CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,704 $290K 0.23% +43 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,699 $289K 0.12% -32 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,695 $289K 0.06% -76 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,692 $288K 0.01% -160 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,687 $288K 0.16% +471 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,687 $288K 0.08% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,681 $287K 0.18% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,670 $286K 0.12% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,641 $283K 0.09% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,634 $282K 0.01% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,514 $281K 0.04% -5 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,614 $280K 0.04% -94 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,606 $279K 0.08% 0 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 2,603 $279K 0.3% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,602 $279K 0.01% -29 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,600 $279K 0.01% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,593 $278K <0.01% +271 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,589 $277K 0.01% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,586 $277K 0.12% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,623 $276K 0.01% +450 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,565 $275K 0.1% -203 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,550 $273K 0.21% +9 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,537 $272K 0.04% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,532 $271K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,529 $271K <0.01% -25 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,513 $269K 0.18% -1,796 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,505 $268K 0.01% -289 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,690 $268K 0.04% new 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 2,494 $267K 0.26% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,474 $265K 0.14% -2 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,464 $264K 0.01% +2 13F-HR/A Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,432 $261K 0.02% -397 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,429 $260K 0.05% +220 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,429 $260K 0.09% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,422 $260K <0.01% 0 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 2,420 $259K 0.19% -361 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,416 $259K 0.01% +1,167 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,378 $255K 0.02% +142 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,358 $253K 0.01% +923 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 2,358 $253K 0.05% 0 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,326 $249K 0.08% +411 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,320 $249K 0.1% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,318 $248K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,290 $245K 0.01% -228 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,288 $245K 0.04% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,260 $242K 0.06% -164 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,258 $242K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,250 $241K <0.01% +101 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,245 $241K 0.02% -2,085 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,225 $238K 0.16% +338 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,223 $238K 0.21% +124 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,210 $237K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,198 $235K 0.05% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,198 $235K 0.01% +308 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,192 $235K 0.05% -37 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,154 $231K <0.01% -837 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,067 $229K 0.13% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,134 $229K <0.01% +25 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,125 $228K 0.05% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,120 $227K 0.06% -35 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,100 $225K 0.11% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,096 $225K 0.03% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,095 $224K <0.01% -149 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,092 $224K 0.05% +6 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,009 $223K 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,069 $222K 0.04% -21,451 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,065 $221K 0.03% +157 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,065 $221K 0.14% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,062 $221K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,059 $221K 0.07% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,056 $220K 0.02% -249 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,978 $220K 0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,053 $220K 0.03% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,051 $220K 0.08% -78 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,041 $219K 0.02% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,026 $217K 0.1% -904 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,014 $216K 0.04% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,001 $214K 0.12% +5 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,998 $214K 0.02% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,982 $212K 0.06% +1 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,976 $212K 0.01% -144 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,970 $211K <0.01% new 13F-HR Timeline Group KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,968 $211K 0.1% -54 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,947 $209K 0.03% -41 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,937 $208K 0.09% 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,936 $207K 0.02% +28 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,930 $207K 0.04% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,924 $206K 0.04% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,921 $206K 0.08% +39 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,914 $205K 0.02% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,914 $205K 0.09% new 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 1,909 $205K 0.03% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,902 $204K 0.1% -17 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1,900 $204K 0.1% new 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 1,897 $203K 0.02% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,887 $202K 0.1% -389 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,886 $202K 0.05% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 1,886 $202K 0.11% -207 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,885 $202K 0.12% +23 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,885 $202K 0.04% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,880 $201K 0.03% -287 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,872 $201K 0.01% +541 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 1,871 $200K 0.18% -18 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,868 $200K 0.07% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,850 $198K 0.06% -9,595 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,832 $196K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,771 $190K 0.02% +195 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,769 $190K 0.05% +121 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,711 $183K 0.02% +1,561 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,634 $175K <0.01% +365 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,604 $172K 0.01% +165 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,588 $171K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,561 $167K 0.01% -779 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,552 $166K 0.04% +3 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,501 $161K 0.01% -282 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,496 $160K 0.01% +350 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,449 $155K <0.01% -265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,400 $150K <0.01% -19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,386 $148K 0.01% 0 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,381 $148K <0.01% -619 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 1,355 $145K 0.11% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,332 $143K <0.01% +1,027 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,328 $142K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,267 $136K 0.01% +336 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,250 $134K 0.01% -1,250 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,221 $131K 0.01% -4,066 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,180 $126K 0.04% -100 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,171 $125K 0.03% -590 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,113 $119K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,098 $118K <0.01% +91 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,085 $116K 0.01% -16 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,083 $116K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,065 $115K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,073 $115K <0.01% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY HOLDING CO More: the full row for CITY HOLDING CO 1,065 $114K 0.01% +25 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,021 $109K 0.01% +205 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,007 $108K <0.01% -205 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,000 $107K 0.01% -135 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 989 $106K 0.01% -50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 985 $106K 0.01% -680 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 959 $105K 0.01% +145 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 940 $104K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 972 $104K 0.04% -890 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 965 $103K 0.02% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 961 $103K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 951 $102K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 945 $101K 0.08% +23 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 942 $101K 0.03% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 918 $98.3K 0.02% -806 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 900 $98.2K 0.01% -122 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 904 $96.9K 0.01% -26 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 904 $96.8K 0.05% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 900 $96.4K 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 897 $96.1K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 896 $96K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 890 $95.3K 0.01% +248 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 867 $92.9K 0.01% +145 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 859 $92K <0.01% 0 13F-HR Timeline Group Burnham & Co LLC More: the full row for Burnham & Co LLC 836 $89.6K 0.07% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 818 $87.6K <0.01% 0 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 812 $87K 0.08% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 807 $86.5K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 807 $86.5K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 802 $85.9K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 801 $85.8K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 744 $79.7K 0.01% -63 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 731 $78.3K 0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 729 $78.1K <0.01% -779 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 726 $77.8K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 725 $77.7K <0.01% +20 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 711 $76.2K 0.02% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 700 $75K 0.05% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 683 $73.2K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 680 $72.9K 0.04% -261 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 678 $72.6K <0.01% 0 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 645 $68.6K 0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 632 $67.7K 0.03% +2 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 629 $67.4K 0.01% -155 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 616 $66K 0.02% +125 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 614 $65.8K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 599 $64.2K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 562 $63K <0.01% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 572 $61.3K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 570 $61K 0.03% +201 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $60.2K 0.02% -456 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 545 $58.4K 0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 547 $58K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 533 $57.1K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 511 $57K 0.5% -173 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 529 $56.8K 0.02% -1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 519 $55.6K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 495 $53K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 493 $52.8K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 489 $52.4K 0.01% 0 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 482 $51.6K 0.01% -13 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 476 $51K 0.03% -222 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 465 $49.8K <0.01% +99 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 464 $49.7K <0.01% -31 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 444 $47.6K 0.02% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 439 $47K 0.01% 0 13F-HR Timeline