $2.02M 0.04% +8,029 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 20,510 $2.01M 1.73% +2,097 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 20,135 $1.98M 0.05% -5,425 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 20,134 $1.98M 1.52% +2,215 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,781 $1.94M 0.07% +273 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,501 $1.92M 0.06% +2,182 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,470 $1.91M 0.6% -880 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,390 $1.9M 0.13% +3,890 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 19,376 $1.9M 0.37% +43 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 19,200 $1.89M 1.45% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,160 $1.88M 0.14% +104 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,125 $1.88M 0.06% +1,073 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 19,042 $1.87M 0.05% -54 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,866 $1.85M 0.15% +1,027 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 18,860 $1.85M 0.01% 0 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 18,751 $1.84M +2,441 Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 18,736 $1.84M 0.34% +75 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 18,726 $1.84M 0.72% +160 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,668 $1.83M 0.29% +164 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,662 $1.83M 0.02% +1,604 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 18,460 $1.81M 0.3% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 18,415 $1.81M 1.2% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,218 $1.79M 0.09% +2,483 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 18,105 $1.78M 0.38% +1,038 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 18,019 $1.77M 0.5% -8,373 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 18,602 $1.76M 0.03% -3,447 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17,667 $1.73M 0.07% +3,792 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,638 $1.73M 0.02% -3,070 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 17,630 $1.73M 3.92% +1,160 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 17,535 $1.72M 0.41% +1,232 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 17,424 $1.71M 1.02% +1,825 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,395 $1.71M 0.17% +2,107 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 15,965 $1.68M 0.67% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,040 $1.67M 0.05% +214 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,854 $1.66M 0.05% -90 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,692 $1.64M 0.03% +6,647 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 16,497 $1.62M 0.02% -3,500 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,384 $1.61M <0.01% +4,847 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,354 $1.61M 0.02% +3,968 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,345 $1.61M 0.01% -1,020 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,338 $1.6M 0.02% -61 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,145 $1.59M 0.08% -500 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,083 $1.58M <0.01% +432 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,958 $1.57M 0.2% +2,749 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 15,870 $1.56M 0.5% +551 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 15,829 $1.55M 0.67% +478 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,735 $1.55M 0.02% +1,434 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 15,705 $1.54M 1.36% -65,987 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,702 $1.54M <0.01% -20,058 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,170 $1.49M 0.01% +835 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,151 $1.49M +11,616 Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15,100 $1.48M 0.8% -3,625 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 14,304 $1.48M 0.8% +475 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,616 $1.47M 0.23% +3,190 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,941 $1.47M 0.01% +867 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 14,546 $1.45M 0.02% -1,883 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 14,765 $1.45M <0.01% +337 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,709 $1.44M 0.01% 0 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 14,538 $1.43M 0.24% +8,430 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,386 $1.41M 0.07% -934 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,283 $1.4M 0.51% +472 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,214 $1.4M 0.03% -46,924 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 14,197 $1.39M 0.45% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,125 $1.39M 0.06% +1,815 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 13,969 $1.37M 0.86% +9 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,790 $1.35M 0.45% +35 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,729 $1.35M 0.01% -1,247 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 13,719 $1.35M 0.14% +6,513 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,650 $1.34M 0.04% +902 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,582 $1.33M 0.21% -15 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 13,554 $1.33M 0.36% +9,181 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 13,367 $1.31M 0.99% +163 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,252 $1.3M 0.05% +1,361 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 13,070 $1.28M 0.55% +130 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,965 $1.27M 0.02% +9,578 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 12,933 $1.27M 0.16% +5,004 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 12,884 $1.27M 0.22% -337 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,879 $1.26M <0.01% +1,494 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,166 $1.26M 0.07% +3,391 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,817 $1.26M 0.04% -1,594 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 12,808 $1.26M 2.35% +947 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,797 $1.26M 0.05% +168 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,737 $1.25M 0.28% +57 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,724 $1.25M 0.03% +1,294 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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